(XJR) iShares ESG Screened - Performance 1% in 12m
Compare XJR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
36.95%
#39 in Group
Rel. Strength
42.81%
#4551 in Universe
Total Return 12m
0.96%
#32 in Group
Total Return 5y
62.04%
#37 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: XJR (1%) vs SPY (13.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
Performance Comparison: XJR vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XJR
| Total Return (including Dividends) | XJR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.53% | 0.40% | 0.40% |
| 3 Months | -10.96% | -4.90% | -4.90% |
| 12 Months | 0.96% | 13.65% | 13.65% |
| 5 Years | 62.04% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | XJR | SPY | S&P 500 |
| 1 Month | 76.2% | 74.8% | 74.8% |
| 3 Months | -89.3% | -84.7% | -84.7% |
| 12 Months | 13.6% | 53.5% | 53.5% |
| 5 Years | 38.3% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #39 | -2.91% | -2.91% |
| 3 Month | #50 | -6.37% | -6.37% |
| 12 Month | #41 | -11.2% | -11.2% |
| 5 Years | #34 | -13.3% | -13.3% |
FAQs
Does XJR iShares ESG Screened outperforms the market?
No,
over the last 12 months XJR made 0.96%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months XJR made -10.96%, while SPY made -4.90%.
Over the last 3 months XJR made -10.96%, while SPY made -4.90%.
Performance Comparison XJR vs Indeces and Sectors
XJR vs. Indices XJR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.42% | -2.93% | -8.40% | -12.7% |
| US NASDAQ 100 | QQQ | -0.09% | -5.19% | -9.19% | -14.3% |
| US Dow Jones Industrial 30 | DIA | 0.35% | -0.45% | -7.87% | -8.85% |
| German DAX 40 | DAX | -0.36% | -5.56% | -28.6% | -27.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.58% | -2.30% | -4.43% | -4.39% |
| Hongkong Hang Seng | HSI | -0.26% | -2.59% | -8.78% | -9.58% |
| India NIFTY 50 | INDA | 1.34% | -7.09% | -8.30% | -1.53% |
| Brasil Bovespa | EWZ | 2.68% | -6.28% | -10.4% | 8.73% |
XJR vs. Sectors XJR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.11% | -3.12% | -14.7% | -23.2% |
| Consumer Discretionary | XLY | 1.41% | -1.61% | -9.79% | -14.0% |
| Consumer Staples | XLP | 2.46% | -2.54% | -11.1% | -9.66% |
| Energy | XLE | 3.85% | 10.4% | -1.31% | 9.48% |
| Financial | XLF | -0.27% | -1.73% | -16.7% | -23.9% |
| Health Care | XLV | 3.0% | 1.47% | -3.48% | 0.76% |
| Industrial | XLI | -0.97% | -3.68% | -9.65% | -11.1% |
| Materials | XLB | 0.55% | -0.14% | - | 3.28% |
| Real Estate | XLRE | -0.10% | -2.17% | -6.98% | -17.2% |
| Technology | XLK | -0.55% | -5.91% | -5.44% | -9.73% |
| Utilities | XLU | 1.38% | -2.95% | -13.2% | -20.1% |
| Aerospace & Defense | XAR | -1.04% | -10.2% | -22.9% | -28.0% |
| Biotech | XBI | -0.70% | -6.14% | 7.54% | 6.30% |
| Homebuilder | XHB | -0.53% | -0.93% | 7.34% | 6.34% |
| Retail | XRT | 0.28% | -1.34% | -1.88% | 2.01% |