TAXE ETF

$50.35

Returns Overview

1 Month
-1.58%
3 Months
-0.48%
6 Months
-0.39%
YTD
+0.49%
1 Year
+6.59%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TAXE 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

-1.58%

3 Months Performance

-0.48%

6 Months Performance

-0.39%

1 Year Performance

+6.59%

Benchmark & Peers

This ETF (YTD)
+0.49%
Peer Avg (YTD)
+1.79%
vs Peers
-1.29%

TAXE ETF Performance

TAXE performance across multiple time periods: 1-month -1.58%, YTD 0.49%, 1-year 6.59%.

TAXE returns trail the peer average of 1.79% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.58%Jul 1, 2026 to Jul 31, 2026
3 Months-0.48%May 1, 2026 to Jul 31, 2026
6 Months-0.39%Feb 2, 2026 to Jul 31, 2026
1 Year+6.59%N/A

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