TFSA ETF
Satrix
STX500 - Satrix S&P 500 ETF
ETF Info
- Name
- Satrix S&P 500 ETF
- Symbol
- STX500
- Provider
- Satrix
- Distribution
- Accumulating
- First price
- 2017-07-25
- Latest price
- 2026-10-16
Best year
2021 (40.91%)
Worst year
2022 (-14.39%)
TIC
?
0.25%
Total growth
341.87%
Annualised growth
17.47%
Sharpe ratio
?
0.60
Sortino ratio
?
0.90
Calmar ratio
?
0.75
Annualised volatility
?
18.13%
Maximum drawdown
?
-23.76%
R1,000.00 at inception would be worth R4,418.75 now, an increase of R3,418.75 in total (341.87%) and 17.47% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | -1.44% | R985.60 |
| Past month | 2.80% | R1,028.00 |
| 3 months | 3.07% | R1,030.72 |
| 6 months | 10.92% | R1,109.18 |
| 12 months (ann.) | 10.61% | R1,106.03 |
| 2 years (ann.) | 12.15% | R1,257.66 |
| 3 years (ann.) | 16.84% | R1,595.20 |
| 5 years (ann.) | 15.39% | R2,045.50 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 12.39% | 2026-01-02 | 2026-10-16 | -8.92% |
| 2025 | 4.31% | 2025-01-02 | 2025-12-31 | -14.81% |
| 2024 | 27.58% | 2024-01-02 | 2024-12-31 | -7.32% |
| 2023 | 36.66% | 2023-01-03 | 2023-12-29 | -15.26% |
| 2022 | -14.39% | 2022-01-03 | 2022-12-30 | -23.76% |
| 2021 | 40.91% | 2021-01-04 | 2021-12-31 | -8.46% |
| 2020 | 22.12% | 2020-01-02 | 2020-12-31 | -21.76% |
| 2019 | 28.60% | 2019-01-02 | 2019-12-31 | -20.64% |
| 2018 | 9.92% | 2018-01-02 | 2018-12-31 | -20.22% |
| 2017 | 4.05% | 2017-07-25 | 2017-12-29 | -11.14% |