TFSA ETF Satrix

STXTRA - Satrix TRACI 3 Month ETF

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ETF Info

Name
Satrix TRACI 3 Month ETF
Symbol
STXTRA
Provider
Satrix
Distribution
Distributing (Variable)
First price
2015-03-02
Latest price
2026-07-22
Best year 2023 (15.91%)
Worst year 2026 (6.70%)
TIC ? 0.35%
Total growth 264.98%
Annualised growth 12.04%
Sharpe ratio ? 0.32
Sortino ratio ? 0.53
Calmar ratio ? 0.51
Annualised volatility ? 19.95%
Maximum drawdown ? -26.17%
Distribution yield ? 4.79%
Investment example

R1,000.00 at inception would be worth R3,649.78 now, an increase of R2,649.78 in total (264.98%) and 12.04% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week 0.00% R1,000.00
Past month 0.41% R1,004.11
3 months 1.45% R1,014.53
6 months 4.61% R1,046.13
12 months (ann.) 11.93% R1,119.22
2 years (ann.) 14.10% R1,301.71
3 years (ann.) 16.31% R1,573.44
5 years (ann.) 13.05% R1,846.53
10 years (ann.) 12.27% R3,180.75

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 6.70% 2026-01-02 2026-07-22 -0.21%
2025 15.29% 2025-01-02 2025-12-31 -0.22%
2024 15.78% 2024-01-02 2024-12-31 -0.30%
2023 15.91% 2023-01-03 2023-12-29 -1.42%
2022 7.67% 2022-01-03 2022-12-30 -0.27%
2021 7.35% 2021-01-04 2021-12-31 -0.32%
2020 10.48% 2020-01-02 2020-12-31 -0.30%
2019 11.52% 2019-01-02 2019-12-31 -0.23%
2018 10.58% 2018-01-02 2018-12-31 -7.56%
2017 14.07% 2017-01-03 2017-12-28 -23.42%
2016 12.69% 2016-01-04 2016-12-30 -26.17%
2015 8.67% 2015-03-02 2015-12-31 -21.76%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R1.23 R39.11 3.14%
2025 R2.63 R37.84 6.94%
2024 R1.89 R35.23 5.37%
2023 R2.63 R32.15 8.17%
2022 R1.48 R30.10 4.91%
2021 R1.00 R28.65 3.51%
2020 R1.35 R27.64 4.87%
2019 R1.88 R26.31 7.16%
2018 R1.41 R24.54 5.75%
2017 R1.56 R22.94 6.82%
2016 R1.23 R21.44 5.75%
2015 R0.76 R20.04 3.81%