Summary
ESGU
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 27.83% Volatility 18.65% Sharpe 0.70
Official loaded data — not a live quote.

ISHARES ESG AWARE MSCI USA ETF

Symbol: ESGU

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 01/12/2016

Latest date: 03/06/2026

Current price: $165.04

Expense ratio: 0.15%

Assets under management
$16.6B
-0.62% 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

5.51%

Ann. -37.20% (Sharpe / Sortino numerator)

Volatility

18.23%

Sharpe ratio

-2.240

VaR 95%

-1.75%

CVaR 95%: -1.78%
Max drawdown: -7.56%
Sortino ratio: -4.012
Calmar ratio: -4.92

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

11.84%

Ann. -16.54% (Sharpe / Sortino numerator)

Volatility

14.80%

Sharpe ratio

-1.362

VaR 95%

-1.71%

CVaR 95%: -1.85%
Max drawdown: -9.49%
Sortino ratio: -2.029
Calmar ratio: -1.74

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

10.93%

Ann. -4.49% (Sharpe / Sortino numerator)

Volatility

13.86%

Sharpe ratio

-0.586

VaR 95%

-1.69%

CVaR 95%: -1.95%
Max drawdown: -9.49%
Sortino ratio: -0.817
Calmar ratio: -0.47

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

27.83%

Ann. 16.75% (Sharpe / Sortino numerator)

Volatility

18.65%

Sharpe ratio

0.704

VaR 95%

-1.71%

CVaR 95%: -2.70%
Max drawdown: -9.49%
Sortino ratio: 0.876
Calmar ratio: 1.77

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

45.54%

Ann. 13.05% (Sharpe / Sortino numerator)

Volatility

16.58%

Sharpe ratio

0.568

VaR 95%

-1.65%

CVaR 95%: -2.44%
Max drawdown: -19.32%
Sortino ratio: 0.718
Calmar ratio: 0.68

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

81.44%

Ann. 17.81% (Sharpe / Sortino numerator)

Volatility

15.15%

Sharpe ratio

0.936

VaR 95%

-1.49%

CVaR 95%: -2.17%
Max drawdown: -19.32%
Sortino ratio: 1.229
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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.101%

Best day

2.933%

31/03/2026
Worst day

-2.698%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $166.07 $166.15 $164.94 $165.04 316,900
02/06/2026 $165.66 $166.46 $165.64 $166.36 349,200
01/06/2026 $165.03 $166.23 $164.89 $165.89 469,300
29/05/2026 $165.00 $165.57 $164.88 $165.20 794,000
28/05/2026 $163.75 $164.85 $163.57 $164.75 444,300
27/05/2026 $163.83 $164.00 $163.35 $163.70 252,000
26/05/2026 $163.65 $164.10 $163.28 $163.82 359,100
22/05/2026 $162.88 $163.39 $162.43 $162.72 370,200
21/05/2026 $160.91 $162.33 $160.78 $161.91 484,400
20/05/2026 $160.15 $161.69 $159.93 $161.64 560,200