DSI ETF

$146.41

Returns Overview

1 Month
-0.31%
3 Months
+17.66%
6 Months
+10.72%
YTD
+10.57%
1 Year
+22.69%
3 Years (annualized)
+20.00%
5 Years (annualized)
+12.49%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DSI have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI KLD 400 Social Index(KLD400)
This ETF (YTD)
+10.57%
Peer Avg (YTD)
+16.06%
vs Peers
-5.49%

DSI ETF Performance

DSI performance across multiple time periods: 1-month -0.31%, YTD 10.57%, 1-year 22.69%, 3-year 20.00%, 5-year 12.49%, 10-year 15.28%.

DSI returns trail the peer average of 16.06% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

DSI performance comparison shows side-by-side returns with another fund. DSI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.31%N/A
3 Months+17.66%N/A
6 Months+10.72%N/A
1 Year+22.69%N/A
3 Years+20.00%N/A
5 Years+12.49%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized