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RLY: SPDR® SSgA Multi-Asset Real Return ETF (ETF)
Basic Info 28.44 0.37(1.28%) September 17
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 06/22/2021 |
| 12-Mo. Yield | 2.03% |
| Expenses | 0.24% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | 16.4 | 28.1 | 5.9 | 6.1 | 1.6 | -0.6 | 15.6 | -11.7 | 10.4 | 12.0 | -15.1 | -6.8 | -3.1 | 3.5 |
| SR | NA | 1.76 | 2.06 | 0.3 | 0.38 | 0.09 | -0.03 | 1.77 | -1.12 | 1.36 | 1.07 | -1.27 | -0.75 | -0.3 | 0.45 |
| DD(%) | NA | 6.5 | 6.5 | 33.2 | 34.2 | 37.7 | 33.2 | 5.2 | 16.8 | 4.9 | 7.7 | 18.9 | 15.5 | 12.5 | 9.2 |
| SD(%) | NA | 13.5 | 13.7 | 17.0 | 14.3 | 12.8 | 24.8 | 8.0 | 11.7 | 7.2 | 11.0 | 11.9 | 9.0 | 10.4 | 11.6 |
| TR | NA | 0.37 | 44.27 | 1.47 | 1.22 | 0.14 | -0.44 | 0.18 | -0.14 | 0.09 | 0.11 | -0.12 | -0.06 | -0.03 | 0.05 |
| Alpha(%) | NA | 0.08 | 0.1 | 0.03 | 0.03 | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.03 | -0.06 | -0.04 | -0.07 | 0.0 |
| Beta(%) | NA | 0.64 | 0.01 | 0.04 | 0.04 | 0.09 | 0.02 | 0.79 | 0.95 | 1.06 | 1.09 | 1.24 | 1.1 | 1.16 | 1.1 |
| RS | NA | 0.28 | 0.0 | 0.01 | 0.01 | 0.03 | 0.0 | 0.33 | 0.47 | 0.33 | 0.7 | 0.72 | 0.66 | 0.7 | 0.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2012
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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- MCRO (IQ Hedge Macro Tracker ETF) 0.18% (47%)
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