XJR ETF

XJR ETF
$48.60
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Returns Overview

1 Month
-5.14%
3 Months
-8.29%
6 Months
+10.70%
YTD
+12.46%
1 Year
+13.41%
3 Years (annualized)
+12.91%
5 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XJR have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Sustainability Screened Index(^SPSCISSI)
This ETF (YTD)
+12.46%
Peer Avg (YTD)
+10.34%
vs Peers
+2.12%

XJR ETF Performance

XJR performance across multiple time periods: 1-month -5.14%, YTD 12.46%, 1-year 13.41%, 3-year 12.91%, 5-year 5.00%.

XJR returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this ETF.

XJR vs another fund shows side-by-side returns. XJR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.14%N/A
3 Months-8.29%N/A
6 Months+10.70%N/A
1 Year+13.41%N/A
3 Years+12.91%N/A
5 Years+5.00%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized