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iShares ESG Aware MSCI USA ETF (ESGU)

131.13 +0.24 (+0.19%)
As of 3:47 PM EST. Market Open.

ETF Summary

The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the "parent index").

Risk Overview

Performance & Risk

YTD Return 25.92%
5y Average Return 15.40%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
ESGUCategory AverageESGUCategory AverageESGUCategory Average
Alpha -1.7 -1.25 -0.54 -1.13 0 -1.18
BETA 1.02 0.96 1.02 0.98 0 0.98
Mean Annual Return 0.72 0.72 1.3 1.21 0 1.01
R-squared 99.8 93.46 99.71 94.7 0 94.8
Standard Deviation 17.59 16.98 18.45 18.14 0 15.45
Sharpe Ratio 0.27 0.28 0.71 0.66 0 0.67
Treynor Ratio 3.25 3.64 12.12 11.36 0 9.86

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