Performance analysis of SUSA (ISHARES MSCI USA ESG SELECT ETF)
Annual Return
Over the past 3 years, SUSA has had an average annual return of +21.33%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SUSA has had an average annual return of +12.28%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SUSA has had an average annual return of +15.18%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 28, 2005, SUSA has had an average annual return of +10.55%, underperforming the benchmark SPY, which returned +11.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.09% | +15.72% | +22.43% | +23.89% | -21.38% | +30.45% | +24.67% | +32.10% | -5.65% | +22.53% | +12.15% | -1.79% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +13.66% | +31.16% | +9.72% | +1.69% | +13.88% | +30.38% | -35.83% | +4.31% | +12.84% | +7.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.31% | -0.86% | -5.39% | +10.49% | +5.40% | +1.29% | +12.09% | ||||||
| 2025 | +2.40% | -1.86% | -5.76% | -0.03% | +6.23% | +4.13% | +1.46% | +2.39% | +3.28% | +2.86% | +0.11% | +0.00658% | +15.72% |
| 2024 | +0.76% | +4.65% | +3.32% | -4.38% | +4.66% | +3.09% | +2.14% | +3.08% | +2.12% | -1.97% | +6.44% | -2.91% | +22.43% |
| 2023 | +6.44% | -2.41% | +3.04% | +0.61% | -0.32% | +6.66% | +3.71% | -1.66% | -5.38% | -3.53% | +10.45% | +5.24% | +23.89% |
| 2022 | -7.08% | -4.34% | +2.85% | -8.54% | -0.09% | -8.58% | +9.64% | -4.31% | -9.90% | +8.81% | +6.37% | -5.91% | -21.38% |
| 2021 | -0.36% | +2.35% | +4.89% | +4.95% | +0.96% | +2.89% | +2.85% | +3.28% | -5.15% | +7.69% | -1.46% | +4.64% | +30.45% |
| 2020 | +0.31% | -7.40% | -11.43% | +12.24% | +5.91% | +2.83% | +6.15% | +7.75% | -3.51% | -1.73% | +10.61% | +3.35% | +24.67% |
| 2019 | +7.91% | +4.29% | +2.22% | +3.42% | -7.07% | +7.67% | +1.83% | -2.36% | +2.53% | +1.78% | +3.74% | +3.09% | +32.10% |
| 2018 | +5.56% | -3.31% | -1.94% | +0.33% | +0.80% | +1.07% | +3.22% | +2.22% | +0.68% | -7.10% | +2.91% | -9.18% | -5.65% |
| 2017 | +1.63% | +4.68% | +0.69% | +1.50% | +2.32% | +0.54% | +1.18% | +0.32% | +1.12% | +3.13% | +2.25% | +1.20% | +22.53% |
Drawdown analysis of SUSA (ISHARES MSCI USA ESG SELECT ETF)
The maximum drawdown for the SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.
Since Jan 28, 2005 SUSA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.93% | Oct 9, 2007 | 355 | Mar 9, 2009 | 759 | Mar 13, 2012 | 1114 |
| -32.93% | Feb 19, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -28.22% | Dec 29, 2021 | 198 | Oct 12, 2022 | 331 | Feb 7, 2024 | 529 |
| -19.30% | Dec 4, 2024 | 84 | Apr 8, 2025 | 56 | Jun 30, 2025 | 140 |
| -19.16% | Sep 21, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -13.72% | May 20, 2015 | 184 | Feb 11, 2016 | 46 | Apr 19, 2016 | 230 |
| -11.53% | Apr 2, 2012 | 43 | Jun 4, 2012 | 146 | Jan 3, 2013 | 189 |
| -9.71% | Jan 28, 2026 | 42 | Mar 30, 2026 | 13 | Apr 17, 2026 | 55 |
| -9.67% | Jan 26, 2018 | 44 | Apr 2, 2018 | 102 | Aug 24, 2018 | 146 |
| -9.60% | Sep 2, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -8.32% | Jul 19, 2007 | 19 | Aug 15, 2007 | 32 | Oct 1, 2007 | 51 |
| -7.53% | Jul 16, 2024 | 16 | Aug 7, 2024 | 12 | Aug 23, 2024 | 28 |
| -7.23% | Apr 23, 2019 | 28 | Jun 3, 2019 | 13 | Jun 20, 2019 | 41 |
| -6.92% | Sep 2, 2014 | 32 | Oct 16, 2014 | 10 | Oct 30, 2014 | 42 |
| -6.72% | May 8, 2006 | 49 | Jul 18, 2006 | 45 | Sep 20, 2006 | 94 |
| -6.35% | Jul 26, 2019 | 13 | Aug 14, 2019 | 51 | Oct 25, 2019 | 64 |
| -6.28% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -6.19% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -6.16% | Mar 7, 2005 | 31 | Apr 20, 2005 | 30 | Jun 2, 2005 | 61 |
| -5.87% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.81% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.76% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -5.60% | Aug 3, 2005 | 49 | Oct 12, 2005 | 27 | Nov 18, 2005 | 76 |
| -5.32% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -5.17% | Dec 29, 2014 | 22 | Jan 30, 2015 | 16 | Feb 24, 2015 | 38 |