Performance analysis of USXF (ISHARES ESG ADVANCED MSCI USA ETF)
Annual Return
Over the past 3 years, USXF has had an average annual return of +22.81%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, USXF has had an average annual return of +13.74%, outperforming the benchmark SPY, which returned +12.55% annual.
Since Jun 18, 2020, USXF has had an average annual return of +18.28%, outperforming the benchmark SPY, which returned +16.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.14% | +16.97% | +26.15% | +31.67% | -21.20% | +27.14% | +24.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.24% | -1.34% | -4.75% | +14.06% | +7.71% | +2.60% | -4.92% | +15.14% | |||||
| 2025 | +1.33% | -0.81% | -6.40% | +0.28% | +8.55% | +6.42% | +2.72% | +1.17% | +2.48% | +2.63% | -2.48% | +0.70% | +16.97% |
| 2024 | +2.96% | +6.22% | +3.91% | -5.53% | +5.98% | +3.25% | +1.35% | +2.39% | +1.81% | +0.23% | +5.88% | -4.22% | +26.15% |
| 2023 | +6.75% | -1.98% | +3.41% | +0.79% | +1.35% | +6.69% | +3.17% | -0.83% | -5.42% | -2.34% | +11.20% | +6.25% | +31.67% |
| 2022 | -7.89% | -3.85% | +2.41% | -8.38% | -0.46% | -7.96% | +9.28% | -5.52% | -8.74% | +6.96% | +7.74% | -4.68% | -21.20% |
| 2021 | -0.93% | +3.16% | +3.86% | +5.63% | +0.56% | +3.22% | +2.33% | +2.60% | -4.99% | +6.59% | -0.94% | +3.72% | +27.14% |
| 2020 | -2.40% | +8.69% | +7.98% | -3.43% | -2.68% | +11.14% | +3.69% | +24.05% |
Drawdown analysis of USXF (ISHARES ESG ADVANCED MSCI USA ETF)
The maximum drawdown for the USXF was -29.54%, occurring on Oct 12, 2022. Recovery took 294 trading sessions.
The current USXF drawdown is -5.14%.
Since Jun 18, 2020 USXF has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.54% | Nov 16, 2021 | 227 | Oct 12, 2022 | 294 | Dec 13, 2023 | 521 |
| -20.93% | Jan 23, 2025 | 52 | Apr 8, 2025 | 52 | Jun 24, 2025 | 104 |
| -10.19% | Jan 28, 2026 | 42 | Mar 30, 2026 | 9 | Apr 13, 2026 | 51 |
| -10.18% | Jul 16, 2024 | 16 | Aug 7, 2024 | 12 | Aug 23, 2024 | 28 |
| -9.72% | Sep 2, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -8.11% | Mar 21, 2024 | 20 | Apr 19, 2024 | 25 | May 24, 2024 | 45 |
| -7.61% | Oct 29, 2025 | 16 | Nov 20, 2025 | 38 | Jan 16, 2026 | 54 |
| -6.79% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -6.34% | Feb 12, 2021 | 13 | Mar 4, 2021 | 20 | Apr 1, 2021 | 33 |
| -6.28% | Dec 4, 2024 | 11 | Dec 19, 2024 | 21 | Jan 23, 2025 | 32 |
| -6.22% | Sep 3, 2021 | 20 | Oct 4, 2021 | 14 | Oct 22, 2021 | 34 |
| -6.09% | Aug 23, 2024 | 9 | Sep 6, 2024 | 9 | Sep 19, 2024 | 18 |
| -4.69% | Apr 29, 2021 | 9 | May 12, 2021 | 16 | Jun 4, 2021 | 25 |
| -4.05% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -3.67% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -3.51% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -3.35% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -2.88% | Jun 18, 2024 | 8 | Jul 1, 2024 | 6 | Jul 10, 2024 | 14 |
| -2.77% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.73% | Dec 28, 2023 | 4 | Jan 4, 2024 | 5 | Jan 11, 2024 | 9 |
| -2.71% | Nov 8, 2024 | 5 | Nov 15, 2024 | 12 | Dec 4, 2024 | 17 |
| -2.63% | Jul 30, 2025 | 2 | Aug 1, 2025 | 7 | Aug 12, 2025 | 9 |
| -2.61% | Jan 16, 2026 | 1 | Jan 20, 2026 | 6 | Jan 28, 2026 | 7 |
| -2.40% | Jun 18, 2020 | 6 | Jun 26, 2020 | 3 | Jul 1, 2020 | 9 |
| -2.34% | Aug 28, 2025 | 3 | Sep 3, 2025 | 6 | Sep 11, 2025 | 9 |