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iShares MSCI USA ESG Select ETF

SUSA
ETF · Currency in USD
ISIN
US4642888022
CUSIP
464288802
Issuer
iShares
Inception Date
Jan 24, 2005
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.25%
Index Tracked
MSCI USA ESG Select Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

SUSAPrice Chart


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S&P 500

SUSAPerformance

The chart shows the growth of $10,000 invested in iShares MSCI USA ESG Select ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $47,651 for a total return of roughly 376.51%. All prices are adjusted for splits and dividends.


SUSA (iShares MSCI USA ESG Select ETF)
Benchmark (S&P 500)

SUSAReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.25%
6M16.02%
YTD21.52%
1Y35.64%
5Y19.09%
10Y15.93%

SUSAMonthly Returns Heatmap


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SUSASharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares MSCI USA ESG Select ETF Sharpe ratio is 2.65. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


SUSA (iShares MSCI USA ESG Select ETF)
Benchmark (S&P 500)

SUSADividends

iShares MSCI USA ESG Select ETF granted a 0.98% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.97 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.97$0.96$1.02$0.89$0.78$0.72$0.59$0.52$0.50$0.52$0.40$0.41

Dividend yield

0.98%1.17%1.52%1.73%1.40%1.56%1.42%1.21%1.30%1.77%1.45%1.48%

SUSADrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SUSA (iShares MSCI USA ESG Select ETF)
Benchmark (S&P 500)

SUSAWorst Drawdowns

The table below shows the maximum drawdowns of the iShares MSCI USA ESG Select ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares MSCI USA ESG Select ETF is 32.93%, recorded on Mar 23, 2020. It took 82 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.93%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-19.17%Sep 24, 201864Dec 24, 201866Apr 1, 2019130
-18.53%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-15.44%Apr 26, 201049Jul 2, 201087Nov 4, 2010136
-13.72%May 21, 2015184Feb 11, 201646Apr 19, 2016230
-11.53%Apr 3, 201243Jun 4, 2012146Jan 3, 2013189
-9.68%Jan 29, 201844Apr 2, 2018102Aug 24, 2018146
-9.61%Sep 3, 202014Sep 23, 202037Nov 13, 202051
-7.91%Jan 20, 201014Feb 8, 201022Mar 11, 201036
-7.23%May 6, 201920Jun 3, 201913Jun 20, 201933

SUSAVolatility Chart

Current iShares MSCI USA ESG Select ETF volatility is 8.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SUSA (iShares MSCI USA ESG Select ETF)
Benchmark (S&P 500)

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