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iShares ESG Screened S&P Mid-Cap ETF (XJH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

iShares

Inception Date

Sep 22, 2020

Region

North America (U.S.)

Leveraged

1x

Index Tracked

S&P MidCap 400 Sustainability Screened Index

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

XJH has an expense ratio of 0.12%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period


XJH

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-1.44%

1M

8.08%

6M

-3.32%

1Y

10.99%

5Y*

15.15%

10Y*

10.61%

*Annualized

Monthly Returns

The table below presents the monthly returns of XJH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.72%0.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of XJH is 18, meaning it’s performing worse than 82% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of XJH is 1818
Overall Rank
The Sharpe Ratio Rank of XJH is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of XJH is 1919
Sortino Ratio Rank
The Omega Ratio Rank of XJH is 1818
Omega Ratio Rank
The Calmar Ratio Rank of XJH is 1818
Calmar Ratio Rank
The Martin Ratio Rank of XJH is 1818
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There isn't enough data available to calculate the Sharpe ratio for iShares ESG Screened S&P Mid-Cap ETF. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Dividends

Dividend History


iShares ESG Screened S&P Mid-Cap ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares ESG Screened S&P Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares ESG Screened S&P Mid-Cap ETF was 0.49%, occurring on May 6, 2025. Recovery took 2 trading sessions.

The current iShares ESG Screened S&P Mid-Cap ETF drawdown is 0.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.49%May 6, 20251May 6, 20252May 8, 20253
-0.18%May 9, 20251May 9, 2025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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