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TAGS vs. BSSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TAGS vs. BSSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Teucrium Agricultural Fund (TAGS) and Invesco BulletShares 2033 Municipal Bond ETF (BSSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TAGS achieves a 2.65% return, which is significantly higher than BSSX's 1.16% return.


TAGS

1D
-0.57%
1M
-7.04%
YTD
2.65%
6M
0.75%
1Y
-3.66%
3Y*
-10.41%
5Y*
-0.70%
10Y*
-1.93%

BSSX

1D
0.07%
1M
1.56%
YTD
1.16%
6M
1.16%
1Y
6.85%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TAGS vs. BSSX - Yearly Performance Comparison


2026 (YTD)202520242023
TAGS
Teucrium Agricultural Fund
2.65%-8.76%-14.57%-5.08%
BSSX
Invesco BulletShares 2033 Municipal Bond ETF
1.16%3.79%-0.09%7.50%

Correlation

The correlation between TAGS and BSSX is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.21

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2023

-0.07

The correlation between TAGS and BSSX shifts across timeframes, from -0.21 (1 year) to -0.07 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

TAGS vs. BSSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TAGS
TAGS Risk / Return Rank: 66
Overall Rank
TAGS Sharpe Ratio Rank: 77
Sharpe Ratio Rank
TAGS Sortino Ratio Rank: 66
Sortino Ratio Rank
TAGS Omega Ratio Rank: 66
Omega Ratio Rank
TAGS Calmar Ratio Rank: 66
Calmar Ratio Rank
TAGS Martin Ratio Rank: 66
Martin Ratio Rank

BSSX
BSSX Risk / Return Rank: 6666
Overall Rank
BSSX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
BSSX Sortino Ratio Rank: 8181
Sortino Ratio Rank
BSSX Omega Ratio Rank: 8383
Omega Ratio Rank
BSSX Calmar Ratio Rank: 4848
Calmar Ratio Rank
BSSX Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TAGS vs. BSSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Teucrium Agricultural Fund (TAGS) and Invesco BulletShares 2033 Municipal Bond ETF (BSSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TAGSBSSXDifference
Sharpe ratioReturn per unit of total volatility

-2.37

Sortino ratioReturn per unit of downside risk

-3.45

Omega ratioGain probability vs. loss probability

0.96

1.43

-0.47

Calmar ratioReturn relative to maximum drawdown

-0.38

2.10

-2.48

Martin ratioReturn relative to average drawdown

-0.72

6.39

-7.11

TAGS vs. BSSX - Sharpe Ratio Comparison

The current TAGS Sharpe Ratio is -0.29, which is lower than the BSSX Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of TAGS and BSSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TAGS vs. BSSX - Drawdown Comparison

The maximum TAGS drawdown since its inception was -76.40%, which is greater than BSSX's maximum drawdown of -8.12%. Use the drawdown chart below to compare losses from any high point for TAGS and BSSX.


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Drawdown Indicators


TAGSBSSXDifference

Max Drawdown

Largest peak-to-trough decline

-76.40%

-8.12%

-68.28%

Max Drawdown (1Y)

Largest decline over 1 year

-9.65%

-3.28%

-6.37%

Max Drawdown (3Y)

Largest decline over 3 years

-32.73%

Max Drawdown (5Y)

Largest decline over 5 years

-37.60%

Max Drawdown (10Y)

Largest decline over 10 years

-44.62%

Current Drawdown

Current decline from peak

-64.87%

-0.86%

-64.01%

Average Drawdown

Average peak-to-trough decline

-57.24%

-3.21%

-54.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.11%

1.07%

+4.04%

Volatility

TAGS vs. BSSX - Volatility Comparison

Teucrium Agricultural Fund (TAGS) has a higher volatility of 3.30% compared to Invesco BulletShares 2033 Municipal Bond ETF (BSSX) at 0.92%. This indicates that TAGS's price experiences larger fluctuations and is considered to be riskier than BSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TAGSBSSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.30%

0.92%

+2.38%

Volatility (6M)

Calculated over the trailing 6-month period

10.33%

2.37%

+7.96%

Volatility (1Y)

Calculated over the trailing 1-year period

12.64%

3.31%

+9.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.33%

7.75%

+8.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.00%

7.75%

+10.25%

TAGS vs. BSSX - Expense Ratio Comparison

TAGS has a 0.21% expense ratio, which is higher than BSSX's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

TAGS vs. BSSX - Dividend Comparison

TAGS has not paid dividends to shareholders, while BSSX's dividend yield for the trailing twelve months is around 3.29%.


PositionTTM202520242023
BSSX
Invesco BulletShares 2033 Municipal Bond ETF
3.29%3.27%3.29%0.95%
TAGS
Teucrium Agricultural Fund
0.00%0.00%0.00%0.00%

Frequently Asked Questions


TAGS and BSSX have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TAGS has higher volatility (3.30%) compared to BSSX (0.92%). In terms of maximum drawdown, TAGS dropped -76.40% vs BSSX's -8.12%.

On 1-year performance, BSSX leads with 6.85% vs -3.66% for TAGS. On fees, BSSX is cheaper at 0.18% per year. On volatility, BSSX has been the lower-risk option at 0.92%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BSSX has performed better with a 6.85% return vs -3.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BSSX is cheaper with a 0.18% expense ratio, compared with 0.21% for TAGS.

BSSX has the higher dividend yield at 3.29%, compared with 0.00% for TAGS.

TAGS is categorized as Agricultural Commodities, while BSSX is Municipal Bonds. TAGS tracks Teucrium TAGS Index, while BSSX tracks Invesco BulletShares USD Municipal Bond 2033 Index. They also come from different issuers: Teucrium and Invesco. Their fees differ too: 0.21% for TAGS and 0.18% for BSSX.

BSSX currently has the higher Sharpe Ratio (2.08 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for TAGS and BSSX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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