TAXE vs BGX

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

TAXE vs BGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

TAXE

$157M

Winner

BGX

$157M

Expense Ratio

TAXE

0.24%

BGX

N/A

Max Drawdown

Winner

TAXE

4.70%

BGX

58.00%

Sharpe Ratio

Winner

TAXE

1.50

BGX

-0.84

5Y Beta

Winner

TAXE

0.01

BGX

0.38

5Y Dividends CAGR

TAXE

N/A

BGX

0.32%

TAXE vs BGX - Historical Returns

Returns include dividend reinvestment.

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

Winner

TAXE

+0.55%

BGX

-0.64%

TAXE

+0.19%

Winner

BGX

+2.25%

Winner

TAXE

+2.09%

BGX

-5.14%

Winner

TAXE

+7.22%

BGX

-3.70%

5Y(CAGR)

TAXE

N/A

BGX

+3.31%

10Y(CAGR)

TAXE

N/A

BGX

+6.14%

Max(CAGR)

Winner

TAXE

+4.78%

BGX

+4.43%

TAXE vs BGX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

TAXE vs BGX Drawdown Comparison

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

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

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

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

Correlation

Correlation between TAXE and BGX 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)

TAXE vs BGX dividend yield comparison.

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