Performance analysis of XJH (ISHARES ESG SCREENED S&P MID-CAP ETF)
Annual Return
Over the past 3 years, XJH has had an average annual return of +15.82%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, XJH has had an average annual return of +7.62%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 24, 2020, XJH has had an average annual return of +14.96%, underperforming the benchmark SPY, which returned +17.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.89% | +8.13% | +12.27% | +16.75% | -14.36% | +23.43% | +29.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.81% | +4.21% | -5.86% | +7.92% | +3.02% | +0.60% | +13.89% | ||||||
| 2025 | +3.86% | -4.40% | -5.71% | -2.38% | +5.61% | +3.33% | +1.64% | +3.63% | +0.61% | -0.64% | +2.51% | +0.43% | +8.13% |
| 2024 | -1.58% | +5.34% | +5.27% | -6.57% | +4.89% | -1.48% | +6% | -0.33% | +1.51% | -1.27% | +8.89% | -7.57% | +12.27% |
| 2023 | +9.43% | -1.44% | -3.57% | -0.98% | -3.12% | +9.53% | +3.89% | -2.84% | -5.40% | -6.04% | +8.99% | +9.26% | +16.75% |
| 2022 | -7.31% | +0.82% | +0.96% | -7.67% | +0.44% | -9.59% | +11.01% | -3.46% | -8.85% | +10.45% | +6.32% | -5.60% | -14.36% |
| 2021 | +1.34% | +6.98% | +4.50% | +4.58% | -0.16% | -1.12% | +0.31% | +1.75% | -4.19% | +5.69% | -2.72% | +4.95% | +23.43% |
| 2020 | +4.15% | +1.69% | +14.60% | +6.77% | +29.59% |
Drawdown analysis of XJH (ISHARES ESG SCREENED S&P MID-CAP ETF)
The maximum drawdown for the XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 418 trading sessions.
The current XJH drawdown is -0.02%.
Since Sep 24, 2020 XJH has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.06% | Nov 16, 2021 | 146 | Jun 16, 2022 | 418 | Feb 15, 2024 | 564 |
| -24.55% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -9.61% | Feb 20, 2026 | 26 | Mar 30, 2026 | 13 | Apr 17, 2026 | 39 |
| -8.11% | Jul 16, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
| -7.62% | Mar 28, 2024 | 14 | Apr 18, 2024 | 59 | Jul 15, 2024 | 73 |
| -7.29% | May 7, 2021 | 49 | Jul 19, 2021 | 33 | Sep 2, 2021 | 82 |
| -6.13% | Mar 15, 2021 | 7 | Mar 24, 2021 | 12 | Apr 12, 2021 | 19 |
| -5.92% | Oct 23, 2020 | 5 | Oct 30, 2020 | 4 | Nov 5, 2020 | 9 |
| -5.18% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -5.12% | Sep 2, 2021 | 12 | Sep 21, 2021 | 21 | Oct 20, 2021 | 33 |
| -4.91% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
| -4.36% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.42% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -3.39% | Nov 11, 2024 | 5 | Nov 18, 2024 | 4 | Nov 22, 2024 | 9 |
| -2.80% | Apr 20, 2026 | 7 | Apr 29, 2026 | 5 | May 6, 2026 | 12 |
| -2.54% | Jan 22, 2026 | 6 | Jan 30, 2026 | 5 | Feb 6, 2026 | 11 |
| -2.48% | Dec 11, 2025 | 13 | Dec 31, 2025 | 2 | Jan 5, 2026 | 15 |
| -2.15% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |
| -2.12% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |
| -1.99% | Dec 24, 2020 | 5 | Jan 4, 2021 | 2 | Jan 6, 2021 | 7 |
| -1.93% | Apr 16, 2021 | 2 | Apr 20, 2021 | 3 | Apr 23, 2021 | 5 |
| -1.89% | Mar 7, 2024 | 7 | Mar 18, 2024 | 2 | Mar 20, 2024 | 9 |
| -1.85% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.84% | Feb 15, 2024 | 3 | Feb 21, 2024 | 4 | Feb 27, 2024 | 7 |
| -1.77% | Oct 12, 2020 | 5 | Oct 19, 2020 | 4 | Oct 23, 2020 | 9 |