Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUSL (iShares ESG MSCI USA Leaders ETF) | 8.20% | 25.54% | 21.84% | 13.58% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUSL (iShares ESG MSCI USA Leaders ETF) | 05/13/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 25.54 | 21.84 | 13.58 | NA | NA | NA | … | … | 8.20 | 18.98 | 23.51 | 29.08 | -20.22 | 31.53 | 18.86 | 17.12 |
| Sharpe Ratio | NA | 1.83 | 1.19 | 0.63 | NA | NA | NA | … | … | 1.11 | 0.86 | 1.41 | 1.86 | -0.89 | 2.35 | 0.57 | 2.22 |
| Standard Deviation(%) | NA | 13.26 | 15.67 | 17.49 | NA | NA | NA | … | … | 15.37 | 18.80 | 14.12 | 13.81 | 24.45 | 13.42 | 32.65 | 12.07 |
| Draw Down(%) | NA | 11.37 | 19.91 | 26.98 | NA | NA | NA | … | … | 11.37 | 19.91 | 9.37 | 9.49 | 26.75 | 5.12 | 34.26 | 5.61 |
| Yield(%) | 0.00 | 1.16 | 1.43 | 1.48 | 1.50 | 1.00 | 0.75 | … | … | 0.25 | 1.16 | 1.35 | 1.63 | 1.23 | 1.47 | 1.60 | 1.29 |
Data as of 06/09/2026, Common starting date is 05/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUSL (iShares ESG MSCI USA Leaders ETF) |
7.64%
Dec 2019 – Dec 2022 |
11.79%
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 |
|---|---|---|---|---|
| SUSL (iShares ESG MSCI USA Leaders ETF) |
25.30%
Sep 2022 – Sep 2025 |
17.97%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart