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
- 2026-11-03
Best year
2021 (40.91%)
Worst year
2022 (-14.39%)
TIC
?
0.25%
Total growth
335.94%
Annualised growth
17.20%
Sharpe ratio
?
0.59
Sortino ratio
?
0.88
Calmar ratio
?
0.74
Annualised volatility
?
18.09%
Maximum drawdown
?
-23.76%
R1,000.00 at inception would be worth R4,359.39 now, an increase of R3,359.39 in total (335.94%) and 17.20% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | -2.05% | R979.52 |
| Past month | -2.25% | R977.45 |
| 3 months | 0.06% | R1,000.60 |
| 6 months | 4.33% | R1,043.32 |
| 12 months (ann.) | 6.26% | R1,062.53 |
| 2 years (ann.) | 12.29% | R1,260.67 |
| 3 years (ann.) | 17.38% | R1,617.52 |
| 5 years (ann.) | 12.98% | R1,840.84 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 10.88% | 2026-01-02 | 2026-11-03 | -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% |