Invesco MSCI USA ESG Universal Screened UCITS ETF Dist (ESUS.L)
ESUS.L is a passive ETF by Invesco tracking the investment results of the Russell 1000 TR USD. ESUS.L launched on Aug 9, 2021 and has a 0.09% expense ratio.
ETF Info
| ISIN | IE000A8N67F3 |
|---|---|
| WKN | A3CVRZ |
| Issuer | Invesco |
| Inception Date | Aug 9, 2021 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
ESUS.L has an expense ratio of 0.09%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: ESUS.L vs. HSUS.L, ESUS.L vs. GPSA.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Invesco MSCI USA ESG Universal Screened UCITS ETF Dist, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco MSCI USA ESG Universal Screened UCITS ETF Dist had a return of 24.81% year-to-date (YTD) and 31.91% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.81% | 25.82% |
| 1 month | 5.23% | 3.20% |
| 6 months | 12.96% | 14.94% |
| 1 year | 31.91% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of ESUS.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.48% | 4.85% | 3.33% | -2.86% | 1.01% | 5.81% | -0.35% | -1.00% | 0.27% | 4.00% | 24.81% | ||
| 2023 | 3.36% | 0.37% | -0.03% | -0.54% | 2.80% | 3.71% | 2.32% | 0.79% | -1.53% | -3.03% | 5.31% | 4.84% | 19.58% |
| 2022 | -8.29% | -1.63% | 6.23% | -4.33% | -3.27% | -4.78% | 8.00% | 1.39% | -3.95% | 2.33% | -1.35% | -4.26% | -14.14% |
| 2021 | 2.61% | -2.00% | 4.44% | 3.70% | 1.52% | 10.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ESUS.L is 36, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco MSCI USA ESG Universal Screened UCITS ETF Dist (ESUS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco MSCI USA ESG Universal Screened UCITS ETF Dist. 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 Invesco MSCI USA ESG Universal Screened UCITS ETF Dist was 21.50%, occurring on Apr 19, 2024. The portfolio has not yet recovered.
The current Invesco MSCI USA ESG Universal Screened UCITS ETF Dist drawdown is 8.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.5% | Feb 26, 2024 | 38 | Apr 19, 2024 | — | — | — |
| -19.68% | Dec 10, 2021 | 126 | Jun 16, 2022 | 377 | Dec 12, 2023 | 503 |
| -4.59% | Sep 7, 2021 | 20 | Oct 4, 2021 | 14 | Oct 22, 2021 | 34 |
| -3.2% | Nov 26, 2021 | 6 | Dec 3, 2021 | 2 | Dec 7, 2021 | 8 |
| -1.85% | Dec 21, 2023 | 9 | Jan 5, 2024 | 7 | Jan 16, 2024 | 16 |
Volatility
Volatility Chart
The current Invesco MSCI USA ESG Universal Screened UCITS ETF Dist volatility is 3.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.