TFSA ETF Satrix

STXRES - Satrix RESI ETF

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ETF Info

Name
Satrix RESI ETF
Symbol
STXRES
Provider
Satrix
Distribution
Distributing (Quarterly)
First price
2015-03-02
Latest price
2026-07-22
Best year 2025 (132.46%)
Worst year 2015 (-40.84%)
TIC ? 0.49%
Total growth 264.57%
Annualised growth 12.03%
Sharpe ratio ? 0.30
Sortino ratio ? 0.43
Calmar ratio ? 0.31
Annualised volatility ? 30.99%
Maximum drawdown ? -51.78%
Distribution yield ? 2.92%
Investment example

R1,000.00 at inception would be worth R3,645.72 now, an increase of R2,645.72 in total (264.57%) and 12.03% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week 2.87% R1,028.68
Past month -3.59% R964.09
3 months -20.69% R793.07
6 months -24.91% R750.86
12 months (ann.) 28.84% R1,288.23
2 years (ann.) 36.44% R1,860.78
3 years (ann.) 21.79% R1,806.68
5 years (ann.) 14.99% R2,010.59
10 years (ann.) 17.27% R4,918.71

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 -12.60% 2026-01-02 2026-07-22 -35.58%
2025 132.46% 2025-01-02 2025-12-31 -31.83%
2024 -5.66% 2024-01-02 2024-12-31 -38.64%
2023 -15.66% 2023-01-03 2023-12-29 -36.74%
2022 6.43% 2022-01-03 2022-12-30 -34.31%
2021 25.17% 2021-01-04 2021-12-31 -19.89%
2020 18.57% 2020-01-02 2020-12-31 -44.13%
2019 28.73% 2019-01-02 2019-12-31 -13.24%
2018 15.67% 2018-01-02 2018-12-31 -20.01%
2017 14.60% 2017-01-03 2017-12-29 -32.69%
2016 31.55% 2016-01-04 2016-12-30 -51.78%
2015 -40.84% 2015-03-02 2015-12-31 -47.93%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R2.55 R111.97 2.28%
2025 R1.48 R129.01 1.15%
2024 R1.09 R54.34 2.01%
2023 R2.27 R59.87 3.78%
2022 R3.97 R72.39 5.48%
2021 R4.47 R72.20 6.19%
2020 R1.39 R58.59 2.38%
2019 R1.58 R50.27 3.15%
2018 R1.34 R41.83 3.21%
2017 R0.95 R37.09 2.57%
2016 R0.40 R32.80 1.22%
2015 R1.37 R25.61 5.35%