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Ishares Climate Conscious & Transition MSCI USA ET...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46436E1551

Issuer

iShares

Inception Date

Jun 6, 2023

Leveraged

1x

Index Tracked

MSCI USA Extended Climate Action Index - Benchmark TR Gross

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

USCL has an expense ratio of 0.08%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Ishares Climate Conscious & Transition MSCI USA ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
37.56%
31.81%
USCL (Ishares Climate Conscious & Transition MSCI USA ETF)
Benchmark (^GSPC)

Returns By Period

Ishares Climate Conscious & Transition MSCI USA ETF (USCL) returned -3.93% year-to-date (YTD) and 10.39% over the past 12 months.


USCL

YTD

-3.93%

1M

3.37%

6M

-5.62%

1Y

10.39%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of USCL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.63%-1.70%-5.98%-1.04%1.37%-3.93%
20242.14%5.90%3.00%-3.87%3.92%4.65%0.88%2.43%2.44%-0.41%6.05%-2.44%27.05%
20233.68%3.75%-1.20%-4.67%-2.66%9.42%4.44%12.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of USCL is 64, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of USCL is 6464
Overall Rank
The Sharpe Ratio Rank of USCL is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of USCL is 6262
Sortino Ratio Rank
The Omega Ratio Rank of USCL is 6565
Omega Ratio Rank
The Calmar Ratio Rank of USCL is 6666
Calmar Ratio Rank
The Martin Ratio Rank of USCL is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Ishares Climate Conscious & Transition MSCI USA ETF (USCL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Ishares Climate Conscious & Transition MSCI USA ETF Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.55
  • All Time: 1.14

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Ishares Climate Conscious & Transition MSCI USA ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.55
0.44
USCL (Ishares Climate Conscious & Transition MSCI USA ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Ishares Climate Conscious & Transition MSCI USA ETF provided a 1.28% dividend yield over the last twelve months, with an annual payout of $0.86 per share.


0.85%0.90%0.95%1.00%1.05%1.10%1.15%1.20%$0.00$0.20$0.40$0.60$0.8020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$0.86$0.84$0.48

Dividend yield

1.28%1.19%0.85%

Monthly Dividends

The table displays the monthly dividend distributions for Ishares Climate Conscious & Transition MSCI USA ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.20$0.00$0.00$0.20
2024$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.00$0.22$0.00$0.00$0.28$0.84
2023$0.22$0.00$0.00$0.26$0.48

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.64%
-7.88%
USCL (Ishares Climate Conscious & Transition MSCI USA ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ishares Climate Conscious & Transition 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 Climate Conscious & Transition MSCI USA ETF was 18.99%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Ishares Climate Conscious & Transition MSCI USA ETF drawdown is 8.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.99%Feb 20, 202534Apr 8, 2025
-10.01%Aug 1, 202363Oct 27, 202323Nov 30, 202386
-8.58%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-5.42%Apr 1, 202415Apr 19, 202418May 15, 202433
-4.69%Dec 12, 202419Jan 10, 202513Jan 30, 202532

Volatility

Volatility Chart

The current Ishares Climate Conscious & Transition MSCI USA ETF volatility is 6.61%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
6.61%
6.82%
USCL (Ishares Climate Conscious & Transition MSCI USA ETF)
Benchmark (^GSPC)