Performance analysis of EVUS (ISHARES ESG AWARE MSCI USA VALUE ETF)
Annual Return
Over the past 3 years, EVUS has had an average annual return of +16.24%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Feb 2, 2023, EVUS has had an average annual return of +12.56%, underperforming the benchmark SPY, which returned +21.27% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.73% | +13.31% | +14.24% | +3.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.28% | +1.41% | -5.66% | +7.75% | +2.76% | +0.23% | +10.73% | ||||||
| 2025 | +4.15% | +0.61% | -2.48% | -3.67% | +2.67% | +4.30% | +0.36% | +2.94% | +1.72% | -0.35% | +1.98% | +0.64% | +13.31% |
| 2024 | +0.34% | +3.47% | +4.93% | -4.15% | +2.49% | -0.03% | +5.39% | +2.89% | +1.92% | -1.63% | +5.44% | -6.86% | +14.24% |
| 2023 | -4.11% | -0.93% | +1.07% | -4.14% | +5.95% | +3.47% | -2.61% | -4.14% | -2.98% | +7.42% | +5.40% | +3.47% |
Drawdown analysis of EVUS (ISHARES ESG AWARE MSCI USA VALUE ETF)
The maximum drawdown for the EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
Since Feb 2, 2023 EVUS has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.65% | Nov 29, 2024 | 87 | Apr 8, 2025 | 87 | Aug 13, 2025 | 174 |
| -11.17% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -9.40% | Feb 2, 2023 | 30 | Mar 17, 2023 | 86 | Jul 21, 2023 | 116 |
| -7.72% | Feb 9, 2026 | 34 | Mar 30, 2026 | 13 | Apr 17, 2026 | 47 |
| -5.44% | Mar 28, 2024 | 14 | Apr 18, 2024 | 57 | Jul 11, 2024 | 71 |
| -4.89% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -4.41% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -3.51% | Oct 16, 2024 | 13 | Nov 4, 2024 | 2 | Nov 6, 2024 | 15 |
| -3.11% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.56% | Oct 3, 2025 | 5 | Oct 10, 2025 | 6 | Oct 20, 2025 | 11 |
| -2.05% | Jul 17, 2024 | 5 | Jul 24, 2024 | 4 | Jul 30, 2024 | 9 |
| -1.96% | Jan 8, 2024 | 6 | Jan 17, 2024 | 6 | Jan 25, 2024 | 12 |
| -1.75% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.73% | Nov 11, 2024 | 6 | Nov 19, 2024 | 3 | Nov 22, 2024 | 9 |
| -1.42% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.41% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.39% | Aug 22, 2025 | 7 | Sep 3, 2025 | 6 | Sep 11, 2025 | 13 |
| -1.36% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -1.02% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |
| -0.98% | Dec 5, 2025 | 2 | Dec 9, 2025 | 1 | Dec 10, 2025 | 3 |
| -0.98% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.95% | May 14, 2026 | 3 | May 19, 2026 | 2 | May 21, 2026 | 5 |
| -0.94% | Jan 30, 2024 | 1 | Jan 31, 2024 | 6 | Feb 8, 2024 | 7 |
| -0.93% | May 6, 2026 | 1 | May 7, 2026 | 5 | May 14, 2026 | 6 |
| -0.90% | Sep 30, 2024 | 3 | Oct 3, 2024 | 4 | Oct 9, 2024 | 7 |