Performance analysis of ESML (ISHARES ESG AWARE MSCI USA SMALL-CAP ETF)
Annual Return
Over the past 3 years, ESML has had an average annual return of +14.80%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ESML has had an average annual return of +7.69%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Apr 12, 2018, ESML has had an average annual return of +10.65%, underperforming the benchmark SPY, which returned +14.95% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.10% | +10.62% | +12.02% | +17.28% | -17.28% | +19.28% | +19.56% | +29.12% | -10.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.29% | +2.66% | -5.17% | +9.23% | +3.54% | +5.38% | -4.15% | +17.10% | |||||
| 2025 | +3.54% | -5.24% | -6.66% | -2.53% | +5.67% | +4.78% | +1.67% | +5.47% | +2.04% | +0.53% | +1.84% | -0.09% | +10.62% |
| 2024 | -3.21% | +5.46% | +4.07% | -6.88% | +4.61% | -1.63% | +7.87% | -0.34% | +1.38% | -0.84% | +10.27% | -7.67% | +12.02% |
| 2023 | +10.46% | -1.41% | -4.75% | -1.44% | -2.09% | +8.65% | +5.21% | -3.91% | -5.92% | -6.54% | +9.22% | +11.07% | +17.28% |
| 2022 | -7.64% | +1.18% | +1.20% | -8.73% | -0.03% | -8.99% | +10.48% | -2.65% | -9.02% | +9.94% | +4.15% | -5.98% | -17.28% |
| 2021 | +4.13% | +6.28% | +2.29% | +3.58% | -0.07% | +1.38% | -1.96% | +1.77% | -2.86% | +4.46% | -4.03% | +3.34% | +19.28% |
| 2020 | -2.76% | -8.82% | -21.93% | +14.84% | +6.55% | +2.94% | +3.95% | +5.06% | -2.82% | +2.71% | +16.38% | +8.09% | +19.56% |
| 2019 | +12.29% | +5.01% | -1.05% | +3.63% | -7.46% | +6.96% | +1.66% | -4.33% | +2.04% | +1.91% | +3.67% | +2.91% | +29.12% |
| 2018 | -0.39% | +5.12% | +1.52% | +1.33% | +4.31% | -1.74% | -10.04% | +1.55% | -11.64% | -10.88% |
Drawdown analysis of ESML (ISHARES ESG AWARE MSCI USA SMALL-CAP ETF)
The maximum drawdown for the ESML was -41.97%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current ESML drawdown is -4.15%.
Since Apr 12, 2018 ESML has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.97% | Jan 16, 2020 | 45 | Mar 23, 2020 | 161 | Nov 9, 2020 | 206 |
| -28.61% | Nov 8, 2021 | 152 | Jun 16, 2022 | 521 | Jul 16, 2024 | 673 |
| -26.67% | Nov 25, 2024 | 90 | Apr 8, 2025 | 112 | Sep 18, 2025 | 202 |
| -25.30% | Aug 29, 2018 | 80 | Dec 24, 2018 | 234 | Nov 27, 2019 | 314 |
| -9.04% | Feb 26, 2026 | 22 | Mar 30, 2026 | 10 | Apr 14, 2026 | 32 |
| -8.34% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.95% | Mar 15, 2021 | 7 | Mar 24, 2021 | 22 | Apr 26, 2021 | 29 |
| -7.83% | Jun 8, 2021 | 28 | Jul 19, 2021 | 66 | Oct 20, 2021 | 94 |
| -7.16% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -6.29% | Apr 28, 2021 | 10 | May 12, 2021 | 18 | Jun 8, 2021 | 28 |
| -5.38% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -4.31% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.15% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -4.08% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -4.07% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.06% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -3.42% | Jun 20, 2018 | 8 | Jul 2, 2018 | 4 | Jul 9, 2018 | 12 |
| -3.13% | Apr 18, 2018 | 9 | May 1, 2018 | 6 | May 9, 2018 | 15 |
| -3.13% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -3.06% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -2.91% | Jan 22, 2026 | 6 | Jan 30, 2026 | 5 | Feb 6, 2026 | 11 |
| -2.70% | Jun 4, 2026 | 1 | Jun 5, 2026 | 4 | Jun 11, 2026 | 5 |
| -2.63% | Feb 12, 2021 | 3 | Feb 18, 2021 | 4 | Feb 24, 2021 | 7 |
| -2.59% | Sep 18, 2025 | 5 | Sep 25, 2025 | 6 | Oct 3, 2025 | 11 |
| -2.55% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |