TFSA ETF 1nvest

ETFBND - 1nvest SA Bond ETF

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ETF Info

Name
1nvest SA Bond ETF
Symbol
ETFBND
Provider
1nvest
Distribution
Distributing (Quarterly)
First price
2019-06-04
Latest price
2026-07-22
Best year 2025 (23.49%)
Worst year 2026 (0.81%)
TIC ? 0.29%
Total growth 90.46%
Annualised growth 9.45%
Sharpe ratio ? 0.25
Sortino ratio ? 0.37
Calmar ratio ? 0.56
Annualised volatility ? 10.80%
Maximum drawdown ? -17.43%
Distribution yield ? 8.95%
Investment example

R1,000.00 at inception would be worth R1,904.61 now, an increase of R904.61 in total (90.46%) and 9.45% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week -1.91% R980.86
Past month -2.69% R973.13
3 months -1.40% R986.05
6 months 0.60% R1,005.98
12 months (ann.) 15.69% R1,156.76
2 years (ann.) 15.68% R1,337.88
3 years (ann.) 15.62% R1,545.76
5 years (ann.) 12.10% R1,769.82
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 0.81% 2026-01-02 2026-07-22 -10.48%
2025 23.49% 2025-01-02 2025-12-31 -3.30%
2024 17.32% 2024-01-02 2024-12-31 -7.71%
2023 8.71% 2023-01-03 2023-12-29 -6.53%
2022 6.35% 2022-01-03 2022-12-30 -6.67%
2021 7.46% 2021-01-04 2021-12-31 -5.22%
2020 2.17% 2020-01-02 2020-12-31 -17.43%
2019 1.21% 2019-06-04 2019-12-31 -5.00%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R5.28 R117.85 4.48%
2025 R10.48 R122.43 8.56%
2024 R10.16 R108.62 9.36%
2023 R9.42 R102.61 9.18%
2022 R7.37 R102.89 7.17%