SUSL Performance — iShares ESG MSCI USA Leaders ETF
Data updated: 2026-07-27
SUSL returned +9.90% year to date and +29.36% over one year to May 2026. Annualised returns are +23.66% over 3 years and +14.05% over 5 years. The fund beat its Thematic Equity category average: $100 invested three years ago grew to $189, against $175 for the category, and to $129 over one year, against $125. Volatility over the past three years was 14.54% a year. In the 12 months to May 2026 the fund lost a net $12.1M, and assets reached $1.14B.
SUSL Growth of $100
What $100 invested in iShares ESG MSCI USA Leaders ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Thematic Equity category average over the same months.
| Period | SUSL | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $129 | $125 |
| 3 years (Jun 2023 – May 2026) | $189 | $175 |
| 5 years (Jun 2021 – May 2026) | $193 | $149 |
| Since data start (Sep 2019 – May 2026) | $287 | $237 |
SUSL Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.90% |
| 1 year | +29.36% |
| 3 years (annualised) | +23.66% |
| 5 years (annualised) | +14.05% |
SUSL Annual Returns
Calendar-year total returns of iShares ESG MSCI USA Leaders ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +9.90% |
| 2025 | +19.13% |
| 2024 | +23.44% |
| 2023 | +29.06% |
| 2022 | −20.27% |
| 2021 | +31.59% |
| 2020 | +18.77% |
| 2019 (Sep–Dec) | +10.49% |
SUSL 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 | +1.5% | −1.8% | −5.7% | +11.8% | +4.6% | — | — | — | — | — | — | — |
| 2025 | +1.8% | −2.3% | −6.0% | +0.2% | +8.1% | +4.6% | +2.7% | +1.5% | +4.0% | +3.3% | −0.4% | +0.9% |
| 2024 | +2.2% | +5.6% | +3.7% | −4.6% | +4.8% | +3.7% | +0.3% | +2.0% | +2.3% | −1.0% | +6.0% | −3.1% |
| 2023 | +6.5% | −2.4% | +4.0% | +1.0% | +1.0% | +6.6% | +3.5% | −0.4% | −5.0% | −2.5% | +10.3% | +4.3% |
| 2022 | −6.2% | −3.3% | +3.8% | −8.6% | −0.7% | −7.4% | +8.3% | −4.9% | −9.0% | +7.3% | +6.7% | −6.0% |
| 2021 | −0.8% | +3.1% | +4.5% | +5.2% | +0.8% | +2.6% | +2.9% | +3.1% | −4.9% | +9.4% | −1.7% | +4.2% |
| 2020 | +0.9% | −7.6% | −12.5% | +12.4% | +5.3% | +1.7% | +4.1% | +7.5% | −3.5% | −2.8% | +10.9% | +3.7% |
| 2019 | — | — | — | — | — | — | — | — | +1.7% | +1.8% | +3.6% | +2.9% |
SUSL Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 14.54%
- 3-year Sharpe ratio: 1.32 (vs 4.5% risk-free rate)
- Best month: +11.78% (Apr 2026)
- Worst month: −5.99% (Mar 2025)
SUSL Fund Flows
Monthly money in and out of iShares ESG MSCI USA Leaders ETF, from SEC Form N-PORT.
- 12-month net flow: −$12.1M
- 12-month gross sales (incl. reinvestments): $137.9M
- Sales ÷ redemptions: 0.92×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $0 | $0 | $0 |
| Apr 2026 | $6.3M | $5.7M | $535K |
| Mar 2026 | $6.0M | $12.0M | −$6.0M |
| Feb 2026 | $24.3M | $12.2M | $12.2M |
| Jan 2026 | $24.6M | $24.6M | $6K |
| Dec 2025 | $6.1M | $0 | $6.1M |
| Nov 2025 | $12.0M | $0 | $12.0M |
| Oct 2025 | $58.7M | $5.9M | $52.8M |
| Sep 2025 | $0 | $0 | $0 |
| Aug 2025 | $0 | $84.4M | −$84.4M |
| Jul 2025 | $0 | $0 | $0 |
| Jun 2025 | $0 | $5.3M | −$5.3M |
SUSL Assets Under Management
Net assets of iShares ESG MSCI USA Leaders ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $1.14B |
| 2026-02-28 | $1.04B |
| 2025-11-30 | $1.02B |
| 2025-08-31 | $891.96M |
| 2025-05-31 | $903.10M |
| 2025-02-28 | $976.45M |
| 2024-11-30 | $1.02B |
| 2024-08-31 | $1.09B |
| 2024-05-31 | $1.00B |
| 2024-02-29 | $1.12B |
| 2023-11-30 | $1.17B |
| 2023-08-31 | $1.14B |
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.