TFSA ETF
Satrix
STXID - Satrix Inclusion and Diversity ETF
ETF Info
- Name
- Satrix Inclusion and Diversity ETF
- Symbol
- STXID
- Provider
- Satrix
- Distribution
- Distributing (Quarterly)
- First price
- 2021-08-11
- Latest price
- 2026-08-05
Best year
2025 (36.15%)
Worst year
2022 (-1.75%)
TIC
?
0.57%
Total growth
90.25%
Annualised growth
13.78%
Sharpe ratio
?
0.58
Sortino ratio
?
0.83
Calmar ratio
?
1.01
Annualised volatility
?
18.47%
Maximum drawdown
?
-17.39%
Distribution yield
?
2.98%
R1,000.00 at inception would be worth R1,902.49 now, an increase of R902.49 in total (90.25%) and 13.78% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-08-05
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.00% | R1,000.00 |
| Past month | 1.19% | R1,011.91 |
| 3 months | -2.74% | R972.64 |
| 6 months | 8.18% | R1,081.84 |
| 12 months (ann.) | 35.20% | R1,351.77 |
| 2 years (ann.) | 28.60% | R1,653.30 |
| 3 years (ann.) | 18.90% | R1,680.94 |
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 13.11% | 2026-01-02 | 2026-08-05 | -6.56% |
| 2025 | 36.15% | 2025-01-02 | 2025-12-31 | -10.76% |
| 2024 | 8.77% | 2024-01-02 | 2024-12-31 | -14.85% |
| 2023 | 4.81% | 2023-01-03 | 2023-12-29 | -17.39% |
| 2022 | -1.75% | 2022-01-03 | 2022-12-29 | -17.08% |
| 2021 | 7.90% | 2021-08-11 | 2021-12-30 | -6.92% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R1.00 | R46.09 | 2.17% |
| 2025 | R1.18 | R41.55 | 2.85% |
| 2024 | R1.27 | R31.20 | 4.08% |
| 2023 | R1.51 | R30.06 | 5.03% |
| 2022 | R1.87 | R29.87 | 6.25% |