(DSI) iShares MSCI KLD 400 - Performance 7.3% in 12m
Compare DSI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.92%
#98 in Group
Rel. Strength
54.81%
#3607 in Universe
Total Return 12m
7.32%
#159 in Group
Total Return 5y
101.23%
#73 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: DSI (7.3%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: DSI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DSI
| Total Return (including Dividends) | DSI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.62% | -0.87% | -0.87% |
| 3 Months | -8.89% | -7.58% | -7.58% |
| 12 Months | 7.32% | 11.88% | 11.88% |
| 5 Years | 101.23% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | DSI | SPY | S&P 500 |
| 1 Month | 19.1% | 23% | 23% |
| 3 Months | -90.4% | -88.5% | -88.5% |
| 12 Months | 36.3% | 55.1% | 55.1% |
| 5 Years | 80.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #64 | 0.25% | 0.25% |
| 3 Month | #162 | -1.41% | -1.41% |
| 12 Month | #161 | -4.07% | -4.07% |
| 5 Years | #124 | -4.33% | -4.33% |
FAQs
Does DSI iShares MSCI KLD 400 outperforms the market?
No,
over the last 12 months DSI made 7.32%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months DSI made -8.89%, while SPY made -7.58%.
Over the last 3 months DSI made -8.89%, while SPY made -7.58%.
Performance Comparison DSI vs Indeces and Sectors
DSI vs. Indices DSI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.19% | 0.25% | -3.17% | -4.56% |
| US NASDAQ 100 | QQQ | -0.84% | -2.02% | -3.60% | -5.35% |
| US Dow Jones Industrial 30 | DIA | 1.13% | 2.56% | -3.08% | -1.88% |
| German DAX 40 | DAX | 1.42% | -1.94% | -22.7% | -17.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.15% | 2.20% | -0.18% | 1.36% |
| Hongkong Hang Seng | HSI | 1.18% | -0.68% | -5.09% | -6.57% |
| India NIFTY 50 | INDA | 3.03% | -4.68% | -3.46% | 4.25% |
| Brasil Bovespa | EWZ | 0.99% | -5.22% | -6.87% | 13.1% |
DSI vs. Sectors DSI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.06% | 0.43% | -9.30% | -16.6% |
| Consumer Discretionary | XLY | 0.11% | -0.52% | -5.68% | -6.0% |
| Consumer Staples | XLP | 3.69% | -0.82% | -8.48% | -3.88% |
| Energy | XLE | 4.67% | 13.2% | 2.62% | 18.4% |
| Financial | XLF | 1.58% | 1.49% | -10.8% | -15.4% |
| Health Care | XLV | 0.27% | 3.17% | -1.48% | 5.60% |
| Industrial | XLI | -0.23% | -0.73% | -3.88% | -2.27% |
| Materials | XLB | 0.80% | 1.81% | 4.24% | 10.8% |
| Real Estate | XLRE | 1.71% | 0.69% | -2.28% | -10.8% |
| Technology | XLK | -2.26% | -2.31% | 0.17% | -0.41% |
| Utilities | XLU | 3.03% | -0.68% | -5.29% | -14.5% |
| Aerospace & Defense | XAR | -0.76% | -7.01% | -16.7% | -19.3% |
| Biotech | XBI | -1.11% | -2.90% | 9.47% | 9.15% |
| Homebuilder | XHB | 0.88% | 1.65% | 11.6% | 14.4% |
| Retail | XRT | 1.76% | -0.06% | 2.40% | 10.1% |