Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSI (iShares MSCI KLD 400 Social ETF) | 12.25% | 30.27% | 22.43% | 13.37% | 15.46% | 14.26% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSI (iShares MSCI KLD 400 Social ETF) | 11/17/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 30.27 | 22.43 | 13.37 | 15.46 | 14.26 | NA | … | … | 12.25 | 18.03 | 22.38 | 28.50 | -21.71 | 31.32 | 20.92 | 31.15 | -3.88 | 20.89 | 10.04 | 0.31 | 12.29 | 35.43 | 12.28 | 1.46 | 11.41 | 30.72 | -35.32 | 3.17 | 1.39 |
| Sharpe Ratio | NA | 2.09 | 1.23 | 0.61 | 0.74 | NA | NA | … | … | 1.83 | 0.79 | 1.33 | 1.77 | -0.92 | 2.27 | 0.59 | 2.31 | -0.30 | 2.95 | 0.71 | 0.02 | 1.07 | 3.32 | 1.02 | 0.06 | 0.64 | 1.17 | -0.94 | 0.00 | 1.05 |
| Standard Deviation(%) | NA | 12.99 | 15.82 | 17.89 | 18.74 | NA | NA | … | … | 14.98 | 19.25 | 14.14 | 14.15 | 25.28 | 13.80 | 34.86 | 12.84 | 17.63 | 6.90 | 13.84 | 15.50 | 11.43 | 10.65 | 12.11 | 22.09 | 17.63 | 26.27 | 38.69 | 13.99 | 9.11 |
| Draw Down(%) | NA | 11.05 | 20.58 | 28.36 | 34.10 | NA | NA | … | … | 11.05 | 20.58 | 9.17 | 10.56 | 28.24 | 5.16 | 34.10 | 6.99 | 18.31 | 2.74 | 10.45 | 11.72 | 7.34 | 4.92 | 10.08 | 17.94 | 16.26 | 27.14 | 46.21 | 9.61 | 1.62 |
| Yield(%) | 0.00 | 1.09 | 1.41 | 1.32 | 1.60 | 2.36 | 1.94 | … | … | 0.24 | 1.07 | 1.25 | 1.51 | 1.07 | 1.30 | 1.26 | 1.81 | 1.53 | 1.51 | 1.22 | 1.44 | 1.41 | 1.66 | 1.91 | 1.45 | 1.44 | 1.70 | 1.28 | 1.22 | 0.21 |
Data as of 06/04/2026, Common starting date is 11/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSI (iShares MSCI KLD 400 Social ETF) |
-8.14%
Jun 2007 – Jun 2010 |
-0.96%
May 2007 – May 2012 |
6.39%
Dec 2006 – Dec 2016 |
7.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSI (iShares MSCI KLD 400 Social ETF) |
27.70%
Dec 2018 – Dec 2021 |
22.47%
Feb 2009 – Feb 2014 |
16.39%
Dec 2011 – Dec 2021 |
15.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart