Performance analysis of ESMV (ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF)
Annual Return
Over the past 3 years, ESMV has had an average annual return of +9.46%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Nov 4, 2021, ESMV has had an average annual return of +5.73%, underperforming the benchmark SPY, which returned +12.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6% | +5.35% | +13.06% | +12.21% | -11.07% | +3.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.99% | +2.64% | -5.31% | +3.99% | +3.02% | +1.03% | -0.22% | +6% | |||||
| 2025 | +3% | +1.78% | -1.43% | -1.35% | +1.53% | +1.18% | -1.15% | +1.62% | +0.83% | -1.42% | +1.22% | -0.45% | +5.35% |
| 2024 | +1.24% | +2.41% | +3.02% | -3.90% | +2.08% | +1.60% | +3.68% | +4.18% | +1.11% | -1.68% | +5.74% | -6.48% | +13.06% |
| 2023 | +2.54% | -3.57% | +3.17% | +1.62% | -3.39% | +5.42% | +1.60% | -0.98% | -3.95% | -1.27% | +7.84% | +3.30% | +12.21% |
| 2022 | -7.94% | -2.75% | +4.37% | -5.00% | -0.09% | -4.56% | +6.10% | -3.06% | -7.75% | +8.35% | +6% | -3.60% | -11.07% |
| 2021 | -2.61% | +5.97% | +3.20% |
Drawdown analysis of ESMV (ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF)
The maximum drawdown for the ESMV was -19.77%, occurring on Oct 12, 2022. Recovery took 310 trading sessions.
The current ESMV drawdown is -1.68%.
Since Nov 4, 2021 ESMV has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.77% | Dec 28, 2021 | 199 | Oct 12, 2022 | 310 | Jan 8, 2024 | 509 |
| -12.15% | Nov 29, 2024 | 87 | Apr 8, 2025 | 152 | Nov 13, 2025 | 239 |
| -7.01% | Feb 27, 2026 | 20 | Mar 27, 2026 | 38 | May 21, 2026 | 58 |
| -5.64% | Nov 13, 2025 | 5 | Nov 20, 2025 | 66 | Feb 27, 2026 | 71 |
| -4.58% | Mar 28, 2024 | 13 | Apr 17, 2024 | 21 | May 16, 2024 | 34 |
| -3.66% | Nov 17, 2021 | 9 | Dec 1, 2021 | 7 | Dec 10, 2021 | 16 |
| -3.44% | Oct 18, 2024 | 9 | Oct 31, 2024 | 6 | Nov 8, 2024 | 15 |
| -3.27% | May 17, 2024 | 7 | May 29, 2024 | 17 | Jun 24, 2024 | 24 |
| -3.26% | Jul 17, 2024 | 13 | Aug 5, 2024 | 7 | Aug 14, 2024 | 20 |
| -2.52% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -2.37% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.11% | Jun 2, 2026 | 6 | Jun 10, 2026 | 13 | Jun 30, 2026 | 19 |
| -1.89% | Jul 7, 2026 | 6 | Jul 15, 2026 | Ongoing | Ongoing | Ongoing |
| -1.71% | Dec 16, 2021 | 2 | Dec 20, 2021 | 3 | Dec 23, 2021 | 5 |
| -1.35% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -1.29% | Feb 7, 2024 | 4 | Feb 13, 2024 | 2 | Feb 15, 2024 | 6 |
| -1.13% | Jun 24, 2024 | 5 | Jul 1, 2024 | 6 | Jul 10, 2024 | 11 |
| -1.05% | Jan 30, 2024 | 1 | Jan 31, 2024 | 1 | Feb 1, 2024 | 2 |
| -0.85% | Mar 4, 2024 | 1 | Mar 5, 2024 | 2 | Mar 7, 2024 | 3 |
| -0.83% | Mar 12, 2024 | 3 | Mar 15, 2024 | 3 | Mar 20, 2024 | 6 |
| -0.80% | Sep 16, 2024 | 2 | Sep 18, 2024 | 3 | Sep 23, 2024 | 5 |
| -0.76% | Mar 21, 2024 | 2 | Mar 25, 2024 | 2 | Mar 27, 2024 | 4 |
| -0.64% | Dec 13, 2021 | 2 | Dec 15, 2021 | 1 | Dec 16, 2021 | 3 |
| -0.64% | Jan 12, 2024 | 2 | Jan 17, 2024 | 2 | Jan 19, 2024 | 4 |
| -0.62% | Nov 4, 2021 | 5 | Nov 11, 2021 | 1 | Nov 12, 2021 | 6 |