TAXX ETF

$50.41

Returns Overview

1 Month
+0.32%
3 Months
+1.01%
6 Months
+1.44%
YTD
+1.40%
1 Year
+3.63%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TAXX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal 1-3 Year Index
This ETF (YTD)
+1.40%
Peer Avg (YTD)
+0.99%
vs Peers
+0.41%

TAXX ETF Performance

TAXX performance across multiple time periods: 1-month 0.32%, YTD 1.40%, 1-year 3.63%.

TAXX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.32%N/A
3 Months+1.01%N/A
6 Months+1.44%N/A
1 Year+3.63%N/A

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