Performance analysis of EGUS (ISHARES ESG AWARE MSCI USA GROWTH ETF)
Annual Return
Over the past 3 years, EGUS has had an average annual return of +26.95%, outperforming the benchmark SPY, which returned +22.45% annual.
Since Feb 2, 2023, EGUS has had an average annual return of +27.55%, outperforming the benchmark SPY, which returned +21% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.08% | +19.02% | +32.86% | +27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.96% | -3.95% | -4.17% | +13.87% | +8.63% | +0.40% | +12.08% | ||||||
| 2025 | +1.20% | -3.95% | -8.89% | +2.54% | +9.84% | +5.31% | +4.12% | +1.15% | +4.83% | +5.31% | -2.11% | -0.44% | +19.02% |
| 2024 | +2.30% | +6.96% | +1.45% | -4.30% | +6.13% | +7.19% | -1.90% | +1.76% | +2.45% | -0.53% | +6.79% | +1.18% | +32.86% |
| 2023 | -5.76% | +7.31% | +1.18% | +4.95% | +6.96% | +3.26% | -0.24% | -5.99% | -1.92% | +11.70% | +4.24% | +27% |
Drawdown analysis of EGUS (ISHARES ESG AWARE MSCI USA GROWTH ETF)
The maximum drawdown for the EGUS was -24.87%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current EGUS drawdown is -1.06%.
Since Feb 2, 2023 EGUS has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.87% | Dec 16, 2024 | 76 | Apr 8, 2025 | 55 | Jun 27, 2025 | 131 |
| -15.66% | Nov 3, 2025 | 100 | Mar 30, 2026 | 19 | Apr 27, 2026 | 119 |
| -13.64% | Jul 10, 2024 | 18 | Aug 5, 2024 | 60 | Oct 29, 2024 | 78 |
| -10.49% | Jul 19, 2023 | 70 | Oct 26, 2023 | 13 | Nov 14, 2023 | 83 |
| -7.94% | Feb 2, 2023 | 25 | Mar 10, 2023 | 15 | Mar 31, 2023 | 40 |
| -7.36% | Mar 22, 2024 | 19 | Apr 19, 2024 | 18 | May 15, 2024 | 37 |
| -3.68% | Dec 28, 2023 | 4 | Jan 4, 2024 | 9 | Jan 18, 2024 | 13 |
| -3.51% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -3.11% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -2.87% | Feb 9, 2024 | 7 | Feb 21, 2024 | 1 | Feb 22, 2024 | 8 |
| -2.74% | Nov 12, 2024 | 3 | Nov 15, 2024 | 10 | Dec 2, 2024 | 13 |
| -2.72% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -2.66% | May 14, 2026 | 3 | May 19, 2026 | 6 | May 28, 2026 | 9 |
| -2.62% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -2.59% | Mar 31, 2023 | 16 | Apr 25, 2023 | 2 | Apr 27, 2023 | 18 |
| -2.51% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -2.50% | Aug 14, 2025 | 5 | Aug 21, 2025 | 5 | Aug 28, 2025 | 10 |
| -2.13% | Mar 1, 2024 | 2 | Mar 5, 2024 | 5 | Mar 12, 2024 | 7 |
| -2.11% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -2.06% | May 1, 2023 | 3 | May 4, 2023 | 2 | May 8, 2023 | 5 |
| -2.00% | May 28, 2024 | 2 | May 30, 2024 | 4 | Jun 5, 2024 | 6 |
| -1.98% | Sep 22, 2025 | 3 | Sep 25, 2025 | 7 | Oct 6, 2025 | 10 |
| -1.96% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -1.79% | Jun 18, 2024 | 3 | Jun 24, 2024 | 2 | Jun 26, 2024 | 5 |
| -1.69% | Jun 6, 2023 | 1 | Jun 7, 2023 | 3 | Jun 12, 2023 | 4 |