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RLY: SPDR SSgA Multi-Asset Real Return ETF (ETF)
Basic Info 35.95 0.8(2.18%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 3.69% |
| Expenses | 0.50% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/26/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 14.4 | 28.3 | 14.2 | 9.9 | 8.4 | 4.7 | 20.3 | 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 | 3.5 | 2.94 | 1.04 | 0.6 | 0.5 | 0.28 | 1.43 | -0.11 | -0.09 | 0.35 | 1.67 | -0.03 | 1.76 | -1.13 | 1.36 | 1.07 | -1.27 | -0.75 | -0.3 | 0.45 |
| Draw Down(%) | NA | 3.7 | 3.7 | 10.1 | 18.9 | 34.2 | 37.7 | 9.9 | 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 | 11.9 | 10.1 | 11.4 | 13.6 | 13.9 | 13.1 | 12.2 | 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 | 0.95 | 0.56 | 0.17 | 0.1 | 0.07 | 0.04 | 0.2 | -0.02 | -0.01 | 0.07 | 0.22 | -0.01 | 0.18 | -0.14 | 0.09 | 0.11 | -0.12 | -0.06 | -0.03 | 0.05 |
| Alpha | NA | 0.11 | 0.07 | 0.02 | 0.02 | 0.0 | -0.01 | 0.01 | -0.01 | -0.04 | 0.1 | 0.06 | -0.09 | 0.01 | -0.02 | -0.01 | 0.03 | -0.06 | -0.04 | -0.07 | 0.0 |
| Beta | NA | 0.44 | 0.53 | 0.69 | 0.83 | 0.96 | 1.0 | 0.88 | 0.54 | 1.03 | 0.91 | 1.06 | 1.22 | 0.79 | 0.95 | 1.06 | 1.09 | 1.24 | 1.09 | 1.16 | 1.1 |
| RSquared | NA | 0.2 | 0.25 | 0.39 | 0.45 | 0.55 | 0.58 | 0.58 | 0.3 | 0.47 | 0.52 | 0.48 | 0.84 | 0.33 | 0.47 | 0.33 | 0.7 | 0.72 | 0.67 | 0.7 | 0.6 |
| Yield(%) | N/A | 0.1 | 3.6 | 3.6 | 5.3 | 4.5 | N/A | 3.7 | 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 | -96.6 | 22.0 | -47.2 | 157.4 | N/A | N/A | 13.9 | -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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