TFSA ETF
1nvest
ETFSWX - 1nvest SWIX 40 ETF
ETF Info
- Name
- 1nvest SWIX 40 ETF
- Symbol
- ETFSWX
- Provider
- 1nvest
- Distribution
- Distributing (Quarterly)
- First price
- 2015-03-03
- Latest price
- 2026-11-03
Best year
2025 (41.08%)
Worst year
2018 (-14.78%)
TIC
?
0.35%
Total growth
79.28%
Annualised growth
5.13%
Sharpe ratio
?
0.07
Sortino ratio
?
0.09
Calmar ratio
?
0.22
Annualised volatility
?
23.19%
Maximum drawdown
?
-38.83%
Distribution yield
?
2.57%
R1,000.00 at inception would be worth R1,792.77 now, an increase of R792.77 in total (79.28%) and 5.13% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.28% | R1,002.82 |
| Past month | -0.14% | R998.60 |
| 3 months | -3.03% | R969.71 |
| 6 months | -3.68% | R963.19 |
| 12 months (ann.) | 3.17% | R1,031.67 |
| 2 years (ann.) | 15.08% | R1,324.02 |
| 3 years (ann.) | 15.12% | R1,525.94 |
| 5 years (ann.) | 9.17% | R1,550.90 |
| 10 years (ann.) | 6.57% | R1,889.19 |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -3.64% | 2026-01-02 | 2026-11-03 | -13.85% |
| 2025 | 41.08% | 2025-01-02 | 2025-12-31 | -9.95% |
| 2024 | 6.55% | 2024-01-02 | 2024-12-31 | -13.24% |
| 2023 | 0.31% | 2023-01-03 | 2023-12-29 | -15.49% |
| 2022 | 1.10% | 2022-01-03 | 2022-12-29 | -17.45% |
| 2021 | 12.56% | 2021-01-04 | 2021-12-30 | -16.13% |
| 2020 | 2.10% | 2020-01-02 | 2020-12-31 | -38.83% |
| 2019 | 9.73% | 2019-01-02 | 2019-12-30 | -26.06% |
| 2018 | -14.78% | 2018-01-02 | 2018-12-31 | -28.01% |
| 2017 | 19.58% | 2017-01-03 | 2017-12-29 | -12.65% |
| 2016 | -0.60% | 2016-01-04 | 2016-12-30 | -17.88% |
| 2015 | -2.36% | 2015-03-03 | 2015-12-30 | -14.60% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.73 | R28.49 | 2.57% |
| 2025 | R0.72 | R30.22 | 2.37% |