Ishares Msci Kld Etf Performance
| DSI Etf | USD 104.04 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of 0.87, which attests to possible diversification benefits within a given portfolio. IShares MSCI returns are very sensitive to returns on the market. As the market goes up or down, IShares MSCI is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares MSCI KLD has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Etf's basic indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the Etf traders. ...more
1 | Diana Shipping Inc. Announces Direct Continuation of Time Charter Contract for MV Semirio with Solebay and for MV DSI Aquila with Western Bulk | 01/14/2025 |
2 | Safran DSI Marks Milestone with First U.S.-Built VISION Antenna | 01/28/2025 |
3 | Safran DSI Wins Preventive Maintenance Contract for 10 Tracking Antennas at U.S. Army Test Range | 01/31/2025 |
4 | YANKCOM Partnership Purchases New Shares in iShares MSCI KLD 400 Social ETF | 02/06/2025 |
5 | 1,937 Shares in iShares MSCI KLD 400 Social ETF Acquired by Sovran Advisors LLC | 02/14/2025 |
6 | Safran DSI Secures Contract with Bell Textron to Deliver Flight Testing Solutions and Antennas for U.S. Armys Future Long Range Assault Aircraft | 02/20/2025 |
7 | ICICI Prudential Launches Nifty EV New Age Automotive ETF and FOF Tracking the Nifty EV Index - Dalal Street Investment Journal | 03/19/2025 |
| In Threey Sharp Ratio | 0.41 |
IShares |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 11,195 in iShares MSCI KLD on December 21, 2024 and sell it today you would lose (791.00) from holding iShares MSCI KLD or give up 7.07% of portfolio value over 90 days. iShares MSCI KLD is generating negative expected returns assuming volatility of 1.1176% on return distribution over 90 days investment horizon. In other words, 9% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares MSCI KLD, and traders can use it to determine the average amount a IShares MSCI's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1055
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DSI |
Estimated Market Risk
| 1.12 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares MSCI is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IShares MSCI by adding IShares MSCI to a well-diversified portfolio.
IShares MSCI Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.
| Price To Earning | 20.20 X | |||
| Price To Book | 3.31 X | |||
| Price To Sales | 2.07 X | |||
| Total Asset | 3.28 B | |||
About IShares MSCI Performance
By evaluating IShares MSCI's fundamental ratios, stakeholders can gain valuable insights into IShares MSCI's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares MSCI has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares MSCI has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally invests at least 90 percent of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. KLD 400 is traded on NYSEARCA Exchange in the United States.| iShares MSCI KLD generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: ICICI Prudential Launches Nifty EV New Age Automotive ETF and FOF Tracking the Nifty EV Index - Dalal Street Investment Journal | |
| The fund retains 99.72% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares MSCI KLD. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of iShares MSCI KLD is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.