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
- 2026-11-03
Best year
2025 (27.50%)
Worst year
2026 (-4.31%)
TIC
?
1.29%
Total growth
27.06%
Annualised growth
13.09%
Sharpe ratio
?
0.37
Sortino ratio
?
0.52
Calmar ratio
?
0.85
Annualised volatility
?
20.47%
Maximum drawdown
?
-17.20%
Distribution yield
?
0.21%
R1,000.00 at inception would be worth R1,270.60 now, an increase of R270.60 in total (27.06%) and 13.09% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | -2.19% | R978.11 |
| Past month | -10.58% | R894.21 |
| 3 months | -8.03% | R919.65 |
| 6 months | -14.90% | R850.98 |
| 12 months (ann.) | -5.33% | R946.74 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -4.31% | 2026-01-02 | 2026-11-03 | -17.20% |
| 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 |
|---|---|---|---|
| 2026 | R0.03 | R12.51 | 0.21% |
| 2025 | R0.17 | R12.93 | 1.29% |