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FISR
+0.11 · +0.42%
$25.96 · NYSE ARCA

SPDR® SSGA Fixed Income Sector Rotation ETF (FISR) ETF Analysis | Intermediate Core Bond

State Street Investment Management · USA
AUM:$358.5M
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is FISR?

The fund is a fund of funds, meaning that it primarily invests its assets in securities of other exchange-traded funds (ETFs). Under normal circumstances, it invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly, or indirectly through the underlying ETFs, in fixed income securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
FISR returned 6.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$358.5M
Expense Ratio0.50%
Dividend Yield3.96%
Holdings6
Inception DateApr 2019
Domicile–
Distribution–
Index–
ProviderState Street Investment Management
Beta1.03
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+0.2%
3Y
+9.9%
5Y
-7.1%
OpenBook InsightIf you had invested £10,000 in FISR 5 years ago, it would have fallen to £9,290 — a loss of £710.

Annual Returns

Calendar year performance

FISR delivered positive returns in 3 of the last 5 calendar years.
YearFISR
2026 YTD-1.4%
2025+6.3%
2024+1.5%
2023+4.6%
2022-14.9%
CAGR 4yr-1.0%
3/5 positive yearsAvg return: -0.8%Worst year: -14.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.1%
Low
Momentum
-0.4%
30-day change
Support Level
25.16
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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