ISHARES MSCI KLD 400 SOCIAL ETF

Symbol: DSI

Exchange: NYSE ARCA

Sector: Technology

Category: Large Blend

Inception Date: 14/11/2006

Latest Date: 02/04/2026

Current Price: $122.33

Expense Ratio: 0.25%

Assets Under Management
$4.9B
1.56% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-4.66%

Volatility

19.04%

Sharpe Ratio

-2.330

VaR 95%

-1.80%

CVaR 95%: -1.87%
Max Drawdown: -8.07%
Sortino Ratio: -4.103
Calmar Ratio: -5.05
Return

-5.10%

Volatility

15.55%

Sharpe Ratio

-1.467

VaR 95%

-1.62%

CVaR 95%: -1.86%
Max Drawdown: -11.27%
Sortino Ratio: -2.317
Calmar Ratio: -1.70
Return

-3.20%

Volatility

14.47%

Sharpe Ratio

-0.690

VaR 95%

-1.61%

CVaR 95%: -1.98%
Max Drawdown: -11.27%
Sortino Ratio: -0.982
Calmar Ratio: -0.56
Return

18.99%

Volatility

18.65%

Sharpe Ratio

0.828

VaR 95%

-1.60%

CVaR 95%: -2.63%
Max Drawdown: -11.27%
Sortino Ratio: 1.084
Calmar Ratio: 1.69
Return

24.74%

Volatility

17.19%

Sharpe Ratio

0.471

VaR 95%

-1.75%

CVaR 95%: -2.51%
Max Drawdown: -20.58%
Sortino Ratio: 0.621
Calmar Ratio: 0.57
Return

61.67%

Volatility

15.79%

Sharpe Ratio

0.875

VaR 95%

-1.54%

CVaR 95%: -2.25%
Max Drawdown: -20.58%
Sortino Ratio: 1.190
Calmar Ratio: 0.85

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.076%

Best Day

9.572%

09/04/2025
Worst Day

-5.58%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $120.45 $122.74 $120.16 $122.33 134,300
01/04/2026 $121.83 $122.87 $121.75 $122.15 148,400
31/03/2026 $118.95 $121.29 $118.86 $121.19 153,000
30/03/2026 $119.04 $119.09 $117.08 $117.53 141,700
27/03/2026 $119.41 $119.41 $117.85 $117.95 207,900
26/03/2026 $121.51 $122.11 $120.07 $120.12 107,000
25/03/2026 $122.77 $123.34 $122.01 $122.44 117,800
24/03/2026 $121.64 $122.44 $121.28 $121.77 156,200
23/03/2026 $122.85 $123.81 $122.23 $122.40 210,900
20/03/2026 $122.93 $122.93 $120.46 $121.16 113,600