(XJR) iShares ESG Screened - Performance 4% in 12m
XJR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
31.92%
#35 in Peer-Group
Rel. Strength
45.67%
#4133 in Stock-Universe
Total Return 12m
3.98%
#39 in Peer-Group
Total Return 5y
67.14%
#27 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 44.78 USD |
| 52 Week Low | 32.63 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 42.60 |
| Buy/Sell Signal +-5 | 0.41 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: XJR (4%) vs SPY (10.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.19% | 13.8% | 61.4% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.71% | 9.68% | 98.4% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.38% | 9.46% | 90.3% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.31% | 4.33% | 84.5% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.06% | 8.52% | 93.7% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.44% | 15.6% | 57.1% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.21% | 9.1% | 100% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
-0.7% | 10.8% | 89.6% | - | - | - | - | - |
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 | -1.35% | 0.44% | 0.44% |
| 3 Months | 1.95% | 6.81% | 6.81% |
| 12 Months | 3.98% | 10.31% | 10.31% |
| 5 Years | 67.14% | 105.96% | 105.96% |
| Trend Score (consistency of price movement) | XJR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 46% | 83% | 83% |
| 3 Months | 55.5% | 77.5% | 77.5% |
| 12 Months | -22.8% | 43.1% | 43.1% |
| 5 Years | 41.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #37 | -1.78% | -1.78% |
| 3 Month | #37 | -4.55% | -4.55% |
| 12 Month | #42 | -5.74% | -5.74% |
| 5 Years | #31 | -15.15% | -15.15% |
FAQs
Does iShares ESG Screened (XJR) outperform the market?
No,
over the last 12 months XJR made 3.98%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months XJR made 1.95%, while SPY made 6.81%.
Performance Comparison XJR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
XJR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.5% | -1.8% | -9.8% | -6% |
| US NASDAQ 100 | QQQ | -1.5% | -2.7% | -9.9% | -6% |
| German DAX 40 | DAX | 0.6% | 1.2% | -21.9% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.6% | -1% | -8.1% | -7% |
| Hongkong Hang Seng | HSI | -0.5% | -5.2% | -26.9% | -23% |
| India NIFTY 50 | INDA | 0.7% | 0.5% | -7.6% | 6% |
| Brasil Bovespa | EWZ | -3.5% | -2.9% | -34.9% | -7% |
XJR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.1% | -2.9% | -13.7% | -21% |
| Consumer Discretionary | XLY | -0.1% | 1.8% | 0.3% | -13% |
| Consumer Staples | XLP | -0.8% | 0.9% | -8.7% | -2% |
| Energy | XLE | -4.2% | -5.8% | -13.7% | 1% |
| Financial | XLF | -0.6% | 1.4% | -13.5% | -20% |
| Health Care | XLV | -0.3% | -0.5% | -5% | 11% |
| Industrial | XLI | -0.7% | 0.1% | -15.5% | -13% |
| Materials | XLB | -0.9% | -1.1% | -10% | 5% |
| Real Estate | XLRE | -1.7% | -0.7% | -11.6% | -9% |
| Technology | XLK | -2.6% | -4.4% | -11.6% | -1% |
| Utilities | XLU | -1.7% | 1% | -16.4% | -16% |
| Aerospace & Defense | XAR | -1.1% | -5.6% | -28.8% | -36% |
| Biotech | XBI | -0.1% | -5% | 0.9% | 12% |
| Homebuilder | XHB | 1.2% | 5.2% | 5.2% | 14% |
| Retail | XRT | 0% | -1.4% | -3% | 2% |
XJR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.1% | -21.4% | -20.0% | -1% |
| Natural Gas | UNG | -15.5% | -16.9% | -31.6% | 13% |
| Gold | GLD | -2.7% | -5.5% | -36.9% | -40% |
| Silver | SLV | -3.1% | -14.4% | -31.1% | -19% |
| Copper | CPER | -3.2% | -5.7% | -25.6% | -6% |
XJR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.7% | -2.4% | -6.1% | 9% |
| iShares High Yield Corp. Bond | HYG | -2.2% | -2% | -11.4% | -5% |