iShares MSCI KLD 400 Social ETF (DSI)

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The chart shows the growth of an initial investment of $10,000 in iShares MSCI KLD 400 Social ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares MSCI KLD 400 Social ETF (DSI) has returned -5.70% so far this year and 19.52% over the past 12 months. Looking at the last ten years, DSI has achieved an annualized return of 13.59%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 17, 2006, DSI's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Oct 2008 at -19.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, DSI closed higher 54% of trading days. The best single day was Sep 30, 2008 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -12.1%.

iShares MSCI KLD 400 Social ETF has an annualized alpha of 2.28%, beta of 0.92, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since November 20, 2006.

• This ETF captured 105.34% of S&P 500 Index gains but only 97.94% of its losses — a favorable profile for investors.
• This ETF generated an annualized alpha of 2.28% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.92 and R² of 0.87, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

DSI has an expense ratio of 0.25%, which is considered low.

DSI ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for iShares MSCI KLD 400 Social ETF (DSI) and compare them to a chosen benchmark (S&P 500 Index).

iShares MSCI KLD 400 Social ETF provided a 1.00% dividend yield over the last twelve months, with an annual payout of $1.22 per share. The fund has been increasing its distributions for 12 consecutive years.

The table displays the monthly dividend distributions for iShares MSCI KLD 400 Social ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares MSCI KLD 400 Social ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares MSCI KLD 400 Social ETF was 54.23%, occurring on Mar 6, 2009. Recovery took 765 trading sessions.

The current iShares MSCI KLD 400 Social ETF drawdown is 8.28%.

The chart below shows the rolling one-month volatility.