iShares ESG Aware MSCI Canada Index ETF (XESG.TO)
XESG.TO is a passive ETF by iShares tracking the investment results of the Morningstar Canada GR CAD. XESG.TO launched on Mar 18, 2019 and has a 0.16% expense ratio.
ETF Info
Issuer | iShares |
---|---|
Inception Date | Mar 18, 2019 |
Region | North America (Canada) |
Category | Canada Equities |
Index Tracked | Morningstar Canada GR CAD |
Home Page | www.blackrock.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
XESG.TO features an expense ratio of 0.16%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: XESG.TO vs. SPY, XESG.TO vs. SCHG
Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares ESG Aware MSCI Canada Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares ESG Aware MSCI Canada Index ETF had a return of 7.49% year-to-date (YTD) and 10.48% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 7.49% | 8.76% |
1 month | 0.11% | -0.32% |
6 months | 15.09% | 18.48% |
1 year | 10.48% | 25.36% |
5 years (annualized) | 8.47% | 12.60% |
10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.16% | 1.97% | 4.66% | -1.60% | ||||||||
2023 | -3.11% | 6.85% | 3.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XESG.TO is 46, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
XESG.TO (iShares ESG Aware MSCI Canada Index ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Aware MSCI Canada Index ETF (XESG.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG Aware MSCI Canada Index ETF granted a 2.79% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.75 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|
Dividend | CA$0.75 | CA$0.73 | CA$0.66 | CA$0.52 | CA$0.50 | CA$0.24 |
Dividend yield | 2.79% | 2.89% | 2.77% | 1.99% | 2.28% | 1.11% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Aware MSCI Canada Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | CA$0.00 | CA$0.00 | CA$0.18 | CA$0.00 | ||||||||
2023 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.20 | CA$0.00 | CA$0.00 | CA$0.20 | CA$0.00 | CA$0.00 | CA$0.17 |
2022 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.18 | CA$0.00 | CA$0.00 | CA$0.20 | CA$0.00 | CA$0.00 | CA$0.13 |
2021 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.12 |
2020 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.09 |
2019 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.05 | CA$0.00 | CA$0.00 | CA$0.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Aware MSCI Canada Index 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 ESG Aware MSCI Canada Index ETF was 37.36%, occurring on Mar 23, 2020. Recovery took 178 trading sessions.
The current iShares ESG Aware MSCI Canada Index ETF drawdown is 0.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-37.36% | Feb 20, 2020 | 23 | Mar 23, 2020 | 178 | Dec 4, 2020 | 201 |
-17.82% | Mar 23, 2022 | 139 | Oct 11, 2022 | 349 | Mar 1, 2024 | 488 |
-6.86% | Nov 15, 2021 | 48 | Jan 24, 2022 | 39 | Mar 21, 2022 | 87 |
-4.28% | May 1, 2019 | 74 | Aug 15, 2019 | 20 | Sep 13, 2019 | 94 |
-3.93% | Sep 23, 2019 | 8 | Oct 2, 2019 | 28 | Nov 12, 2019 | 36 |
Volatility
Volatility Chart
The current iShares ESG Aware MSCI Canada Index ETF volatility is 2.86%, 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.