Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUSA (iShares MSCI USA ESG Select ETF) | 8.80% | 23.18% | 19.61% | 11.25% | 14.68% | 12.99% | 9.89% | … | … |
Data as of 06/11/2026, Common starting date is 01/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUSA (iShares MSCI USA ESG Select ETF) | 01/28/2005 | 06/11/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 23.18 | 19.61 | 11.25 | 14.68 | 12.99 | 9.89 | … | … | 8.80 | 15.72 | 22.43 | 23.88 | -21.38 | 30.45 | 24.66 | 32.11 | -5.65 | 21.75 | 10.83 | -2.13 | 12.22 | 29.33 | 7.81 | 0.22 | 12.06 | 27.87 | -36.99 | 3.00 | 11.06 | 6.68 |
| Sharpe Ratio | NA | 1.66 | 1.13 | 0.51 | 0.71 | NA | NA | … | … | 1.26 | 0.71 | 1.47 | 1.48 | -0.91 | 2.22 | 0.73 | 2.35 | -0.41 | 2.99 | 0.80 | -0.14 | 1.13 | 2.71 | 0.62 | 0.01 | 0.67 | 1.08 | -1.07 | -0.01 | 0.78 | 0.52 |
| Standard Deviation(%) | NA | 12.69 | 14.92 | 17.35 | 18.19 | NA | NA | … | … | 14.78 | 18.23 | 12.76 | 13.83 | 25.16 | 13.72 | 33.38 | 13.06 | 17.04 | 7.07 | 13.21 | 14.99 | 10.77 | 10.83 | 12.57 | 22.57 | 17.88 | 25.74 | 35.28 | 15.06 | 9.89 | 9.51 |
| Draw Down(%) | NA | 9.71 | 19.30 | 28.23 | 32.93 | NA | NA | … | … | 9.71 | 19.10 | 7.53 | 11.72 | 28.01 | 5.76 | 32.93 | 7.23 | 19.16 | 2.26 | 9.64 | 12.33 | 7.19 | 5.88 | 11.53 | 18.86 | 15.75 | 25.74 | 46.55 | 10.44 | 7.11 | 6.43 |
| Yield(%) | 0.00 | 1.03 | 1.36 | 1.30 | 1.50 | 1.71 | 1.36 | … | … | 0.23 | 1.03 | 1.40 | 1.62 | 1.18 | 1.28 | 1.23 | 1.98 | 1.60 | 0.99 | 0.44 | 1.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 01/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUSA (iShares MSCI USA ESG Select ETF) |
-16.34%
Feb 2006 – Feb 2009 |
-2.50%
Aug 2005 – Aug 2010 |
3.91%
Jan 2006 – Jan 2016 |
5.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUSA (iShares MSCI USA ESG Select ETF) |
29.03%
Dec 2018 – Dec 2021 |
20.06%
Oct 2016 – Oct 2021 |
15.40%
Dec 2011 – Dec 2021 |
14.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart