iShares MSCI USA ESG Select (SUSA) Performance
SUSA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.7% since Dec 31, 2025
- 1 year
- +14.9% total return
- 5 years
- +10.2% a year
- 10 years
- +14.9% a year
- Since first price
- +10.4% a year since 2005
SUSA trailing returns vs SPY, QQQ, AGG
| Period | SUSA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.5% | −0.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.1% | +2.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.3% | +8.9% | +7.8% | +8.4% | −1.5% |
| YTD | +12.7% | +12.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.9% | +13.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +84.1%+22.6%/yr | +78.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +62.8%+10.2%/yr | +53.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +300.0%+14.9%/yr | +249.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +610.6%+14.0%/yr | +476.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +616.9%+10.3%/yr | +437.2% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJan 28, 2005 | +756.3%+10.4%/yr | +526.3% | — | — | — |
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: SUSA vs SPY
From Jan 28, 2005: SUSA grew to $85,626, SPY to $96,150.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SUSA returns by calendar year
16 of 20 full years positive. Best 2019 (+32.1%), worst 2008 (−35.8%). 2026 is year to date.
SUSA annual returns table
| Year | SUSA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.7% | −9.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.7% | −19.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +22.4% | −7.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +23.9% | −11.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −21.4% | −28.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +30.4% | −5.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +24.7% | −32.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +32.1% | −7.2% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.7% | −19.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +22.5% | −2.3% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.1% | −8.4% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.8% | −12.3% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.6% | −6.9% | +13.5% | +19.2% | +6.0% |
| 2013 | +31.2% | −5.9% | +32.3% | +36.6% | −2.0% |
| 2012 | +9.7% | −11.5% | +16.0% | +18.1% | +3.8% |
| 2011 | +1.7% | −18.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +13.9% | −15.4% | +15.1% | +19.9% | +6.4% |
| 2009 | +30.4% | −25.7% | +26.4% | +54.7% | +3.0% |
| 2008 | −35.8% | −44.8% | −36.8% | −41.7% | +7.9% |
| 2007 | +4.3% | −10.4% | +5.1% | +19.0% | +6.6% |
| 2006 | +12.8% | −6.7% | +15.8% | +7.1% | +3.9% |
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.
SUSA largest drawdowns
Now 2.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 10, 2007 | −53.9% | Mar 9, 2009 | Mar 13, 2012 | 1.4 years | 4.4 years |
| Feb 19, 2020 | −32.9% | Mar 23, 2020 | Jul 20, 2020 | 33 days | 5 months |
| Dec 29, 2021 | −28.2% | Oct 12, 2022 | Feb 7, 2024 | 9 months | 2.1 years |
| Dec 4, 2024 | −19.3% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
| Sep 21, 2018 | −19.2% | Dec 24, 2018 | Apr 1, 2019 | 3 months | 6 months |
| May 20, 2015 | −13.7% | Feb 11, 2016 | Apr 19, 2016 | 9 months | 11 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SUSA risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2005 |
|---|---|---|---|---|
| Annualized return | +21.3% | +11.5% | +14.6% | +10.4% |
| Volatility (annualized) | 13.3% | 16.7% | 15.9% | 15.2% |
| Sharpe ratio | 1.21 | 0.52 | 0.80 | — |
| Sortino ratio | 2.38 | 0.82 | 1.26 | — |
| Best month | +10.5% | +10.5% | +12.2% | +12.2% |
| Worst month | −5.8% | −9.9% | −11.4% | −18.3% |
| Best 12 months | +37.7% | +37.7% | +62.1% | +62.1% |
| Worst 12 months | +6.4% | −21.4% | −21.4% | −41.7% |
| Positive months | 69% | 60% | 69% | 66% |
| Beta vs S&P 500 | 1.05 | 1.06 | 1.02 | — |
| Correlation with S&P 500 | 0.98 | 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.
SUSA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 250 | −41.7% | +13.1% | +62.1% | 83% |
| 3-year (a year) | 226 | −15.0% | +11.3% | +29.0% | 88% |
| 5-year (a year) | 202 | −0.9% | +11.9% | +21.7% | 97% |
| 10-year (a year) | 142 | +5.4% | +12.3% | +16.2% | 100% |
Every holding period starting at a month-end since 2005. Returns for 3 years and longer are annualized.
SUSA performance overview
iShares MSCI USA ESG Select (SUSA) returned +14.9% over the past year and +14.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2005 it has returned +10.4% a year, turning $10,000 into about $85,626. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −53.9%, from Oct 10, 2007 to Mar 9, 2009, and it took 3.0 years to get back to the old high. SUSA finished 16 of its 20 full calendar years with a gain; the best year was 2019 (+32.1%) and the worst 2008 (−35.8%). Volatility has been 15.2% a year.
Related: SUSA chart, SUSA holdings, SUSA dividends, SUSA valuation. See the SUSA overview for the latest quote and fund facts.
SUSA performance FAQ
What is the SUSA return over the past year?
SUSA returned +14.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.9%.
What is the average annual return of SUSA?
SUSA has returned +10.2% a year over 5 years, +14.9% a year over 10 years, +10.4% a year since January 28, 2005 (total return, distributions reinvested).
How much would $10,000 invested in SUSA be worth?
$10,000 invested in SUSA at its first recorded close on January 28, 2005 would be worth about $85,626 on October 23, 2026 with distributions reinvested.
What was the worst year for SUSA?
The worst calendar year was 2008, with a total return of −35.8%. The best was 2019 at +32.1%.
What is the biggest drawdown of SUSA?
The largest peak-to-trough decline was −53.9% between October 10, 2007 and March 9, 2009. It recovered to the old high on March 13, 2012, 3.0 years after the bottom.
How volatile is SUSA?
Over the past 3 years SUSA had an annualized volatility of 13.3% and a Sharpe ratio of 1.21 (excess return over 1–3 month T-bills per unit of risk).