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RLYState Street Multi-Asset Real Return ETF

Diversifier#16 of 228 for Diversifier

Seeks to achieve real return through capital appreciation and current income.

State Street Investment Management · Since 2012 (14 years)

Annual Cost

0.50%

#2384 out of 5,332 ETFs

Fund Size

$998M

#1014 out of 5,332 ETFs

Dividend Yield

2.91%

Track Record

14 years

#1022 out of 5,332 ETFs

Performance

1 Year

+37.4%

3 Years

+14.3%

5 Years

+11.8%

What's inside

Asset class
Strategy
active selection

Asset allocation

Stocks
64.2%
Cash
22.3%
Bonds
8.5%
Other
5.0%

Sector breakdown

Energy
33.1%
Basic Materials
23.6%
Utilities
16.1%
Industrials
15.8%
Real Estate
5.0%
Consumer Defensive
3.1%
Consumer Cyclical
2.6%
Healthcare
0.6%

Top holdings

State Street® SPDR® S&P® Glbl Infras ETFGII25.4%
State Street® SPDR® S&P® Glb Ntrl Rs ETFGNR25.4%
State StreetSPDRBbgEnhRlYldCmdStrNoK1ETFCERY24.6%
State Street® SPDR® Blmbg 1-10 YrTIPSETFTIPX5.7%
State Street®EngySelSectSPDR®ETFXLE5.3%
Stt Strt®SPDR®S&P®Mtls &MngETFXME3.0%
SPDR® FTSE Intl Govt Infl-Protd Bd ETFWIP2.9%
State Street® SPDR® Dow Jones® REIT ETFRWR2.3%
State Street® SPDR® Blmbg1-3MthT-BillETFBIL2.3%
VanEck Agribusiness ETFMOO2.3%

Risk profile

Volatility (1Y)

10.0%

Moderate

Max drawdown

-34.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.91

Decent risk-adjusted returns

Sortino (3Y)

1.29

Good downside protection

Bond profile

Duration

1.5 years

Credit ratings

US Government
10.9%
AAA
7.2%
AA
72.7%
A
9.3%
BBB
3.7%
BB
7.1%
Other
0.0%

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Data updated on 2026-05-05