iShares ESG Aware MSCI EM ETF (ESGE) Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$12,592
Total Return
25.92%
CAGR
4.72%
Dividends
$1,101.70
Yield on Cost
11.02%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.43% |
| Median | +0.60% |
| Best | +16.16% |
| Worst | -16.50% |
| % of Windows Positive | 54.4% |
1-Year (252 Trading Days)
| Average | +4.92% |
| Median | +7.61% |
| Best | +60.53% |
| Worst | -35.71% |
| % of Windows Positive | 66.6% |
3-Year (756 Trading Days)
| Average | +17.89% |
| Median | +8.28% |
| Best | +79.28% |
| Worst | -23.88% |
| % of Windows Positive | 54.2% |
Risk Metrics
| Maximum Drawdown | -39.64% |
| Average Drawdown | -18.03% |
| Drawdown Duration | 1073 Trading Days |
| Sortino Ratio | 0.49 |
| Calmar Ratio | 0.12 |
| CVaR (5%) | -2.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.97% (+49.39% ann.) | +$1297.26 | $0.00 | $0.00 | $0.00 |
| 2025 | +35.13% | +$3513.42 | $332.64 | $66.53 | $0.53 |
| 2024 | +6.13% | +$613.15 | $251.60 | $50.32 | $0.41 |
| 2023 | +8.95% | +$895.26 | $283.19 | $56.64 | $0.46 |
| 2022 | -22.80% | $2280.04 | $203.90 | $40.78 | $0.33 |
| 2021 | -3.34% | $333.50 | $252.57 | $50.51 | $0.40 |
| 2020 | +18.25% | +$1825.01 | $153.58 | $30.72 | $0.25 |
| 2019 | +19.69% | +$1969.46 | $304.95 | $60.99 | $0.49 |
| 2018 | -15.59% | $1559.00 | $182.01 | $36.40 | $0.29 |
| 2017 | +38.32% | +$3832.35 | $254.52 | $50.91 | $0.40 |
| 2016 partial | -0.78% (-1.74% ann.) | $78.07 | $26.45 | $5.29 | $0.04 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | July 20, 2016 – February 19, 2020 | +37.81% | +9.36% | +$3781.40 | $882.06 | $176.41 | $1.41 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.76% | -98.23% | $2976.36 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +49.58% | +91.14% | +$4957.52 | $80.66 | $16.14 | $0.13 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +3.52% | +3.34% | +$352.02 | $144.63 | $28.93 | $0.23 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -27.18% | -28.59% | $2717.92 | $277.22 | $55.44 | $0.45 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +20.85% | +10.76% | +$2084.58 | $559.52 | $111.90 | $0.90 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +51.10% | +29.69% | +$5110.44 | $491.17 | $98.23 | $0.78 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2016-12-21 | $0.0725 | 0.27% |
| 2017-06-20 | $0.2385 | 0.74% |
| 2017-12-19 | $0.4495 | 1.23% |
| 2018-06-19 | $0.2480 | 0.71% |
| 2018-12-18 | $0.4220 | 1.36% |
| 2019-06-17 | $0.2600 | 0.79% |
| 2019-12-16 | $0.6710 | 1.89% |
| 2020-06-15 | $0.2110 | 0.66% |
| 2020-12-14 | $0.3390 | 0.83% |
| 2021-06-10 | $0.2260 | 0.50% |
| 2021-12-13 | $0.8310 | 2.03% |
| 2022-06-09 | $0.2760 | 0.80% |
| 2022-12-13 | $0.5310 | 1.72% |
| 2023-06-07 | $0.2270 | 0.71% |
| 2023-12-20 | $0.6210 | 1.94% |
| 2024-06-11 | $0.2500 | 0.75% |
| 2024-12-17 | $0.5310 | 1.52% |
| 2024-12-30 | $0.0220 | 0.07% |
| 2025-06-16 | $0.3730 | 0.98% |
| 2025-12-16 | $0.7320 | 1.67% |
| Total | 20 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-10 | $51.46 | $10.29 | $0.08 | 0.9065 |
| 2021-12-13 | $189.96 | $37.99 | $0.30 | 3.8474 |
| 2022-06-09 | $64.15 | $12.83 | $0.10 | 1.5299 |
| 2022-12-13 | $124.24 | $24.85 | $0.20 | 3.2384 |
| 2023-06-07 | $53.85 | $10.77 | $0.09 | 1.3613 |
| 2023-12-20 | $148.15 | $29.63 | $0.24 | 3.8329 |
| 2024-06-11 | $60.60 | $12.12 | $0.10 | 1.4693 |
| 2024-12-17 | $129.50 | $25.90 | $0.21 | 3.0169 |
| 2024-12-30 | $5.43 | $1.08 | $0.0058 | 0.1294 |
| 2025-06-16 | $92.14 | $18.43 | $0.15 | 1.9232 |
| 2025-12-16 | $182.22 | $36.44 | $0.29 | 3.3969 |
| Total | $1101.70 | $220.33 | $1.77 | 24.6522 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.