TFSA ETF
Satrix
STXIND - Satrix Capped INDI ETF
ETF Info
- Name
- Satrix Capped INDI ETF
- Symbol
- STXIND
- Provider
- Satrix
- Distribution
- Distributing (Variable)
- First price
- 2015-03-02
- Latest price
- 2026-11-03
Best year
2021 (25.86%)
Worst year
2018 (-19.11%)
TIC
?
0.46%
Total growth
126.53%
Annualised growth
7.26%
Sharpe ratio
?
0.09
Sortino ratio
?
0.13
Calmar ratio
?
0.24
Annualised volatility
?
18.01%
Maximum drawdown
?
-36.25%
Distribution yield
?
2.09%
R1,000.00 at inception would be worth R2,265.35 now, an increase of R1,265.35 in total (126.53%) and 7.26% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | 1.25% | R1,012.51 |
| Past month | 5.40% | R1,053.98 |
| 3 months | -6.63% | R933.75 |
| 6 months | -4.38% | R956.24 |
| 12 months (ann.) | -10.25% | R897.54 |
| 2 years (ann.) | 4.77% | R1,097.55 |
| 3 years (ann.) | 10.14% | R1,336.19 |
| 5 years (ann.) | 8.66% | R1,514.85 |
| 10 years (ann.) | 8.28% | R2,215.28 |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -7.65% | 2026-01-02 | 2026-11-03 | -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 | R2.56 | R122.26 | 2.09% |
| 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% |