Performance analysis of ESGV (VANGUARD ESG U.S. STOCK ETF ETF SHARES)
Annual Return
Over the past 3 years, ESGV has had an average annual return of +22.68%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ESGV has had an average annual return of +13.07%, underperforming the benchmark SPY, which returned +14% annual.
Since Sep 20, 2018, ESGV has had an average annual return of +14.93%, outperforming the benchmark SPY, which returned +14.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.73% | +16.47% | +24.69% | +30.80% | -24.04% | +26.56% | +25.67% | +33.36% | -14.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.55% | -2.12% | -5.45% | +12.03% | +6.58% | +0.56% | +11.73% | ||||||
| 2025 | +2.89% | -2.46% | -6.69% | -0.45% | +6.81% | +5.53% | +2.10% | +2.34% | +3.63% | +2.48% | -0.21% | +0.10% | +16.47% |
| 2024 | +1.36% | +5.39% | +2.81% | -4.89% | +5.03% | +4.12% | +1.09% | +2.12% | +2.19% | -0.85% | +6.67% | -2.16% | +24.69% |
| 2023 | +7.91% | -2.16% | +3.42% | +1.05% | +1.75% | +6.55% | +3.51% | -2.00% | -5.04% | -2.60% | +10.33% | +5.64% | +30.80% |
| 2022 | -7.16% | -3.38% | +3.08% | -9.98% | -0.99% | -7.82% | +9.59% | -4.33% | -9.33% | +6.74% | +5.34% | -6.45% | -24.04% |
| 2021 | -0.54% | +2.34% | +3.49% | +5.52% | -0.08% | +3.09% | +2.32% | +3.20% | -4.94% | +7.09% | -1.08% | +3.96% | +26.56% |
| 2020 | +0.39% | -7.63% | -12.47% | +13.34% | +5.88% | +2.98% | +6.21% | +7.66% | -3.83% | -2.05% | +11.23% | +4.57% | +25.67% |
| 2019 | +8.72% | +3.34% | +1.83% | +4.32% | -6.25% | +6.95% | +2.03% | -1.76% | +1.61% | +2.37% | +4.01% | +2.77% | +33.36% |
| 2018 | -0.59% | -7.45% | +2.07% | -9.03% | -14.58% |
Drawdown analysis of ESGV (VANGUARD ESG U.S. STOCK ETF ETF SHARES)
The maximum drawdown for the ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.
Since Sep 20, 2018 ESGV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.67% | Feb 19, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -28.81% | Dec 27, 2021 | 202 | Oct 14, 2022 | 316 | Jan 19, 2024 | 518 |
| -20.41% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -19.89% | Sep 20, 2018 | 65 | Dec 24, 2018 | 71 | Apr 8, 2019 | 136 |
| -11.60% | Jan 12, 2026 | 53 | Mar 30, 2026 | 13 | Apr 17, 2026 | 66 |
| -9.63% | Sep 2, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -9.31% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.04% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.38% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -6.25% | Jul 26, 2019 | 20 | Aug 23, 2019 | 44 | Oct 25, 2019 | 64 |
| -5.94% | Oct 28, 2025 | 17 | Nov 20, 2025 | 22 | Dec 23, 2025 | 39 |
| -5.83% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -5.79% | Feb 12, 2021 | 13 | Mar 4, 2021 | 20 | Apr 1, 2021 | 33 |
| -4.83% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -4.59% | Apr 29, 2021 | 9 | May 12, 2021 | 20 | Jun 10, 2021 | 29 |
| -4.57% | Dec 16, 2024 | 16 | Jan 10, 2025 | 8 | Jan 23, 2025 | 24 |
| -3.70% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -3.07% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -3.04% | Jan 23, 2020 | 6 | Jan 31, 2020 | 3 | Feb 5, 2020 | 9 |
| -2.69% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.68% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.66% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -2.55% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -2.19% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.05% | Jul 22, 2020 | 2 | Jul 24, 2020 | 5 | Jul 31, 2020 | 7 |