TFSA ETF
ETFSA
ETFSAB - ETFSA Balanced Foundation Prescient AMETF
ETF Info
- Name
- ETFSA Balanced Foundation Prescient AMETF
- Symbol
- ETFSAB
- Provider
- ETFSA
- Distribution
- Distributing (Quarterly)
- First price
- 2024-08-26
- Latest price
- 2026-11-03
Best year
2025 (22.52%)
Worst year
2026 (5.61%)
TIC
?
0.60%
Total growth
36.84%
Annualised growth
15.42%
Sharpe ratio
?
0.75
Sortino ratio
?
1.14
Calmar ratio
?
1.86
Annualised volatility
?
10.65%
Maximum drawdown
?
-8.08%
Distribution yield
?
1.49%
R1,000.00 at inception would be worth R1,368.41 now, an increase of R368.41 in total (36.84%) and 15.42% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.15% | R998.45 |
| Past month | 0.56% | R1,005.61 |
| 3 months | 0.48% | R1,004.83 |
| 6 months | 2.09% | R1,020.89 |
| 12 months (ann.) | 7.87% | R1,078.69 |
| 2 years (ann.) | 14.55% | R1,311.96 |
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 5.61% | 2026-01-02 | 2026-11-03 | -6.55% |
| 2025 | 22.52% | 2025-01-02 | 2025-12-31 | -8.08% |
| 2024 | 6.76% | 2024-08-26 | 2024-12-31 | -2.22% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.19 | R12.92 | 1.49% |
| 2025 | R0.20 | R12.49 | 1.57% |