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
2026-09-18
Best year 2025 (18.20%)
Worst year 2026 (6.16%)
TIC ? 0.76%
Total growth 46.01%
Annualised growth 16.06%
Sharpe ratio ? 1.40
Sortino ratio ? 2.33
Calmar ratio ? 3.62
Annualised volatility ? 5.85%
Maximum drawdown ? -4.20%
Distribution yield ? 9.21%
Investment example

R1,000.00 at inception would be worth R1,460.11 now, an increase of R460.11 in total (46.01%) and 16.06% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-09-18

Period Return R1,000
Past week 0.43% R1,004.26
Past month 0.60% R1,005.97
3 months 1.10% R1,011.01
6 months 6.02% R1,060.20
12 months (ann.) 14.15% R1,141.39
2 years (ann.) 13.14% R1,279.80
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 6.16% 2026-01-02 2026-09-18 -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 R11.80 5.90%
2025 R1.10 R11.79 9.29%
2024 R0.59 R10.99 5.41%