XJR ETF

$51.53

Returns Overview

1 Month
-1.38%
3 Months
+6.94%
6 Months
+14.79%
YTD
+20.01%
1 Year
+34.96%
3 Years (annualized)
+15.99%
5 Years (annualized)
+7.19%

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

-1.38%

3 Months Performance

+6.94%

6 Months Performance

+14.79%

1 Year Performance

+34.96%

Benchmark & Peers

Benchmark
S&P SmallCap 600 Sustainability Screened Index(^SPSCISSI)
This ETF (YTD)
+20.01%
Peer Avg (YTD)
+18.52%
vs Peers
+1.49%

XJR ETF Performance

XJR performance across multiple time periods: 1-month -1.38%, YTD 20.01%, 1-year 34.96%, 3-year 15.99%, 5-year 7.19%.

XJR returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.38%Jun 29, 2026 to Jul 27, 2026
3 Months+6.94%Apr 27, 2026 to Jul 27, 2026
6 Months+14.79%Jan 27, 2026 to Jul 27, 2026
1 Year+34.96%N/A
3 Years+15.99%N/A
5 Years+7.19%N/A

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