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DSI: iShares MSCI KLD 400 Social (ETF)
Basic Info 132.39 0.54(0.41%) October 23
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 11/17/2006 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 1.07% |
| Expenses | 0.50% |
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Performance Analytics (As of 10/23/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 11.2 | 20.3 | 13.4 | 13.0 | 13.1 | 8.7 | 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 | 0.36 | 0.58 | 0.53 | 0.62 | 0.73 | 0.4 | 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 | 34.1 | 34.1 | 34.1 | 34.1 | 34.1 | 54.2 | 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 | 37.9 | 34.3 | 23.5 | 19.6 | 17.4 | 20.2 | 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 | 0.13 | 0.2 | 0.12 | 0.12 | 0.13 | 0.09 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 1.0 | 1.0 | 1.01 | 1.01 | 0.97 | 0.9 | 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 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 0.85 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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Best ETFs
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.15% (99%)
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- DSI (iShares MSCI KLD 400 Social) 0.41% (90%)
- VTHR (Vanguard Russell 3000 ETF) 0.33% (90%)
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- USA (Liberty All-Star Equity) 0.49% (64%)
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- JTD (Nuveen Tax-Advantaged Dividend Growth Fd) 0.23% (8%)
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- GRF (Eagle Capital Growth) 0.0% (4%)
- CRF (Cornerstone Total Return Fund) 0.46% (2%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.22% (2%)
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