iShares ESG Aware MSCI USA Value ETF (EVUS) Performance
EVUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.8% since Dec 31, 2025
- 1 year
- +19.6% total return
- 3 years
- +20.2% a year
- Since first price
- +13.0% a year since 2023
EVUS trailing returns vs SPY, QQQ, AGG
| Period | EVUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.7% | +1.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.6% | +5.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +11.6% | +10.7% | +7.8% | +8.4% | −1.5% |
| YTD | +17.8% | +16.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +19.6% | +17.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +73.6%+20.2%/yr | +64.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionFeb 2, 2023 | +57.8%+13.0%/yr | +46.7% | — | — | — |
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: EVUS vs SPY
From Feb 2, 2023: EVUS grew to $15,779, SPY to $19,117.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EVUS returns by calendar year
2 of 2 full years positive. Best 2024 (+14.2%), worst 2025 (+13.3%). 2026 is year to date.
EVUS annual returns table
| Year | EVUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.8% | −7.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.3% | −14.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +14.2% | −7.7% | +24.9% | +25.6% | +1.3% |
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.
EVUS largest drawdowns
Now 0.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 29, 2024 | −15.6% | Apr 8, 2025 | Aug 13, 2025 | 4 months | 8 months |
| Jul 31, 2023 | −11.2% | Oct 27, 2023 | Dec 13, 2023 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EVUS risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +17.6% | +14.0% |
| Volatility (annualized) | 12.0% | 12.3% |
| Sharpe ratio | 1.06 | 0.77 |
| Sortino ratio | 1.76 | 1.24 |
| Best month | +7.8% | +7.8% |
| Worst month | −6.9% | −6.9% |
| Best 12 months | +31.7% | +31.7% |
| Worst 12 months | +4.9% | +4.9% |
| Positive months | 69% | 65% |
| Beta vs S&P 500 | 0.79 | — |
| Correlation with S&P 500 | 0.82 | — |
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.
EVUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 33 | +4.9% | +14.4% | +31.7% | 100% |
| 3-year (a year) | 9 | +12.0% | +14.9% | +20.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
EVUS performance overview
iShares ESG Aware MSCI USA Value ETF (EVUS) returned +19.6% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +13.0% a year, turning $10,000 into about $15,779. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −15.6%, from Nov 29, 2024 to Apr 8, 2025, and it took 4 months to get back to the old high. Volatility has been 12.3% a year.
Related: EVUS chart, EVUS holdings, EVUS dividends, EVUS valuation. See the EVUS overview for the latest quote and fund facts.
EVUS performance FAQ
What is the EVUS return over the past year?
EVUS returned +19.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.8%.
How much would $10,000 invested in EVUS be worth?
$10,000 invested in EVUS at its first recorded close on February 2, 2023 would be worth about $15,779 on October 23, 2026 with distributions reinvested.
What was the worst year for EVUS?
The worst calendar year was 2025, with a total return of +13.3%. The best was 2024 at +14.2%.
What is the biggest drawdown of EVUS?
The largest peak-to-trough decline was −15.6% between November 29, 2024 and April 8, 2025. It recovered to the old high on August 13, 2025, 4 months after the bottom.
How volatile is EVUS?
Over the past 3 years EVUS had an annualized volatility of 12.0% and a Sharpe ratio of 1.06 (excess return over 1–3 month T-bills per unit of risk).