Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJR (iShares ESG Screened S&P Small-Cap ETF) | 16.54% | 30.37% | 15.47% | 5.66% | 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 |
|---|---|---|
| XJR (iShares ESG Screened S&P Small-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 (%) | 0.51 | 30.37 | 15.47 | 5.66 | NA | NA | NA | … | … | 16.54 | 4.66 | 9.58 | 16.38 | -17.32 | 24.95 | 30.69 |
| Sharpe Ratio | NA | 1.51 | 0.59 | 0.14 | NA | NA | NA | … | … | 2.12 | 0.08 | 0.29 | 0.64 | -0.75 | 1.20 | 7.37 |
| Standard Deviation(%) | NA | 17.79 | 20.70 | 21.40 | NA | NA | NA | … | … | 18.19 | 22.33 | 20.50 | 20.05 | 25.01 | 20.78 | 24.11 |
| Draw Down(%) | NA | 9.44 | 27.14 | 27.14 | NA | NA | NA | … | … | 9.44 | 23.45 | 9.02 | 18.04 | 25.30 | 9.76 | 6.34 |
| Yield(%) | 0.00 | 1.18 | 1.51 | 1.38 | 1.19 | 0.79 | 0.60 | … | … | 0.00 | 1.10 | 2.12 | 1.06 | 1.04 | 2.48 | 0.75 |
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 |
|---|---|---|---|---|
| XJR (iShares ESG Screened S&P Small-Cap ETF) |
-0.95%
Apr 2021 – Apr 2024 |
3.79%
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 |
|---|---|---|---|---|
| XJR (iShares ESG Screened S&P Small-Cap ETF) |
16.10%
May 2023 – May 2026 |
11.45%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart