TFSA ETF
EasyETFs
EASYBF - EasyETFs Balanced Actively Managed ETF
ETF Info
- Name
- EasyETFs Balanced Actively Managed ETF
- Symbol
- EASYBF
- Provider
- EasyETFs
- Distribution
- Distributing
- First price
- 2024-11-22
- Latest price
- 2026-09-18
Best year
2025 (27.50%)
Worst year
2026 (1.37%)
TIC
?
1.29%
Total growth
34.61%
Annualised growth
17.73%
Sharpe ratio
?
0.57
Sortino ratio
?
0.81
Calmar ratio
?
1.10
Annualised volatility
?
20.30%
Maximum drawdown
?
-16.92%
R1,000.00 at inception would be worth R1,346.13 now, an increase of R346.13 in total (34.61%) and 17.73% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-09-18
| Period | Return | R1,000 |
|---|---|---|
| Past week | -1.41% | R985.89 |
| Past month | -4.05% | R959.54 |
| 3 months | -10.87% | R891.28 |
| 6 months | 1.68% | R1,016.85 |
| 12 months (ann.) | 6.93% | R1,069.24 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 1.37% | 2026-01-02 | 2026-09-18 | -13.98% |
| 2025 | 27.50% | 2025-01-02 | 2025-12-31 | -16.92% |
| 2024 | 3.40% | 2024-11-22 | 2024-12-31 | -2.98% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2025 | R0.17 | R12.93 | 1.29% |