TAXX ETF Analysis: BondBloxx Trust | NYSE

Short-Term Bond | NYSE, USA | Market Cap: 289m USD | 12M Return: 3.6% | Charts, Fundamentals & Technical Analysis

Municipal Securities, Taxable Bonds, Short Duration, Tax-Exempt Income
Total Rating 45
Safety 68
Buy Signal -0.08
Short-Term Bond
Category Rotation: -4.6
TER: 0.35%
AUM: 289M
Avg Turnover: 3.64M
Risk 3d forecast
Volatility1.48%
VaR 5th Pctl0.24%
VaR vs Median-9.15%
Reward TTM
Sharpe Ratio-0.50
Rel. Str. IBD28.7
Rel. Str. Peer Group44.7
Character TTM
Beta0.018
Beta Downside-0.009
Hurst Exponent0.484
Drawdowns 3y
Max DD0.91%
CAGR/Max DD4.52
CAGR/Mean DD25.47

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.3 years of data

Jan +0.0% -
Feb +0.1% -
Mar -0.8% 18
Apr -0.3% 17
May -0.0% 12
Jun +0.4% 0
Jul -0.7% -
Aug +0.1% -
Sep +0.0% -
Oct -0.4% -
Nov -0.1% -
Dec +0.0% -

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: TAXX BondBloxx Trust

The BondBloxx ETF Trusts TAXX fund is a newly organized, actively managed exchange-traded fund that invests in a diversified portfolio of U.S. dollar-denominated short duration fixed income securities, spanning both municipal and taxable issues. The funds primary objective is to deliver relatively attractive after-tax income, achieved by allocating at least half of its total assets to municipal securities whose interest is exempt from U.S. federal income tax. Listed on the NYSE since March 2024, the fund falls within the short-term bond ETF category.

Short-term bond ETFs typically invest in securities with maturities of one to three years, offering investors lower interest rate sensitivity and reduced price volatility compared to longer-duration bond funds. The municipal bond market, in which TAXX maintains significant exposure, is generally issued by state and local governments to fund public infrastructure projects, and the federal tax exemption on interest income can enhance after-tax yield for investors in higher tax brackets.

Headlines to Watch Out For
  • Investor inflows drive AUM growth and fee revenue
  • Fed rate cuts compress short-term municipal bond yields
  • Tax-equivalent yield attracts income-focused ETF investors
What is the price of TAXX shares?

As of July 05, 2026, the stock is trading at USD 50.63 with a total of 36,300 shares traded. Over the past week, the price has changed by +0.08%, over one month by +0.32%, over three months by +0.93% and over the past year by +3.59%.

Current recommended Stop Loss: 50.40 (which is 0.5% or 3.3 ATR below the current price).

Is TAXX a buy, sell or hold?

BondBloxx Trust has no consensus analysts rating.