TFSA ETF
Satrix
STXWIS - Satrix MSCI World Islamic ETF
ETF Info
- Name
- Satrix MSCI World Islamic ETF
- Symbol
- STXWIS
- Provider
- Satrix
- Distribution
- Distributing (Semi-annual)
- First price
- 2024-10-22
- Latest price
- 2026-10-16
Best year
2026 (21.04%)
Worst year
2025 (5.37%)
TIC
?
0.55%
Total growth
34.06%
Annualised growth
15.94%
Sharpe ratio
?
0.63
Sortino ratio
?
0.93
Calmar ratio
?
1.26
Annualised volatility
?
14.01%
Maximum drawdown
?
-12.57%
Distribution yield
?
0.87%
R1,000.00 at inception would be worth R1,340.59 now, an increase of R340.59 in total (34.06%) and 15.94% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | -3.00% | R969.96 |
| Past month | 3.05% | R1,030.47 |
| 3 months | 7.29% | R1,072.91 |
| 6 months | 13.89% | R1,138.85 |
| 12 months (ann.) | 17.97% | R1,179.53 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 21.04% | 2026-01-02 | 2026-10-16 | -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 | R57.16 | 0.87% |
| 2025 | R0.60 | R47.90 | 1.26% |