ISHARES ESG OPTIMIZED MSCI USA ETF
Symbol: SUSA
Exchange: NYSE
Sector: Technology
Category: Large Blend
Inception date: 24/01/2005
Latest date: 16/07/2026
Current price: $154.50
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
0.74%
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
9.18%
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
9.45%
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
22.81%
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
34.49%
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
66.92%
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: 16/07/2025 - 16/07/2026.
Average daily return
0.085%
Best day
2.73%
Worst day
-2.658%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $154.42 | $154.97 | $153.88 | $154.50 | 22,300 |
| 15/07/2026 | $155.29 | $155.58 | $154.13 | $155.00 | 28,700 |
| 14/07/2026 | $155.06 | $155.38 | $154.62 | $155.22 | 24,000 |
| 13/07/2026 | $155.19 | $155.51 | $154.36 | $154.62 | 26,500 |
| 10/07/2026 | $155.07 | $155.87 | $154.69 | $155.75 | 34,600 |
| 09/07/2026 | $154.40 | $155.40 | $154.40 | $155.18 | 64,500 |
| 08/07/2026 | $153.21 | $153.87 | $152.71 | $153.76 | 31,200 |
| 07/07/2026 | $154.56 | $154.82 | $153.71 | $154.24 | 43,200 |
| 06/07/2026 | $154.43 | $155.16 | $154.15 | $155.03 | 24,700 |
| 02/07/2026 | $154.29 | $155.04 | $152.80 | $153.83 | 24,400 |