TFSA ETF
Satrix
STXQUA - Satrix Quality South Africa Portfolio ETF
ETF Info
- Name
- Satrix Quality South Africa Portfolio ETF
- Symbol
- STXQUA
- Provider
- Satrix
- Distribution
- Distributing (Variable)
- First price
- 2017-09-27
- Latest price
- 2026-11-03
Best year
2025 (32.14%)
Worst year
2018 (-11.81%)
TIC
?
0.59%
Total growth
71.55%
Annualised growth
6.11%
Sharpe ratio
?
0.08
Sortino ratio
?
0.12
Calmar ratio
?
0.20
Annualised volatility
?
23.27%
Maximum drawdown
?
-44.78%
Distribution yield
?
2.02%
R1,000.00 at inception would be worth R1,715.48 now, an increase of R715.48 in total (71.55%) and 6.11% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | -0.38% | R996.24 |
| Past month | -0.47% | R995.31 |
| 3 months | -4.93% | R950.72 |
| 6 months | -4.73% | R952.66 |
| 12 months (ann.) | -1.60% | R983.99 |
| 2 years (ann.) | 9.50% | R1,198.90 |
| 3 years (ann.) | 13.38% | R1,457.67 |
| 5 years (ann.) | 10.41% | R1,640.76 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -6.78% | 2026-01-02 | 2026-11-03 | -16.70% |
| 2025 | 32.14% | 2025-01-02 | 2025-12-31 | -8.94% |
| 2024 | 10.74% | 2024-01-02 | 2024-12-30 | -13.17% |
| 2023 | 11.25% | 2023-01-03 | 2023-12-28 | -22.61% |
| 2022 | 4.64% | 2022-01-03 | 2022-12-28 | -28.28% |
| 2021 | 4.97% | 2021-01-04 | 2021-12-31 | -27.36% |
| 2020 | -9.03% | 2020-01-02 | 2020-12-29 | -44.78% |
| 2019 | 4.00% | 2019-01-02 | 2019-12-30 | -24.68% |
| 2018 | -11.81% | 2018-01-02 | 2018-12-31 | -21.39% |
| 2017 | 26.21% | 2017-09-27 | 2017-12-29 | -3.62% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.21 | R10.61 | 2.02% |
| 2025 | R0.32 | R11.55 | 2.78% |
| 2024 | R0.31 | R8.95 | 3.44% |
| 2023 | R0.39 | R8.43 | 4.59% |
| 2022 | R0.44 | R8.06 | 5.52% |
| 2021 | R0.16 | R8.19 | 1.94% |