TFSA ETF Satrix

STXDIV - Satrix DIVI ETF

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ETF Info

Name
Satrix DIVI ETF
Symbol
STXDIV
Provider
Satrix
Distribution
Distributing (Variable)
First price
2015-03-02
Latest price
2026-07-22
Best year 2021 (33.90%)
Worst year 2015 (-24.31%)
TIC ? 0.57%
Total growth 120.81%
Annualised growth 7.20%
Sharpe ratio ? 0.10
Sortino ratio ? 0.14
Calmar ratio ? 0.21
Annualised volatility ? 19.33%
Maximum drawdown ? -42.49%
Distribution yield ? 5.06%
Investment example

R1,000.00 at inception would be worth R2,208.12 now, an increase of R1,208.12 in total (120.81%) and 7.20% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week -1.64% R983.60
Past month -3.90% R960.95
3 months -5.46% R945.40
6 months -4.29% R957.10
12 months (ann.) 10.01% R1,100.01
2 years (ann.) 10.38% R1,218.20
3 years (ann.) 10.04% R1,332.69
5 years (ann.) 8.51% R1,503.94
10 years (ann.) 9.31% R2,436.13

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 -0.90% 2026-01-02 2026-07-22 -11.51%
2025 18.59% 2025-01-02 2025-12-31 -20.97%
2024 5.06% 2024-01-02 2024-12-31 -21.47%
2023 -5.93% 2023-01-03 2023-12-29 -23.03%
2022 12.42% 2022-01-03 2022-12-30 -18.27%
2021 33.90% 2021-01-04 2021-12-31 -8.90%
2020 4.33% 2020-01-02 2020-12-31 -42.49%
2019 7.20% 2019-01-02 2019-12-31 -12.85%
2018 -2.50% 2018-01-02 2018-12-31 -11.77%
2017 25.08% 2017-01-03 2017-12-29 -14.24%
2016 27.11% 2016-01-04 2016-12-30 -32.74%
2015 -24.31% 2015-03-02 2015-12-31 -31.84%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R0.11 R2.88 3.69%
2025 R0.14 R3.00 4.81%
2024 R0.14 R2.66 5.17%
2023 R0.26 R2.72 9.52%
2022 R0.25 R3.20 7.76%
2021 R0.16 R3.07 5.28%
2020 R0.10 R2.41 4.01%
2019 R0.12 R2.41 5.03%
2018 R0.11 R2.41 4.73%
2017 R0.07 R2.58 2.59%
2016 R0.07 R2.11 3.45%
2015 R0.09 R1.77 5.08%