PortfoliosLab logo

iShares ESG Screened S&P Small-Cap ETF (XJR)

ETF · Currency in USD
Issuer
Blackrock Financial Management
Inception Date
Sep 22, 2020
Region
North America (U.S.)
Category
Small Cap Blend Equities
Expense Ratio
0.12%
Index Tracked
S&P SmallCap 600 Sustainability Screened Index
Asset Class
Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

XJRPrice Chart


Chart placeholderClick Calculate to get results

XJRPerformance

The chart shows the growth of $10,000 invested in iShares ESG Screened S&P Small-Cap ETF on Sep 25, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,494 for a total return of roughly 54.94%. All prices are adjusted for splits and dividends.


XJR (iShares ESG Screened S&P Small-Cap ETF)
Benchmark (S&P 500)

XJRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-8.57%-7.73%
1M-5.97%-5.40%
6M-1.29%0.70%
1Y4.46%14.18%
5Y39.15%25.74%
10Y39.15%25.74%

XJRMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

XJRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares ESG Screened S&P Small-Cap ETF Sharpe ratio is 0.21. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


XJR (iShares ESG Screened S&P Small-Cap ETF)
Benchmark (S&P 500)

XJRDividends

iShares ESG Screened S&P Small-Cap ETF granted a 2.19% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $0.82 per share.


PeriodTTM20212020
Dividend$0.82$0.82$0.19

Dividend yield

2.19%2.00%0.59%

XJRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


XJR (iShares ESG Screened S&P Small-Cap ETF)
Benchmark (S&P 500)

XJRWorst Drawdowns

The table below shows the maximum drawdowns of the iShares ESG Screened S&P Small-Cap ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares ESG Screened S&P Small-Cap ETF is 11.96%, recorded on Jan 21, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-11.96%Nov 8, 202152Jan 21, 2022
-9.78%Jun 9, 202128Jul 19, 202176Nov 3, 2021104
-9.34%Mar 15, 20218Mar 24, 202152Jun 8, 202160
-6.34%Oct 26, 20205Oct 30, 20204Nov 5, 20209
-4.23%Feb 25, 20216Mar 4, 20212Mar 8, 20218
-3.4%Jan 27, 20213Jan 29, 20214Feb 4, 20217
-3.28%Nov 25, 20203Nov 30, 20204Dec 4, 20207
-2.66%Nov 11, 20202Nov 12, 20202Nov 16, 20204
-2.24%Feb 16, 20213Feb 18, 20212Feb 22, 20215
-2.13%Oct 13, 20205Oct 19, 20204Oct 23, 20209

XJRVolatility Chart

Current iShares ESG Screened S&P Small-Cap ETF volatility is 17.64%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


XJR (iShares ESG Screened S&P Small-Cap ETF)
Benchmark (S&P 500)

Portfolios with iShares ESG Screened S&P Small-Cap ETF


Loading data...

More Tools for iShares ESG Screened S&P Small-Cap ETF