Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJH (iShares ESG Screened S&P Mid-Cap ETF) | 14.21% | 26.61% | 16.28% | 7.66% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJH (iShares ESG Screened S&P Mid-Cap ETF) | 09/28/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 26.61 | 16.28 | 7.66 | NA | NA | NA | … | … | 14.21 | 8.11 | 12.27 | 16.75 | -14.36 | 23.43 | 24.84 |
| Sharpe Ratio | NA | 1.45 | 0.72 | 0.25 | NA | NA | NA | … | … | 1.84 | 0.25 | 0.52 | 0.74 | -0.61 | 1.33 | 6.98 |
| Standard Deviation(%) | NA | 16.29 | 18.43 | 19.91 | NA | NA | NA | … | … | 17.88 | 21.16 | 16.49 | 17.80 | 25.81 | 17.65 | 19.08 |
| Draw Down(%) | NA | 9.62 | 24.56 | 25.06 | NA | NA | NA | … | … | 9.62 | 22.00 | 8.43 | 15.28 | 24.08 | 8.18 | 5.93 |
| Yield(%) | 0.00 | 1.37 | 1.56 | 1.33 | 1.05 | 0.70 | 0.53 | … | … | 0.22 | 1.33 | 1.37 | 1.60 | 1.23 | 1.29 | 0.45 |
Data as of 06/04/2026, Common starting date is 09/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJH (iShares ESG Screened S&P Mid-Cap ETF) |
2.02%
Apr 2021 – Apr 2024 |
6.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJH (iShares ESG Screened S&P Mid-Cap ETF) |
17.15%
May 2023 – May 2026 |
12.22%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart