TFSA ETF Satrix

STXSHA - Satrix Shariah Top 40 ETF

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ETF Info

Name
Satrix Shariah Top 40 ETF
Symbol
STXSHA
Provider
Satrix
Distribution
Distributing (Variable)
First price
2015-03-02
Latest price
2026-07-22
Best year 2025 (81.29%)
Worst year 2015 (-21.97%)
TIC ? 0.48%
Total growth 142.18%
Annualised growth 8.08%
Sharpe ratio ? 0.25
Sortino ratio ? 0.41
Calmar ratio ? 0.30
Annualised volatility ? 46.17%
Maximum drawdown ? -62.31%
Distribution yield ? 2.75%
Investment example

R1,000.00 at inception would be worth R2,421.77 now, an increase of R1,421.77 in total (142.18%) and 8.08% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week 2.03% R1,020.26
Past month -2.34% R976.56
3 months -14.09% R859.09
6 months -15.22% R847.81
12 months (ann.) 27.77% R1,277.51
2 years (ann.) 29.30% R1,671.33
3 years (ann.) 17.70% R1,630.58
5 years (ann.) 12.64% R1,813.38
10 years (ann.) 10.64% R2,747.91

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 -4.39% 2026-01-02 2026-07-22 -27.39%
2025 81.29% 2025-01-02 2025-12-31 -23.37%
2024 -3.51% 2024-01-02 2024-12-31 -31.59%
2023 -9.67% 2023-01-03 2023-12-29 -29.25%
2022 6.07% 2022-01-03 2022-12-29 -29.79%
2021 23.90% 2021-01-04 2021-12-31 -16.01%
2020 7.30% 2020-01-02 2020-12-30 -62.31%
2019 21.12% 2019-01-02 2019-12-30 -16.21%
2018 1.00% 2018-01-02 2018-12-31 -36.06%
2017 3.49% 2017-01-03 2017-12-29 -30.33%
2016 15.70% 2016-01-04 2016-12-30 -37.46%
2015 -21.97% 2015-03-02 2015-12-30 -32.39%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R0.13 R5.89 2.16%
2025 R0.09 R6.24 1.48%
2024 R0.08 R3.42 2.32%
2023 R0.13 R3.68 3.42%
2022 R0.25 R4.21 6.01%
2021 R0.27 R4.22 6.45%
2020 R0.11 R3.51 3.04%
2019 R0.17 R3.37 5.13%
2018 R0.16 R3.03 5.42%
2017 R0.05 R3.13 1.76%
2016 R0.05 R3.05 1.62%
2015 R0.16 R2.79 5.65%