iShares ESG Aware MSCI EAFE ETF (ESGD) Performance
ESGD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.9% since Dec 31, 2025
- 1 year
- +11.7% total return
- 5 years
- +8.0% a year
- 10 years
- +9.1% a year
- Since first price
- +9.3% a year since 2016
ESGD trailing returns vs SPY, QQQ, AGG
| Period | ESGD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.9% | −1.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.0% | −0.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.7% | +2.0% | +7.8% | +8.4% | −1.5% |
| YTD | +8.9% | +7.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.7% | +7.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +68.3%+18.9%/yr | +52.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +47.2%+8.0%/yr | +26.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +138.6%+9.1%/yr | +82.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJun 30, 2016 | +151.4%+9.3%/yr | +92.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: ESGD vs SPY
From Jun 30, 2016: ESGD grew to $25,139, SPY to $42,697.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ESGD returns by calendar year
7 of 9 full years positive. Best 2025 (+29.6%), worst 2022 (−15.2%). 2026 is year to date.
ESGD annual returns table
| Year | ESGD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.9% | −11.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +29.6% | −13.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.0% | −9.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +18.5% | −11.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −15.2% | −29.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +11.8% | −7.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +8.2% | −33.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +23.1% | −7.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −13.3% | −22.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +25.1% | −2.2% | +21.7% | +32.7% | +3.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
ESGD largest drawdowns
Now 5.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 17, 2020 | −33.7% | Mar 23, 2020 | Nov 11, 2020 | 2 months | 10 months |
| Sep 7, 2021 | −30.0% | Sep 27, 2022 | Feb 22, 2024 | 1.1 years | 2.5 years |
| Jan 26, 2018 | −22.0% | Dec 24, 2018 | Dec 27, 2019 | 11 months | 1.9 years |
| Mar 19, 2025 | −13.9% | Apr 8, 2025 | Apr 29, 2025 | 20 days | 41 days |
| Feb 25, 2026 | −11.7% | Mar 27, 2026 | Jun 15, 2026 | 30 days | 4 months |
| Sep 26, 2024 | −10.1% | Jan 13, 2025 | Mar 5, 2025 | 4 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ESGD risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2016 |
|---|---|---|---|---|
| Annualized return | +18.0% | +8.9% | +9.0% | +9.5% |
| Volatility (annualized) | 12.0% | 15.7% | 15.0% | 14.9% |
| Sharpe ratio | 1.08 | 0.40 | 0.50 | 0.54 |
| Sortino ratio | 1.75 | 0.60 | 0.74 | 0.80 |
| Best month | +8.6% | +13.3% | +14.6% | +14.6% |
| Worst month | −8.3% | −9.5% | −14.4% | −14.4% |
| Best 12 months | +32.8% | +32.8% | +45.4% | +45.4% |
| Worst 12 months | +4.0% | −25.9% | −25.9% | −25.9% |
| Positive months | 72% | 63% | 65% | 66% |
| Beta vs S&P 500 | 0.62 | 0.80 | 0.81 | — |
| Correlation with S&P 500 | 0.64 | 0.79 | 0.83 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
ESGD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 113 | −25.9% | +11.8% | +45.4% | 73% |
| 3-year (a year) | 89 | −1.9% | +6.5% | +21.7% | 94% |
| 5-year (a year) | 65 | −0.7% | +7.9% | +12.1% | 98% |
| 10-year (a year) | 5 | +9.0% | +9.5% | +9.7% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
ESGD performance overview
iShares ESG Aware MSCI EAFE ETF (ESGD) returned +11.7% over the past year and +9.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2016 it has returned +9.3% a year, turning $10,000 into about $25,139. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −33.7%, from Jan 17, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. ESGD finished 7 of its 9 full calendar years with a gain; the best year was 2025 (+29.6%) and the worst 2022 (−15.2%). Volatility has been 14.9% a year.
Related: ESGD chart, ESGD holdings, ESGD dividends. See the ESGD overview for the latest quote and fund facts.
ESGD performance FAQ
What is the ESGD return over the past year?
ESGD returned +11.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.9%.
What is the average annual return of ESGD?
ESGD has returned +8.0% a year over 5 years, +9.1% a year over 10 years, +9.3% a year since June 30, 2016 (total return, distributions reinvested).
How much would $10,000 invested in ESGD be worth?
$10,000 invested in ESGD at its first recorded close on June 30, 2016 would be worth about $25,139 on October 23, 2026 with distributions reinvested.
What was the worst year for ESGD?
The worst calendar year was 2022, with a total return of −15.2%. The best was 2025 at +29.6%.
What is the biggest drawdown of ESGD?
The largest peak-to-trough decline was −33.7% between January 17, 2020 and March 23, 2020. It recovered to the old high on November 11, 2020, 8 months after the bottom.
How volatile is ESGD?
Over the past 3 years ESGD had an annualized volatility of 12.0% and a Sharpe ratio of 1.08 (excess return over 1–3 month T-bills per unit of risk).