TFSA ETF
Satrix
STXILB - Satrix ILBI Portfolio ETF
ETF Info
- Name
- Satrix ILBI Portfolio ETF
- Symbol
- STXILB
- Provider
- Satrix
- Distribution
- Distributing (Semi-annual)
- First price
- 2017-02-24
- Latest price
- 2026-10-16
Best year
2021 (15.45%)
Worst year
2017 (-1.42%)
TIC
?
0.25%
Total growth
76.82%
Annualised growth
6.09%
Sharpe ratio
?
0.09
Sortino ratio
?
0.15
Calmar ratio
?
0.30
Annualised volatility
?
24.06%
Maximum drawdown
?
-30.39%
Distribution yield
?
2.49%
R1,000.00 at inception would be worth R1,768.22 now, an increase of R768.22 in total (76.82%) and 6.09% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.84% | R991.56 |
| Past month | -0.53% | R994.71 |
| 3 months | 0.96% | R1,009.56 |
| 6 months | 4.42% | R1,044.16 |
| 12 months (ann.) | 15.04% | R1,150.33 |
| 2 years (ann.) | 11.64% | R1,246.14 |
| 3 years (ann.) | 11.38% | R1,381.81 |
| 5 years (ann.) | 8.32% | R1,491.11 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 7.67% | 2026-01-02 | 2026-10-16 | -6.64% |
| 2025 | 15.38% | 2025-01-02 | 2025-12-31 | -1.87% |
| 2024 | 6.98% | 2024-01-02 | 2024-12-31 | -2.73% |
| 2023 | 6.72% | 2023-01-03 | 2023-12-29 | -5.05% |
| 2022 | 2.59% | 2022-01-03 | 2022-12-30 | -6.68% |
| 2021 | 15.45% | 2021-01-04 | 2021-12-31 | -2.86% |
| 2020 | 4.66% | 2020-01-03 | 2020-12-30 | -18.39% |
| 2019 | 2.48% | 2019-01-03 | 2019-12-30 | -4.52% |
| 2018 | 0.53% | 2018-01-02 | 2018-12-31 | -17.90% |
| 2017 | -1.42% | 2017-02-24 | 2017-12-27 | -30.39% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.16 | R9.40 | 1.65% |
| 2025 | R0.24 | R8.92 | 2.66% |
| 2024 | R0.19 | R7.98 | 2.32% |