Vanguard ESG US Stock (ESGV) Performance
ESGV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.6% since Dec 31, 2025
- 1 year
- +13.5% total return
- 5 years
- +10.9% a year
- Since first price
- +14.2% a year since 2018
ESGV trailing returns vs SPY, QQQ, AGG
| Period | ESGV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.6% | −1.6% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.3% | +3.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.6% | +8.1% | +7.8% | +8.4% | −1.5% |
| YTD | +11.6% | +10.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.5% | +12.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +87.6%+23.3%/yr | +81.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +68.0%+10.9%/yr | +58.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 20, 2018 | +191.8%+14.2%/yr | +165.6% | — | — | — |
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: ESGV vs SPY
From Sep 20, 2018: ESGV grew to $29,185, SPY to $29,310.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ESGV returns by calendar year
6 of 7 full years positive. Best 2019 (+33.4%), worst 2022 (−24.0%). 2026 is year to date.
ESGV annual returns table
| Year | ESGV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.6% | −11.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.5% | −20.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +24.7% | −9.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +30.8% | −11.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −24.0% | −28.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.6% | −5.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +25.7% | −33.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +33.4% | −7.0% | +31.2% | +39.0% | +8.5% |
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.
ESGV largest drawdowns
Now 3.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2020 | −33.7% | Mar 23, 2020 | Jul 22, 2020 | 33 days | 5 months |
| Dec 27, 2021 | −28.8% | Oct 14, 2022 | Jan 19, 2024 | 10 months | 2.1 years |
| Feb 19, 2025 | −20.4% | Apr 8, 2025 | Jun 27, 2025 | 48 days | 4 months |
| Sep 20, 2018 | −19.9% | Dec 24, 2018 | Apr 8, 2019 | 3 months | 7 months |
| Jan 12, 2026 | −11.6% | Mar 30, 2026 | Apr 17, 2026 | 3 months | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ESGV risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +23.0% | +12.4% | +14.6% |
| Volatility (annualized) | 14.2% | 17.0% | 17.8% |
| Sharpe ratio | 1.23 | 0.57 | 0.71 |
| Sortino ratio | 2.51 | 0.89 | 1.12 |
| Best month | +12.0% | +12.0% | +13.3% |
| Worst month | −6.7% | −10.0% | −12.5% |
| Best 12 months | +39.3% | +39.3% | +63.1% |
| Worst 12 months | +6.3% | −24.0% | −24.0% |
| Positive months | 64% | 58% | 62% |
| Beta vs S&P 500 | 1.14 | 1.08 | — |
| Correlation with S&P 500 | 0.99 | 0.99 | — |
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.
ESGV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 86 | −24.0% | +17.4% | +63.1% | 85% |
| 3-year (a year) | 62 | +5.7% | +12.5% | +28.5% | 100% |
| 5-year (a year) | 38 | +9.8% | +14.6% | +17.8% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
ESGV performance overview
Vanguard ESG US Stock (ESGV) returned +13.5% over the past year and +10.9% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +14.2% a year, turning $10,000 into about $29,185. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −33.7%, from Feb 19, 2020 to Mar 23, 2020, and it took 4 months to get back to the old high. ESGV finished 6 of its 7 full calendar years with a gain; the best year was 2019 (+33.4%) and the worst 2022 (−24.0%). Volatility has been 17.8% a year.
Related: ESGV chart, ESGV holdings, ESGV dividends, ESGV valuation. See the ESGV overview for the latest quote and fund facts.
ESGV performance FAQ
What is the ESGV return over the past year?
ESGV returned +13.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.4%.
What is the average annual return of ESGV?
ESGV has returned +10.9% a year over 5 years, +14.2% a year since September 20, 2018 (total return, distributions reinvested).
How much would $10,000 invested in ESGV be worth?
$10,000 invested in ESGV at its first recorded close on September 20, 2018 would be worth about $29,185 on October 23, 2026 with distributions reinvested.
What was the worst year for ESGV?
The worst calendar year was 2022, with a total return of −24.0%. The best was 2019 at +33.4%.
What is the biggest drawdown of ESGV?
The largest peak-to-trough decline was −33.7% between February 19, 2020 and March 23, 2020. It recovered to the old high on July 22, 2020, 4 months after the bottom.
How volatile is ESGV?
Over the past 3 years ESGV had an annualized volatility of 14.2% and a Sharpe ratio of 1.23 (excess return over 1–3 month T-bills per unit of risk).