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
2026-11-03
Best year 2026 (19.33%)
Worst year 2025 (5.37%)
TIC ? 0.55%
Total growth 32.16%
Annualised growth 14.71%
Sharpe ratio ? 0.56
Sortino ratio ? 0.82
Calmar ratio ? 1.18
Annualised volatility ? 13.99%
Maximum drawdown ? -12.57%
Distribution yield ? 0.88%
Investment example

R1,000.00 at inception would be worth R1,321.59 now, an increase of R321.59 in total (32.16%) and 14.71% annualised.

Growth ?

Recent Performance

Calculated from latest closing date: 2026-11-03

Period Return R1,000
Past week -2.90% R971.05
Past month -4.73% R952.66
3 months 2.83% R1,028.28
6 months 6.69% R1,066.88
12 months (ann.) 13.96% R1,139.52
2 years (ann.) 15.60% R1,335.99
3 years (ann.)
5 years (ann.)
10 years (ann.)

Drawdown ?

Performance Per Year & Drawdown

Year Performance Start End Max loss
2026 19.33% 2026-01-02 2026-11-03 -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 R56.35 0.88%
2025 R0.60 R47.90 1.26%