TFSA ETF Satrix

STXWDM - Satrix MSCI World ETF

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ETF Info

Name
Satrix MSCI World ETF
Symbol
STXWDM
Provider
Satrix
Distribution
Accumulating
First price
2017-07-25
Latest price
2026-09-18
Best year 2023 (33.51%)
Worst year 2022 (-14.16%)
TIC ? 0.25%
Total growth 260.55%
Annualised growth 15.05%
Sharpe ratio ? 0.49
Sortino ratio ? 0.73
Calmar ratio ? 0.66
Annualised volatility ? 17.65%
Maximum drawdown ? -23.61%
Investment example

R1,000.00 at inception would be worth R3,605.50 now, an increase of R2,605.50 in total (260.55%) and 15.05% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-09-18

Period Return R1,000
Past week 0.39% R1,003.92
Past month -0.61% R993.93
3 months 0.70% R1,007.00
6 months 10.71% R1,107.15
12 months (ann.) 8.54% R1,085.34
2 years (ann.) 13.13% R1,279.71
3 years (ann.) 13.87% R1,476.52
5 years (ann.) 13.42% R1,876.79
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 9.51% 2026-01-02 2026-09-18 -6.26%
2025 7.12% 2025-01-02 2025-12-31 -13.01%
2024 21.49% 2024-01-02 2024-12-31 -6.75%
2023 33.51% 2023-01-03 2023-12-29 -14.41%
2022 -14.16% 2022-01-03 2022-12-30 -23.61%
2021 32.07% 2021-01-04 2021-12-31 -5.95%
2020 20.60% 2020-01-02 2020-12-31 -21.79%
2019 25.39% 2019-01-02 2019-12-31 -20.60%
2018 5.68% 2018-01-02 2018-12-31 -20.49%
2017 2.75% 2017-07-25 2017-12-29 -11.58%