Performance analysis of STAX (MACQUARIE TAX-FREE USA SHORT TERM ETF)
Annual Return
Since Nov 29, 2023, STAX has had an average annual return of +3.60%, underperforming the benchmark SPY, which returned +21.93% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.34% | +4.12% | +2.55% | +1.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.78% | +0.59% | -0.94% | +0.42% | +0.16% | +0.47% | -0.14% | +1.34% | |||||
| 2025 | +0.51% | +0.62% | -0.26% | -0.21% | +0.51% | +0.69% | +0.68% | +0.67% | +0.34% | -0.00928% | +0.16% | +0.35% | +4.12% |
| 2024 | -0.08% | +0.07% | -0.12% | -0.34% | -0.08% | +0.74% | +0.91% | +0.86% | +0.53% | -0.40% | +0.64% | -0.19% | +2.55% |
| 2023 | +0.30% | +1.15% | +1.45% |
Drawdown analysis of STAX (MACQUARIE TAX-FREE USA SHORT TERM ETF)
The maximum drawdown for the STAX was -1.42%, occurring on Apr 11, 2025. Recovery took 37 trading sessions.
The current STAX drawdown is -0.25%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.42% | Apr 4, 2025 | 5 | Apr 11, 2025 | 37 | Jun 5, 2025 | 42 |
| -1.05% | Feb 26, 2026 | 18 | Mar 24, 2026 | 55 | Jun 11, 2026 | 73 |
| -0.86% | Mar 13, 2024 | 19 | Apr 10, 2024 | 46 | Jun 14, 2024 | 65 |
| -0.65% | Sep 27, 2024 | 28 | Nov 6, 2024 | 13 | Nov 25, 2024 | 41 |
| -0.55% | Dec 6, 2024 | 9 | Dec 19, 2024 | 23 | Jan 27, 2025 | 32 |
| -0.54% | Dec 27, 2023 | 18 | Jan 24, 2024 | 6 | Feb 1, 2024 | 24 |
| -0.50% | Feb 28, 2025 | 19 | Mar 27, 2025 | 5 | Apr 3, 2025 | 24 |
| -0.44% | Feb 1, 2024 | 8 | Feb 13, 2024 | 14 | Mar 5, 2024 | 22 |
| -0.43% | Sep 16, 2025 | 36 | Nov 5, 2025 | 32 | Dec 22, 2025 | 68 |
| -0.25% | Jul 2, 2026 | 11 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.18% | Feb 10, 2025 | 2 | Feb 12, 2025 | 6 | Feb 21, 2025 | 8 |
| -0.17% | Jun 25, 2024 | 4 | Jul 1, 2024 | 2 | Jul 3, 2024 | 6 |
| -0.16% | Aug 2, 2024 | 4 | Aug 8, 2024 | 4 | Aug 14, 2024 | 8 |
| -0.12% | Jun 12, 2026 | 3 | Jun 17, 2026 | 4 | Jun 24, 2026 | 7 |
| -0.08% | Aug 14, 2024 | 1 | Aug 15, 2024 | 3 | Aug 20, 2024 | 4 |
| -0.07% | Aug 27, 2025 | 3 | Sep 2, 2025 | 2 | Sep 4, 2025 | 5 |
| -0.06% | Dec 20, 2023 | 1 | Dec 21, 2023 | 3 | Dec 27, 2023 | 4 |
| -0.06% | Jun 14, 2024 | 1 | Jun 17, 2024 | 1 | Jun 18, 2024 | 2 |
| -0.06% | Sep 24, 2024 | 2 | Sep 26, 2024 | 1 | Sep 27, 2024 | 3 |
| -0.06% | Jan 27, 2025 | 2 | Jan 29, 2025 | 1 | Jan 30, 2025 | 3 |
| -0.06% | Feb 26, 2025 | 1 | Feb 27, 2025 | 1 | Feb 28, 2025 | 2 |
| -0.05% | Jun 24, 2026 | 1 | Jun 25, 2026 | 1 | Jun 26, 2026 | 2 |
| -0.05% | Jul 23, 2024 | 1 | Jul 24, 2024 | 2 | Jul 26, 2024 | 3 |
| -0.05% | Aug 23, 2024 | 1 | Aug 26, 2024 | 5 | Sep 3, 2024 | 6 |
| -0.05% | Jun 5, 2025 | 1 | Jun 6, 2025 | 1 | Jun 9, 2025 | 2 |