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TFFI vs TAXM

Comparison between CHESAPEAKE TREND-FOLLOWING FIXED INCOME ETF (TFFI, ETF) and BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF).

TFFI vs TAXM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TFFI
$36M
TAXM
$36M
Expense Ratio
TFFI
1.01%
Winner
TAXM
0.35%
Max Drawdown
Winner
TFFI
2.79%
TAXM
3.10%
Sharpe Ratio
TFFI
-0.79
Winner
TAXM
0.98
5Y Beta
Winner
TFFI
-0.13
TAXM
0.06

TFFI vs TAXM - Historical Returns

Returns include dividend reinvestment.

1M
TFFI
-1.77%
Winner
TAXM
+0.39%
3M
Winner
TFFI
+0.85%
TAXM
+0.66%
6M
TFFI
N/A
TAXM
+1.51%
1Y
TFFI
N/A
TAXM
+5.81%
Max(CAGR)
TFFI
-3.47%
Winner
TAXM
+3.91%

TFFI vs TAXM - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearTFFITAXM
2026-1.04%+1.13%
2025N/A+3.71%

TFFI vs TAXM Drawdown Comparison

The maximum drawdown for TFFI was -2.79%, occurring on May 29, 2026. This drawdown has not yet recovered.

The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.

The current TFFI drawdown is -2.76%. The current TAXM drawdown is -0.82%.

RankTFFITAXM
#1-2.79%
May 15, 2026 - May 29, 2026
-3.10%
Mar 20, 2025 - Aug 28, 2025
#2-2.49%
Mar 2, 2026 - May 1, 2026
-2.70%
Feb 26, 2026 - Mar 27, 2026
#3-1.63%
May 1, 2026 - May 15, 2026
-0.48%
Nov 11, 2025 - Jan 2, 2026
#4-0.18%
Feb 24, 2026 - Mar 2, 2026
-0.36%
Sep 17, 2025 - Oct 7, 2025
#5N/A-0.32%
Jan 14, 2026 - Jan 28, 2026
#6N/A-0.31%
Oct 22, 2025 - Nov 11, 2025
#7N/A-0.23%
Aug 28, 2025 - Sep 3, 2025
#8N/A-0.15%
Feb 5, 2026 - Feb 9, 2026
#9N/A-0.12%
Jan 7, 2026 - Jan 14, 2026
#10N/A-0.10%
Mar 13, 2025 - Mar 18, 2025
#11N/A-0.09%
Feb 10, 2026 - Feb 12, 2026
#12N/A-0.08%
Feb 17, 2026 - Feb 19, 2026
#13N/A-0.08%
Oct 13, 2025 - Oct 15, 2025
#14N/A-0.04%
Sep 11, 2025 - Sep 15, 2025
#15N/A-0.04%
Oct 16, 2025 - Oct 21, 2025

Correlation

Correlation between TFFI and TAXM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

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