BGX vs TAXE

Comparison between Blackstone Long-Short Credit Income Fund (BGX, ETF) and T. ROWE PRICE INTERMEDIATE MUNICIPAL INCOME ETF (TAXE, ETF).

BGX vs TAXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGX(ETF)	TAXE(ETF)
Net Assets	$157M	$157M
Expense Ratio	N/A	0.24%
Max Drawdown	58.00%	4.70%
Sharpe Ratio	-0.84	1.50
5Y Beta	0.38	0.01
5Y Dividends CAGR	0.32%	N/A

Net Assets

Winner

BGX

$157M

TAXE

$157M

Expense Ratio

BGX

N/A

TAXE

0.24%

Max Drawdown

BGX

58.00%

Winner

TAXE

4.70%

Sharpe Ratio

BGX

-0.84

Winner

TAXE

1.50

5Y Beta

BGX

0.38

Winner

TAXE

0.01

5Y Dividends CAGR

BGX

0.32%

TAXE

N/A

BGX vs TAXE - Historical Returns

Returns include dividend reinvestment.

Period	BGX	TAXE
1 month	-0.64%	+0.55%
3 months	+2.25%	+0.19%
6 months	-5.14%	+2.09%
1 year	-3.70%	+7.22%
5 years(CAGR)	+3.31%	N/A
10 years(CAGR)	+6.14%	N/A
Max(CAGR)	+4.43%	+4.78%

BGX

-0.64%

Winner

TAXE

+0.55%

Winner

BGX

+2.25%

TAXE

+0.19%

BGX

-5.14%

Winner

TAXE

+2.09%

BGX

-3.70%

Winner

TAXE

+7.22%

5Y(CAGR)

BGX

+3.31%

TAXE

N/A

10Y(CAGR)

BGX

+6.14%

TAXE

N/A

Max(CAGR)

BGX

+4.43%

Winner

TAXE

+4.78%

BGX vs TAXE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BGX	TAXE
2026	-4.28%	+1.60%
2025	+0.63%	+5.68%
2024	+19.16%	+1.55%
2023	+17.83%	N/A
2022	-20.46%	N/A
2021	+17.54%	N/A
2020	-5.72%	N/A
2019	+22.67%	N/A
2018	-4.44%	N/A
2017	+7.68%	N/A
2016	+30.00%	N/A
2015	-6.69%	N/A
2014	-6.32%	N/A
2013	+1.40%	N/A
2012	+16.66%	N/A
2011	-9.62%	N/A

BGX vs TAXE Drawdown Comparison

The maximum drawdown for BGX was -47.40%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.

The maximum drawdown for TAXE was -3.72%, occurring on Apr 11, 2025. Recovery took 114 trading sessions.

The current BGX drawdown is -8.50%. The current TAXE drawdown is -0.62%.

Rank	BGX	TAXE
#1	-47.40% Feb 20, 2020 - Jun 14, 2021	-3.72% Feb 28, 2025 - Aug 13, 2025
#2	-25.94% Nov 16, 2021 - Mar 21, 2024	-2.53% Feb 27, 2026 - Mar 27, 2026
#3	-24.82% Apr 17, 2013 - Sep 30, 2016	-1.94% Dec 6, 2024 - Feb 25, 2025
#4	-16.56% Aug 28, 2018 - Apr 10, 2019	-1.88% Oct 1, 2024 - Dec 2, 2024
#5	-16.23% May 18, 2011 - Aug 2, 2012	-0.64% Aug 2, 2024 - Aug 23, 2024
#6	-14.10% Dec 13, 2024 - Jul 14, 2025	-0.50% Sep 17, 2025 - Oct 10, 2025
#7	-12.43% Sep 5, 2025 - Mar 6, 2026	-0.32% Aug 23, 2024 - Sep 4, 2024
#8	-8.29% Oct 22, 2012 - Feb 1, 2013	-0.29% Jan 15, 2026 - Jan 28, 2026
#9	-7.51% Sep 11, 2019 - Jan 10, 2020	-0.25% Nov 11, 2025 - Nov 26, 2025
#10	-6.25% Jul 7, 2021 - Sep 29, 2021	-0.24% Aug 27, 2025 - Sep 4, 2025
#11	-4.68% May 6, 2019 - Jun 12, 2019	-0.21% Nov 26, 2025 - Dec 19, 2025
#12	-4.57% Oct 23, 2017 - Jan 26, 2018	-0.21% Oct 27, 2025 - Nov 10, 2025
#13	-4.12% Oct 26, 2016 - Nov 25, 2016	-0.20% Feb 26, 2025 - Feb 28, 2025
#14	-3.99% Jul 24, 2019 - Aug 20, 2019	-0.17% Jul 18, 2024 - Jul 25, 2024
#15	-3.91% Aug 1, 2024 - Aug 15, 2024	-0.12% Sep 17, 2024 - Sep 27, 2024

Correlation

Correlation between BGX and TAXE is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101

Dividend Comparison (2011 - 2026)

BGX vs TAXE dividend yield comparison.

Year	BGX	TAXE
2026	2.80%	1.52%
2025	8.87%	3.46%
2024	9.89%	1.74%
2023	11.71%	0.00%
2022	8.15%	0.00%
2021	7.01%	0.00%
2020	8.76%	0.00%
2019	9.35%	0.00%
2018	11.74%	0.00%
2017	7.12%	0.00%
2016	9.01%	0.00%
2015	8.72%	0.00%
2014	7.70%	0.00%
2013	7.53%	0.00%
2012	6.91%	0.00%
2011	6.33%	0.00%