TFSA ETF Satrix

STXIND - Satrix Capped INDI ETF

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ETF Info

Name
Satrix Capped INDI ETF
Symbol
STXIND
Provider
Satrix
Distribution
Distributing (Variable)
First price
2015-03-02
Latest price
2026-10-16
Best year 2021 (25.86%)
Worst year 2018 (-19.11%)
TIC ? 0.46%
Total growth 124.26%
Annualised growth 7.19%
Sharpe ratio ? 0.09
Sortino ratio ? 0.13
Calmar ratio ? 0.24
Annualised volatility ? 18.03%
Maximum drawdown ? -36.25%
Distribution yield ? 2.17%
Investment example

R1,000.00 at inception would be worth R2,242.56 now, an increase of R1,242.56 in total (124.26%) and 7.19% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-10-16

Period Return R1,000
Past week 2.44% R1,024.41
Past month 1.91% R1,019.09
3 months -7.01% R929.92
6 months -7.05% R929.54
12 months (ann.) -10.13% R898.79
2 years (ann.) 4.29% R1,087.54
3 years (ann.) 10.34% R1,343.41
5 years (ann.) 9.64% R1,583.89
10 years (ann.) 7.77% R2,112.96

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 -8.58% 2026-01-02 2026-10-16 -17.03%
2025 17.57% 2025-01-02 2025-12-31 -9.63%
2024 18.42% 2024-01-02 2024-12-31 -8.42%
2023 12.22% 2023-01-03 2023-12-29 -13.82%
2022 -3.18% 2022-01-03 2022-12-30 -25.24%
2021 25.86% 2021-01-04 2021-12-31 -11.03%
2020 11.13% 2020-01-02 2020-12-31 -36.25%
2019 11.59% 2019-01-02 2019-12-31 -28.10%
2018 -19.11% 2018-01-02 2018-12-31 -29.04%
2017 24.37% 2017-01-03 2017-12-29 -13.53%
2016 -6.91% 2016-01-04 2016-12-30 -16.62%
2015 10.90% 2015-03-02 2015-12-31 -12.06%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R1.88 R121.71 1.55%
2025 R2.40 R135.06 1.78%
2024 R2.10 R117.59 1.78%
2023 R1.45 R102.33 1.41%
2022 R1.58 R89.82 1.76%
2021 R0.96 R94.26 1.01%
2020 R0.82 R75.16 1.10%
2019 R1.34 R67.69 1.98%
2018 R1.34 R63.60 2.11%
2017 R0.76 R79.47 0.95%
2016 R1.16 R64.11 1.80%
2015 R1.28 R71.75 1.79%