ESGG Performance — FlexShares STOXX Global ESG Select Index Fund
Data updated: 2026-09-25
ESGG returned +14.19% year to date and +24.72% over one year to Jul 2026. Annualised returns are +19.10% over 3 years and +12.18% over 5 years. The fund beat its Europe Thematic Equity category average: $100 invested three years ago grew to $169, against $154 for the category, and to $125 over one year, against $122. Volatility over the past three years was 12.33% a year. In the 12 months to Jul 2026 the fund lost a net $5.6M, and assets reached $110.51M.
ESGG Growth of $100
What $100 invested in FlexShares STOXX Global ESG Select Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Europe Thematic Equity category average over the same months.
| Period | ESGG | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $125 | $122 |
| 3 years (Aug 2023 – Jul 2026) | $169 | $154 |
| 5 years (Aug 2021 – Jul 2026) | $178 | $157 |
| Since data start (Aug 2019 – Jul 2026) | $263 | $225 |
ESGG Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.19% |
| 1 year | +24.72% |
| 3 years (annualised) | +19.10% |
| 5 years (annualised) | +12.18% |
ESGG Annual Returns
Calendar-year total returns of FlexShares STOXX Global ESG Select Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +14.19% |
| 2025 | +23.58% |
| 2024 | +14.81% |
| 2023 | +25.43% |
| 2022 | −18.34% |
| 2021 | +23.54% |
| 2020 | +17.53% |
| 2019 (Aug–Dec) | +9.21% |
ESGG Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +0.8% | −6.3% | +9.2% | +7.2% | +0.7% | −0.1% | — | — | — | — | — |
| 2025 | +4.8% | +0.2% | −4.1% | +0.5% | +5.6% | +4.8% | +1.0% | +2.0% | +2.6% | +2.0% | +0.8% | +1.6% |
| 2024 | +1.9% | +4.6% | +2.3% | −4.0% | +3.7% | +2.2% | +1.1% | +2.9% | +1.4% | −3.2% | +3.4% | −1.9% |
| 2023 | +7.1% | −2.1% | +4.0% | +2.9% | −1.4% | +5.3% | +3.2% | −2.5% | −3.7% | −2.5% | +9.0% | +4.5% |
| 2022 | −5.2% | −3.1% | +2.5% | −8.0% | +0.4% | −9.2% | +7.6% | −4.6% | −9.3% | +7.1% | +7.7% | −3.7% |
| 2021 | −0.5% | +2.0% | +3.6% | +4.5% | +1.8% | +1.7% | +1.6% | +3.1% | −4.0% | +5.6% | −1.8% | +4.3% |
| 2020 | −0.3% | −8.8% | −11.3% | +10.4% | +4.2% | +3.5% | +4.7% | +7.5% | −4.5% | −3.3% | +12.7% | +4.5% |
| 2019 | — | — | — | — | — | — | — | −2.3% | +2.3% | +2.8% | +2.7% | +3.5% |
ESGG Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.33%
- 3-year Sharpe ratio: 1.18 (vs 4.5% risk-free rate)
- Best month: +9.20% (Apr 2026)
- Worst month: −6.34% (Mar 2026)
ESGG Fund Flows
Monthly money in and out of FlexShares STOXX Global ESG Select Index Fund, from SEC Form N-PORT.
- 12-month net flow: −$5.6M
- 12-month gross sales (incl. reinvestments): $10.0M
- Sales ÷ redemptions: 0.64×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $0 | $0 | $0 |
| Jun 2026 | $0 | $0 | $0 |
| May 2026 | $0 | $5.6M | −$5.6M |
| Apr 2026 | $0 | $0 | $0 |
| Mar 2026 | $0 | $0 | $0 |
| Feb 2026 | $0 | $0 | $0 |
| Jan 2026 | $0 | $0 | $0 |
| Dec 2025 | $5.1M | $5.1M | −$32K |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $0 | $0 |
| Sep 2025 | $4.9M | $4.9M | −$7K |
| Aug 2025 | $0 | $0 | $0 |
ESGG Assets Under Management
Net assets of FlexShares STOXX Global ESG Select Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $110.51M |
| 2026-04-30 | $108.48M |
| 2026-01-31 | $105.40M |
| 2025-10-31 | $100.67M |
| 2025-07-31 | $94.59M |
| 2025-04-30 | $80.86M |
| 2025-01-31 | $97.15M |
| 2024-10-31 | $137.93M |
| 2024-07-31 | $174.45M |
| 2024-04-30 | $171.88M |
| 2024-01-31 | $175.23M |
| 2023-10-31 | $151.81M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.