iShares ESG Advanced MSCI USA ETF (USXF) Performance
USXF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.7% since Dec 31, 2025
- 1 year
- +15.0% total return
- 5 years
- +12.6% a year
- Since first price
- +17.4% a year since 2020
USXF trailing returns vs SPY, QQQ, AGG
| Period | USXF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.1% | −4.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.8% | −2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.6% | +5.1% | +7.8% | +8.4% | −1.5% |
| YTD | +14.7% | +13.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.0% | +13.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +99.2%+25.8%/yr | +93.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +81.2%+12.6%/yr | +71.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 18, 2020 | +176.8%+17.4%/yr | +158.3% | — | — | — |
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: USXF vs SPY
From Jun 18, 2020: USXF grew to $27,679, SPY to $26,651.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
USXF returns by calendar year
4 of 5 full years positive. Best 2023 (+31.7%), worst 2022 (−21.2%). 2026 is year to date.
USXF annual returns table
| Year | USXF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.7% | −10.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.0% | −20.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +26.2% | −10.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +31.7% | −10.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −21.2% | −28.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +27.1% | −6.3% | +28.7% | +27.4% | −1.8% |
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.
USXF largest drawdowns
Now 6.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 16, 2021 | −29.5% | Oct 12, 2022 | Dec 13, 2023 | 11 months | 2.1 years |
| Jan 23, 2025 | −20.9% | Apr 8, 2025 | Jun 24, 2025 | 2 months | 5 months |
| Jan 28, 2026 | −10.2% | Mar 30, 2026 | Apr 13, 2026 | 2 months | 2 months |
| Jul 16, 2024 | −10.2% | Aug 7, 2024 | Aug 23, 2024 | 22 days | 38 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
USXF risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +26.5% | +14.8% | +18.8% |
| Volatility (annualized) | 15.8% | 17.6% | 17.3% |
| Sharpe ratio | 1.30 | 0.67 | 0.93 |
| Sortino ratio | 2.71 | 1.11 | 1.62 |
| Best month | +14.1% | +14.1% | +14.1% |
| Worst month | −6.4% | −8.7% | −8.7% |
| Best 12 months | +47.0% | +47.0% | +47.9% |
| Worst 12 months | +4.4% | −21.4% | −21.4% |
| Positive months | 75% | 65% | 67% |
| Beta vs S&P 500 | 1.21 | 1.09 | — |
| Correlation with S&P 500 | 0.95 | 0.96 | — |
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.
USXF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 65 | −21.4% | +18.6% | +47.9% | 82% |
| 3-year (a year) | 41 | +8.1% | +14.1% | +28.4% | 100% |
| 5-year (a year) | 17 | +12.0% | +14.9% | +18.2% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
USXF performance overview
iShares ESG Advanced MSCI USA ETF (USXF) returned +15.0% over the past year and +12.6% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +17.4% a year, turning $10,000 into about $27,679. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −29.5%, from Nov 16, 2021 to Oct 12, 2022, and it took 1.2 years to get back to the old high. USXF finished 4 of its 5 full calendar years with a gain; the best year was 2023 (+31.7%) and the worst 2022 (−21.2%). Volatility has been 17.3% a year.
Related: USXF chart, USXF holdings, USXF dividends, USXF valuation. See the USXF overview for the latest quote and fund facts.
USXF performance FAQ
What is the USXF return over the past year?
USXF returned +15.0% 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 USXF?
USXF has returned +12.6% a year over 5 years, +17.4% a year since June 18, 2020 (total return, distributions reinvested).
How much would $10,000 invested in USXF be worth?
$10,000 invested in USXF at its first recorded close on June 18, 2020 would be worth about $27,679 on October 23, 2026 with distributions reinvested.
What was the worst year for USXF?
The worst calendar year was 2022, with a total return of −21.2%. The best was 2023 at +31.7%.
What is the biggest drawdown of USXF?
The largest peak-to-trough decline was −29.5% between November 16, 2021 and October 12, 2022. It recovered to the old high on December 13, 2023, 1.2 years after the bottom.
How volatile is USXF?
Over the past 3 years USXF had an annualized volatility of 15.8% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).