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RLY: SPDR® SSgA Multi-Asset Real Return ETF (ETF)
Basic Info 28.2 0.01(0.04%) April 26
Asset Class: | World Allocation |
MyPlanIQ Rating: | (44%) |
Start Date: | 04/26/2012 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 5.36% |
Expenses | 0.50% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 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(%) | 1.0 | 3.7 | 6.6 | 7.7 | 7.8 | 3.0 | 2.9 | 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 | 0.63 | -0.07 | 0.36 | 0.36 | 0.14 | 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 | 4.6 | 7.6 | 18.9 | 33.2 | 37.7 | 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 | 9.0 | 11.4 | 14.8 | 16.5 | 13.8 | 13.3 | 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 | 0.1 | -0.01 | 0.06 | 0.08 | 0.02 | 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 | 0.03 | -0.02 | 0.03 | 0.01 | 0.0 | 0.0 | -0.03 | 0.09 | 0.06 | -0.04 | 0.01 | -0.02 | -0.01 | 0.03 | -0.06 | -0.04 | -0.07 | 0.0 |
Beta | NA | 0.59 | 0.87 | 0.83 | 0.72 | 0.82 | 0.85 | 0.96 | 0.76 | 0.95 | 0.6 | 0.79 | 0.95 | 1.06 | 1.09 | 1.24 | 1.09 | 1.16 | 1.1 |
RSquared | NA | 0.3 | 0.39 | 0.4 | 0.29 | 0.36 | 0.39 | 0.43 | 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 | 0.1 | 3.4 | 7.0 | 5.7 | 3.3 | N/A | 3.7 | 5.7 | 13.3 | 2.1 | 3.8 | 2.4 | 2.0 | 2.3 | 1.5 | 1.7 | 2.0 | 1.9 |
Dividend Growth(%) | N/A | -97.0 | -40.1 | 185.4 | 189.2 | N/A | N/A | -35.3 | -52.6 | 509.3 | -37.9 | 38.1 | 28.6 | -3.9 | 27.5 | -20.0 | -19.4 | 10.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2012
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