TFSA ETF
Satrix
STXMMT - Satrix Momentum Portfolio
ETF Info
- Name
- Satrix Momentum Portfolio
- Symbol
- STXMMT
- Provider
- Satrix
- Distribution
- Distributing (Variable)
- First price
- 2018-11-19
- Latest price
- 2026-07-22
Best year
2025 (39.24%)
Worst year
2026 (-6.46%)
TIC
?
0.63%
Total growth
116.42%
Annualised growth
10.59%
Sharpe ratio
?
0.33
Sortino ratio
?
0.45
Calmar ratio
?
0.37
Annualised volatility
?
20.92%
Maximum drawdown
?
-37.01%
Distribution yield
?
2.90%
R1,000.00 at inception would be worth R2,164.24 now, an increase of R1,164.24 in total (116.42%) and 10.59% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-07-22
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.09% | R1,000.90 |
| Past month | -2.45% | R975.53 |
| 3 months | -8.89% | R911.15 |
| 6 months | -11.19% | R888.10 |
| 12 months (ann.) | 12.39% | R1,123.81 |
| 2 years (ann.) | 19.34% | R1,423.81 |
| 3 years (ann.) | 16.28% | R1,572.32 |
| 5 years (ann.) | 13.34% | R1,870.45 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -6.46% | 2026-01-02 | 2026-07-22 | -18.09% |
| 2025 | 39.24% | 2025-01-02 | 2025-12-31 | -10.47% |
| 2024 | 17.52% | 2024-01-02 | 2024-12-30 | -8.16% |
| 2023 | 2.63% | 2023-01-03 | 2023-12-28 | -12.29% |
| 2022 | 2.71% | 2022-01-03 | 2022-12-29 | -15.95% |
| 2021 | 21.88% | 2021-01-04 | 2021-12-31 | -9.07% |
| 2020 | -6.32% | 2020-01-02 | 2020-12-30 | -37.01% |
| 2019 | 16.85% | 2019-01-02 | 2019-12-31 | -10.08% |
| 2018 | -0.52% | 2018-11-19 | 2018-12-31 | -4.92% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.42 | R17.90 | 2.35% |
| 2025 | R0.46 | R19.41 | 2.38% |
| 2024 | R0.38 | R14.24 | 2.65% |
| 2023 | R0.38 | R12.59 | 3.04% |
| 2022 | R0.37 | R12.45 | 2.96% |
| 2021 | R0.11 | R12.43 | 0.92% |