TFSA ETF
Satrix
STXRAF - Satrix RAFI 40 ETF
ETF Info
- Name
- Satrix RAFI 40 ETF
- Symbol
- STXRAF
- Provider
- Satrix
- Distribution
- Distributing (Quarterly)
- Inception
- Oct. 16, 2008
- First price
- 2015-03-02
- Latest price
- 2026-10-16
Best year
2025 (52.78%)
Worst year
2015 (-13.55%)
TIC
?
0.58%
Total growth
223.98%
Annualised growth
10.64%
Sharpe ratio
?
0.26
Sortino ratio
?
0.37
Calmar ratio
?
0.29
Annualised volatility
?
19.66%
Maximum drawdown
?
-41.67%
Distribution yield
?
2.58%
R1,000.00 at inception would be worth R3,239.76 now, an increase of R2,239.76 in total (223.98%) and 10.64% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | 2.05% | R1,020.52 |
| Past month | -1.94% | R980.56 |
| 3 months | 6.92% | R1,069.23 |
| 6 months | -3.84% | R961.60 |
| 12 months (ann.) | 8.41% | R1,084.04 |
| 2 years (ann.) | 23.89% | R1,534.48 |
| 3 years (ann.) | 21.40% | R1,789.46 |
| 5 years (ann.) | 16.44% | R2,140.27 |
| 10 years (ann.) | 12.64% | R3,286.20 |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 3.36% | 2026-01-02 | 2026-10-16 | -16.60% |
| 2025 | 52.78% | 2025-01-02 | 2025-12-31 | -10.73% |
| 2024 | 7.07% | 2024-01-02 | 2024-12-31 | -18.85% |
| 2023 | 4.70% | 2023-01-03 | 2023-12-29 | -20.41% |
| 2022 | 8.03% | 2022-01-03 | 2022-12-30 | -16.19% |
| 2021 | 38.32% | 2021-01-04 | 2021-12-31 | -7.00% |
| 2020 | -3.96% | 2020-01-02 | 2020-12-31 | -41.67% |
| 2019 | 10.73% | 2019-01-02 | 2019-12-31 | -11.25% |
| 2018 | -4.54% | 2018-01-02 | 2018-12-31 | -13.85% |
| 2017 | 14.98% | 2017-01-03 | 2017-12-29 | -8.43% |
| 2016 | 20.41% | 2016-01-04 | 2016-12-30 | -25.35% |
| 2015 | -13.55% | 2015-03-02 | 2015-12-31 | -22.36% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.69 | R35.81 | 1.94% |
| 2025 | R0.67 | R35.02 | 1.93% |
| 2024 | R0.68 | R23.33 | 2.91% |
| 2023 | R0.27 | R22.74 | 1.17% |