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DSI: iShares MSCI KLD 400 Social (ETF)
Basic Info 78.22 0.98(1.24%) February 03
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/17/2006 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.94% |
| Expenses | 0.50% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.1 | 9.0 | -7.2 | 10.5 | 10.8 | 12.6 | 9.7 | 8.9 | -20.7 | 31.3 | 20.7 | 31.2 | -3.9 | 20.9 | 10.0 | 0.3 | 12.3 | 35.4 | 12.3 | 1.5 | 11.4 | 30.7 | -35.3 | 3.2 | 1.4 |
| SR | NA | 8.21 | -0.35 | 0.38 | 0.44 | 0.67 | NA | 0.41 | -0.88 | 2.26 | 0.58 | 2.32 | -0.3 | 2.95 | 0.71 | 0.02 | 1.07 | 3.32 | 1.02 | 0.06 | 0.64 | 1.17 | -0.93 | 0.01 | 1.08 |
| DD(%) | NA | 2.6 | 24.1 | 34.1 | 34.1 | 34.1 | NA | 54.2 | 27.6 | 5.2 | 34.1 | 7.0 | 18.3 | 2.7 | 10.4 | 11.7 | 7.3 | 4.9 | 10.1 | 17.9 | 16.3 | 27.1 | 46.2 | 9.6 | 1.6 |
| SD(%) | NA | 18.6 | 25.3 | 26.2 | 22.6 | 18.1 | NA | 20.2 | 25.3 | 13.8 | 34.9 | 12.8 | 17.6 | 6.9 | 13.8 | 15.5 | 11.4 | 10.7 | 12.1 | 22.1 | 17.6 | 26.3 | 38.7 | 14.0 | 9.1 |
| TR | NA | 1.41 | -0.09 | 0.1 | 0.1 | 0.12 | NA | 0.09 | -0.22 | 0.31 | 0.2 | 0.29 | -0.05 | 0.2 | 0.09 | 0.0 | 0.13 | 0.39 | 0.14 | 0.02 | 0.12 | 0.35 | -0.45 | 0.0 | 0.11 |
| Alpha(%) | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | -0.01 | 0.0 |
| Beta(%) | NA | 1.08 | 1.02 | 1.01 | 1.01 | 1.01 | NA | 0.91 | 1.01 | 1.01 | 1.0 | 1.02 | 1.02 | 1.0 | 1.03 | 0.99 | 0.97 | 0.92 | 0.89 | 0.88 | 0.94 | 0.88 | 0.79 | 0.66 | 0.87 |
| RS | NA | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | NA | 0.87 | 0.99 | 0.96 | 0.99 | 0.98 | 0.99 | 0.94 | 0.97 | 0.97 | 0.96 | 0.92 | 0.89 | 0.88 | 0.93 | 0.83 | 0.71 | 0.55 | 0.57 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2006
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