Macquarie Tax-Free USA Short Term ETF (STAX)
STAX is an actively managed ETF by Macquarie. STAX launched on Nov 28, 2023 and has a 0.29% expense ratio.
ETF Info
Nov 28, 2023
1x
No Index (Active)
Expense Ratio
STAX has an expense ratio of 0.29%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Macquarie Tax-Free USA Short Term ETF (STAX) returned 1.16% year-to-date (YTD) and 4.36% over the past 12 months.
STAX
1.16%
0.55%
1.05%
4.36%
N/A
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of STAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.51% | 0.63% | -0.26% | -0.21% | 0.50% | 1.16% | |||||||
| 2024 | -0.08% | 0.07% | -0.12% | -0.33% | -0.07% | 0.74% | 0.90% | 0.86% | 0.54% | -0.40% | 0.63% | -0.19% | 2.56% |
| 2023 | 0.30% | 1.15% | 1.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 96, STAX is among the top 4% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Macquarie Tax-Free USA Short Term ETF (STAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Macquarie Tax-Free USA Short Term ETF provided a 3.18% dividend yield over the last twelve months, with an annual payout of $0.80 per share.
| Period | TTM | 2024 |
|---|---|---|
| Dividend | $0.80 | $0.87 |
Dividend yield | 3.18% | 3.44% |
Monthly Dividends
The table displays the monthly dividend distributions for Macquarie Tax-Free USA Short Term ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.06 | $0.07 | $0.07 | $0.07 | $0.00 | $0.26 | |||||||
| 2024 | $0.13 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.06 | $0.07 | $0.87 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Macquarie Tax-Free USA Short Term ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Macquarie Tax-Free USA Short Term ETF was 1.42%, occurring on Apr 11, 2025. The portfolio has not yet recovered.
The current Macquarie Tax-Free USA Short Term ETF drawdown is 0.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.42% | Apr 7, 2025 | 5 | Apr 11, 2025 | — | — | — |
| -0.85% | Mar 21, 2024 | 14 | Apr 10, 2024 | 46 | Jun 14, 2024 | 60 |
| -0.65% | Oct 3, 2024 | 25 | Nov 6, 2024 | 13 | Nov 25, 2024 | 38 |
| -0.55% | Dec 10, 2024 | 8 | Dec 19, 2024 | 23 | Jan 27, 2025 | 31 |
| -0.55% | Jan 4, 2024 | 14 | Jan 24, 2024 | 6 | Feb 1, 2024 | 20 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...