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
- 2026-07-22
Best year
2023 (33.10%)
Worst year
2022 (-15.92%)
TIC
?
0.34%
Total growth
99.47%
Annualised growth
12.50%
Sharpe ratio
?
0.37
Sortino ratio
?
0.56
Calmar ratio
?
0.51
Annualised volatility
?
17.01%
Maximum drawdown
?
-25.92%
R1,000.00 at inception would be worth R1,994.74 now, an increase of R994.74 in total (99.47%) and 12.50% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-07-22
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.02% | R1,000.20 |
| Past month | 0.17% | R1,001.73 |
| 3 months | 4.68% | R1,046.81 |
| 6 months | 9.98% | R1,099.81 |
| 12 months (ann.) | 10.95% | R1,109.46 |
| 2 years (ann.) | 10.63% | R1,223.73 |
| 3 years (ann.) | 13.56% | R1,464.51 |
| 5 years (ann.) | 12.34% | R1,788.86 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 7.79% | 2026-01-02 | 2026-07-22 | -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% |