(DSI) iShares MSCI KLD 400 - Performance 3.6% in 12m
Compare DSI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.32%
#85 in Group
Rel. Strength
50.16%
#3827 in Universe
Total Return 12m
3.56%
#165 in Group
Total Return 5y
133.39%
#61 in Group
12m Total Return: DSI (3.6%) vs SPY (8.8%)
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
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 | -3.51% | -3.62% | -3.62% |
| 3 Months | -6.23% | -3.76% | -3.76% |
| 12 Months | 3.56% | 8.80% | 8.80% |
| 5 Years | 133.39% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | DSI | SPY | S&P 500 |
| 1 Month | -29.4% | -17.5% | -17.5% |
| 3 Months | -71.1% | -55.3% | -55.3% |
| 12 Months | 73.4% | 84.8% | 84.8% |
| 5 Years | 81.1% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #101 | 0.11% | 0.11% |
| 3 Month | #185 | -2.57% | -2.57% |
| 12 Month | #171 | -4.82% | -4.82% |
| 5 Years | #110 | -3.99% | -3.99% |
FAQs
Does DSI iShares MSCI KLD 400 outperforms the market?
No,
over the last 12 months DSI made 3.56%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months DSI made -6.23%, while SPY made -3.76%.
Over the last 3 months DSI made -6.23%, while SPY made -3.76%.
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 | -0.37% | 0.11% | -3.10% | -5.24% |
| US NASDAQ 100 | QQQ | 1.32% | 1.25% | -2.34% | -3.33% |
| US Dow Jones Industrial 30 | DIA | -1.43% | -0.80% | -4.13% | -4.30% |
| German DAX 40 | DAX | -0.29% | -0.70% | -20.9% | -18.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.36% | -3.78% | 5.11% | -5.52% |
| Hongkong Hang Seng | HSI | -3.17% | -5.99% | 1.29% | -14.6% |
| India NIFTY 50 | INDA | -0.99% | -10.3% | 7.80% | 3.70% |
| Brasil Bovespa | EWZ | -1.83% | -11.8% | 3.50% | 14.8% |
DSI vs. Sectors DSI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.54% | 0.63% | -11.1% | -15.0% |
| Consumer Discretionary | XLY | 0.22% | 2.11% | -4.27% | -6.73% |
| Consumer Staples | XLP | -6.84% | -1.96% | -3.97% | -7.22% |
| Energy | XLE | -3.72% | -11.4% | -10.2% | 1.48% |
| Financial | XLF | -1.54% | -0.01% | -15.1% | -17.1% |
| Health Care | XLV | -1.56% | 0.29% | 1.83% | 4.12% |
| Industrial | XLI | -0.90% | -1.89% | -1.88% | -3.46% |
| Materials | XLB | -2.64% | -3.20% | 5.52% | 8.63% |
| Real Estate | XLRE | -4.25% | -0.36% | 0.23% | -8.01% |
| Technology | XLK | 1.85% | 1.21% | 1.43% | 3.28% |
| Utilities | XLU | -5.66% | -3.86% | -2.40% | -21.3% |
| Aerospace & Defense | XAR | 1.97% | -3.20% | -6.20% | -13.7% |
| Biotech | XBI | 7.35% | 5.18% | 16.4% | 20.2% |
| Homebuilder | XHB | -0.47% | -2.02% | 17.6% | 14.7% |
| Retail | XRT | -1.95% | -0.86% | 3.67% | 13.0% |