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
- 2026-10-16
Best year
2025 (22.52%)
Worst year
2026 (6.02%)
TIC
?
0.60%
Total growth
37.37%
Annualised growth
16.01%
Sharpe ratio
?
0.79
Sortino ratio
?
1.20
Calmar ratio
?
1.92
Annualised volatility
?
10.72%
Maximum drawdown
?
-8.08%
Distribution yield
?
1.49%
R1,000.00 at inception would be worth R1,373.71 now, an increase of R373.71 in total (37.37%) and 16.01% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.17% | R1,001.70 |
| Past month | 0.87% | R1,008.71 |
| 3 months | 2.14% | R1,021.42 |
| 6 months | 1.53% | R1,015.28 |
| 12 months (ann.) | 8.03% | R1,080.20 |
| 2 years (ann.) | 14.32% | R1,306.76 |
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 6.02% | 2026-01-02 | 2026-10-16 | -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 | R12.97 | 1.49% |
| 2025 | R0.20 | R12.49 | 1.57% |