Summary
EGUS
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 19.98% Volatility 21.77% Sharpe 0.77
Official loaded data — not a live quote.

ISHARES ESG AWARE MSCI USA GROWTH ETF

Symbol: EGUS

Exchange: BATS

Sector: Technology

Category: Large Growth

Inception date: 31/01/2023

Latest date: 20/07/2026

Current price: $57.44

Expense ratio: 0.18%

Assets under management
$28.1M
-0.52% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
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Performance metrics

Period total return

-0.91%

Ann. -34.13% (Sharpe / Sortino numerator)

Volatility

23.21%

Sharpe ratio

-1.627

VaR 95%

-2.20%

CVaR 95%: -2.24%
Max drawdown: -8.51%
Sortino ratio: -3.118
Calmar ratio: -4.01

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.22%

Ann. -29.75% (Sharpe / Sortino numerator)

Volatility

20.11%

Sharpe ratio

-1.660

VaR 95%

-2.21%

CVaR 95%: -2.43%
Max drawdown: -13.72%
Sortino ratio: -2.788
Calmar ratio: -2.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

12.52%

Ann. -13.59% (Sharpe / Sortino numerator)

Volatility

18.85%

Sharpe ratio

-0.913

VaR 95%

-2.03%

CVaR 95%: -2.48%
Max drawdown: -15.69%
Sortino ratio: -1.365
Calmar ratio: -0.87

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

19.98%

Ann. 20.36% (Sharpe / Sortino numerator)

Volatility

21.77%

Sharpe ratio

0.768

VaR 95%

-1.98%

CVaR 95%: -3.09%
Max drawdown: -15.69%
Sortino ratio: 0.992
Calmar ratio: 1.30

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

41.36%

Ann. 14.62% (Sharpe / Sortino numerator)

Volatility

20.99%

Sharpe ratio

0.524

VaR 95%

-2.24%

CVaR 95%: -3.16%
Max drawdown: -24.87%
Sortino ratio: 0.666
Calmar ratio: 0.59

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

86.57%

Ann. 22.03% (Sharpe / Sortino numerator)

Volatility

19.24%

Sharpe ratio

0.956

VaR 95%

-1.96%

CVaR 95%: -2.82%
Max drawdown: -24.87%
Sortino ratio: 1.250
Calmar ratio: 0.89

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.079%

Best day

3.679%

31/03/2026
Worst day

-3.766%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $57.74 $57.75 $57.44 $57.44 1,200
17/07/2026 $57.09 $57.78 $57.09 $57.64 3,200
16/07/2026 $58.47 $58.47 $58.23 $58.23 1,700
15/07/2026 $59.09 $59.09 $58.98 $59.08 800
14/07/2026 $58.67 $58.76 $58.67 $58.76 1,500
13/07/2026 $58.59 $58.59 $58.07 $58.10 2,300
10/07/2026 $58.60 $58.87 $58.58 $58.87 2,500
09/07/2026 $58.66 $58.66 $58.66 $58.66 200
08/07/2026 $58.04 $58.04 $58.04 $58.04 100
07/07/2026 $57.62 $57.75 $57.62 $57.75 300