TFSA ETF
Satrix
STXGLB - Satrix Global Balanced Fund of Funds
ETF Info
- Name
- Satrix Global Balanced Fund of Funds
- Symbol
- STXGLB
- Provider
- Satrix
- Distribution
- Distributing (Quarterly)
- First price
- 2024-12-04
- Latest price
- 2026-07-22
Best year
2026 (7.39%)
Worst year
2024 (0.69%)
TIC
?
0.38%
Total growth
12.01%
Annualised growth
7.21%
Sharpe ratio
?
0.05
Sortino ratio
?
0.08
Calmar ratio
?
1.30
Annualised volatility
?
9.78%
Maximum drawdown
?
-5.78%
Distribution yield
?
0.73%
R1,000.00 at inception would be worth R1,120.08 now, an increase of R120.08 in total (12.01%) and 7.21% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-07-22
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.00% | R999.98 |
| Past month | -0.27% | R997.29 |
| 3 months | 2.68% | R1,026.80 |
| 6 months | 8.27% | R1,082.68 |
| 12 months (ann.) | 7.20% | R1,071.91 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 7.39% | 2026-01-02 | 2026-07-22 | -5.78% |
| 2025 | 3.82% | 2025-01-02 | 2025-12-31 | -4.96% |
| 2024 | 0.69% | 2024-12-04 | 2024-12-31 | -2.75% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.26 | R59.31 | 0.44% |
| 2025 | R0.53 | R55.72 | 0.96% |