ISHARES ESG OPTIMIZED MSCI USA ETF
Symbol: SUSA
Exchange: NYSE
Sector: Technology
Category: Large Blend
Inception date: 24/01/2005
Latest date: 15/10/2026
Current price: $157.55
Expense ratio: 0.25%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
2.21%
Ann. -39.74% (Sharpe / Sortino numerator)
Volatility
17.56%
Sharpe ratio
-2.470
VaR 95%
-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
1.87%
Ann. -17.18% (Sharpe / Sortino numerator)
Volatility
15.17%
Sharpe ratio
-1.372
VaR 95%
-1.79%
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
11.98%
Ann. -4.17% (Sharpe / Sortino numerator)
Volatility
13.87%
Sharpe ratio
-0.562
VaR 95%
-1.52%
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
17.48%
Ann. 15.80% (Sharpe / Sortino numerator)
Volatility
18.07%
Sharpe ratio
0.673
VaR 95%
-1.58%
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
32.62%
Ann. 12.24% (Sharpe / Sortino numerator)
Volatility
16.11%
Sharpe ratio
0.535
VaR 95%
-1.53%
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
78.38%
Ann. 16.26% (Sharpe / Sortino numerator)
Volatility
14.88%
Sharpe ratio
0.849
VaR 95%
-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.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.
Average daily return
0.068%
Best day
2.73%
Worst day
-2.658%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $156.17 | $157.61 | $155.95 | $157.55 | 33,000 |
| 14/10/2026 | $157.77 | $158.05 | $156.17 | $156.62 | 19,700 |
| 13/10/2026 | $158.46 | $158.87 | $158.08 | $158.62 | 32,000 |
| 12/10/2026 | $158.90 | $159.02 | $158.56 | $158.69 | 19,500 |
| 09/10/2026 | $158.60 | $159.18 | $158.52 | $159.01 | 26,500 |
| 08/10/2026 | $157.93 | $158.35 | $157.36 | $158.08 | 36,900 |
| 07/10/2026 | $158.44 | $158.73 | $157.99 | $158.50 | 32,300 |
| 06/10/2026 | $159.00 | $159.73 | $159.00 | $159.25 | 183,100 |
| 05/10/2026 | $157.28 | $158.60 | $157.24 | $158.31 | 28,500 |
| 02/10/2026 | $157.54 | $157.76 | $156.99 | $157.17 | 26,800 |