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
- 2026-11-03
Best year
2023 (33.10%)
Worst year
2022 (-15.92%)
TIC
?
0.34%
Total growth
102.97%
Annualised growth
12.21%
Sharpe ratio
?
0.36
Sortino ratio
?
0.54
Calmar ratio
?
0.50
Annualised volatility
?
16.71%
Maximum drawdown
?
-25.92%
R1,000.00 at inception would be worth R2,029.73 now, an increase of R1,029.73 in total (102.97%) and 12.21% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | -1.04% | R989.64 |
| Past month | -1.72% | R982.76 |
| 3 months | -0.15% | R998.51 |
| 6 months | 4.03% | R1,040.33 |
| 12 months (ann.) | 6.43% | R1,064.27 |
| 2 years (ann.) | 12.13% | R1,257.20 |
| 3 years (ann.) | 15.64% | R1,546.70 |
| 5 years (ann.) | 10.39% | R1,639.17 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 9.68% | 2026-01-02 | 2026-11-03 | -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% |