DSI ETF

DSI ETF
$150.09
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Returns Overview

1 Month
+3.95%
3 Months
+2.85%
6 Months
+14.54%
YTD
+14.07%
1 Year
+22.38%
3 Years (annualized)
+19.55%
5 Years (annualized)
+10.91%
10 Years (annualized)
+13.78%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI KLD 400 Social Index(KLD400)
This ETF (YTD)
+14.07%
Peer Avg (YTD)
+14.35%
vs Peers
-0.28%

DSI ETF Performance

DSI performance across multiple time periods: 1-month 3.95%, YTD 14.07%, 1-year 22.38%, 3-year 19.55%, 5-year 10.91%, 10-year 13.78%.

DSI returns trail the peer average of 14.35% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.95%N/A
3 Months+2.85%N/A
6 Months+14.54%N/A
1 Year+22.38%N/A
3 Years+19.55%N/A
5 Years+10.91%N/A

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