XJR ETF

XJR ETF
$52.94
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Returns Overview

1 Month
-2.13%
3 Months
+6.98%
6 Months
+15.88%
YTD
+21.75%
1 Year
+31.06%
3 Years (annualized)
+13.21%
5 Years (annualized)
+7.14%

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
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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)
+21.75%
Peer Avg (YTD)
+15.31%
vs Peers
+6.44%

XJR ETF Performance

XJR performance across multiple time periods: 1-month -2.13%, YTD 21.75%, 1-year 31.06%, 3-year 13.21%, 5-year 7.14%.

XJR returns outperform the peer average of 15.31% 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-2.13%N/A
3 Months+6.98%N/A
6 Months+15.88%N/A
1 Year+31.06%N/A
3 Years+13.21%N/A
5 Years+7.14%N/A

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