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iShares ESG Aware MSCI USA ETF

Provider: iShares
iShares ESG Aware MSCI USA ETF is an exchange traded fund incorporated in the USA. Thefund seeks to track the performance of the MSCI USA Extended ESG Focus Index. The ETF invests in US companies that have positive Environmental Social and Governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
Annualised Return 14.33%
Realised Volatility 16.38%
Downside Volatility 11%
Max Drawdown -25.59%
Winning months 70.1%
Sharpe Ratio 0.87
Sortino Ratio 1.3
Calmar Ratio 0.56
Viking Ratio 0.35
Monthly performance
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
2024 1.32% 5.13% 3.22% -4.07% 4.75% 3.55% 1.46% 2.28% 2.26% -1.24% 6.51% -3% 23.86%
2023 6.48% -2.63% 3.49% 1.19% 0.45% 6.34% 3.49% -1.64% -4.94% -2.4% 9.63% 4.74% 25.79%
2022 -6.01% -3.2% 3.58% -9.22% -0.1% -8.45% 9.54% -4.03% -9.53% 7.98% 5.57% -6.01% -20.27%
2021 -0.53% 2.52% 3.9% 5.11% 0.7% 2.64% 2.22% 3.04% -4.77% 7.05% -1.24% 3.96% 26.89%
2020 0.65% -7.98% -12.54% 13.29% 5.16% 2.57% 5.93% 7.47% -4% -2.34% 11.73% 3.81% 22.54%
2019 7.83% 3.43% 1.8% 4.36% -6.49% 6.91% 1.88% -2.18% 1.82% 2.57% 3.78% 2.95% 31.72%
2018 5.69% -3.54% -2.53% 1.38% 1.26% 1.35% 3.25% 3.06% 0.75% -6.82% 1.62% -8.69% -4.16%
2017 1.05% 4.31% 0.55% 1.33% 0.71% 1.16% 1.77% 0.13% 1.45% 2.83% 2.98% 1.09% 21.07%
2016 -0.22% -0.22%
*Performance is net of rebalancing costs, fixed fees (0% annually) and performance fees (0% over high watermark).