Performance analysis of TAXM (BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents)
Annual Return
Since Mar 13, 2025, TAXM has had an average annual return of +4.07%, underperforming the benchmark SPY, which returned +31.51% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.24% | +3.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.63% | +1.29% | -2.09% | +1.02% | +0.21% | +0.21% | +1.24% | ||||||
| 2025 | -0.37% | -0.48% | -0.53% | +0.93% | -0.25% | +0.77% | +2.31% | +0.91% | +0.26% | +0.14% | +3.71% |
Drawdown analysis of TAXM (BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents)
The maximum drawdown for the TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 95 trading sessions.
The current TAXM drawdown is -0.74%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.10% | Mar 20, 2025 | 16 | Apr 11, 2025 | 95 | Aug 28, 2025 | 111 |
| -2.70% | Feb 26, 2026 | 21 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -0.47% | Nov 11, 2025 | 18 | Dec 8, 2025 | 17 | Jan 2, 2026 | 35 |
| -0.36% | Sep 17, 2025 | 7 | Sep 26, 2025 | 7 | Oct 7, 2025 | 14 |
| -0.33% | Jan 14, 2026 | 3 | Jan 20, 2026 | 6 | Jan 28, 2026 | 9 |
| -0.31% | Oct 22, 2025 | 10 | Nov 5, 2025 | 4 | Nov 11, 2025 | 14 |
| -0.23% | Aug 28, 2025 | 2 | Sep 2, 2025 | 1 | Sep 3, 2025 | 3 |
| -0.15% | Feb 5, 2026 | 1 | Feb 6, 2026 | 1 | Feb 9, 2026 | 2 |
| -0.12% | Jan 7, 2026 | 1 | Jan 8, 2026 | 4 | Jan 14, 2026 | 5 |
| -0.10% | Mar 13, 2025 | 1 | Mar 14, 2025 | 2 | Mar 18, 2025 | 3 |
| -0.10% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |
| -0.09% | Oct 13, 2025 | 1 | Oct 14, 2025 | 2 | Oct 16, 2025 | 3 |
| -0.09% | Feb 17, 2026 | 1 | Feb 18, 2026 | 1 | Feb 19, 2026 | 2 |
| -0.04% | Oct 16, 2025 | 1 | Oct 17, 2025 | 2 | Oct 21, 2025 | 3 |
| -0.03% | Sep 11, 2025 | 1 | Sep 12, 2025 | 1 | Sep 15, 2025 | 2 |
| -0.03% | Feb 2, 2026 | 1 | Feb 3, 2026 | 1 | Feb 4, 2026 | 2 |
| -0.02% | Jan 28, 2026 | 1 | Jan 29, 2026 | 1 | Jan 30, 2026 | 2 |