iShares ESG Screened S&P Mid-Cap ETF (XJH)
XJH is a passive ETF by iShares tracking the investment results of the S&P MidCap 400 Sustainability Screened Index. XJH launched on Sep 22, 2020 and has a 0.12% expense ratio.
ETF Info
Issuer | iShares |
---|---|
Inception Date | Sep 22, 2020 |
Region | North America (U.S.) |
Category | Mid Cap Blend Equities |
Index Tracked | S&P MidCap 400 Sustainability Screened Index |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares ESG Screened S&P Mid-Cap ETF features an expense ratio of 0.12%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Popular comparisons: XJH vs. IJH, XJH vs. VOO, XJH vs. XJR, XJH vs. MDY, XJH vs. XMMO, XJH vs. VOE
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares ESG Screened S&P Mid-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares ESG Screened S&P Mid-Cap ETF had a return of 9.13% year-to-date (YTD) and 25.08% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 9.13% | 10.16% |
1 month | 5.95% | 3.47% |
6 months | 21.91% | 22.20% |
1 year | 25.08% | 30.45% |
5 years (annualized) | N/A | 13.16% |
10 years (annualized) | N/A | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.58% | 5.34% | ||||||||||
2023 | -2.84% | -5.40% | -6.04% | 8.99% | 9.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
iShares ESG Screened S&P Mid-Cap ETF | 1.61 | ||||
S&P 500 | 2.79 |
Dividends
Dividend History
iShares ESG Screened S&P Mid-Cap ETF granted a 1.20% dividend yield in the last twelve months. The annual payout for that period amounted to $0.49 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|
Dividend | $0.49 | $0.52 | $0.48 | $0.41 | $0.11 |
Dividend yield | 1.20% | 1.38% | 1.45% | 1.04% | 0.36% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Screened S&P Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 |
2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 |
2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 |
2020 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 25.07%, occurring on Jun 16, 2022. Recovery took 418 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-25.07% | Nov 17, 2021 | 146 | Jun 16, 2022 | 418 | Feb 15, 2024 | 564 |
-7.29% | May 10, 2021 | 49 | Jul 19, 2021 | 33 | Sep 2, 2021 | 82 |
-6.13% | Mar 16, 2021 | 7 | Mar 24, 2021 | 12 | Apr 12, 2021 | 19 |
-5.93% | Oct 26, 2020 | 5 | Oct 30, 2020 | 4 | Nov 5, 2020 | 9 |
-5.17% | Jan 21, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
Volatility
Volatility Chart
The current iShares ESG Screened S&P Mid-Cap ETF volatility is 3.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.