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
2026-07-21
Best year 2025 (43.28%)
Worst year 2026 (-5.41%)
TIC ? 0.61%
Total growth 45.52%
Annualised growth 19.96%
Sharpe ratio ? 0.75
Sortino ratio ? 1.07
Calmar ratio ? 1.39
Annualised volatility ? 17.84%
Maximum drawdown ? -14.71%
Distribution yield ? 3.22%
Investment example

R1,000.00 at inception would be worth R1,455.25 now, an increase of R455.25 in total (45.52%) and 19.96% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-21

Period Return R1,000
Past week -1.23% R987.70
Past month -2.78% R972.19
3 months -7.96% R920.37
6 months -8.66% R913.44
12 months (ann.) 12.62% R1,126.15
2 years (ann.) 20.64% R1,455.13
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 -5.41% 2026-01-05 2026-07-21 -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 R13.84 2.53%
2025 R0.39 R14.87 2.61%
2024 R0.09 R10.62 0.86%