Summary
ESGD
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 21.03% Volatility 17.83% Sharpe 1.05
Official loaded data — not a live quote.

ISHARES ESG AWARE MSCI EAFE ETF

Symbol: ESGD

Exchange: NASDAQ

Sector: Financial_Services

Category: Foreign Large Blend

Inception date: 28/06/2016

Latest date: 16/07/2026

Current price: $102.87

Expense ratio: 0.20%

Assets under management
$11.8B
0.20% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

-0.06%

Ann. -45.66% (Sharpe / Sortino numerator)

Volatility

27.25%

Sharpe ratio

-1.809

VaR 95%

-3.00%

CVaR 95%: -3.14%
Max drawdown: -8.01%
Sortino ratio: -3.137
Calmar ratio: -5.70

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

2.77%

Ann. 2.17% (Sharpe / Sortino numerator)

Volatility

19.88%

Sharpe ratio

-0.073

VaR 95%

-2.19%

CVaR 95%: -2.67%
Max drawdown: -11.68%
Sortino ratio: -0.102
Calmar ratio: 0.19

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

6.04%

Ann. 9.88% (Sharpe / Sortino numerator)

Volatility

16.18%

Sharpe ratio

0.386

VaR 95%

-1.73%

CVaR 95%: -2.33%
Max drawdown: -11.68%
Sortino ratio: 0.524
Calmar ratio: 0.85

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

21.03%

Ann. 22.36% (Sharpe / Sortino numerator)

Volatility

17.83%

Sharpe ratio

1.050

VaR 95%

-1.55%

CVaR 95%: -2.50%
Max drawdown: -11.68%
Sortino ratio: 1.347
Calmar ratio: 1.92

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.

Period total return

34.61%

Ann. 14.47% (Sharpe / Sortino numerator)

Volatility

15.94%

Sharpe ratio

0.680

VaR 95%

-1.55%

CVaR 95%: -2.21%
Max drawdown: -13.86%
Sortino ratio: 0.922
Calmar ratio: 1.04

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

52.27%

Ann. 14.15% (Sharpe / Sortino numerator)

Volatility

14.82%

Sharpe ratio

0.710

VaR 95%

-1.45%

CVaR 95%: -2.02%
Max drawdown: -13.86%
Sortino ratio: 0.993
Calmar ratio: 1.02

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.081%

Best day

3.97%

08/04/2026
Worst day

-3.153%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $102.66 $103.30 $102.56 $102.87 176,400
15/07/2026 $103.53 $103.82 $102.89 $103.69 147,800
14/07/2026 $103.37 $103.87 $103.01 $103.08 174,900
13/07/2026 $102.88 $103.06 $102.09 $102.32 226,300
10/07/2026 $103.29 $103.64 $102.78 $103.39 157,600
09/07/2026 $102.63 $103.25 $102.63 $103.08 162,800
08/07/2026 $101.79 $102.42 $101.23 $102.36 185,100
07/07/2026 $103.87 $104.07 $102.79 $103.06 241,700
06/07/2026 $103.98 $104.50 $103.82 $104.42 176,100
02/07/2026 $103.61 $104.21 $102.67 $103.31 244,000