TFSA ETF
Sygnia
SYGSW4 - Sygnia Itrix Swix 40 ETF
ETF Info
- Name
- Sygnia Itrix Swix 40 ETF
- Symbol
- SYGSW4
- Provider
- Sygnia
- Distribution
- Distributing (Semi-annual)
- First price
- 2017-11-14
- Latest price
- 2023-11-27
Best year
2021 (15.25%)
Worst year
2018 (-13.55%)
TIC
?
-
Total growth
9.71%
Annualised growth
1.55%
Sharpe ratio
?
-0.09
Sortino ratio
?
-0.13
Calmar ratio
?
0.11
Annualised volatility
?
24.13%
Maximum drawdown
?
-42.30%
Distribution yield
?
3.33%
R1,000.00 at inception would be worth R1,097.07 now, an increase of R97.07 in total (9.71%) and 1.55% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2023-11-27
| Period | Return | R1,000 |
|---|---|---|
| Past week | 0.00% | R1,000.00 |
| Past month | 5.64% | R1,056.40 |
| 3 months | -0.63% | R993.67 |
| 6 months | -0.66% | R993.42 |
| 12 months (ann.) | -0.33% | R996.67 |
| 2 years (ann.) | 4.79% | R1,097.99 |
| 3 years (ann.) | 6.24% | R1,199.12 |
| 5 years (ann.) | 5.28% | R1,293.04 |
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2023 | -1.70% | 2023-01-03 | 2023-11-27 | -12.89% |
| 2022 | 0.64% | 2022-01-03 | 2022-12-30 | -17.67% |
| 2021 | 15.25% | 2021-01-04 | 2021-12-30 | -11.62% |
| 2020 | 1.55% | 2020-01-02 | 2020-12-30 | -42.30% |
| 2019 | 10.69% | 2019-01-03 | 2019-12-30 | -20.23% |
| 2018 | -13.55% | 2018-01-02 | 2018-12-31 | -21.99% |
| 2017 | -2.15% | 2017-11-14 | 2017-12-27 | -8.45% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2023 | R0.42 | R12.55 | 3.33% |
| 2022 | R0.17 | R12.90 | 1.29% |
| 2021 | R0.12 | R12.92 | 0.91% |
| 2020 | R0.00 | R11.24 | 0.03% |
| 2019 | R0.02 | R11.08 | 0.14% |
| 2018 | R0.00 | R10.40 | 0.00% |
| 2017 | R0.00 | R11.81 | 0.01% |