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
- 2026-07-22
Best year
2026 (14.73%)
Worst year
2025 (5.37%)
TIC
?
0.55%
Total growth
27.07%
Annualised growth
14.70%
Sharpe ratio
?
0.55
Sortino ratio
?
0.81
Calmar ratio
?
1.18
Annualised volatility
?
14.20%
Maximum drawdown
?
-12.57%
Distribution yield
?
0.91%
R1,000.00 at inception would be worth R1,270.70 now, an increase of R270.70 in total (27.07%) and 14.70% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-07-22
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.98% | R1,009.81 |
| Past month | -2.60% | R974.04 |
| 3 months | 5.73% | R1,057.26 |
| 6 months | 13.48% | R1,134.83 |
| 12 months (ann.) | 17.89% | R1,178.74 |
| 2 years (ann.) | ||
| 3 years (ann.) | ||
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 14.73% | 2026-01-02 | 2026-07-22 | -5.36% |
| 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 | R54.18 | 0.91% |
| 2025 | R0.60 | R47.90 | 1.26% |