TFSA ETF Satrix

STXLVL - Satrix Low Volatility ETF

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ETF Info

Name
Satrix Low Volatility ETF
Symbol
STXLVL
Provider
Satrix
Distribution
Distributing (Quarterly)
First price
2018-03-27
Latest price
2026-09-18
Best year 2025 (27.51%)
Worst year 2020 (-18.80%)
TIC ? 0.77%
Total growth 67.82%
Annualised growth 6.30%
Sharpe ratio ? 0.17
Sortino ratio ? 0.24
Calmar ratio ? 0.27
Annualised volatility ? 20.18%
Maximum drawdown ? -38.40%
Distribution yield ? 3.45%
Investment example

R1,000.00 at inception would be worth R1,678.20 now, an increase of R678.20 in total (67.82%) and 6.30% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-09-18

Period Return R1,000
Past week -0.93% R990.74
Past month -1.51% R984.88
3 months 1.44% R1,014.39
6 months 5.49% R1,054.87
12 months (ann.) 9.71% R1,097.07
2 years (ann.) 14.61% R1,313.32
3 years (ann.) 17.23% R1,611.43
5 years (ann.) 11.53% R1,725.30
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 1.06% 2026-01-02 2026-09-18 -12.94%
2025 27.51% 2025-01-02 2025-12-31 -9.75%
2024 13.60% 2024-01-02 2024-12-30 -5.00%
2023 12.35% 2023-01-03 2023-12-28 -13.38%
2022 0.20% 2022-01-03 2022-12-30 -15.92%
2021 13.26% 2021-01-04 2021-12-31 -20.38%
2020 -18.80% 2020-01-02 2020-12-30 -38.40%
2019 17.88% 2019-01-03 2019-12-30 -13.49%
2018 -5.86% 2018-03-27 2018-12-31 -14.34%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R0.39 R14.98 2.64%
2025 R0.41 R15.14 2.71%
2024 R0.34 R12.25 2.77%
2023 R0.23 R11.08 2.11%