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ISIN
US46436E4118
Issuer
iShares
Inception Date
Feb 8, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
MSCI USA Climate Paris Aligned Benchmark Extended Select PAB Index (USD)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$2B

Share Price Chart


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Performance

PABU Performance Chart

iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) is up 4.3% since the beginning of the year. PABU is currently trading at $76 per share.


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S&P 500 Index

Returns By Period

iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) has returned 4.30% so far this year and 18.73% over the past 12 months.


iShares Paris-Aligned Climate Optimized MSCI USA ETF

1D
-0.85%
1M
-2.15%
YTD
4.30%
6M
3.73%
1Y
18.73%
3Y*
17.67%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PABU Monthly Returns History

Based on dividend-adjusted daily data since Feb 11, 2022, PABU's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +11.5%, while the worst month was Apr 2022 at -9.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PABU closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.1%, while the worst single day was Apr 4, 2025 at -5.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.96%-2.87%-4.28%11.53%7.11%-4.21%4.30%
20251.25%-2.53%-6.48%-0.08%7.27%4.34%1.90%1.53%4.12%2.92%-1.01%-0.17%13.08%
20241.18%5.01%1.96%-4.85%5.36%4.53%1.32%2.95%2.48%-1.67%6.22%-1.51%24.84%
20237.33%-1.94%4.15%1.04%1.61%6.78%2.87%-1.31%-5.81%-2.78%10.53%4.87%29.51%
20222.45%-9.89%-1.04%-7.51%10.76%-5.04%-9.24%6.31%5.20%-6.27%-15.45%

Benchmark Metrics

iShares Paris-Aligned Climate Optimized MSCI USA ETF has an annualized alpha of -1.15%, beta of 1.06, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since February 11, 2022.

  • This ETF participated in 105.73% of S&P 500 Index downside but only 102.97% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 1.06 and R2 of 0.95, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.15%
Beta
1.06
0.95
Upside Capture
102.97%
Downside Capture
105.73%

Expense Ratio

PABU has an expense ratio of 0.10%, which is considered low.


Return for Risk

Risk / Return Rank

PABU ranks 35 for risk / return — below 35% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


PABU Risk / Return Rank: 3535
Overall Rank
PABU Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
PABU Sortino Ratio Rank: 3636
Sortino Ratio Rank
PABU Omega Ratio Rank: 3737
Omega Ratio Rank
PABU Calmar Ratio Rank: 2929
Calmar Ratio Rank
PABU Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) 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.


PABUBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.70

Sortino ratioReturn per unit of downside risk

-0.92

Omega ratioGain probability vs. loss probability

1.24

1.37

-0.13

Calmar ratioReturn relative to maximum drawdown

1.40

2.78

-1.38

Martin ratioReturn relative to average drawdown

4.73

12.44

-7.71

Dividends

Dividend History

iShares Paris-Aligned Climate Optimized MSCI USA ETF provided a 0.94% dividend yield over the last twelve months, with an annual payout of $0.71 per share. The fund has been increasing its distributions for 3 consecutive years.


0.90%0.95%1.00%1.05%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.702022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.71$0.66$0.65$0.56$0.41

Dividend yield

0.94%0.90%1.00%1.06%1.00%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Paris-Aligned Climate Optimized MSCI USA ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.14$0.00$0.00$0.16$0.30
2025$0.00$0.00$0.11$0.00$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.25$0.66
2024$0.00$0.00$0.13$0.00$0.00$0.11$0.00$0.00$0.20$0.00$0.00$0.21$0.65
2023$0.00$0.00$0.13$0.00$0.00$0.09$0.00$0.00$0.16$0.00$0.00$0.17$0.56
2022$0.11$0.00$0.00$0.15$0.00$0.00$0.16$0.41

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 Paris-Aligned Climate Optimized MSCI USA ETF. 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 Paris-Aligned Climate Optimized MSCI USA ETF was 22.76%, occurring on Oct 14, 2022. Recovery took 185 trading sessions.

The current iShares Paris-Aligned Climate Optimized MSCI USA ETF drawdown is 5.88%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-22.76%Oct 2022
5mo 27d9mo 2d
1y 2moApr 2022 - Jul 2023
2025 selloff2025
-20.85%Apr 2025
3mo 27d2mo 26d
6mo 23dDec 2024 - Jul 2025
2026 correction2026
-13.40%Mar 2026
5mo 2d1mo 2d
6mo 4dOct 2025 - May 2026
2023 correction2023
-11.48%Oct 2023
3mo 9d1mo 5d
4mo 14dJul 2023 - Dec 2023
2024 pullback2024
-8.30%Aug 2024
19d18d
1mo 7dJul 2024 - Aug 2024

Drawdown Indicators


PABUBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-22.76%

-56.78%

+34.02%

Max Drawdown (1Y)

Largest decline over 1 year

-13.40%

-9.10%

-4.30%

Max Drawdown (3Y)

Largest decline over 3 years

-20.85%

-18.90%

-1.95%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.88%

-1.80%

-4.08%

Average Drawdown

Average peak-to-trough decline

-5.62%

-10.71%

+5.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.97%

2.03%

+1.94%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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