(XCSR) iShares ESG Advanced - Performance 24.3% in 12m
Compare XCSR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.15%
#26 in Group
Rel. Strength
78.56%
#1711 in Universe
Total Return 12m
24.32%
#4 in Group
Total Return 5y
100.73%
#13 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: XCSR (24.3%) vs VT (12.2%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
1.99% | 21.8% | 93.9% | - | - | - | - | - |
| VCE TO Vanguard FTSE Canada |
-0.6% | 18.3% | 101% | - | - | - | - | - |
| VCN TO Vanguard FTSE Canada All |
-0.68% | 18.3% | 98.6% | - | - | - | - | - |
| QCN TO Mackenzie Canadian Equity |
-0.45% | 17.5% | 99.6% | - | - | - | - | - |
| TTP TO TD Canadian Equity Index |
-0.73% | 16.8% | 98% | - | - | - | - | - |
| HXT TO Global X S&P/TSX 60 Index |
-0.52% | 18.1% | 95.8% | - | - | - | - | - |
| ZCN TO BMO S&P/TSX Capped |
-0.75% | 17.5% | 95.6% | - | - | - | - | - |
| XIU TO iShares S&P/TSX 60 |
-0.5% | 18.1% | 94.9% | - | - | - | - | - |
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 | 2.04% | 0.59% | -0.45% |
| 3 Months | 0.74% | -2.26% | -6.29% |
| 12 Months | 24.32% | 12.19% | 13.04% |
| 5 Years | 100.73% | 91.35% | 111.82% |
| Trend Score (consistency of price movement) | XCSR | VT | S&P 500 |
| 1 Month | 77.5% | 55% | 47.5% |
| 3 Months | -60.4% | -83.1% | -87.3% |
| 12 Months | 85.3% | 58.7% | 54.3% |
| 5 Years | 74.6% | 72.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #2 | 1.44% | 2.50% |
| 3 Month | #5 | 3.07% | 7.51% |
| 12 Month | #4 | 10.8% | 9.98% |
| 5 Years | #15 | 4.90% | -5.23% |
FAQs
Does XCSR iShares ESG Advanced outperforms the market?
Yes,
over the last 12 months XCSR made 24.32%, while its related Sector, the Vanguard Total World Stock (VT) made 12.19%.
Over the last 3 months XCSR made 0.74%, while VT made -2.26%.
Over the last 3 months XCSR made 0.74%, while VT made -2.26%.
Performance Comparison XCSR vs Indeces and Sectors
XCSR vs. Indices XCSR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.83% | 2.49% | 8.58% | 11.3% |
| US NASDAQ 100 | QQQ | -1.75% | 0.14% | 7.87% | 9.35% |
| US Dow Jones Industrial 30 | DIA | -0.29% | 4.89% | 9.34% | 15.1% |
| German DAX 40 | DAX | -0.47% | 2.26% | -9.51% | -0.69% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.82% | 5.25% | 12.3% | 19.4% |
| Hongkong Hang Seng | HSI | -0.43% | 3.56% | 8.05% | 11.4% |
| India NIFTY 50 | INDA | 1.69% | -2.84% | 8.70% | 21.4% |
| Brasil Bovespa | EWZ | 0.80% | -0.79% | 2.88% | 31.1% |
XCSR vs. Sectors XCSR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.98% | 2.64% | 2.60% | 0.86% |
| Consumer Discretionary | XLY | -0.86% | 2.63% | 7.41% | 9.65% |
| Consumer Staples | XLP | 1.23% | 2.86% | 4.48% | 13.4% |
| Energy | XLE | 3.43% | 16.1% | 13.7% | 33.6% |
| Financial | XLF | 0.28% | 4.05% | 1.65% | 1.65% |
| Health Care | XLV | 1.87% | 6.71% | 13.7% | 25.6% |
| Industrial | XLI | -1.15% | 1.74% | 7.54% | 13.6% |
| Materials | XLB | 0.98% | 5.26% | 16.4% | 28.8% |
| Real Estate | XLRE | -0.72% | 3.14% | 8.42% | 5.96% |
| Technology | XLK | -2.39% | -0.39% | 11.5% | 13.9% |
| Utilities | XLU | 0.45% | 1.94% | 4.16% | 3.53% |
| Aerospace & Defense | XAR | -1.86% | -4.94% | -5.30% | -3.16% |
| Biotech | XBI | -0.67% | -3.51% | 23.9% | 29.7% |
| Homebuilder | XHB | 0.44% | 4.12% | 23.5% | 30.5% |
| Retail | XRT | 0.41% | 3.20% | 14.5% | 25.8% |