TAX ETF

TAX ETF
$30.81
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Returns Overview

1 Month
-3.32%
3 Months
+3.65%
6 Months
+5.65%
YTD
+7.98%
1 Year
+16.25%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Solactive GBS United States 1000 Index(^SOLAGBSUS1000I)
This ETF (YTD)
+7.98%
Peer Avg (YTD)
+9.41%
vs Peers
-1.43%

TAX ETF Performance

TAX performance across multiple time periods: 1-month -3.32%, YTD 7.98%, 1-year 16.25%.

TAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.32%N/A
3 Months+3.65%N/A
6 Months+5.65%N/A
1 Year+16.25%N/A

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