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RLY: SPDR SSgA Multi-Asset Real Return ETF (ETF)
Basic Info 29.51 0.07(0.24%) July 03
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 1.84% |
| Expenses | 0.50% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/26/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 9.2 | 7.3 | 5.4 | 12.2 | 5.2 | 3.2 | 2.5 | 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 | 1.08 | 0.32 | 0.15 | 0.72 | 0.27 | 0.16 | -0.41 | -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 | 9.9 | 10.1 | 13.0 | 18.9 | 34.2 | 37.7 | 7.6 | 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 | 15.1 | 12.8 | 13.6 | 14.0 | 14.1 | 13.2 | 9.9 | 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 | 0.18 | 0.06 | 0.02 | 0.12 | 0.04 | 0.02 | -0.07 | -0.02 | 0.08 | 0.36 | -0.01 | 0.18 | -0.14 | 0.09 | 0.11 | -0.12 | -0.06 | -0.03 | 0.05 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.0 | -0.04 | 0.11 | 0.09 | -0.05 | 0.01 | -0.02 | -0.01 | 0.03 | -0.06 | -0.04 | -0.07 | 0.0 |
| Beta | NA | 0.92 | 0.73 | 0.88 | 0.87 | 1.01 | 1.02 | 0.55 | 1.03 | 0.8 | 0.63 | 1.11 | 0.79 | 0.95 | 1.06 | 1.09 | 1.24 | 1.09 | 1.16 | 1.1 |
| RSquared | NA | 0.61 | 0.48 | 0.49 | 0.47 | 0.58 | 0.59 | 0.31 | 0.47 | 0.47 | 0.29 | 0.76 | 0.33 | 0.47 | 0.33 | 0.7 | 0.72 | 0.67 | 0.7 | 0.6 |
| Yield(%) | N/A | 0.0 | 1.8 | 3.7 | 6.5 | 3.9 | N/A | 3.3 | 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 | -100.0 | -47.8 | -37.6 | 141.1 | N/A | N/A | -11.3 | -35.4 | -52.4 | 515.4 | -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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