Summary
ESG
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 18.79% Volatility 17.35% Sharpe 0.58
Official loaded data — not a live quote.

FLEXSHARES STOXX US ESG SELECT INDEX FUND

Symbol: ESG

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception date: 13/07/2016

Latest date: 20/07/2026

Current price: $173.68

Expense ratio: 0.32%

Assets under management
$131.9M
-0.53% 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

-1.07%

Ann. -35.67% (Sharpe / Sortino numerator)

Volatility

16.04%

Sharpe ratio

-2.449

VaR 95%

-1.47%

CVaR 95%: -1.47%
Max drawdown: -6.83%
Sortino ratio: -4.399
Calmar ratio: -5.22

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

6.45%

Ann. -12.70% (Sharpe / Sortino numerator)

Volatility

13.46%

Sharpe ratio

-1.213

VaR 95%

-1.47%

CVaR 95%: -1.60%
Max drawdown: -8.84%
Sortino ratio: -1.942
Calmar ratio: -1.44

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

11.00%

Ann. -1.05% (Sharpe / Sortino numerator)

Volatility

12.32%

Sharpe ratio

-0.380

VaR 95%

-1.39%

CVaR 95%: -1.67%
Max drawdown: -8.84%
Sortino ratio: -0.547
Calmar ratio: -0.12

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

18.79%

Ann. 13.64% (Sharpe / Sortino numerator)

Volatility

17.35%

Sharpe ratio

0.577

VaR 95%

-1.46%

CVaR 95%: -2.47%
Max drawdown: -8.84%
Sortino ratio: 0.714
Calmar ratio: 1.54

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

35.27%

Ann. 11.70% (Sharpe / Sortino numerator)

Volatility

15.29%

Sharpe ratio

0.528

VaR 95%

-1.47%

CVaR 95%: -2.23%
Max drawdown: -18.32%
Sortino ratio: 0.664
Calmar ratio: 0.64

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

63.05%

Ann. 16.82% (Sharpe / Sortino numerator)

Volatility

14.12%

Sharpe ratio

0.934

VaR 95%

-1.33%

CVaR 95%: -1.98%
Max drawdown: -18.32%
Sortino ratio: 1.235
Calmar ratio: 0.92

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

0.072%

Best day

2.471%

08/04/2026
Worst day

-2.387%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $174.60 $174.71 $173.68 $173.68 800
17/07/2026 $174.30 $174.30 $174.30 $174.30 100
16/07/2026 $175.45 $175.45 $175.45 $175.45 200
15/07/2026 $174.97 $175.52 $174.97 $175.52 1,500
14/07/2026 $175.82 $175.82 $175.82 $175.82 300
13/07/2026 $176.08 $176.08 $176.08 $176.08 100
10/07/2026 $176.72 $177.00 $176.72 $177.00 400
09/07/2026 $176.50 $176.50 $176.50 $176.50 100
08/07/2026 $175.03 $175.42 $174.77 $175.42 400
07/07/2026 $176.63 $176.63 $176.06 $176.06 400