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
2026-09-18
Best year 2025 (35.50%)
Worst year 2024 (5.17%)
TIC ? 0.19%
Total growth 53.80%
Annualised growth 19.42%
Sharpe ratio ? 0.85
Sortino ratio ? 1.25
Calmar ratio ? 1.60
Annualised volatility ? 13.94%
Maximum drawdown ? -11.74%
Distribution yield ? 2.62%
Investment example

R1,000.00 at inception would be worth R1,538.02 now, an increase of R538.02 in total (53.80%) and 19.42% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-09-18

Period Return R1,000
Past week -1.75% R982.51
Past month -2.47% R975.34
3 months 0.31% R1,003.08
6 months 9.02% R1,090.15
12 months (ann.) 18.76% R1,187.46
2 years (ann.) 21.90% R1,485.62
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 6.85% 2026-01-02 2026-09-18 -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 R102.82 1.83%
2025 R2.15 R97.74 2.20%
2024 R1.59 R73.44 2.17%