(XJR) iShares ESG Screened - Performance -1.6% in 12m
Compare XJR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.83%
#37 in Group
Rel. Strength
41.94%
#4659 in Universe
Total Return 12m
-1.58%
#35 in Group
Total Return 5y
56.90%
#37 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: XJR (-1.6%) vs SPY (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: XJR vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XJR
| Total Return (including Dividends) | XJR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.92% | -4.77% | -4.77% |
| 3 Months | -14.93% | -9.81% | -9.81% |
| 12 Months | -1.58% | 9.54% | 9.54% |
| 5 Years | 56.90% | 104.83% | 104.83% |
| Trend Score (consistency of price movement) | XJR | SPY | S&P 500 |
| 1 Month | -49.0% | -51.2% | -51.2% |
| 3 Months | -93.7% | -90.1% | -90.1% |
| 12 Months | 25.5% | 59.4% | 59.4% |
| 5 Years | 38.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #38 | -2.26% | -2.26% |
| 3 Month | #45 | -5.68% | -5.68% |
| 12 Month | #42 | -10.2% | -10.2% |
| 5 Years | #35 | -13.0% | -13.0% |
FAQs
Does XJR iShares ESG Screened outperforms the market?
No,
over the last 12 months XJR made -1.58%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.54%.
Over the last 3 months XJR made -14.93%, while SPY made -9.81%.
Over the last 3 months XJR made -14.93%, while SPY made -9.81%.
Performance Comparison XJR vs Indeces and Sectors
XJR vs. Indices XJR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.04% | -2.15% | -6.29% | -11.1% |
| US NASDAQ 100 | QQQ | -1.43% | -2.17% | -6.53% | -11.8% |
| US Dow Jones Industrial 30 | DIA | 1.35% | -1.21% | -6.67% | -7.57% |
| German DAX 40 | DAX | -0.36% | -3.51% | -24.7% | -23.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.97% | -3.83% | -6.60% | -11.2% |
| Hongkong Hang Seng | HSI | -0.69% | -3.71% | -9.21% | -17.1% |
| India NIFTY 50 | INDA | 0.98% | -10.0% | -9.0% | -5.65% |
| Brasil Bovespa | EWZ | -2.22% | -9.02% | -10.0% | 5.16% |
XJR vs. Sectors XJR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.14% | -1.93% | -15.4% | -18.9% |
| Consumer Discretionary | XLY | -0.89% | -1.94% | -8.73% | -14.0% |
| Consumer Staples | XLP | 4.81% | -9.0% | -11.8% | -11.1% |
| Energy | XLE | 2.53% | 4.18% | -4.72% | 9.79% |
| Financial | XLF | 0.38% | -3.13% | -14.5% | -20.8% |
| Health Care | XLV | 2.41% | -0.29% | -4.04% | -0.69% |
| Industrial | XLI | 0.84% | -3.0% | -7.12% | -8.83% |
| Materials | XLB | 0.73% | -3.11% | -0.22% | 2.37% |
| Real Estate | XLRE | 3.46% | -3.98% | -4.26% | -16.2% |
| Technology | XLK | -2.71% | -1.31% | -1.28% | -6.04% |
| Utilities | XLU | 2.94% | -7.28% | -8.95% | -22.7% |
| Aerospace & Defense | XAR | 0.71% | -6.30% | -17.6% | -27.2% |
| Biotech | XBI | -2.72% | 2.01% | 5.51% | 1.91% |
| Homebuilder | XHB | -0.04% | -1.09% | 8.45% | 5.81% |
| Retail | XRT | 0.86% | -3.09% | -2.57% | 2.48% |