Performance analysis of XJR (ISHARES ESG SCREENED S&P SMALL-CAP ETF)
Annual Return
Over the past 3 years, XJR has had an average annual return of +14.15%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, XJR has had an average annual return of +5.40%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 24, 2020, XJR has had an average annual return of +14.41%, underperforming the benchmark SPY, which returned +17.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.90% | +4.74% | +9.62% | +16.39% | -17.30% | +24.98% | +35.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.93% | +1.96% | -4.43% | +11.06% | +1.38% | -0.20% | +14.90% | ||||||
| 2025 | +3.23% | -5.63% | -6.10% | -3.53% | +5.29% | +3.89% | +0.49% | +7.19% | +0.28% | -1.97% | +2.53% | -0.04% | +4.74% |
| 2024 | -3.31% | +2.62% | +3.19% | -5.72% | +5.26% | -2.19% | +11.22% | -1.31% | +1.12% | -2.32% | +10.28% | -7.74% | +9.62% |
| 2023 | +9.45% | -1.02% | -5.49% | -2.74% | -1.38% | +8.02% | +5.42% | -4.22% | -6.10% | -5.62% | +8.45% | +13.06% | +16.39% |
| 2022 | -7.82% | +1.04% | +0.04% | -8.10% | +1.39% | -7.91% | +10.21% | -4.51% | -9.77% | +12.16% | +3.79% | -6.43% | -17.30% |
| 2021 | +5.97% | +7.16% | +3.08% | +2.05% | +1.42% | +0.05% | -2.09% | +2.29% | -3.25% | +3.55% | -1.73% | +4.55% | +24.98% |
| 2020 | +3.56% | +2.44% | +18.18% | +8.16% | +35.61% |
Drawdown analysis of XJR (ISHARES ESG SCREENED S&P SMALL-CAP ETF)
The maximum drawdown for the XJR was -27.13%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.
The current XJR drawdown is -0.97%.
Since Sep 24, 2020 XJR has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.13% | Nov 25, 2024 | 90 | Apr 8, 2025 | 190 | Jan 9, 2026 | 280 |
| -26.88% | Nov 5, 2021 | 226 | Sep 30, 2022 | 448 | Jul 16, 2024 | 674 |
| -9.77% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -9.43% | Feb 10, 2026 | 27 | Mar 20, 2026 | 16 | Apr 14, 2026 | 43 |
| -9.34% | Mar 12, 2021 | 8 | Mar 24, 2021 | 52 | Jun 8, 2021 | 60 |
| -9.03% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -6.34% | Oct 23, 2020 | 5 | Oct 30, 2020 | 4 | Nov 5, 2020 | 9 |
| -4.41% | Nov 11, 2024 | 5 | Nov 18, 2024 | 5 | Nov 25, 2024 | 10 |
| -4.33% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.23% | Feb 24, 2021 | 6 | Mar 4, 2021 | 2 | Mar 8, 2021 | 8 |
| -3.65% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -3.40% | Jan 26, 2021 | 3 | Jan 29, 2021 | 4 | Feb 4, 2021 | 7 |
| -3.28% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |
| -3.23% | Sep 19, 2024 | 15 | Oct 10, 2024 | 4 | Oct 16, 2024 | 19 |
| -2.74% | Jan 22, 2026 | 6 | Jan 30, 2026 | 5 | Feb 6, 2026 | 11 |
| -2.74% | Jul 16, 2024 | 3 | Jul 19, 2024 | 5 | Jul 26, 2024 | 8 |
| -2.66% | Nov 10, 2020 | 2 | Nov 12, 2020 | 2 | Nov 16, 2020 | 4 |
| -2.24% | Feb 12, 2021 | 3 | Feb 18, 2021 | 2 | Feb 22, 2021 | 5 |
| -2.12% | Oct 12, 2020 | 5 | Oct 19, 2020 | 4 | Oct 23, 2020 | 9 |
| -1.81% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.73% | Dec 28, 2020 | 1 | Dec 29, 2020 | 4 | Jan 5, 2021 | 5 |
| -1.68% | Jan 14, 2021 | 1 | Jan 15, 2021 | 4 | Jan 22, 2021 | 5 |
| -1.52% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -1.25% | Dec 17, 2020 | 2 | Dec 21, 2020 | 2 | Dec 23, 2020 | 4 |
| -1.12% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |