iShares ESG Screened S&P Mid-Cap ETF (XJH) Performance
XJH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.9% since Dec 31, 2025
- 1 year
- +12.0% total return
- 5 years
- +6.4% a year
- Since first price
- +13.3% a year since 2020
XJH trailing returns vs SPY, QQQ, AGG
| Period | XJH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.4% | −1.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.2% | −4.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.2% | −0.3% | +7.8% | +8.4% | −1.5% |
| YTD | +9.9% | +9.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.0% | +10.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +58.4%+16.6%/yr | +52.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +36.2%+6.4%/yr | +27.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 24, 2020 | +113.4%+13.3%/yr | +97.7% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: XJH vs SPY
From Sep 24, 2020: XJH grew to $21,340, SPY to $25,471.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XJH returns by calendar year
4 of 5 full years positive. Best 2021 (+23.4%), worst 2022 (−14.4%). 2026 is year to date.
XJH annual returns table
| Year | XJH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.9% | −9.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.1% | −22.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.3% | −8.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +16.7% | −15.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.4% | −24.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +23.4% | −8.2% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
XJH largest drawdowns
Now 8.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 16, 2021 | −25.1% | Jun 16, 2022 | Feb 15, 2024 | 7 months | 2.2 years |
| Nov 25, 2024 | −24.6% | Apr 8, 2025 | Dec 10, 2025 | 4 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XJH risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +14.3% | +7.6% | +12.7% |
| Volatility (annualized) | 16.2% | 18.6% | 18.5% |
| Sharpe ratio | 0.64 | 0.29 | 0.58 |
| Sortino ratio | 1.04 | 0.45 | 0.97 |
| Best month | +9.3% | +11.0% | +14.6% |
| Worst month | −7.6% | −9.6% | −9.6% |
| Best 12 months | +32.8% | +32.8% | +47.9% |
| Worst 12 months | −3.7% | −16.6% | −16.6% |
| Positive months | 58% | 53% | 57% |
| Beta vs S&P 500 | 1.05 | 1.04 | — |
| Correlation with S&P 500 | 0.80 | 0.87 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
XJH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 62 | −16.6% | +9.4% | +47.9% | 76% |
| 3-year (a year) | 38 | +2.0% | +8.3% | +17.2% | 100% |
| 5-year (a year) | 14 | +6.1% | +8.2% | +12.7% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
XJH performance overview
iShares ESG Screened S&P Mid-Cap ETF (XJH) returned +12.0% over the past year and +6.4% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +13.3% a year, turning $10,000 into about $21,340. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −25.1%, from Nov 16, 2021 to Jun 16, 2022, and it took 1.7 years to get back to the old high. XJH finished 4 of its 5 full calendar years with a gain; the best year was 2021 (+23.4%) and the worst 2022 (−14.4%). Volatility has been 18.5% a year.
Related: XJH chart, XJH dividends. See the XJH overview for the latest quote and fund facts.
XJH performance FAQ
What is the XJH return over the past year?
XJH returned +12.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.7%.
What is the average annual return of XJH?
XJH has returned +6.4% a year over 5 years, +13.3% a year since September 24, 2020 (total return, distributions reinvested).
How much would $10,000 invested in XJH be worth?
$10,000 invested in XJH at its first recorded close on September 24, 2020 would be worth about $21,340 on October 23, 2026 with distributions reinvested.
What was the worst year for XJH?
The worst calendar year was 2022, with a total return of −14.4%. The best was 2021 at +23.4%.
What is the biggest drawdown of XJH?
The largest peak-to-trough decline was −25.1% between November 16, 2021 and June 16, 2022. It recovered to the old high on February 15, 2024, 1.7 years after the bottom.
How volatile is XJH?
Over the past 3 years XJH had an annualized volatility of 16.2% and a Sharpe ratio of 0.64 (excess return over 1–3 month T-bills per unit of risk).