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
- 2026-07-22
Best year
2025 (22.52%)
Worst year
2026 (3.47%)
TIC
?
0.60%
Total growth
34.07%
Annualised growth
16.66%
Sharpe ratio
?
0.83
Sortino ratio
?
1.26
Calmar ratio
?
2.00
Annualised volatility
?
10.94%
Maximum drawdown
?
-8.08%
Distribution yield
?
1.83%
R1,000.00 at inception would be worth R1,340.66 now, an increase of R340.66 in total (34.07%) and 16.66% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-07-22
| Period | Return | R1,000 |
|---|---|---|
| Past week | -1.02% | R989.84 |
| Past month | -1.07% | R989.32 |
| 3 months | -0.45% | R995.50 |
| 6 months | 1.60% | R1,015.96 |
| 12 months (ann.) | 14.72% | R1,147.09 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 3.47% | 2026-01-02 | 2026-07-22 | -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 | R12.66 | 1.51% |
| 2025 | R0.20 | R12.49 | 1.57% |