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
- 2026-10-16
Best year
2025 (27.50%)
Worst year
2026 (-1.02%)
TIC
?
1.29%
Total growth
31.43%
Annualised growth
15.49%
Sharpe ratio
?
0.47
Sortino ratio
?
0.67
Calmar ratio
?
0.98
Annualised volatility
?
20.37%
Maximum drawdown
?
-16.92%
Distribution yield
?
0.20%
R1,000.00 at inception would be worth R1,314.27 now, an increase of R314.27 in total (31.43%) and 15.49% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | -5.34% | R946.60 |
| Past month | -1.07% | R989.30 |
| 3 months | -3.31% | R966.87 |
| 6 months | -10.40% | R896.04 |
| 12 months (ann.) | -2.07% | R979.29 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -1.02% | 2026-01-02 | 2026-10-16 | -14.08% |
| 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 | R12.94 | 0.20% |
| 2025 | R0.17 | R12.93 | 1.29% |