- ISIN
- IE00B3VWM098
- Issuer
- iShares
- Inception Date
- Jul 1, 2009
- Region
- North America (United States)
- Category
- Small Cap Blend Equities, ESG
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI USA Small Cap ESG Enhanced CTB Index
- Domicile
- Ireland
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
CUSS.L Performance Chart
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) (CUSS.L) is up 16.2% since the beginning of the year. CUSS.L is currently trading at $690 per share. Investors who bought $1,000 worth of CUSS.L shares 5 years ago would now be looking at an investment worth $1,432.
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Returns By Period
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) (CUSS.L) has returned 16.17% so far this year and 29.03% over the past 12 months. Over the last ten years, CUSS.L has returned 10.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.36% annually.
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)
- 1D
- -0.63%
- 1M
- -1.86%
- 6M
- 11.10%
- YTD
- 16.17%
- 1Y
- 29.03%
- 3Y*
- 13.99%
- 5Y*
- 7.45%
- 10Y*
- 10.74%
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
CUSS.L Monthly Returns History
Based on dividend-adjusted daily data since Sep 15, 2010, CUSS.L's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +16.7%, while the worst month was Mar 2020 at -21.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CUSS.L closed higher 52% of trading days. The best single day was Jan 10, 2011 with a return of +13.0%, while the worst single day was Mar 12, 2020 at -11.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.95% | 3.07% | -7.02% | 10.44% | 4.32% | 4.64% | -3.26% | 16.17% | |||||
| 2025 | 4.22% | -6.89% | -6.97% | -2.77% | 6.25% | 4.43% | 2.17% | 4.79% | 1.19% | 1.32% | 2.17% | 0.85% | 10.15% |
| 2024 | -2.71% | 3.29% | 4.38% | -6.43% | 2.16% | -0.61% | 8.12% | -1.58% | 2.04% | 0.06% | 9.29% | -7.23% | 9.80% |
| 2023 | 9.94% | 0.07% | -5.56% | -1.31% | -2.69% | 8.84% | 4.76% | -3.82% | -5.77% | -7.47% | 9.60% | 12.57% | 17.73% |
| 2022 | -9.28% | 2.93% | 1.98% | -7.30% | -2.48% | -9.00% | 9.72% | -1.23% | -7.15% | 7.56% | 1.25% | -3.48% | -17.15% |
| 2021 | 5.01% | 5.16% | 2.09% | 4.03% | -0.51% | 1.32% | -1.87% | 1.97% | -1.94% | 3.78% | -4.13% | 2.72% | 18.55% |
Benchmark Metrics
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) has an annualized alpha of 4.68%, beta of 0.62, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since September 15, 2010.
- This ETF participated in 105.38% of S&P 500 Index downside but only 100.71% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.62 may look defensive, but with R2 of 0.28 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.28 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.68%
- Beta
- 0.62
- R²
- 0.28
- Upside Capture
- 100.71%
- Downside Capture
- 105.38%
Expense Ratio
CUSS.L has an expense ratio of 0.43%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CUSS.L ranks 78 for risk / return — better than 78% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) (CUSS.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CUSS.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.31 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 2.35 | +1.39 |
| Martin ratioReturn relative to average drawdown | 12.44 | 10.19 | +2.24 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) was 42.70%, occurring on Mar 23, 2020. Recovery took 160 trading sessions.
The current iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) drawdown is 3.61%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-42.70%Mar 2020 | 2mo 6d | 7mo 21d | 9mo 27dJan 2020 - Nov 2020 | COVID crash2020 |
-28.73%Jun 2022 | 7mo 9d | 2y 4mo | 2y 11moNov 2021 - Oct 2024 | Bear market2022 |
-27.77%Apr 2025 | 4mo 14d | 6mo 18d | 11mo 2dNov 2024 - Oct 2025 | 2025 selloff2025 |
-27.45%Oct 2011 | 2mo 28d | 11mo 9d | 1y 2moJul 2011 - Sep 2012 | — |
-24.45%Feb 2016 | 7mo 23d | 6mo 29d | 1y 2moJun 2015 - Sep 2016 | — |
Drawdown Indicators
| CUSS.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.70% | -56.78% | +14.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -9.10% | +0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -27.77% | -18.90% | -8.87% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -25.43% | -3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -42.70% | -33.92% | -8.78% |
Current DrawdownCurrent decline from peak | -3.61% | -0.49% | -3.12% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -10.70% | +3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.09% | +0.43% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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