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
- 2026-09-18
Best year
2025 (22.52%)
Worst year
2026 (5.10%)
TIC
?
0.60%
Total growth
36.18%
Annualised growth
16.16%
Sharpe ratio
?
0.80
Sortino ratio
?
1.21
Calmar ratio
?
1.94
Annualised volatility
?
10.78%
Maximum drawdown
?
-8.08%
Distribution yield
?
1.80%
R1,000.00 at inception would be worth R1,361.84 now, an increase of R361.84 in total (36.18%) and 16.16% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-09-18
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.85% | R991.52 |
| Past month | -0.46% | R995.36 |
| 3 months | 0.26% | R1,002.62 |
| 6 months | 6.07% | R1,060.68 |
| 12 months (ann.) | 10.34% | R1,103.37 |
| 2 years (ann.) | 15.30% | R1,329.16 |
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 5.10% | 2026-01-02 | 2026-09-18 | -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 | R12.86 | 1.48% |
| 2025 | R0.20 | R12.49 | 1.57% |