Summary
ESML
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 30.58% Volatility 22.10% Sharpe 0.85
Official loaded data — not a live quote.

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

Symbol: ESML

Exchange: BATS

Sector: Technology

Category: Small Blend

Inception date: 10/04/2018

Latest date: 16/07/2026

Current price: $54.30

Expense ratio: 0.17%

Assets under management
$2.9B
0.41% 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

0.18%

Ann. -39.60% (Sharpe / Sortino numerator)

Volatility

22.20%

Sharpe ratio

-1.948

VaR 95%

-2.10%

CVaR 95%: -2.10%
Max drawdown: -7.58%
Sortino ratio: -3.908
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

8.12%

Ann. 9.40% (Sharpe / Sortino numerator)

Volatility

18.57%

Sharpe ratio

0.311

VaR 95%

-1.68%

CVaR 95%: -2.00%
Max drawdown: -9.13%
Sortino ratio: 0.529
Calmar ratio: 1.03

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

10.78%

Ann. 10.11% (Sharpe / Sortino numerator)

Volatility

18.19%

Sharpe ratio

0.356

VaR 95%

-1.70%

CVaR 95%: -2.19%
Max drawdown: -9.13%
Sortino ratio: 0.577
Calmar ratio: 1.11

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

30.58%

Ann. 22.45% (Sharpe / Sortino numerator)

Volatility

22.10%

Sharpe ratio

0.852

VaR 95%

-1.72%

CVaR 95%: -3.04%
Max drawdown: -9.13%
Sortino ratio: 1.160
Calmar ratio: 2.46

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

33.61%

Ann. 11.37% (Sharpe / Sortino numerator)

Volatility

20.39%

Sharpe ratio

0.380

VaR 95%

-1.82%

CVaR 95%: -2.85%
Max drawdown: -26.68%
Sortino ratio: 0.543
Calmar ratio: 0.43

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

53.70%

Ann. 13.22% (Sharpe / Sortino numerator)

Volatility

19.65%

Sharpe ratio

0.488

VaR 95%

-1.75%

CVaR 95%: -2.64%
Max drawdown: -26.68%
Sortino ratio: 0.736
Calmar ratio: 0.50

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

0.112%

Best day

3.309%

22/08/2025
Worst day

-3.066%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $54.08 $54.70 $54.08 $54.30 90,900
15/07/2026 $54.55 $54.58 $53.94 $54.38 76,900
14/07/2026 $54.33 $54.71 $54.23 $54.34 418,800
13/07/2026 $54.46 $54.71 $53.96 $54.11 62,200
10/07/2026 $54.85 $54.85 $54.41 $54.66 70,000
09/07/2026 $54.32 $55.07 $54.32 $54.73 61,000
08/07/2026 $54.04 $54.11 $53.35 $53.97 73,700
07/07/2026 $54.87 $55.04 $54.10 $54.37 233,600
06/07/2026 $54.95 $55.31 $54.95 $55.03 93,900
02/07/2026 $55.88 $55.99 $54.34 $54.87 67,200