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RLY: SPDR® SSgA Multi-Asset Real Return ETF (ETF)
Basic Info 28.58 0.2(0.69%) December 02
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 09/24/2024 |
| 12-Mo. Yield | 3.68% |
| Expenses | 0.50% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/26/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 6.7 | 8.8 | 6.8 | 8.2 | 3.9 | 3.0 | 2.6 | 7.9 | 22.9 | -0.6 | 15.6 | -11.7 | 10.4 | 12.0 | -15.1 | -6.8 | -3.1 | 3.5 |
| Sharpe Ratio | NA | 0.13 | 0.28 | 0.21 | 0.36 | 0.19 | 0.14 | -0.14 | 0.35 | 1.67 | -0.03 | 1.77 | -1.12 | 1.36 | 1.07 | -1.27 | -0.75 | -0.3 | 0.45 |
| Draw Down(%) | NA | 5.9 | 5.9 | 18.9 | 33.2 | 34.2 | 37.7 | 10.6 | 18.9 | 7.1 | 33.2 | 5.2 | 16.8 | 4.9 | 7.7 | 18.9 | 15.5 | 12.5 | 9.2 |
| Standard Deviation(%) | NA | 9.8 | 10.2 | 14.2 | 16.7 | 13.9 | 13.2 | 12.4 | 18.6 | 13.7 | 24.8 | 8.0 | 11.7 | 7.2 | 11.0 | 11.9 | 9.0 | 10.4 | 11.6 |
| Treynor Ratio | NA | 0.02 | 0.04 | 0.04 | 0.08 | 0.03 | 0.02 | -0.02 | 0.09 | 0.24 | -0.01 | 0.18 | -0.14 | 0.09 | 0.11 | -0.12 | -0.06 | -0.03 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | -0.01 | -0.04 | 0.09 | 0.06 | -0.04 | 0.01 | -0.02 | -0.01 | 0.03 | -0.06 | -0.04 | -0.07 | 0.0 |
| Beta | NA | 0.61 | 0.65 | 0.78 | 0.72 | 0.8 | 0.84 | 1.03 | 0.76 | 0.95 | 0.6 | 0.79 | 0.95 | 1.06 | 1.09 | 1.24 | 1.09 | 1.16 | 1.1 |
| RSquared | NA | 0.36 | 0.37 | 0.4 | 0.3 | 0.36 | 0.39 | 0.47 | 0.39 | 0.4 | 0.19 | 0.33 | 0.47 | 0.33 | 0.7 | 0.72 | 0.67 | 0.7 | 0.6 |
| Yield(%) | N/A | 1.7 | 3.7 | 6.9 | 5.9 | 3.6 | N/A | 3.7 | 5.7 | 13.3 | 2.1 | 3.9 | 2.4 | 2.0 | 2.3 | 1.5 | 1.8 | 2.0 | 1.9 |
| Dividend Growth(%) | N/A | -54.9 | -31.9 | 189.4 | 183.4 | N/A | N/A | -35.4 | -52.5 | 516.5 | -39.3 | 40.1 | 27.9 | -3.2 | 26.5 | -20.6 | -19.4 | 11.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2012
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