TAX ETF

$28.29

Returns Overview

1 Month
+2.20%
3 Months
+3.15%
6 Months
+10.03%
YTD
+1.00%
1 Year
+16.88%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+2.20%

3 Months Performance

+3.15%

6 Months Performance

+10.03%

1 Year Performance

+16.88%

Benchmark & Peers

Benchmark
NA(NA)
This ETF (YTD)
+1.00%
Peer Avg (YTD)
+1.87%
vs Peers
-0.87%

TAX ETF Performance

TAX performance across multiple time periods: 1-month 2.20%, YTD 1.00%, 1-year 16.88%.

TAX returns trail the peer average of 1.87% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.20%N/A
3 Months+3.15%N/A
6 Months+10.03%N/A
1 Year+16.88%N/A

All returns shown are total returns, not annualized