Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
USCL (iShares Climate Conscious & Transition MSCI USA ETF) 4.80% 17.18% 19.69% NA NA NA NA
Data as of 06/08/2026, Common starting date is 06/08/2023
More Performance Analytics Comparison
Name Start Date End Date
USCL (iShares Climate Conscious & Transition MSCI USA ETF) 06/08/2023 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -2.81 17.18 19.69 NA NA NA NA 4.80 14.26 27.04 12.71
Sharpe Ratio NA 1.31 NA NA NA NA NA 0.63 0.62 1.83 1.68
Standard Deviation(%) NA 12.44 NA NA NA NA NA 13.96 18.35 12.82 11.92
Draw Down(%) NA 10.23 NA NA NA NA NA 10.23 18.99 8.58 10.00
Yield(%) 0.00 1.27 1.60 0.96 0.48 0.32 0.24 0.29 1.25 1.49 0.95
Data as of 06/08/2026, Common starting date is 06/08/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USCL (iShares Climate Conscious & Transition MSCI USA ETF) 0.00%
NA
0.00%
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0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USCL (iShares Climate Conscious & Transition MSCI USA ETF) 0.00%
NA
0.00%
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0.00%
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0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return