Performance analysis of ESGU (ISHARES ESG AWARE MSCI USA ETF)
Annual Return
Over the past 3 years, ESGU has had an average annual return of +22.38%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ESGU has had an average annual return of +13.14%, underperforming the benchmark SPY, which returned +14% annual.
Since Dec 6, 2016, ESGU has had an average annual return of +15.54%, underperforming the benchmark SPY, which returned +15.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.95% | +16.90% | +24.31% | +25.81% | -20.26% | +26.89% | +22.54% | +31.71% | -4.30% | +21.07% | +1.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.20% | -1.05% | -4.97% | +10.73% | +5.49% | +0.70% | +11.95% | ||||||
| 2025 | +2.67% | -1.79% | -5.89% | -0.68% | +6.52% | +5.16% | +2.17% | +2.01% | +3.51% | +2.76% | -0.12% | -0% | +16.90% |
| 2024 | +1.31% | +5.13% | +3.22% | -4.07% | +4.75% | +3.55% | +1.46% | +2.28% | +2.26% | -1.24% | +6.51% | -2.64% | +24.31% |
| 2023 | +6.48% | -2.63% | +3.50% | +1.19% | +0.45% | +6.34% | +3.49% | -1.64% | -4.94% | -2.39% | +9.63% | +4.75% | +25.81% |
| 2022 | -6.02% | -3.20% | +3.58% | -9.21% | -0.10% | -8.44% | +9.53% | -4.02% | -9.53% | +7.98% | +5.57% | -6.02% | -20.26% |
| 2021 | -0.54% | +2.52% | +3.89% | +5.11% | +0.70% | +2.65% | +2.22% | +3.04% | -4.78% | +7.05% | -1.24% | +3.96% | +26.89% |
| 2020 | +0.64% | -7.98% | -12.55% | +13.29% | +5.16% | +2.57% | +5.93% | +7.47% | -3.99% | -2.33% | +11.73% | +3.81% | +22.54% |
| 2019 | +7.83% | +3.43% | +1.79% | +4.36% | -6.49% | +6.91% | +1.88% | -2.18% | +1.82% | +2.58% | +3.78% | +2.95% | +31.71% |
| 2018 | +5.70% | -3.54% | -2.52% | +1.06% | +1.58% | +1.34% | +3.25% | +3.06% | +0.75% | -6.82% | +1.62% | -8.83% | -4.30% |
| 2017 | +2.07% | +3.26% | +0.48% | +1.02% | +1.42% | +0.82% | +1.77% | +0.12% | +1.45% | +2.83% | +2.98% | +1.08% | +21.07% |
Drawdown analysis of ESGU (ISHARES ESG AWARE MSCI USA ETF)
The maximum drawdown for the ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
Since Dec 6, 2016 ESGU has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.87% | Feb 19, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -26.14% | Dec 27, 2021 | 200 | Oct 12, 2022 | 303 | Dec 27, 2023 | 503 |
| -19.62% | Sep 20, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -19.32% | Jan 23, 2025 | 52 | Apr 8, 2025 | 54 | Jun 26, 2025 | 106 |
| -9.69% | Sep 2, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -9.53% | Jan 26, 2018 | 44 | Apr 2, 2018 | 80 | Jul 25, 2018 | 124 |
| -9.26% | Jan 28, 2026 | 42 | Mar 30, 2026 | 11 | Apr 15, 2026 | 53 |
| -8.56% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -6.71% | Apr 30, 2019 | 23 | Jun 3, 2019 | 13 | Jun 20, 2019 | 36 |
| -5.82% | Jul 26, 2019 | 13 | Aug 14, 2019 | 51 | Oct 25, 2019 | 64 |
| -5.45% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.38% | Sep 2, 2021 | 21 | Oct 4, 2021 | 12 | Oct 20, 2021 | 33 |
| -5.13% | Oct 29, 2025 | 16 | Nov 20, 2025 | 13 | Dec 10, 2025 | 29 |
| -4.98% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -4.54% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -4.45% | Dec 4, 2024 | 24 | Jan 10, 2025 | 8 | Jan 23, 2025 | 32 |
| -4.01% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -3.59% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -3.00% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.97% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.79% | Jan 23, 2020 | 6 | Jan 31, 2020 | 3 | Feb 5, 2020 | 9 |
| -2.76% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.71% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.68% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.34% | Mar 17, 2021 | 5 | Mar 24, 2021 | 6 | Apr 1, 2021 | 11 |