TFSA ETF PortfolioMetrix

PMXINC - PortfolioMetrix Active Income Prescient AMETF

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ETF Info

Name
PortfolioMetrix Active Income Prescient AMETF
Symbol
PMXINC
Provider
PortfolioMetrix
Distribution
Distributing (Quarterly)
First price
2024-03-04
Latest price
2026-07-22
Best year 2025 (18.20%)
Worst year 2026 (4.81%)
TIC ? 0.76%
Total growth 44.15%
Annualised growth 16.59%
Sharpe ratio ? 1.47
Sortino ratio ? 2.45
Calmar ratio ? 3.74
Annualised volatility ? 5.93%
Maximum drawdown ? -4.20%
Distribution yield ? 9.32%
Investment example

R1,000.00 at inception would be worth R1,441.55 now, an increase of R441.55 in total (44.15%) and 16.59% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week -0.60% R994.03
Past month -0.18% R998.16
3 months 1.62% R1,016.15
6 months 4.40% R1,044.04
12 months (ann.) 17.57% R1,175.56
2 years (ann.) 15.17% R1,326.16
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 4.81% 2026-01-02 2026-07-22 -4.20%
2025 18.20% 2025-01-02 2025-12-31 -2.86%
2024 15.93% 2024-03-04 2024-12-31 -2.13%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R0.70 R11.65 5.98%
2025 R1.10 R11.79 9.29%
2024 R0.59 R10.99 5.41%