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
2026-09-18
Best year 2025 (43.28%)
Worst year 2026 (1.09%)
TIC ? 0.61%
Total growth 55.51%
Annualised growth 21.97%
Sharpe ratio ? 0.85
Sortino ratio ? 1.23
Calmar ratio ? 1.52
Annualised volatility ? 18.09%
Maximum drawdown ? -14.71%
Distribution yield ? 3.01%
Investment example

R1,000.00 at inception would be worth R1,555.14 now, an increase of R555.14 in total (55.51%) and 21.97% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-09-18

Period Return R1,000
Past week -3.21% R967.93
Past month -1.73% R982.72
3 months 3.89% R1,038.93
6 months 7.35% R1,073.55
12 months (ann.) 12.69% R1,126.77
2 years (ann.) 22.42% R1,498.30
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 1.09% 2026-01-05 2026-09-18 -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 R14.79 2.36%
2025 R0.39 R14.87 2.61%
2024 R0.09 R10.62 0.86%