Performance analysis of ESGE (ISHARES ESG AWARE MSCI EM ETF)
Annual Return
Over the past 3 years, ESGE has had an average annual return of +24.71%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ESGE has had an average annual return of +7.32%, underperforming the benchmark SPY, which returned +14% annual.
Since Jul 20, 2016, ESGE has had an average annual return of +10%, underperforming the benchmark SPY, which returned +15.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +28.43% | +35.86% | +6.63% | +9.55% | -22.41% | -2.84% | +18.61% | +20.35% | -15.24% | +38.88% | -0.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.63% | +5.43% | -9.28% | +12.47% | +7.41% | +3.28% | +28.43% | ||||||
| 2025 | +2.78% | +1.08% | +0.75% | +0.60% | +4.15% | +8.01% | +0.74% | +2.53% | +7.32% | +2.92% | -1.39% | +1.94% | +35.86% |
| 2024 | -5.05% | +3.68% | +2.12% | -0.25% | +1.83% | +3.19% | +1.04% | +1.24% | +6.15% | -3.19% | -2.01% | -1.77% | +6.63% |
| 2023 | +9.78% | -7.79% | +3.42% | -1.18% | -1.77% | +4.25% | +6.29% | -7.08% | -3.08% | -3.00% | +7.39% | +3.70% | +9.55% |
| 2022 | +0.38% | -4.96% | -3.14% | -6.54% | +0.20% | -5.30% | -0.96% | -1.91% | -11.86% | -1.37% | +15.65% | -3.08% | -22.41% |
| 2021 | +3.36% | +0.51% | -0.69% | +1.53% | +1.77% | +1.39% | -6.47% | +2.20% | -3.99% | +1.04% | -4.23% | +1.22% | -2.84% |
| 2020 | -5.51% | -3.89% | -16.12% | +7.46% | +2.79% | +6.83% | +9.26% | +2.62% | -1.00% | +1.77% | +8.91% | +7.25% | +18.61% |
| 2019 | +11.02% | -1.03% | +1.07% | +2.17% | -6.52% | +5.36% | -1.98% | -4.02% | +1.68% | +4.39% | +0.36% | +7.44% | +20.35% |
| 2018 | +8.17% | -5.10% | -0.16% | -3.19% | -2.91% | -4.77% | +3% | -2.56% | -1.21% | -7.91% | +5.27% | -3.87% | -15.24% |
| 2017 | +6.28% | +3.22% | +2.96% | +1.67% | +2.63% | +1.21% | +5.56% | +2.46% | -0.02% | +2.91% | +0.77% | +3.85% | +38.88% |
Drawdown analysis of ESGE (ISHARES ESG AWARE MSCI EM ETF)
The maximum drawdown for the ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 722 trading sessions.
Since Jul 20, 2016 ESGE has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.04% | Feb 17, 2021 | 425 | Oct 24, 2022 | 722 | Sep 11, 2025 | 1147 |
| -36.60% | Jan 26, 2018 | 541 | Mar 23, 2020 | 159 | Nov 5, 2020 | 700 |
| -13.90% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -9.87% | Sep 7, 2016 | 48 | Nov 14, 2016 | 60 | Feb 10, 2017 | 108 |
| -5.49% | Jan 21, 2021 | 6 | Jan 29, 2021 | 7 | Feb 9, 2021 | 13 |
| -5.46% | May 8, 2026 | 7 | May 19, 2026 | 4 | May 26, 2026 | 11 |
| -4.96% | Nov 22, 2017 | 9 | Dec 6, 2017 | 16 | Dec 29, 2017 | 25 |
| -4.74% | Oct 29, 2025 | 16 | Nov 20, 2025 | 28 | Jan 2, 2026 | 44 |
| -4.72% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -3.63% | Jan 28, 2026 | 6 | Feb 5, 2026 | 3 | Feb 10, 2026 | 9 |
| -2.99% | May 16, 2017 | 2 | May 18, 2017 | 6 | May 26, 2017 | 8 |
| -2.96% | Sep 19, 2017 | 7 | Sep 28, 2017 | 5 | Oct 5, 2017 | 12 |
| -2.92% | Aug 8, 2017 | 2 | Aug 10, 2017 | 8 | Aug 22, 2017 | 10 |
| -2.69% | Nov 27, 2020 | 1 | Nov 30, 2020 | 3 | Dec 3, 2020 | 4 |
| -2.69% | Feb 23, 2017 | 10 | Mar 9, 2017 | 4 | Mar 15, 2017 | 14 |
| -2.52% | Mar 20, 2017 | 21 | Apr 19, 2017 | 4 | Apr 25, 2017 | 25 |
| -2.26% | Dec 17, 2020 | 3 | Dec 22, 2020 | 5 | Dec 30, 2020 | 8 |
| -2.12% | Oct 13, 2017 | 9 | Oct 26, 2017 | 9 | Nov 8, 2017 | 18 |
| -2.10% | Apr 17, 2026 | 4 | Apr 23, 2026 | 1 | Apr 24, 2026 | 5 |
| -1.96% | Jun 8, 2017 | 8 | Jun 20, 2017 | 4 | Jun 26, 2017 | 12 |
| -1.89% | Aug 19, 2016 | 8 | Aug 31, 2016 | 4 | Sep 7, 2016 | 12 |
| -1.65% | Jun 26, 2017 | 7 | Jul 6, 2017 | 3 | Jul 11, 2017 | 10 |
| -1.59% | Apr 24, 2026 | 3 | Apr 29, 2026 | 1 | Apr 30, 2026 | 4 |
| -1.41% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.37% | Nov 8, 2017 | 5 | Nov 15, 2017 | 1 | Nov 16, 2017 | 6 |