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
2026-11-02
Best year 2025 (43.28%)
Worst year 2026 (-4.11%)
TIC ? 0.61%
Total growth 47.52%
Annualised growth 18.02%
Sharpe ratio ? 0.67
Sortino ratio ? 0.96
Calmar ratio ? 1.29
Annualised volatility ? 17.83%
Maximum drawdown ? -14.71%
Distribution yield ? 2.49%
Investment example

R1,000.00 at inception would be worth R1,475.23 now, an increase of R475.23 in total (47.52%) and 18.02% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-11-02

Period Return R1,000
Past week -1.06% R989.42
Past month -1.89% R981.12
3 months 0.36% R1,003.58
6 months -3.46% R965.37
12 months (ann.) 2.47% R1,024.70
2 years (ann.) 16.38% R1,354.15
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 -4.11% 2026-01-05 2026-11-02 -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 R14.03 2.49%
2025 R0.39 R14.87 2.61%
2024 R0.09 R10.62 0.86%