ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF
Symbol: XJR
Exchange: BATS
Sector: Financial_Services
Category: Small Blend
Inception date: 22/09/2020
Latest date: 15/10/2026
Current price: $48.53
Expense ratio: 0.12%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-1.51%
Ann. -38.33% (Sharpe / Sortino numerator)
Volatility
21.37%
Sharpe ratio
-1.963
VaR 95%
-2.00%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
-6.00%
Ann. 10.07% (Sharpe / Sortino numerator)
Volatility
19.21%
Sharpe ratio
0.335
VaR 95%
-1.99%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
4.76%
Ann. 6.84% (Sharpe / Sortino numerator)
Volatility
18.62%
Sharpe ratio
0.173
VaR 95%
-1.97%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
15.37%
Ann. 16.25% (Sharpe / Sortino numerator)
Volatility
22.40%
Sharpe ratio
0.563
VaR 95%
-1.98%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
19.26%
Ann. 9.18% (Sharpe / Sortino numerator)
Volatility
21.37%
Sharpe ratio
0.260
VaR 95%
-1.97%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
54.36%
Ann. 10.46% (Sharpe / Sortino numerator)
Volatility
20.73%
Sharpe ratio
0.330
VaR 95%
-1.90%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.
Average daily return
0.062%
Best day
3.137%
Worst day
-2.383%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $47.88 | $48.53 | $47.88 | $48.53 | 15,000 |
| 14/10/2026 | $48.16 | $48.16 | $47.69 | $47.79 | 2,900 |
| 13/10/2026 | $48.38 | $48.62 | $48.29 | $48.62 | 1,800 |
| 12/10/2026 | $48.63 | $48.75 | $48.60 | $48.60 | 2,900 |
| 09/10/2026 | $48.59 | $48.73 | $48.59 | $48.65 | 13,000 |
| 08/10/2026 | $48.33 | $48.53 | $48.02 | $48.36 | 10,800 |
| 07/10/2026 | $48.69 | $48.69 | $48.42 | $48.51 | 18,200 |
| 06/10/2026 | $49.47 | $49.47 | $49.05 | $49.18 | 9,500 |
| 05/10/2026 | $49.19 | $49.45 | $48.85 | $49.18 | 10,900 |
| 02/10/2026 | $48.98 | $49.41 | $48.98 | $49.12 | 10,000 |