TAXE ETF Analysis: Intermediate Municipal | NASDAQ

Unclassified | NASDAQ, USA | Market Cap: 384m USD | 12M Return: 1.6% | US87283Q8188 | Charts, Fundamentals & Technical Analysis

Municipal Securities, Investment Grade, Intermediate Maturity, Derivatives
Total Rating 44
Safety 71
Buy Signal 0.33
Unclassified
Category Rotation: -10.4
TER: 0.24%
AUM: 384M
Avg Turnover: 9.14M
Risk 3d forecast
Volatility3.03%
VaR 5th Pctl0.51%
VaR vs Median-6.27%
Reward TTM
Sharpe Ratio-0.83
Rel. Str. IBD39.4
Rel. Str. Peer Group43.5 pctl
Character TTM
Beta0.074
Beta Downside0.061
Hurst Exponent0.657
Choppyness44.0%
Drawdowns 3y
Max DD5.48%
CAGR/Max DD0.64
CAGR/Mean DD3.81

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.3 years of data

Jan +0.4% -
Feb +0.7% -
Mar -2.8% -
Apr +0.1% -
May -0.5% -
Jun -0.1% -
Jul -1.3% 30
Aug -0.1% 0
Sep -1.1% 0
Oct +0.4% -
Nov -0.1% -
Dec -0.3% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: TAXE Intermediate Municipal

TAXE is an intermediate-term municipal bond ETF that invests at least 80% of its net assets in investment-grade municipal securities or related derivatives. Under normal conditions, the fund maintains a weighted average effective maturity of four to twelve years, though it places no maturity limits on individual holdings. As a Muni National Intermediate fund, it focuses on debt issued by U.S. state and local governments, which typically offers income that is exempt from federal taxes, and targets the middle of the yield curve to balance interest-rate sensitivity and yield.

Headlines to Watch Out For
  • Fed rate cuts boost intermediate muni bond prices
  • State fiscal stress widens municipal credit spreads
  • Tax policy changes threaten muni tax-exempt status
What is the price of TAXE shares?

As of November 03, 2026, the stock is trading at USD 49.98 with a total of 171,598 shares traded. Over the past week, the price has changed by +0.34%, over one month by +3.13%, over three months by +0.04% and over the past year by +1.57%.

Current recommended Stop Loss: 49.70 (which is 0.6% or 1.3 ATR below the current price).

Is TAXE a buy, sell or hold?

Intermediate Municipal has no consensus analysts rating.