ISHARES ESG SCREENED S&P SMALL-CAP ETF
Symbol: XJR
Exchange: BATS
Sector: Financial_Services
Category: Small Blend
Inception Date: 22/09/2020
Latest Date: 02/04/2026
Current Price: $43.97
Expense Ratio: 0.12%
Assets Under Management
$120.8M
1.84% daily change
Period Performance
Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.
Adjusted Return
--
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Performance Metrics
Return
-4.32%
Volatility
21.37%
Sharpe Ratio
-1.963
VaR 95%
-2.00%
CVaR 95%:
-2.21%
Max Drawdown:
-7.49%
Sortino Ratio:
-3.492
Calmar Ratio:
-5.11
Return
2.39%
Volatility
19.21%
Sharpe Ratio
0.335
VaR 95%
-1.99%
CVaR 95%:
-2.11%
Max Drawdown:
-9.44%
Sortino Ratio:
0.533
Calmar Ratio:
1.07
Return
3.34%
Volatility
18.62%
Sharpe Ratio
0.173
VaR 95%
-1.97%
CVaR 95%:
-2.27%
Max Drawdown:
-9.44%
Sortino Ratio:
0.270
Calmar Ratio:
0.73
Return
16.18%
Volatility
22.40%
Sharpe Ratio
0.563
VaR 95%
-1.98%
CVaR 95%:
-3.01%
Max Drawdown:
-9.44%
Sortino Ratio:
0.796
Calmar Ratio:
1.72
Return
19.13%
Volatility
21.37%
Sharpe Ratio
0.260
VaR 95%
-1.97%
CVaR 95%:
-2.88%
Max Drawdown:
-27.14%
Sortino Ratio:
0.390
Calmar Ratio:
0.34
Return
34.62%
Volatility
20.73%
Sharpe Ratio
0.330
VaR 95%
-1.90%
CVaR 95%:
-2.70%
Max Drawdown:
-27.14%
Sortino Ratio:
0.522
Calmar Ratio:
0.39
Daily Returns for Period 12M
Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.
Average Daily Return
0.07%
Best Day
8.702%
09/04/2025
Worst Day
-6.843%
03/04/2025
Days with Data
251
Recent Price History (Last 90 Days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 02/04/2026 | $43.17 | $44.08 | $43.17 | $43.97 | 4,300 |
| 01/04/2026 | $43.73 | $44.20 | $43.73 | $43.82 | 10,500 |
| 31/03/2026 | $43.04 | $43.68 | $42.85 | $43.54 | 6,300 |
| 30/03/2026 | $42.69 | $42.69 | $42.15 | $42.35 | 4,300 |
| 27/03/2026 | $42.78 | $43.08 | $42.58 | $42.58 | 6,000 |
| 26/03/2026 | $43.36 | $43.74 | $43.29 | $43.30 | 5,800 |
| 25/03/2026 | $43.61 | $43.85 | $43.47 | $43.85 | 19,700 |
| 24/03/2026 | $42.78 | $43.66 | $42.78 | $43.47 | 9,100 |
| 23/03/2026 | $42.94 | $43.74 | $42.94 | $43.20 | 15,800 |
| 20/03/2026 | $42.74 | $42.75 | $42.08 | $42.19 | 9,800 |