Summary
SUSA
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 28.55% Volatility 18.07% Sharpe 0.67
Official loaded data — not a live quote.

ISHARES MSCI USA ESG SELECT ETF

Symbol: SUSA

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 24/01/2005

Latest date: 02/06/2026

Current price: $155.82

Expense ratio: 0.25%

Assets under management
$3.8B
0.43% 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

6.98%

Ann. -39.74% (Sharpe / Sortino numerator)

Volatility

17.56%

Sharpe ratio

-2.470

VaR 95%

-1.77%

CVaR 95%: -1.82%
Max drawdown: -7.36%
Sortino ratio: -4.330
Calmar ratio: -5.40

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

11.60%

Ann. -17.18% (Sharpe / Sortino numerator)

Volatility

15.17%

Sharpe ratio

-1.372

VaR 95%

-1.79%

CVaR 95%: -1.90%
Max drawdown: -9.92%
Sortino ratio: -2.051
Calmar ratio: -1.73

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

12.22%

Ann. -4.17% (Sharpe / Sortino numerator)

Volatility

13.87%

Sharpe ratio

-0.562

VaR 95%

-1.52%

CVaR 95%: -1.91%
Max drawdown: -9.92%
Sortino ratio: -0.790
Calmar ratio: -0.42

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

28.55%

Ann. 15.80% (Sharpe / Sortino numerator)

Volatility

18.07%

Sharpe ratio

0.673

VaR 95%

-1.58%

CVaR 95%: -2.60%
Max drawdown: -9.92%
Sortino ratio: 0.855
Calmar ratio: 1.59

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

45.46%

Ann. 12.24% (Sharpe / Sortino numerator)

Volatility

16.11%

Sharpe ratio

0.535

VaR 95%

-1.53%

CVaR 95%: -2.33%
Max drawdown: -19.30%
Sortino ratio: 0.699
Calmar ratio: 0.63

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

77.96%

Ann. 16.26% (Sharpe / Sortino numerator)

Volatility

14.88%

Sharpe ratio

0.849

VaR 95%

-1.44%

CVaR 95%: -2.08%
Max drawdown: -19.30%
Sortino ratio: 1.158
Calmar ratio: 0.84

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.103%

Best day

2.73%

31/03/2026
Worst day

-2.544%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $155.16 $155.82 $155.15 $155.82 15,100
01/06/2026 $153.97 $155.48 $153.97 $155.25 38,600
29/05/2026 $153.75 $154.32 $153.75 $153.83 36,500
28/05/2026 $152.13 $153.48 $152.01 $153.26 22,300
27/05/2026 $152.79 $152.82 $152.12 $152.15 50,000
26/05/2026 $152.33 $152.94 $151.95 $152.68 40,700
22/05/2026 $151.48 $152.05 $151.19 $151.46 54,600
21/05/2026 $149.85 $150.77 $149.63 $150.58 25,200
20/05/2026 $149.14 $150.63 $149.05 $150.61 37,900
19/05/2026 $149.10 $149.63 $148.57 $148.80 29,100