NYSEArca - Delayed Quote USD

iShares MSCI USA ESG Select ETF (SUSA)

126.07 +0.47 (+0.37%)
At close: 4:00 PM EST

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. It is an optimized index designed to maximize exposure to positive environmental, social and governance characteristics while exhibiting risk and return characteristics similar to the MSCI USA Index.

Risk Overview

Performance & Risk

YTD Return 26.10%
5y Average Return 15.54%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
SUSACategory AverageSUSACategory AverageSUSACategory Average
Alpha -3.05 -1.25 -0.49 -1.13 -0.6 -1.18
BETA 1.06 0.96 1.02 0.98 1.02 0.98
Mean Annual Return 0.63 0.72 1.31 1.21 1.09 1.01
R-squared 98.52 93.46 98.47 94.7 98.02 94.8
Standard Deviation 18.4 16.98 18.63 18.14 15.77 15.45
Sharpe Ratio 0.2 0.28 0.71 0.66 0.72 0.67
Treynor Ratio 1.89 3.64 12.16 11.36 10.52 9.86

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