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RLY
+2.45 · +7.91%
$33.46 · NYSE ARCA

SPDR® SSgA Multi-Asset Real Return ETF (RLY) ETF Analysis | Global Moderate Allocation

State Street Investment Management · United States
AUM:$864.0M
#– of – in Global Moderate Allocation 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 33.6% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is RLY?

Under normal circumstances, the Adviser invests at least 80% of the net assets of the fund among ETPs that provide exposure to the following primary asset classes: (i) inflation protected securities issued by the United States government; (ii) domestic and international real estate securities; (iii) commodities; (iv) publicly-traded domestic and international infrastructure companies; and (iv) publicly-traded companies in natural resources and/or commodities businesses.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RLY delivered 33.6% 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 75.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$864.0M
Expense Ratio0.50%
Dividend Yield3.01%
Holdings10
Inception DateApr 2012
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.86
CategoryGlobal Moderate Allocation
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.8%
1Y
+26.8%
3Y
+49.1%
5Y
+69.8%
OpenBook InsightIf you had invested £10,000 in RLY 5 years ago, it would have grown to £16,977 — a gain of £6,977.

Annual Returns

Calendar year performance

RLY delivered positive returns in 5 of the last 5 calendar years.
YearRLY
2026 YTD+18.0%
2025+19.4%
2024+2.6%
2023+4.1%
2022+7.2%
CAGR 4yr+8.1%
5/5 positive yearsAvg return: +10.3%Worst year: +2.6% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.7%
Low
Momentum
+5.5%
30-day change
Support Level
35.91
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • 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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