TFSA ETF
Satrix
STXESG - Satrix MSCI World ESG Enhanced ETF
ETF Info
- Name
- Satrix MSCI World ESG Enhanced ETF
- Symbol
- STXESG
- Provider
- Satrix
- Distribution
- Accumulating
- First price
- 2020-09-10
- Latest price
- 2026-10-16
Best year
2023 (33.10%)
Worst year
2022 (-15.92%)
TIC
?
0.34%
Total growth
104.51%
Annualised growth
12.45%
Sharpe ratio
?
0.37
Sortino ratio
?
0.56
Calmar ratio
?
0.51
Annualised volatility
?
16.76%
Maximum drawdown
?
-25.92%
R1,000.00 at inception would be worth R2,045.11 now, an increase of R1,045.11 in total (104.51%) and 12.45% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.61% | R993.91 |
| Past month | 2.08% | R1,020.80 |
| 3 months | 2.55% | R1,025.46 |
| 6 months | 8.39% | R1,083.94 |
| 12 months (ann.) | 8.52% | R1,085.10 |
| 2 years (ann.) | 11.32% | R1,238.94 |
| 3 years (ann.) | 14.95% | R1,519.08 |
| 5 years (ann.) | 12.40% | R1,793.68 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 10.51% | 2026-01-02 | 2026-10-16 | -6.60% |
| 2025 | 6.10% | 2025-01-02 | 2025-12-31 | -11.76% |
| 2024 | 20.25% | 2024-01-02 | 2024-12-31 | -6.38% |
| 2023 | 33.10% | 2023-01-03 | 2023-12-29 | -16.89% |
| 2022 | -15.92% | 2022-01-03 | 2022-12-30 | -25.92% |
| 2021 | 32.38% | 2021-01-04 | 2021-12-31 | -5.84% |
| 2020 | -0.18% | 2020-09-10 | 2020-12-31 | -8.17% |