Performance analysis of TAXX (BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF)
Annual Return
Since Mar 14, 2024, TAXX has had an average annual return of +3.95%, underperforming the benchmark SPY, which returned +18.30% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.26% | +4.51% | +3.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.48% | +0.60% | -0.73% | +0.29% | +0.42% | +0.28% | -0.08% | +1.26% | |||||
| 2025 | +0.55% | +0.46% | -0.03% | +0.13% | +0.44% | +1.32% | -0.29% | +0.60% | +0.46% | +0.04% | +0.28% | +0.46% | +4.51% |
| 2024 | +0.01000% | -0.11% | +0.36% | +0.63% | +0.95% | +0.79% | +0.50% | -0.23% | +0.56% | +0.00966% | +3.51% |
Drawdown analysis of TAXX (BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF)
The maximum drawdown for the TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 23 trading sessions.
The current TAXX drawdown is -0.13%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.91% | Apr 4, 2025 | 5 | Apr 11, 2025 | 23 | May 15, 2025 | 28 |
| -0.88% | Feb 27, 2026 | 20 | Mar 27, 2026 | 44 | Jun 1, 2026 | 64 |
| -0.63% | Jun 30, 2025 | 1 | Jul 1, 2025 | 27 | Aug 8, 2025 | 28 |
| -0.59% | Mar 20, 2024 | 14 | Apr 10, 2024 | 17 | May 3, 2024 | 31 |
| -0.46% | Aug 19, 2025 | 1 | Aug 20, 2025 | 11 | Sep 5, 2025 | 12 |
| -0.45% | Oct 1, 2024 | 16 | Oct 23, 2024 | 23 | Nov 25, 2024 | 39 |
| -0.41% | Jul 23, 2024 | 2 | Jul 25, 2024 | 6 | Aug 2, 2024 | 8 |
| -0.40% | Dec 6, 2024 | 9 | Dec 19, 2024 | 18 | Jan 17, 2025 | 27 |
| -0.38% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -0.37% | Oct 30, 2025 | 2 | Nov 3, 2025 | 22 | Dec 4, 2025 | 24 |
| -0.24% | Mar 3, 2025 | 18 | Mar 27, 2025 | 3 | Apr 1, 2025 | 21 |
| -0.23% | Sep 26, 2025 | 9 | Oct 9, 2025 | 6 | Oct 17, 2025 | 15 |
| -0.20% | Jan 27, 2025 | 3 | Jan 30, 2025 | 1 | Jan 31, 2025 | 4 |
| -0.20% | Aug 5, 2024 | 3 | Aug 8, 2024 | 3 | Aug 13, 2024 | 6 |
| -0.19% | Feb 6, 2025 | 4 | Feb 12, 2025 | 5 | Feb 20, 2025 | 9 |
| -0.18% | Dec 4, 2025 | 5 | Dec 11, 2025 | 7 | Dec 22, 2025 | 12 |
| -0.16% | Jun 4, 2026 | 2 | Jun 8, 2026 | 3 | Jun 11, 2026 | 5 |
| -0.15% | Jun 29, 2026 | 9 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -0.14% | Sep 17, 2025 | 1 | Sep 18, 2025 | 2 | Sep 22, 2025 | 3 |
| -0.14% | Sep 22, 2025 | 1 | Sep 23, 2025 | 3 | Sep 26, 2025 | 4 |
| -0.14% | Jan 21, 2026 | 2 | Jan 23, 2026 | 2 | Jan 27, 2026 | 4 |
| -0.13% | Oct 24, 2025 | 3 | Oct 29, 2025 | 1 | Oct 30, 2025 | 4 |
| -0.12% | Jun 6, 2024 | 1 | Jun 7, 2024 | 3 | Jun 12, 2024 | 4 |
| -0.11% | Apr 1, 2025 | 1 | Apr 2, 2025 | 1 | Apr 3, 2025 | 2 |
| -0.10% | May 22, 2025 | 1 | May 23, 2025 | 3 | May 29, 2025 | 4 |