Skip to main content

Want a detailed portfolio tracker?

Performance analysis of ESGD (ISHARES ESG AWARE MSCI EAFE ETF)

Annual Return

Over the past 3 years, ESGD has had an average annual return of +16.26%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, ESGD has had an average annual return of +8.30%, underperforming the benchmark SPY, which returned +14% annual.

Since Jun 30, 2016, ESGD has had an average annual return of +9.77%, underperforming the benchmark SPY, which returned +15.69% annual.

20262025202420232022202120202019201820172016
+9.19%+29.63%+3.98%+18.57%-15.14%+11.80%+8.20%+23.11%-13.32%+25.13%+5.46%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+5.07%+4.31%-8.25%+5.71%+2.37%+0.34%+9.19%
2025+4.44%+2.44%+0.28%+3.66%+4.63%+2.57%-2.18%+4.03%+2.40%+1.23%+0.44%+2.51%+29.63%
2024-0.39%+2.69%+3.42%-3.20%+5.21%-1.41%+2.38%+3.34%+0.98%-5.35%-0.42%-2.78%+3.98%
2023+9.14%-2.97%+3.19%+2.72%-3.82%+4.73%+2.51%-3.92%-3.76%-3.18%+8.57%+5.24%+18.57%
2022-3.80%-3.60%+0.06%-6.32%+1.52%-8.62%+5.50%-6.28%-9.54%+5.83%+13.30%-1.87%-15.14%
2021-0.96%+2.32%+2.55%+2.88%+3.86%-1.28%+0.67%+1.74%-3.16%+3.28%-4.84%+4.64%+11.80%
2020-2.72%-7.16%-14.37%+5.63%+5.36%+3.39%+2.24%+4.86%-2.27%-3.66%+14.63%+5.08%+8.20%
2019+6.53%+2.43%+0.91%+3.14%-5.05%+5.89%-1.84%-1.55%+3.17%+3.67%+1.04%+3.23%+23.11%
2018+4.95%-4.82%-0.65%+1.63%-2.08%-1.27%+2.68%-2.10%+1.14%-8.22%+0.67%-5.37%-13.32%
2017+2.86%+1.77%+2.99%+2.59%+3.16%+0.16%+3%+0.20%+2.48%+1.77%+0.56%+1.17%+25.13%

Drawdown analysis of ESGD (ISHARES ESG AWARE MSCI EAFE ETF)

The maximum drawdown for the ESGD was -33.69%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The current ESGD drawdown is -0.56%.

Since Jun 30, 2016 ESGD has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 3 times
  • 10% or more: 6 times
DepthStartTo BottomBottomTo RecoverEndTotal
-33.69%Jan 17, 202044Mar 23, 2020163Nov 11, 2020207
-29.99%Sep 7, 2021266Sep 27, 2022352Feb 22, 2024618
-21.96%Jan 26, 2018229Dec 24, 2018254Dec 27, 2019483
-13.86%Mar 19, 202514Apr 8, 202514Apr 29, 202528
-11.68%Feb 25, 202622Mar 27, 2026OngoingOngoingOngoing
-10.13%Sep 26, 202473Jan 13, 202535Mar 5, 2025108
-7.72%Jul 12, 202416Aug 5, 202412Aug 21, 202428
-5.79%Nov 12, 20256Nov 20, 202514Dec 11, 202520
-5.65%Sep 23, 201640Nov 18, 201631Jan 5, 201771
-5.42%Jun 15, 202123Jul 19, 202119Aug 13, 202142
-4.94%Mar 27, 202415Apr 18, 202415May 9, 202430
-4.61%Jul 23, 20257Aug 1, 202510Aug 15, 202517
-4.54%Jan 8, 202114Jan 29, 20219Feb 11, 202123
-3.74%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-3.70%Feb 16, 20218Feb 26, 202125Apr 5, 202133
-3.45%Jun 6, 20246Jun 14, 202417Jul 11, 202423
-3.39%May 7, 20213May 12, 20218May 24, 202111
-3.24%Oct 6, 20254Oct 10, 202511Oct 27, 202515
-2.86%Aug 22, 20256Sep 2, 20257Sep 11, 202513
-2.78%Jun 12, 20255Jun 20, 20255Jun 27, 202510
-2.73%Mar 7, 20254Mar 13, 20252Mar 17, 20256
-2.70%Aug 13, 20214Aug 19, 202110Sep 2, 202114
-2.45%May 15, 20249May 29, 20245Jun 5, 202414
-2.28%Sep 2, 20166Sep 13, 20168Sep 23, 201614
-2.27%Oct 27, 20256Nov 4, 20255Nov 11, 202511