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
- 2026-10-16
Best year
2026 (7.30%)
Worst year
2024 (0.69%)
TIC
?
0.38%
Total growth
11.91%
Annualised growth
6.22%
Sharpe ratio
?
-0.05
Sortino ratio
?
-0.07
Calmar ratio
?
1.13
Annualised volatility
?
9.56%
Maximum drawdown
?
-5.78%
Distribution yield
?
0.73%
R1,000.00 at inception would be worth R1,119.14 now, an increase of R119.14 in total (11.91%) and 6.22% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.82% | R991.80 |
| Past month | 1.23% | R1,012.30 |
| 3 months | -0.32% | R996.79 |
| 6 months | 3.76% | R1,037.59 |
| 12 months (ann.) | 4.28% | R1,042.77 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 7.30% | 2026-01-02 | 2026-10-16 | -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 | R59.26 | 0.44% |
| 2025 | R0.53 | R55.72 | 0.96% |