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
- 2026-11-03
Best year
2026 (7.17%)
Worst year
2024 (0.69%)
TIC
?
0.38%
Total growth
11.77%
Annualised growth
5.99%
Sharpe ratio
?
-0.07
Sortino ratio
?
-0.10
Calmar ratio
?
1.10
Annualised volatility
?
9.49%
Maximum drawdown
?
-5.78%
Distribution yield
?
0.67%
R1,000.00 at inception would be worth R1,117.75 now, an increase of R117.75 in total (11.77%) and 5.99% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.66% | R993.44 |
| Past month | -1.37% | R986.28 |
| 3 months | -1.04% | R989.58 |
| 6 months | 0.57% | R1,005.70 |
| 12 months (ann.) | 3.32% | R1,033.15 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 7.17% | 2026-01-02 | 2026-11-03 | -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 | R0.40 | R59.05 | 0.67% |
| 2025 | R0.53 | R55.72 | 0.96% |