TFSA ETF
Satrix
STXGBD - Satrix Global Aggregate Bond Feeder Portfolio
ETF Info
- Name
- Satrix Global Aggregate Bond Feeder Portfolio
- Symbol
- STXGBD
- Provider
- Satrix
- Distribution
- Distributing (Semi-annual)
- First price
- 2020-08-19
- Latest price
- 2026-10-16
Best year
2023 (14.05%)
Worst year
2020 (-12.90%)
TIC
?
0.44%
Total growth
-16.17%
Annualised growth
-2.82%
Sharpe ratio
?
-0.69
Sortino ratio
?
-1.03
Calmar ratio
?
-0.08
Annualised volatility
?
13.20%
Maximum drawdown
?
-26.55%
Distribution yield
?
4.70%
R1,000.00 at inception would be worth R838.33 now, an increase of R-161.67 in total (-16.17%) and -2.82% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.12% | R1,001.15 |
| Past month | 0.49% | R1,004.91 |
| 3 months | -1.70% | R982.95 |
| 6 months | -1.52% | R984.79 |
| 12 months (ann.) | -6.94% | R930.68 |
| 2 years (ann.) | -2.59% | R948.85 |
| 3 years (ann.) | -0.74% | R978.07 |
| 5 years (ann.) | 0.27% | R1,013.81 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -2.43% | 2026-01-02 | 2026-10-16 | -17.77% |
| 2025 | -4.30% | 2025-01-02 | 2025-12-31 | -13.71% |
| 2024 | -0.02% | 2024-01-02 | 2024-12-31 | -15.30% |
| 2023 | 14.05% | 2023-01-03 | 2023-12-29 | -20.37% |
| 2022 | -9.97% | 2022-01-03 | 2022-12-30 | -26.55% |
| 2021 | 2.50% | 2021-01-04 | 2021-12-30 | -22.60% |
| 2020 | -12.90% | 2020-08-19 | 2020-12-30 | -14.28% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R1.09 | R34.77 | 3.15% |
| 2025 | R1.09 | R37.03 | 2.94% |
| 2024 | R0.99 | R40.01 | 2.46% |
| 2023 | R0.73 | R41.23 | 1.78% |
| 2022 | R0.40 | R36.67 | 1.09% |
| 2021 | R0.39 | R41.17 | 0.94% |