Performance analysis of DSI (ISHARES ESG MSCI KLD 400 ETF)
Annual Return
Over the past 3 years, DSI has had an average annual return of +19.08%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, DSI has had an average annual return of +12.06%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, DSI has had an average annual return of +14.82%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 17, 2006, DSI has had an average annual return of +10.62%, underperforming the benchmark SPY, which returned +10.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.61% | +18.04% | +22.38% | +28.52% | -21.71% | +31.32% | +20.94% | +31.15% | -3.88% | +20.89% | +10.53% | +0.31% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +12.29% | +35.42% | +12.29% | +1.46% | +11.41% | +30.73% | -35.32% | +3.18% | +1.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.55% | -1.91% | -5.33% | +12.14% | +5.26% | -0.27% | -1.26% | +9.61% | |||||
| 2025 | +1.59% | -2.59% | -5.88% | -0.61% | +8.87% | +5.07% | +3.15% | +1.32% | +3.99% | +3.02% | -1.31% | +0.88% | +18.04% |
| 2024 | +1.84% | +5.15% | +3.64% | -4.60% | +4.61% | +3.45% | +0.77% | +1.54% | +2.71% | -0.95% | +6.08% | -3.28% | +22.38% |
| 2023 | +7.12% | -2.21% | +4.07% | +0.46% | +1.16% | +6.44% | +3.66% | -1.32% | -5.08% | -2.80% | +10.08% | +4.89% | +28.52% |
| 2022 | -6.43% | -3.38% | +3.38% | -9.24% | -0.65% | -7.73% | +8.67% | -4.92% | -9.45% | +7.11% | +7.04% | -6.13% | -21.71% |
| 2021 | -1.03% | +3.53% | +4.48% | +5.07% | +0.81% | +2.63% | +2.70% | +2.97% | -4.73% | +9.28% | -1.49% | +4.04% | +31.32% |
| 2020 | +0.52% | -7.43% | -12.39% | +12.96% | +5.44% | +2.05% | +4.87% | +7.93% | -3.87% | -2.30% | +10.93% | +3.50% | +20.94% |
| 2019 | +8.17% | +3.43% | +1.79% | +4.08% | -6.33% | +6.71% | +1.95% | -1.78% | +1.67% | +2.02% | +3.72% | +2.75% | +31.15% |
| 2018 | +6% | -3.91% | -2.06% | +0.54% | +2.53% | +0.62% | +3.39% | +2.35% | +0.34% | -7.72% | +3.31% | -8.23% | -3.88% |
| 2017 | +2.15% | +3.12% | +0.30% | +1.50% | +1.30% | +0.44% | +2.28% | -0.33% | +2.35% | +2.53% | +2.47% | +1.08% | +20.89% |
Drawdown analysis of DSI (ISHARES ESG MSCI KLD 400 ETF)
The maximum drawdown for the DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 765 trading sessions.
The current DSI drawdown is -2.49%.
Since Nov 17, 2006 DSI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.23% | Oct 11, 2007 | 352 | Mar 6, 2009 | 765 | Mar 19, 2012 | 1117 |
| -34.10% | Feb 19, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -28.35% | Dec 29, 2021 | 198 | Oct 12, 2022 | 302 | Dec 26, 2023 | 500 |
| -20.57% | Jan 23, 2025 | 52 | Apr 8, 2025 | 55 | Jun 27, 2025 | 107 |
| -18.30% | Sep 20, 2018 | 65 | Dec 24, 2018 | 66 | Apr 1, 2019 | 131 |
| -13.13% | May 21, 2015 | 183 | Feb 11, 2016 | 45 | Apr 18, 2016 | 228 |
| -11.05% | Jan 28, 2026 | 42 | Mar 30, 2026 | 13 | Apr 17, 2026 | 55 |
| -10.30% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -10.08% | Apr 2, 2012 | 43 | Jun 4, 2012 | 66 | Sep 6, 2012 | 109 |
| -9.61% | Jul 13, 2007 | 24 | Aug 16, 2007 | 35 | Oct 5, 2007 | 59 |
| -9.49% | Sep 2, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -9.17% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.33% | Sep 18, 2014 | 20 | Oct 16, 2014 | 11 | Oct 31, 2014 | 31 |
| -6.99% | Apr 29, 2019 | 24 | Jun 3, 2019 | 13 | Jun 20, 2019 | 37 |
| -6.49% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -6.41% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -6.09% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -6.07% | Jul 26, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -5.90% | Oct 29, 2025 | 16 | Nov 20, 2025 | 23 | Dec 24, 2025 | 39 |
| -5.64% | Feb 21, 2007 | 14 | Mar 13, 2007 | 25 | Apr 18, 2007 | 39 |
| -5.47% | Jan 22, 2014 | 8 | Feb 3, 2014 | 9 | Feb 14, 2014 | 17 |
| -5.41% | Dec 11, 2024 | 19 | Jan 10, 2025 | 8 | Jan 23, 2025 | 27 |
| -5.16% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.00% | Sep 7, 2016 | 41 | Nov 3, 2016 | 12 | Nov 21, 2016 | 53 |
| -4.96% | Sep 2, 2021 | 19 | Sep 30, 2021 | 12 | Oct 18, 2021 | 31 |