Performance analysis of SDG (iShares MSCI Global Sustainable Development Goals ETF)
Annual Return
Over the past 3 years, SDG has had an average annual return of +7.69%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SDG has had an average annual return of +0.91%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SDG has had an average annual return of +8.67%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 22, 2016, SDG has had an average annual return of +8.58%, underperforming the benchmark SPY, which returned +15.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.25% | +20.20% | -10.08% | +4.61% | -11.52% | -1.20% | +44.33% | +25.37% | -8.33% | +27.30% | -0.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.86% | +2.25% | -3.35% | +6.11% | +2.85% | +1.35% | +10.25% | ||||||
| 2025 | +0.58% | +3.10% | -2.44% | +0.40% | +2.96% | +2.49% | +2.87% | +3.88% | +2.63% | +1.66% | +1.10% | -0.51% | +20.20% |
| 2024 | -6.10% | +1.05% | +2.35% | -2.73% | +3.79% | -4.55% | +3.33% | +3.62% | +5.49% | -6.20% | -2.62% | -6.87% | -10.08% |
| 2023 | +5.17% | -6.40% | +1.94% | +1.75% | -4.70% | +3.83% | +4.58% | -5.04% | -5.07% | -3.72% | +7.55% | +6.05% | +4.61% |
| 2022 | -4.63% | +0.35% | -1.79% | -3.42% | +2.14% | -4.20% | +3.92% | -5.21% | -9.93% | +1.83% | +11.61% | -1.20% | -11.52% |
| 2021 | +2.93% | -2.32% | +1.05% | +1.81% | +0.49% | +2.87% | -1.72% | +2.60% | -4.13% | +0.66% | -5.71% | +0.72% | -1.20% |
| 2020 | +1.38% | -3.67% | -10.07% | +8.61% | +3.88% | +5.85% | +7.29% | +11.99% | -1.74% | -3.42% | +13.58% | +6.25% | +44.33% |
| 2019 | +7.06% | +2.39% | +1.56% | +0.92% | -7.12% | +5.29% | -0.73% | -0.13% | +2.10% | +4.50% | +2.59% | +5.16% | +25.37% |
| 2018 | +4.03% | -4.07% | -0.29% | -0.25% | +0.05% | -2.20% | +3.30% | -0.18% | -0.23% | -7.90% | +4.60% | -4.74% | -8.33% |
| 2017 | +2.87% | +1.86% | +3.18% | +2.06% | +4.06% | +2.69% | -0.13% | +1.50% | +2.94% | +1.63% | -0.82% | +2.63% | +27.30% |
Drawdown analysis of SDG (iShares MSCI Global Sustainable Development Goals ETF)
The maximum drawdown for the SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 288 trading sessions.
Since Apr 22, 2016 SDG has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.33% | Sep 3, 2021 | 901 | Apr 8, 2025 | 288 | Jun 2, 2026 | 1189 |
| -27.28% | Feb 19, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -15.79% | Jan 26, 2018 | 229 | Dec 24, 2018 | 210 | Oct 24, 2019 | 439 |
| -8.05% | Sep 6, 2016 | 49 | Nov 14, 2016 | 63 | Feb 15, 2017 | 112 |
| -7.85% | Jan 26, 2021 | 26 | Mar 4, 2021 | 81 | Jun 29, 2021 | 107 |
| -7.83% | Jun 8, 2016 | 13 | Jun 27, 2016 | 17 | Jul 21, 2016 | 30 |
| -6.52% | Oct 12, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
| -6.25% | Apr 24, 2017 | 4 | Apr 28, 2017 | 35 | Jun 19, 2017 | 39 |
| -5.14% | Sep 2, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -4.75% | May 2, 2016 | 13 | May 19, 2016 | 11 | Jun 6, 2016 | 24 |
| -4.11% | Jul 1, 2021 | 11 | Jul 19, 2021 | 30 | Aug 30, 2021 | 41 |
| -3.64% | Oct 18, 2017 | 19 | Nov 14, 2017 | 28 | Dec 26, 2017 | 47 |
| -3.11% | Jun 26, 2017 | 8 | Jul 7, 2017 | 39 | Aug 31, 2017 | 47 |
| -3.06% | Jul 20, 2020 | 9 | Jul 31, 2020 | 8 | Aug 12, 2020 | 17 |
| -2.65% | Jan 8, 2021 | 5 | Jan 15, 2021 | 2 | Jan 20, 2021 | 7 |
| -2.60% | Jan 22, 2020 | 7 | Jan 31, 2020 | 2 | Feb 4, 2020 | 9 |
| -2.13% | Aug 23, 2016 | 7 | Sep 1, 2016 | 2 | Sep 6, 2016 | 9 |
| -1.93% | Nov 19, 2019 | 3 | Nov 22, 2019 | 9 | Dec 6, 2019 | 12 |
| -1.86% | Feb 4, 2020 | 3 | Feb 7, 2020 | 2 | Feb 11, 2020 | 5 |
| -1.83% | Nov 27, 2020 | 1 | Nov 30, 2020 | 6 | Dec 8, 2020 | 7 |
| -1.80% | Apr 27, 2016 | 2 | Apr 29, 2016 | 1 | May 2, 2016 | 3 |
| -1.42% | Jul 15, 2020 | 2 | Jul 17, 2020 | 1 | Jul 20, 2020 | 3 |
| -1.13% | Dec 8, 2020 | 3 | Dec 11, 2020 | 2 | Dec 15, 2020 | 5 |
| -1.09% | Feb 15, 2017 | 13 | Mar 7, 2017 | 4 | Mar 13, 2017 | 17 |
| -0.97% | Jan 2, 2020 | 3 | Jan 7, 2020 | 1 | Jan 8, 2020 | 4 |