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iShares ESG MSCI USA Leaders ETF

SUSL
ETF · Currency in USD
ISIN
US46435U2188
CUSIP
46435U218
Issuer
Blackrock Financial Management
Inception Date
May 7, 2019
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.10%
Index Tracked
MSCI USA Extended ESG Leaders Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

SUSLPrice Chart


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S&P 500

SUSLPerformance

The chart shows the growth of $10,000 invested in iShares ESG MSCI USA Leaders ETF on May 13, 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,765 for a total return of roughly 67.65%. All prices are adjusted for splits and dividends.


SUSL (iShares ESG MSCI USA Leaders ETF)
Benchmark (S&P 500)

SUSLReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.20%
6M15.58%
YTD21.26%
1Y34.59%
5Y24.51%
10Y24.51%

SUSLMonthly Returns Heatmap


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SUSLSharpe 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 ESG MSCI USA Leaders ETF Sharpe ratio is 2.57. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


SUSL (iShares ESG MSCI USA Leaders ETF)
Benchmark (S&P 500)

SUSLDividends

iShares ESG MSCI USA Leaders ETF granted a 1.18% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.92 per share.


PeriodTTM20202019
Dividend$0.92$0.90$0.62

Dividend yield

1.18%1.38%1.12%

SUSLDrawdowns Chart

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


SUSL (iShares ESG MSCI USA Leaders ETF)
Benchmark (S&P 500)

SUSLWorst Drawdowns

The table below shows the maximum drawdowns of the iShares ESG MSCI USA Leaders 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 ESG MSCI USA Leaders ETF is 34.26%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.26%Feb 20, 202023Mar 23, 2020107Aug 24, 2020130
-9.13%Sep 3, 202014Sep 23, 202037Nov 13, 202051
-5.61%Jul 31, 20194Aug 5, 201928Sep 13, 201932
-4.79%May 17, 201911Jun 3, 20195Jun 10, 201916
-4.78%Feb 25, 20216Mar 4, 20215Mar 11, 202111
-4.22%Sep 16, 201913Oct 2, 201917Oct 25, 201930
-4.21%May 10, 20213May 12, 202116Jun 4, 202119
-3.47%Jan 21, 20217Jan 29, 20214Feb 4, 202111
-2.5%Jan 24, 20206Jan 31, 20203Feb 5, 20209
-2.26%Jul 13, 20215Jul 19, 20213Jul 22, 20218

SUSLVolatility Chart

Current iShares ESG MSCI USA Leaders ETF volatility is 8.36%. 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.


SUSL (iShares ESG MSCI USA Leaders ETF)
Benchmark (S&P 500)

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