Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGU (iShares ESG Aware MSCI USA ETF) | 11.53% | 28.39% | 22.24% | 12.83% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGU (iShares ESG Aware MSCI USA ETF) | 12/06/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 28.39 | 22.24 | 12.83 | NA | NA | NA | … | … | 11.53 | 16.90 | 24.31 | 25.80 | -20.27 | 26.89 | 22.54 | 31.71 | -4.23 | 21.07 | 1.79 |
| Sharpe Ratio | NA | 2.19 | 1.29 | 0.60 | NA | NA | NA | … | … | 1.96 | 0.74 | 1.60 | 1.66 | -0.87 | 2.01 | 0.64 | 2.43 | -0.32 | 3.43 | 2.53 |
| Standard Deviation(%) | NA | 12.15 | 15.12 | 17.30 | NA | NA | NA | … | … | 13.80 | 19.03 | 12.90 | 13.43 | 24.93 | 13.35 | 34.68 | 12.42 | 17.44 | 5.98 | 11.76 |
| Draw Down(%) | NA | 9.26 | 19.32 | 26.15 | NA | NA | NA | … | … | 9.26 | 19.32 | 8.56 | 10.40 | 26.14 | 5.38 | 33.87 | 6.71 | 19.62 | 1.66 | 1.10 |
| Yield(%) | 0.00 | 1.16 | 1.56 | 1.47 | 2.37 | 1.58 | 1.19 | … | … | 0.25 | 1.14 | 1.46 | 1.78 | 1.24 | 1.35 | 1.51 | 1.72 | 1.70 | 2.16 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGU (iShares ESG Aware MSCI USA ETF) |
5.31%
Mar 2017 – Mar 2020 |
9.33%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGU (iShares ESG Aware MSCI USA ETF) |
26.99%
Dec 2018 – Dec 2021 |
17.83%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart