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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI USA SRI UCITS ETF USD (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares MSCI USA SRI UCITS ETF USD (Acc) (SUAS.L) has returned -5.00% so far this year and 13.44% over the past 12 months.
iShares MSCI USA SRI UCITS ETF USD (Acc)
- 1D
- 0.60%
- 1M
- -7.35%
- YTD
- -5.00%
- 6M
- -3.26%
- 1Y
- 13.44%
- 3Y*
- 11.88%
- 5Y*
- 8.37%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jul 13, 2016, SUAS.L's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, your investment would double in approximately 5.1 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +10.6%, while the worst month was Feb 2020 at -8.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SUAS.L closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.3%, while the worst single day was Mar 12, 2020 at -9.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.61% | -0.08% | -7.35% | -5.00% | |||||||||
| 2025 | 1.45% | -3.40% | -5.19% | -1.06% | 9.06% | 3.72% | 0.53% | 1.24% | 2.94% | 0.88% | -1.46% | 2.45% | 10.95% |
| 2024 | 0.35% | 2.31% | 2.91% | -4.46% | 0.10% | 4.87% | 2.26% | 0.26% | 3.04% | -0.88% | 6.94% | -3.88% | 14.07% |
| 2023 | 6.74% | -0.55% | 0.60% | 0.45% | -0.98% | 8.34% | 3.61% | -1.69% | -4.87% | -4.75% | 10.17% | 6.28% | 24.37% |
| 2022 | -7.72% | -1.66% | 4.59% | -6.97% | -3.51% | -7.81% | 8.42% | -2.63% | -7.68% | 6.27% | 3.41% | -3.34% | -18.68% |
| 2021 | 1.07% | 0.05% | 5.03% | 4.26% | 1.18% | 1.92% | 1.96% | 3.17% | -3.42% | 8.49% | -0.56% | 4.81% | 31.17% |
Benchmark Metrics
iShares MSCI USA SRI UCITS ETF USD (Acc) has an annualized alpha of 10.04%, beta of 0.51, and R² of 0.30 versus S&P 500 Index. Calculated based on daily prices since July 15, 2016.
- This ETF captured 102.46% of S&P 500 Index gains but only 87.05% of its losses — a favorable profile for investors.
- Beta of 0.51 may look defensive, but with R² of 0.30 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 0.30 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 10.04%
- Beta
- 0.51
- R²
- 0.30
- Upside Capture
- 102.46%
- Downside Capture
- 87.05%
Expense Ratio
SUAS.L has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
SUAS.L ranks 42 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD (Acc) (SUAS.L) and compare them to a chosen benchmark (S&P 500 Index).
| SUAS.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.90 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.39 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.40 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.37 | 6.61 | -2.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SUAS.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 SRI 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 SRI UCITS ETF USD (Acc) was 33.25%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current iShares MSCI USA SRI UCITS ETF USD (Acc) drawdown is 8.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.25% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 21, 2020 | 105 |
| -25.44% | Dec 31, 2021 | 196 | Oct 12, 2022 | 300 | Dec 19, 2023 | 496 |
| -19.85% | Dec 6, 2024 | 86 | Apr 9, 2025 | 57 | Jul 3, 2025 | 143 |
| -16.07% | Oct 2, 2018 | 60 | Dec 24, 2018 | 69 | Apr 3, 2019 | 129 |
| -9.55% | Jan 31, 2018 | 8 | Feb 9, 2018 | 97 | Jul 18, 2018 | 105 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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