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OBND
+0.07 · +0.25%
$26.14 · BATS

SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF (OBND) ETF Analysis | Multisector Bond

State Street Investment Management · USA
AUM:$53.6M
#– of – in Multisector 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 7.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is OBND?

The sub-adviser will invest at least 80% of the fund's net assets, directly, or indirectly through underlying ETFs, in debt obligations. The fund may also invest in hybrid securities that combine debt and equity characteristics, such as preferred securities, convertible preferred securities and contingent convertible securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
OBND returned 7.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 0.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$53.6M
Expense Ratio0.55%
Dividend Yield6.25%
Holdings2
Inception DateSept 2021
Domicile–
Distribution–
Index–
ProviderState Street Investment Management
Beta0.75
CategoryMultisector Bond
CurrencyUSD
Portfolio Impact

How would OBND affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.7%
1Y
+1.2%
3Y
+18.8%
5Y
+9.3%
OpenBook InsightIf you had invested £10,000 in OBND 5 years ago, it would have grown to £10,931 — a gain of £931.

Annual Returns

Calendar year performance

OBND delivered positive returns in 3 of the last 5 calendar years.
YearOBND
2026 YTD-0.6%
2025+7.7%
2024+5.3%
2023+9.2%
2022-11.0%
CAGR 4yr+2.5%
3/5 positive yearsAvg return: +2.1%Worst year: -11.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
4.0%
Low
Momentum
-0.2%
30-day change
Support Level
25.33
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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