Ishares Msci Kld Etf Performance
| DSI Etf | USD 119.94 0.06 0.05% |
The etf retains a Market Volatility (i.e., Beta) of 0.9, 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
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI KLD are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak basic indicators, IShares MSCI demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | iShares ESG MSCI KLD 400 ETF is Dunhill Financial LLCs 3rd Largest Position | 05/07/2025 |
2 | Romano Brothers AND Company Grows Stake in iShares ESG MSCI KLD 400 ETF | 06/04/2025 |
3 | Neumann Capital Management LLC Has 3.70 Million Stock Holdings in iShares ESG MSCI KLD 400 ETF | 06/12/2025 |
4 | Vicus Capital Has 1.80 Million Stock Holdings in iShares ESG MSCI KLD 400 ETF | 06/17/2025 |
5 | iShares ESG MSCI KLD 400 ETF Shares Sold by Dunhill Financial LLC | 06/18/2025 |
6 | 4Thought Financial Group Inc. Has 214,000 Holdings in iShares ESG MSCI KLD 400 ETF | 06/26/2025 |
7 | Impact Investors Inc Has 2.14 Million Holdings in iShares ESG MSCI KLD 400 ETF | 07/01/2025 |
8 | One Wealth Advisors LLC Lowers Position in iShares ESG MSCI KLD 400 ETF | 07/24/2025 |
| In Threey Sharp Ratio | 0.83 |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 10,086 in iShares MSCI KLD on April 26, 2025 and sell it today you would earn a total of 1,908 from holding iShares MSCI KLD or generate 18.92% return on investment over 90 days. iShares MSCI KLD is generating 0.2875% of daily returns assuming volatility of 0.7938% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than IShares, and above 95% 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 = 0.3622
| Best Portfolio | Best Equity | |||
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| Small Returns | DSI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.36 actual daily | 28 72% of assets perform better |
Based on monthly moving average IShares MSCI is performing at about 28% of its full potential. 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 it 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.| Latest headline from thelincolnianonline.com: One Wealth Advisors LLC Lowers Position in iShares ESG MSCI KLD 400 ETF | |
| 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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
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.