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) returned -4.50% year-to-date (YTD) and 7.64% over the past 12 months. Over the past 10 years, DSI delivered an annualized return of 12.08%, outperforming the S&P 500 benchmark at 10.45%.

The table below presents the monthly returns of DSI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current rank of DSI is 49, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for iShares MSCI KLD 400 Social ETF (DSI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

iShares MSCI KLD 400 Social ETF Sharpe ratios as of May 10, 2025 (values are recalculated daily):

• 1-Year: 0.38
• 5-Year: 0.80
• 10-Year: 0.64
• All Time: 0.49

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of iShares MSCI KLD 400 Social ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

iShares MSCI KLD 400 Social ETF provided a 1.11% dividend yield over the last twelve months, with an annual payout of $1.16 per share. The fund has been increasing its distributions for 7 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 761 trading sessions.

The current iShares MSCI KLD 400 Social ETF drawdown is 8.97%.

The current iShares MSCI KLD 400 Social ETF volatility is 7.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.