Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USXF (iShares ESG Advanced MSCI USA ETF) | 19.66% | 33.70% | 27.17% | 15.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USXF (iShares ESG Advanced MSCI USA ETF) | 06/19/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | 33.70 | 27.17 | 15.48 | NA | NA | NA | … | … | 19.66 | 16.97 | 26.16 | 31.64 | -21.22 | 27.15 | 24.06 |
| Sharpe Ratio | NA | 1.96 | 1.30 | 0.65 | NA | NA | NA | … | … | 2.52 | 0.65 | 1.34 | 1.94 | -0.86 | 1.85 | 2.80 |
| Standard Deviation(%) | NA | 16.06 | 18.25 | 19.52 | NA | NA | NA | … | … | 18.82 | 21.75 | 16.82 | 14.54 | 26.29 | 14.67 | 17.67 |
| Draw Down(%) | NA | 10.19 | 20.93 | 29.55 | NA | NA | NA | … | … | 10.19 | 20.93 | 10.18 | 10.65 | 29.04 | 6.33 | 9.72 |
| Yield(%) | 0.00 | 1.07 | 1.49 | 1.32 | 1.02 | 0.68 | 0.51 | … | … | 0.21 | 1.07 | 1.27 | 1.57 | 1.09 | 1.09 | 0.71 |
Data as of 06/04/2026, Common starting date is 06/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USXF (iShares ESG Advanced MSCI USA ETF) |
8.08%
Apr 2021 – Apr 2024 |
11.98%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USXF (iShares ESG Advanced MSCI USA ETF) |
28.40%
Sep 2022 – Sep 2025 |
17.94%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart