TFSA ETF Satrix

STXWIS - Satrix MSCI World Islamic ETF

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ETF Info

Name
Satrix MSCI World Islamic ETF
Symbol
STXWIS
Provider
Satrix
Distribution
Distributing (Semi-annual)
First price
2024-10-22
Latest price
2026-09-18
Best year 2026 (18.72%)
Worst year 2025 (5.37%)
TIC ? 0.55%
Total growth 31.48%
Annualised growth 15.44%
Sharpe ratio ? 0.60
Sortino ratio ? 0.88
Calmar ratio ? 1.23
Annualised volatility ? 13.96%
Maximum drawdown ? -12.57%
Distribution yield ? 0.88%
Investment example

R1,000.00 at inception would be worth R1,314.79 now, an increase of R314.79 in total (31.48%) and 15.44% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-09-18

Period Return R1,000
Past week 0.21% R1,002.15
Past month 0.59% R1,005.92
3 months 1.00% R1,010.01
6 months 14.37% R1,143.69
12 months (ann.) 18.11% R1,180.96
2 years (ann.)
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 18.72% 2026-01-02 2026-09-18 -5.94%
2025 5.37% 2025-01-02 2025-12-31 -12.57%
2024 6.33% 2024-10-22 2024-12-31 -3.30%

Historical Annual Distribution Yield ?

Year Total distributions Last close Yield
2026 R0.49 R56.06 0.88%
2025 R0.60 R47.90 1.26%