TFSA ETF 27four

27FLCE - 27four Large Cap Equity

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ETF Info

Name
27four Large Cap Equity
Symbol
27FLCE
Provider
27four
Distribution
Distributing (Quarterly)
First price
2024-06-28
Latest price
2026-10-14
Best year 2025 (43.28%)
Worst year 2026 (-2.74%)
TIC ? 0.61%
Total growth 49.63%
Annualised growth 19.20%
Sharpe ratio ? 0.72
Sortino ratio ? 1.04
Calmar ratio ? 1.36
Annualised volatility ? 18.02%
Maximum drawdown ? -14.71%
Distribution yield ? 3.13%
Investment example

R1,000.00 at inception would be worth R1,496.26 now, an increase of R496.26 in total (49.63%) and 19.20% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-10-14

Period Return R1,000
Past week 0.49% R1,004.94
Past month -6.87% R931.28
3 months 0.64% R1,006.36
6 months -6.19% R938.10
12 months (ann.) 2.49% R1,024.93
2 years (ann.) 17.24% R1,374.24
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 -2.74% 2026-01-05 2026-10-14 -14.71%
2025 43.28% 2025-01-02 2025-12-31 -9.10%
2024 6.05% 2024-06-28 2024-12-31 -4.25%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R0.35 R14.23 2.46%
2025 R0.39 R14.87 2.61%
2024 R0.09 R10.62 0.86%