DBL vs TAXX
Comparison between DoubleLine Opportunistic Credit Fund (DBL, ETF) and BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF).
DBL vs TAXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DBL
$288M
Winner
TAXX
$288M
Expense Ratio
DBL
N/A
TAXX
0.35%
Max Drawdown
DBL
50.83%
Winner
TAXX
1.50%
Sharpe Ratio
DBL
-0.30
Winner
TAXX
0.09
5Y Beta
DBL
0.16
Winner
TAXX
0.01
5Y Dividends CAGR
DBL
-4.68%
TAXX
N/A
DBL vs TAXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DBL
+0.61%
TAXX
+0.41%
3M
Winner
DBL
+1.39%
TAXX
+0.58%
6M
DBL
-1.39%
Winner
TAXX
+1.60%
1Y
DBL
+1.00%
Winner
TAXX
+3.81%
5Y(CAGR)
DBL
+2.01%
TAXX
N/A
10Y(CAGR)
DBL
+2.25%
TAXX
N/A
Max(CAGR)
Winner
DBL
+4.55%
TAXX
+4.10%
DBL vs TAXX - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | DBL | TAXX |
|---|---|---|
| 2026 | -1.46% | +1.12% |
| 2025 | +7.08% | +4.38% |
| 2024 | +10.67% | +3.51% |
| 2023 | +12.59% | N/A |
| 2022 | -14.98% | N/A |
| 2021 | +5.85% | N/A |
| 2020 | +4.27% | N/A |
| 2019 | +15.02% | N/A |
| 2018 | -6.48% | N/A |
| 2017 | +4.42% | N/A |
| 2016 | -2.09% | N/A |
| 2015 | +12.98% | N/A |
| 2014 | +22.63% | N/A |
| 2013 | -10.37% | N/A |
| 2012 | +12.82% | N/A |
DBL vs TAXX Drawdown Comparison
The maximum drawdown for DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 238 trading sessions.
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The current DBL drawdown is -2.65%. The current TAXX drawdown is -0.04%.
| Rank | DBL | TAXX |
|---|---|---|
| #1 | -26.44% Jan 22, 2020 - Dec 30, 2020 | -0.91% Apr 4, 2025 - May 15, 2025 |
| #2 | -24.54% Oct 14, 2021 - Aug 2, 2024 | -0.88% Feb 27, 2026 - Jun 1, 2026 |
| #3 | -21.29% May 10, 2013 - Nov 25, 2014 | -0.63% Jun 30, 2025 - Aug 8, 2025 |
| #4 | -19.89% Jul 3, 2017 - Jan 22, 2020 | -0.59% Mar 20, 2024 - May 3, 2024 |
| #5 | -15.86% Sep 8, 2016 - Jul 3, 2017 | -0.46% Aug 19, 2025 - Sep 5, 2025 |
| #6 | -10.90% Feb 3, 2015 - Oct 7, 2015 | -0.45% Oct 1, 2024 - Nov 25, 2024 |
| #7 | -6.67% May 12, 2016 - Jun 7, 2016 | -0.41% Jul 23, 2024 - Aug 2, 2024 |
| #8 | -5.96% Nov 5, 2015 - Dec 7, 2015 | -0.40% Dec 6, 2024 - Jan 17, 2025 |
| #9 | -5.72% Oct 22, 2025 - Mar 30, 2026 | -0.38% May 15, 2024 - Jun 5, 2024 |
| #10 | -4.78% Feb 21, 2012 - Apr 26, 2012 | -0.37% Oct 30, 2025 - Dec 4, 2025 |
| #11 | -4.76% Sep 18, 2024 - Jan 15, 2025 | -0.25% Mar 3, 2025 - Apr 1, 2025 |
| #12 | -4.69% Oct 4, 2012 - Dec 12, 2012 | -0.23% Sep 26, 2025 - Oct 17, 2025 |
| #13 | -3.97% Apr 26, 2012 - Jun 4, 2012 | -0.20% Jan 27, 2025 - Jan 31, 2025 |
| #14 | -3.94% Dec 17, 2015 - Feb 5, 2016 | -0.20% Aug 5, 2024 - Aug 13, 2024 |
| #15 | -3.82% Jun 27, 2016 - Jul 22, 2016 | -0.19% Feb 6, 2025 - Feb 20, 2025 |
Correlation
Correlation between DBL and TAXX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2012 - 2026)
DBL vs TAXX dividend yield comparison.
| Year | DBL | TAXX |
|---|---|---|
| 2026 | 3.81% | 1.29% |
| 2025 | 8.66% | 3.72% |
| 2024 | 8.52% | 2.70% |
| 2023 | 8.60% | 0.00% |
| 2022 | 8.89% | 0.00% |
| 2021 | 7.17% | 0.00% |
| 2020 | 8.69% | 0.00% |
| 2019 | 6.83% | 0.00% |
| 2018 | 10.27% | 0.00% |
| 2017 | 9.03% | 0.00% |
| 2016 | 8.68% | 0.00% |
| 2015 | 9.35% | 0.00% |
| 2014 | 10.14% | 0.00% |
| 2013 | 8.98% | 0.00% |
| 2012 | 7.34% | 0.00% |
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