Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TAXX (BondBloxx IR+M Tax-Aware Short Duration ETF) 1.06% 3.77% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 03/14/2024
More Performance Analytics Comparison
Name Start Date End Date
TAXX (BondBloxx IR+M Tax-Aware Short Duration ETF) 03/14/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.02 3.77 NA NA NA NA NA 1.06 4.51 3.53
Sharpe Ratio NA 0.72 NA NA NA NA NA -0.02 0.85 0.67
Standard Deviation(%) NA 1.69 NA NA NA NA NA 1.20 1.92 1.32
Draw Down(%) NA 0.88 NA NA NA NA NA 0.88 0.91 0.60
Yield(%) 0.00 3.51 2.60 1.56 0.78 0.52 0.39 1.29 3.74 2.72
Data as of 06/10/2026, Common starting date is 03/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAXX (BondBloxx IR+M Tax-Aware Short Duration 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
TAXX (BondBloxx IR+M Tax-Aware Short Duration ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return