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
2026-07-22
Best year 2023 (33.51%)
Worst year 2022 (-14.16%)
TIC ? 0.25%
Total growth 258.50%
Annualised growth 15.26%
Sharpe ratio ? 0.50
Sortino ratio ? 0.75
Calmar ratio ? 0.67
Annualised volatility ? 17.78%
Maximum drawdown ? -23.61%
Investment example

R1,000.00 at inception would be worth R3,585.02 now, an increase of R2,585.02 in total (258.50%) and 15.26% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-07-22

Period Return R1,000
Past week -0.08% R999.23
Past month 0.41% R1,004.11
3 months 4.97% R1,049.70
6 months 10.83% R1,108.35
12 months (ann.) 12.44% R1,124.29
2 years (ann.) 11.51% R1,243.16
3 years (ann.) 15.02% R1,521.68
5 years (ann.) 13.76% R1,904.94
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 8.89% 2026-01-02 2026-07-22 -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%