TFSA ETF
Satrix
STXVEQ - Satrix Value Equity ETF
ETF Info
- Name
- Satrix Value Equity ETF
- Symbol
- STXVEQ
- Provider
- Satrix
- Distribution
- Distributing (Variable)
- Inception
- March 26, 2018
- First price
- 2018-03-26
- Latest price
- 2026-11-03
Best year
2021 (40.01%)
Worst year
2020 (-11.99%)
TIC
?
0.93%
Total growth
107.25%
Annualised growth
8.83%
Sharpe ratio
?
0.18
Sortino ratio
?
0.25
Calmar ratio
?
0.20
Annualised volatility
?
18.83%
Maximum drawdown
?
-50.79%
Distribution yield
?
2.62%
R1,000.00 at inception would be worth R2,072.50 now, an increase of R1,072.50 in total (107.25%) and 8.83% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-11-03
| Period | Return | R1,000 |
|---|---|---|
| Past week | -1.02% | R989.79 |
| Past month | 0.11% | R1,001.09 |
| 3 months | -4.46% | R955.39 |
| 6 months | -5.67% | R943.32 |
| 12 months (ann.) | 2.95% | R1,029.52 |
| 2 years (ann.) | 14.11% | R1,301.82 |
| 3 years (ann.) | 15.60% | R1,545.11 |
| 5 years (ann.) | 12.57% | R1,807.41 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -4.59% | 2026-01-02 | 2026-11-03 | -14.58% |
| 2025 | 37.83% | 2025-01-02 | 2025-12-31 | -8.48% |
| 2024 | 10.03% | 2024-01-02 | 2024-12-31 | -6.86% |
| 2023 | 8.09% | 2023-01-03 | 2023-12-29 | -10.60% |
| 2022 | 10.87% | 2022-01-03 | 2022-12-30 | -11.10% |
| 2021 | 40.01% | 2021-01-04 | 2021-12-31 | -21.26% |
| 2020 | -11.99% | 2020-01-02 | 2020-12-31 | -50.79% |
| 2019 | 1.00% | 2019-01-02 | 2019-12-31 | -16.62% |
| 2018 | -3.13% | 2018-03-26 | 2018-12-31 | -13.41% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R0.48 | R18.42 | 2.62% |
| 2025 | R0.70 | R19.74 | 3.56% |
| 2024 | R0.54 | R14.78 | 3.66% |