SDG Performance — iShares MSCI Global Sustainable Development Goals ETF
Data updated: 2026-07-27
SDG returned +8.49% year to date and +24.31% over one year to May 2026. Annualised returns are +8.04% over 3 years and +0.75% over 5 years. Against its Global Large Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $126, against $163 for the category, and to $124 over one year, against $123. Volatility over the past three years was 13.66% a year. In the 12 months to May 2026 the fund lost a net $28.6M, and assets reached $174.04M.
SDG Growth of $100
What $100 invested in iShares MSCI Global Sustainable Development Goals ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Blend category average over the same months.
| Period | SDG | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $124 | $123 |
| 3 years (Jun 2023 – May 2026) | $126 | $163 |
| 5 years (Jun 2021 – May 2026) | $104 | $151 |
| Since data start (Sep 2019 – May 2026) | $179 | $207 |
SDG Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.49% |
| 1 year | +24.31% |
| 3 years (annualised) | +8.04% |
| 5 years (annualised) | +0.75% |
SDG Annual Returns
Calendar-year total returns of iShares MSCI Global Sustainable Development Goals ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +8.49% |
| 2025 | +19.73% |
| 2024 | −9.86% |
| 2023 | +4.67% |
| 2022 | −11.24% |
| 2021 | −1.03% |
| 2020 | +44.55% |
| 2019 (Sep–Dec) | +14.97% |
SDG 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 | +1.0% | +2.4% | −3.7% | +6.2% | +2.7% | — | — | — | — | — | — | — |
| 2025 | +0.3% | +3.2% | −2.7% | +0.6% | +3.1% | +2.2% | +2.9% | +3.8% | +2.7% | +1.5% | +1.0% | −0.3% |
| 2024 | −6.2% | +1.2% | +2.0% | −2.5% | +3.6% | −4.5% | +3.5% | +3.9% | +5.6% | −6.7% | −2.6% | −6.4% |
| 2023 | +4.9% | −6.3% | +2.2% | +1.3% | −4.5% | +3.9% | +4.5% | −4.9% | −5.1% | −3.9% | +7.8% | +6.0% |
| 2022 | −4.5% | +0.4% | −1.9% | −3.2% | +1.9% | −4.3% | +3.6% | −5.2% | −9.9% | +1.9% | +12.2% | −1.2% |
| 2021 | +2.8% | −2.5% | +1.0% | +2.3% | +0.2% | +3.0% | −1.8% | +2.8% | −4.4% | +0.8% | −5.7% | +1.1% |
| 2020 | +1.7% | −4.4% | −9.5% | +8.6% | +3.7% | +5.6% | +8.0% | +11.7% | −2.1% | −3.6% | +14.3% | +6.3% |
| 2019 | — | — | — | — | — | — | — | — | +2.2% | +5.1% | +2.0% | +4.9% |
SDG Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 13.66%
- 3-year Sharpe ratio: 0.26 (vs 4.5% risk-free rate)
- Best month: +7.82% (Nov 2023)
- Worst month: −6.68% (Oct 2024)
SDG Fund Flows
Monthly money in and out of iShares MSCI Global Sustainable Development Goals ETF, from SEC Form N-PORT.
- 12-month net flow: −$28.6M
- 12-month gross sales (incl. reinvestments): $0
- Sales ÷ redemptions: 0.00×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $0 | $0 | $0 |
| Apr 2026 | $0 | $4.3M | −$4.3M |
| Mar 2026 | $0 | $0 | $0 |
| Feb 2026 | $0 | $0 | $0 |
| Jan 2026 | $0 | $0 | $0 |
| Dec 2025 | $0 | $4.3M | −$4.3M |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $8.4M | −$8.4M |
| Sep 2025 | $0 | $0 | $0 |
| Aug 2025 | $0 | $3.9M | −$3.9M |
| Jul 2025 | $0 | $3.9M | −$3.9M |
| Jun 2025 | $0 | $3.8M | −$3.8M |
SDG Assets Under Management
Net assets of iShares MSCI Global Sustainable Development Goals ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $174.04M |
| 2026-02-28 | $170.15M |
| 2025-11-30 | $171.17M |
| 2025-08-31 | $170.64M |
| 2025-05-31 | $169.32M |
| 2025-02-28 | $182.59M |
| 2024-11-30 | $220.95M |
| 2024-08-31 | $242.45M |
| 2024-05-31 | $282.54M |
| 2024-02-29 | $301.19M |
| 2023-11-30 | $344.80M |
| 2023-08-31 | $373.99M |
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.