Summary
SUSL
Prices · period metrics · 12M
NAV as of 15/10/2026
02/04/2025 → 02/04/2026
Return 19.10% Volatility 18.26% Sharpe 0.88
Official loaded data — not a live quote.

ISHARES ESG MSCI USA LEADERS ETF

Symbol: SUSL

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 07/05/2019

Latest date: 15/10/2026

Current price: $137.75

Expense ratio: 0.10%

Assets under management
$1.2B
0.78% 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

2.75%

Ann. -41.97% (Sharpe / Sortino numerator)

Volatility

18.96%

Sharpe ratio

-2.406

VaR 95%

-1.71%

CVaR 95%: -1.84%
Max drawdown: -8.20%
Sortino ratio: -4.379
Calmar ratio: -5.12

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

3.59%

Ann. -20.48% (Sharpe / Sortino numerator)

Volatility

15.49%

Sharpe ratio

-1.556

VaR 95%

-1.67%

CVaR 95%: -1.86%
Max drawdown: -11.59%
Sortino ratio: -2.428
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

12.85%

Ann. -4.44% (Sharpe / Sortino numerator)

Volatility

14.45%

Sharpe ratio

-0.559

VaR 95%

-1.63%

CVaR 95%: -1.95%
Max drawdown: -11.59%
Sortino ratio: -0.795
Calmar ratio: -0.38

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

19.10%

Ann. 19.62% (Sharpe / Sortino numerator)

Volatility

18.26%

Sharpe ratio

0.876

VaR 95%

-1.58%

CVaR 95%: -2.57%
Max drawdown: -11.59%
Sortino ratio: 1.140
Calmar ratio: 1.69

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

37.18%

Ann. 12.06% (Sharpe / Sortino numerator)

Volatility

16.92%

Sharpe ratio

0.498

VaR 95%

-1.66%

CVaR 95%: -2.47%
Max drawdown: -19.91%
Sortino ratio: 0.656
Calmar ratio: 0.61

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

84.61%

Ann. 18.57% (Sharpe / Sortino numerator)

Volatility

15.55%

Sharpe ratio

0.960

VaR 95%

-1.53%

CVaR 95%: -2.20%
Max drawdown: -19.91%
Sortino ratio: 1.303
Calmar ratio: 0.93

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.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

3.047%

31/03/2026
Worst day

-2.395%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
15/10/2026 $136.68 $137.95 $136.68 $137.75 9,000
14/10/2026 $137.99 $138.51 $136.75 $137.10 7,900
13/10/2026 $138.90 $138.90 $138.32 $138.84 9,700
12/10/2026 $138.96 $139.05 $138.76 $138.89 6,400
09/10/2026 $138.95 $139.07 $138.75 $138.92 3,600
08/10/2026 $138.28 $138.64 $137.73 $138.10 18,400
07/10/2026 $138.60 $138.92 $138.35 $138.82 14,900
06/10/2026 $139.50 $140.02 $139.38 $139.42 7,700
05/10/2026 $137.50 $139.07 $137.50 $138.76 25,400
02/10/2026 $138.07 $138.07 $137.37 $137.55 22,700