Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STAX (Macquarie Tax-Free USA Short Term ETF) | 1.31% | 4.08% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/29/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STAX (Macquarie Tax-Free USA Short Term ETF) | 11/29/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 4.08 | NA | NA | NA | NA | NA | … | … | 1.31 | 4.12 | 2.55 | 1.43 |
| Sharpe Ratio | NA | 1.24 | NA | NA | NA | NA | NA | … | … | 0.16 | 0.87 | -0.77 | 6.25 |
| Standard Deviation(%) | NA | 1.05 | NA | NA | NA | NA | NA | … | … | 1.26 | 1.42 | 1.39 | 2.36 |
| Draw Down(%) | NA | 1.05 | NA | NA | NA | NA | NA | … | … | 1.05 | 1.42 | 0.84 | 0.12 |
| Yield(%) | 0.00 | 3.24 | 2.67 | 1.60 | 0.80 | 0.53 | 0.40 | … | … | 1.34 | 3.19 | 3.40 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/29/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAX (Macquarie Tax-Free USA Short Term ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAX (Macquarie Tax-Free USA Short Term ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart