iShares ESG Screened S&P Small-Cap ETF (XJR) Performance
XJR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.4% since Dec 31, 2025
- 1 year
- +15.2% total return
- 5 years
- +5.5% a year
- Since first price
- +13.5% a year since 2020
XJR trailing returns vs SPY, QQQ, AGG
| Period | XJR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.5% | −4.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.7% | +2.2% | +7.8% | +8.4% | −1.5% |
| YTD | +15.4% | +14.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.2% | +14.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +62.7%+17.6%/yr | +57.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +30.6%+5.5%/yr | +22.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 24, 2020 | +115.9%+13.5%/yr | +98.3% | — | — | — |
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: XJR vs SPY
From Sep 24, 2020: XJR grew to $21,591, SPY to $25,471.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XJR returns by calendar year
4 of 5 full years positive. Best 2021 (+25.0%), worst 2022 (−17.3%). 2026 is year to date.
XJR annual returns table
| Year | XJR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.4% | −10.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.7% | −23.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +9.6% | −9.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +16.4% | −18.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −17.3% | −25.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.0% | −9.8% | +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.
XJR largest drawdowns
Now 8.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −27.1% | Apr 8, 2025 | Jan 9, 2026 | 4 months | 1.1 years |
| Nov 5, 2021 | −26.9% | Sep 30, 2022 | Jul 16, 2024 | 11 months | 2.7 years |
| Aug 4, 2026 | −10.2% | Oct 14, 2026 | not yet | 2 months | 3 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XJR risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +14.8% | +6.0% | +12.8% |
| Volatility (annualized) | 19.1% | 20.3% | 20.5% |
| Sharpe ratio | 0.59 | 0.21 | 0.54 |
| Sortino ratio | 1.08 | 0.34 | 0.95 |
| Best month | +13.1% | +13.1% | +18.2% |
| Worst month | −7.8% | −9.8% | −9.8% |
| Best 12 months | +34.7% | +34.7% | +55.5% |
| Worst 12 months | −3.8% | −19.2% | −19.2% |
| Positive months | 56% | 52% | 57% |
| Beta vs S&P 500 | 1.07 | 1.03 | — |
| Correlation with S&P 500 | 0.69 | 0.79 | — |
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.
XJR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 62 | −19.2% | +6.4% | +55.5% | 68% |
| 3-year (a year) | 38 | −1.0% | +6.2% | +17.5% | 95% |
| 5-year (a year) | 14 | +3.8% | +6.4% | +12.4% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
XJR performance overview
iShares ESG Screened S&P Small-Cap ETF (XJR) returned +15.2% over the past year and +5.5% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +13.5% a year, turning $10,000 into about $21,591. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −27.1%, from Nov 25, 2024 to Apr 8, 2025, and it took 9 months to get back to the old high. XJR finished 4 of its 5 full calendar years with a gain; the best year was 2021 (+25.0%) and the worst 2022 (−17.3%). Volatility has been 20.5% a year.
Related: XJR chart, XJR dividends. See the XJR overview for the latest quote and fund facts.
XJR performance FAQ
What is the XJR return over the past year?
XJR returned +15.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.0%.
What is the average annual return of XJR?
XJR has returned +5.5% a year over 5 years, +13.5% a year since September 24, 2020 (total return, distributions reinvested).
How much would $10,000 invested in XJR be worth?
$10,000 invested in XJR at its first recorded close on September 24, 2020 would be worth about $21,591 on October 23, 2026 with distributions reinvested.
What was the worst year for XJR?
The worst calendar year was 2022, with a total return of −17.3%. The best was 2021 at +25.0%.
What is the biggest drawdown of XJR?
The largest peak-to-trough decline was −27.1% between November 25, 2024 and April 8, 2025. It recovered to the old high on January 9, 2026, 9 months after the bottom.
How volatile is XJR?
Over the past 3 years XJR had an annualized volatility of 19.1% and a Sharpe ratio of 0.59 (excess return over 1–3 month T-bills per unit of risk).