iShares MSCI KLD 400 Social ETF (DSI)

$125.51
B Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares MSCI KLD 400 Social ETF 34 0.99 5.37% 2.01% 0.50%
U.S. Large Cap 33 0.98 3.83% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 9.63% 10.08% -0.45%
Year-to-Date 5.37% 3.83% 1.55%
1 Year 14.38% 13.06% 1.31%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.50%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$644

Real cost (fees + lost compounding)

$796

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
100%

Return in excess of styles
(over past year)
0.01%