iShares ESG Aware MSCI EM ETF (ESGE) Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $11,812.02 | 18.12% | 3.39% | $1,117.22 | 11.17% |
| Real * | $9,557.58 | -4.42% | -0.90% | $972.86 | 9.73% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $223.43 · Transaction costs: $1.79 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +3.67% |
| Median Rolling Return | +6.79% |
| Best Rolling Return | +47.75% |
| Worst Rolling Return | -35.71% |
| % of Windows Positive | 64.3% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -39.64% |
| Drawdown Duration | 1073 Trading Days |
| Sortino Ratio | 0.39 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -2.51% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.51% (+23.25% ann.) | +$450.53 | $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 Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | 2016-07-20 – 2020-02-19 | +37.81% | +9.36% | +$3781.40 | $882.06 | $176.41 | $1.41 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -29.76% | -98.23% | $2976.36 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +49.58% | +91.14% | +$4957.52 | $80.66 | $16.14 | $0.13 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +3.52% | +3.34% | +$352.02 | $144.63 | $28.93 | $0.23 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -27.18% | -28.59% | $2717.92 | $277.22 | $55.44 | $0.45 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +20.85% | +10.76% | +$2084.58 | $559.52 | $111.90 | $0.90 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +39.78% | +25.11% | +$3977.91 | $491.17 | $98.23 | $0.78 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-06-10 | $0.2260 | 0.50% | $52.18 | $10.43 | $0.08 | 0.9193 |
| 2021-12-13 | $0.8310 | 2.03% | $192.64 | $38.52 | $0.31 | 3.9016 |
| 2022-06-09 | $0.2760 | 0.80% | $65.06 | $13.01 | $0.11 | 1.5514 |
| 2022-12-13 | $0.5310 | 1.72% | $125.99 | $25.20 | $0.20 | 3.2840 |
| 2023-06-07 | $0.2270 | 0.71% | $54.60 | $10.92 | $0.09 | 1.3805 |
| 2023-12-20 | $0.6210 | 1.94% | $150.24 | $30.05 | $0.24 | 3.8869 |
| 2024-06-11 | $0.2500 | 0.75% | $61.46 | $12.29 | $0.10 | 1.4900 |
| 2024-12-17 | $0.5310 | 1.52% | $131.32 | $26.26 | $0.21 | 3.0594 |
| 2024-12-30 | $0.0220 | 0.07% | $5.51 | $1.10 | $0.0059 | 0.1312 |
| 2025-06-16 | $0.3730 | 0.98% | $93.44 | $18.69 | $0.15 | 1.9503 |
| 2025-12-16 | $0.7320 | 1.67% | $184.79 | $36.96 | $0.30 | 3.4447 |
| Total | 11 payments | $1117.22 | $223.43 | $1.79 | 24.9994 |
DEM.L
WisdomTree Emerging Markets Equity Income UCITS ETF
CAGR 2.07% Total 26.17% Final £12,616.85
2014-11-14 — 2026-03-18
EXCS.L
iShares MSCI EM ex China UCITS ETF USD Acc
CAGR 2.62% Total 13.47% Final £11,347.47
2021-04-27 — 2026-03-18
SCHE
Schwab Emerging Markets Equity ETF
CAGR 3.75% Total 81.30% Final $18,130.46
2010-01-14 — 2026-03-18