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
- 2026-07-22
Best year
2025 (27.50%)
Worst year
2024 (3.40%)
TIC
?
1.29%
Total growth
39.68%
Annualised growth
22.27%
Sharpe ratio
?
0.76
Sortino ratio
?
1.09
Calmar ratio
?
1.33
Annualised volatility
?
20.22%
Maximum drawdown
?
-16.92%
Distribution yield
?
1.21%
R1,000.00 at inception would be worth R1,396.81 now, an increase of R396.81 in total (39.68%) and 22.27% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-07-22
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.44% | R1,004.37 |
| Past month | -8.26% | R917.44 |
| 3 months | -5.49% | R945.13 |
| 6 months | 1.92% | R1,019.23 |
| 12 months (ann.) | 24.96% | R1,249.38 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 5.19% | 2026-01-02 | 2026-07-22 | -11.13% |
| 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% |