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: 16/07/2026
Current price: $52.15
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
3.27%
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
11.94%
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
15.40%
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
30.83%
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
29.35%
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
50.49%
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: 16/07/2025 - 16/07/2026.
Average daily return
0.113%
Best day
3.863%
Worst day
-3.102%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $51.62 | $52.45 | $51.62 | $52.15 | 2,000 |
| 15/07/2026 | $51.75 | $52.00 | $51.66 | $51.77 | 10,000 |
| 14/07/2026 | $51.38 | $51.63 | $51.38 | $51.54 | 4,300 |
| 13/07/2026 | $51.52 | $51.71 | $51.30 | $51.36 | 3,300 |
| 10/07/2026 | $51.66 | $51.79 | $51.59 | $51.67 | 5,300 |
| 09/07/2026 | $51.74 | $51.74 | $51.61 | $51.61 | 800 |
| 08/07/2026 | $51.25 | $51.25 | $50.84 | $50.95 | 3,900 |
| 07/07/2026 | $52.12 | $52.12 | $51.53 | $51.58 | 10,200 |
| 06/07/2026 | $52.21 | $52.30 | $52.10 | $52.10 | 4,200 |
| 02/07/2026 | $52.76 | $52.80 | $51.62 | $51.97 | 10,800 |