TAX ETF

$32.04

Returns Overview

1 Month
+3.56%
3 Months
+16.85%
6 Months
+11.69%
YTD
+10.38%
1 Year
+22.77%

Risk Metrics (1-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
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
Solactive GBS United States 1000 Index(^SOLAGBSUS1000I)
This ETF (YTD)
+10.38%
Peer Avg (YTD)
+9.51%
vs Peers
+0.87%

TAX ETF Performance

TAX performance across multiple time periods: 1-month 3.56%, YTD 10.38%, 1-year 22.77%.

TAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.54%, 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+3.56%N/A
3 Months+16.85%N/A
6 Months+11.69%N/A
1 Year+22.77%N/A

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