TFSA ETF Satrix

STXJGE - Satrix JSE Global Equity ETF

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ETF Info

Name
Satrix JSE Global Equity ETF
Symbol
STXJGE
Provider
Satrix
Distribution
Distributing (Quarterly)
Inception
March 12, 2024
First price
2024-04-15
Latest price
2026-07-22
Best year 2025 (35.50%)
Worst year 2024 (5.17%)
TIC ? 0.19%
Total growth 52.62%
Annualised growth 20.50%
Sharpe ratio ? 0.91
Sortino ratio ? 1.34
Calmar ratio ? 1.69
Annualised volatility ? 14.05%
Maximum drawdown ? -11.74%
Distribution yield ? 2.64%
Investment example

R1,000.00 at inception would be worth R1,526.20 now, an increase of R526.20 in total (52.62%) and 20.50% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week 0.30% R1,003.05
Past month -0.68% R993.16
3 months -0.61% R993.92
6 months 2.44% R1,024.38
12 months (ann.) 21.48% R1,214.65
2 years (ann.) 21.00% R1,463.79
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 6.03% 2026-01-02 2026-07-22 -11.74%
2025 35.50% 2025-01-02 2025-12-31 -9.10%
2024 5.17% 2024-04-15 2024-12-31 -7.02%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R1.88 R102.03 1.84%
2025 R2.15 R97.74 2.20%
2024 R1.59 R73.44 2.17%