Performance analysis of SUSL (ISHARES ESG MSCI USA LEADERS ETF)
Annual Return
Over the past 3 years, SUSL has had an average annual return of +22.78%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SUSL has had an average annual return of +14.02%, underperforming the benchmark SPY, which returned +14.05% annual.
Since May 10, 2019, SUSL has had an average annual return of +17.01%, outperforming the benchmark SPY, which returned +16.42% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.31% | +18.97% | +23.51% | +29.09% | -20.22% | +31.53% | +18.87% | +16.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.44% | -1.90% | -5.62% | +11.83% | +4.63% | +0.38% | +10.31% | ||||||
| 2025 | +1.46% | -2.35% | -5.89% | -0.15% | +8.29% | +4.86% | +2.72% | +1.41% | +3.97% | +3.43% | -0.52% | +0.99% | +18.97% |
| 2024 | +1.98% | +5.72% | +3.46% | -4.39% | +4.87% | +3.78% | +0.31% | +1.90% | +2.26% | -0.94% | +6.08% | -3.11% | +23.51% |
| 2023 | +6.40% | -2.46% | +3.94% | +1.22% | +0.92% | +6.68% | +3.38% | -0.39% | -5.02% | -2.55% | +10.39% | +4.36% | +29.09% |
| 2022 | -6.28% | -3.36% | +3.96% | -8.56% | -0.71% | -7.37% | +8.11% | -4.89% | -9.09% | +7.39% | +6.70% | -5.94% | -20.22% |
| 2021 | -0.68% | +2.88% | +4.76% | +4.98% | +0.86% | +2.64% | +2.95% | +3.04% | -4.90% | +9.30% | -1.60% | +4.21% | +31.53% |
| 2020 | +0.95% | -7.44% | -12.73% | +12.56% | +4.96% | +1.92% | +3.97% | +7.60% | -3.48% | -2.81% | +11.01% | +3.91% | +18.87% |
| 2019 | -1.93% | +6.37% | +2.39% | -1.50% | +1.89% | +1.44% | +3.97% | +2.86% | +16.29% |
Drawdown analysis of SUSL (ISHARES ESG MSCI USA LEADERS ETF)
The maximum drawdown for the SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current SUSL drawdown is -0.45%.
Since May 10, 2019 SUSL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.26% | Feb 19, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -26.98% | Dec 29, 2021 | 198 | Oct 12, 2022 | 294 | Dec 13, 2023 | 492 |
| -19.90% | Jan 23, 2025 | 52 | Apr 8, 2025 | 54 | Jun 26, 2025 | 106 |
| -11.37% | Jan 28, 2026 | 42 | Mar 30, 2026 | 13 | Apr 17, 2026 | 55 |
| -9.37% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -9.12% | Sep 2, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -6.41% | Mar 21, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
| -5.61% | Jul 30, 2019 | 4 | Aug 5, 2019 | 28 | Sep 13, 2019 | 32 |
| -5.15% | Dec 11, 2024 | 19 | Jan 10, 2025 | 8 | Jan 23, 2025 | 27 |
| -5.12% | Sep 3, 2021 | 18 | Sep 30, 2021 | 13 | Oct 19, 2021 | 31 |
| -4.97% | Oct 29, 2025 | 16 | Nov 20, 2025 | 21 | Dec 22, 2025 | 37 |
| -4.78% | May 16, 2019 | 11 | Jun 3, 2019 | 5 | Jun 10, 2019 | 16 |
| -4.78% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -4.67% | Nov 5, 2021 | 17 | Dec 1, 2021 | 17 | Dec 27, 2021 | 34 |
| -4.22% | Sep 13, 2019 | 13 | Oct 2, 2019 | 17 | Oct 25, 2019 | 30 |
| -4.21% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -3.47% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -2.99% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.74% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.54% | Nov 11, 2024 | 4 | Nov 15, 2024 | 12 | Dec 4, 2024 | 16 |
| -2.50% | Jan 23, 2020 | 6 | Jan 31, 2020 | 3 | Feb 5, 2020 | 9 |
| -2.50% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -2.29% | May 14, 2026 | 3 | May 19, 2026 | 6 | May 28, 2026 | 9 |
| -2.26% | Jul 12, 2021 | 5 | Jul 19, 2021 | 3 | Jul 22, 2021 | 8 |
| -2.11% | Jun 14, 2021 | 4 | Jun 18, 2021 | 4 | Jun 24, 2021 | 8 |