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TAXX
+0.09 · +0.18%
$50.87 · NYSE ARCA

BondBloxx ETF Trust (TAXX) ETF Analysis | Short-Term Bond

BondBloxx Investment Management · USA
AUM:$254.3M
#– of – in Short-Term Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

TAXX returned +4.6% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is TAXX?

The fund is an actively managed ETF that does not seek to replicate the performance of a specified index. The fund invests, under normal circumstances, at least 80% of its total assets (plus the amount of any borrowings for investment purposes) either directly or indirectly (e.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
TAXX returned 4.6% over the past year.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 1.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$254.3M
Expense Ratio0.35%
Dividend Yield3.70%
Holdings3
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderBondBloxx Investment Management
Beta–
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.6%
1Y
+1.8%
3Y
+8.7%
5Y
+8.7%
OpenBook InsightIf you had invested £10,000 in TAXX 5 years ago, it would have grown to £10,869 — a gain of £869.

Annual Returns

Calendar year performance

TAXX delivered positive returns in 3 of the last 3 calendar years.
YearTAXX
2026 YTD+0.4%
2025+4.4%
2024+3.5%
CAGR 2yr+3.9%
3/3 positive yearsAvg return: +2.8%Worst year: +0.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
1.1%
Low
Momentum
-0.0%
30-day change
Support Level
50.38
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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