(XCSR) iShares ESG Advanced - Performance 32.1% in 12m
XCSR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
75.66%
#20 in Peer-Group
Rel. Strength
79.39%
#1539 in Stock-Universe
Total Return 12m
32.09%
#4 in Peer-Group
Total Return 5y
97.79%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 82.92 CAD |
| 52 Week Low | 61.93 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 63.03 |
| Buy/Sell Signal +-5 | -0.59 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: XCSR (32.1%) vs VT (11.5%)
5y Drawdown (Underwater) Chart
Top Performer in Canadian Equity
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 |
|---|---|---|---|---|---|---|---|---|
| ZLB TO BMO Low Volatility Canadian |
1.47% | 23.4% | 94.8% | - | - | - | - | - |
| VCE TO Vanguard FTSE Canada |
2.01% | 24.6% | 102% | - | - | - | - | - |
| VCN TO Vanguard FTSE Canada All |
2.46% | 25.2% | 101% | - | - | - | - | - |
| TTP TO TD Canadian Equity Index |
2.71% | 24.1% | 100% | - | - | - | - | - |
| ZCN TO BMO S&P/TSX Capped |
2.74% | 24.7% | 98.2% | - | - | - | - | - |
| HXT TO Global X S&P/TSX 60 Index |
1.86% | 24.3% | 96.9% | - | - | - | - | - |
| XIU TO iShares S&P/TSX 60 |
1.89% | 24.4% | 96.3% | - | - | - | - | - |
| XIC TO iShares Core S&P/TSX Capped |
2.76% | 24.8% | 95.5% | - | - | - | - | - |
Performance Comparison: XCSR vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for XCSR
| Total Return (including Dividends) | XCSR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.29% | 1.27% | 1.92% |
| 3 Months | 7.53% | 3.90% | 3.52% |
| 12 Months | 32.09% | 11.52% | 10.53% |
| 5 Years | 97.79% | 80.45% | 104.87% |
| Trend Score (consistency of price movement) | XCSR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 85.7% | 73.1% | 78.8% |
| 3 Months | 92% | 83.7% | 79.5% |
| 12 Months | 85.8% | 58.9% | 43% |
| 5 Years | 74.6% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #15 | 1.01% | 0.36% |
| 3 Month | #5 | 3.49% | 3.88% |
| 12 Month | #4 | 18.44% | 19.50% |
| 5 Years | #10 | 9.61% | -3.45% |
FAQs
Does iShares ESG Advanced (XCSR) outperform the market?
Yes,
over the last 12 months XCSR made 32.09%, while its related Sector, the Vanguard Total World Stock (VT) made 11.52%.
Over the last 3 months XCSR made 7.53%, while VT made 3.90%.
Performance Comparison XCSR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
XCSR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.1% | 0.4% | 9.3% | 22% |
| US NASDAQ 100 | QQQ | 1.1% | -0.2% | 8.6% | 20% |
| German DAX 40 | DAX | 1.1% | 5% | -7.7% | 5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.3% | 3.6% | 9.2% | 19% |
| Hongkong Hang Seng | HSI | 2.8% | -1.1% | -6.7% | 5% |
| India NIFTY 50 | INDA | 0.9% | 2.1% | 8.3% | 34% |
| Brasil Bovespa | EWZ | 2% | -0.1% | -15.1% | 27% |
XCSR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.1% | 0.1% | 4.5% | 10% |
| Consumer Discretionary | XLY | 1.3% | 3.2% | 17.3% | 15% |
| Consumer Staples | XLP | -0.1% | 2.6% | 6.3% | 26% |
| Energy | XLE | -1.6% | -6.6% | 2.7% | 32% |
| Financial | XLF | 0% | 2% | 5.1% | 10% |
| Health Care | XLV | 2% | 0.7% | 13.6% | 41% |
| Industrial | XLI | 0.6% | 1.5% | 2.2% | 15% |
| Materials | XLB | 1.6% | 1.7% | 7.4% | 34% |
| Real Estate | XLRE | -0.1% | -0.7% | 5.7% | 20% |
| Technology | XLK | 0.7% | -2.6% | 8.3% | 23% |
| Utilities | XLU | -0% | 1.4% | 2.5% | 14% |
| Aerospace & Defense | XAR | -1.3% | -5.1% | -10.5% | -9% |
| Biotech | XBI | 0.9% | -1.7% | 19.8% | 44% |
| Homebuilder | XHB | 0.2% | 2.7% | 19.6% | 40% |
| Retail | XRT | -0.3% | 0.3% | 13.2% | 30% |
XCSR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.1% | -21.5% | -4.27% | 28% |
| Natural Gas | UNG | -4.3% | -3.8% | -3.5% | 42% |
| Gold | GLD | 0.2% | -0% | -19.2% | -12% |
| Silver | SLV | 0.6% | -6.7% | -11.7% | 11% |
| Copper | CPER | -0.6% | -1.3% | -8.9% | 22% |
XCSR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.5% | -0.6% | 8.9% | 37% |
| iShares High Yield Corp. Bond | HYG | -0.7% | 0.8% | 5.2% | 23% |