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State Street Investment ManagementOther AlternativesRLY · NYSE Arca

State Street Multi-Asset Real Return ETF (RLY)

Price
$37.77
11 Sept 2026
Assets
$1.4B
Total net assets
Expense ratio
0.50%
Category 1.04%
Yield
2.93%
Trailing distributions
3Y CAGR
14.9%+3.6%
Category 11.4%
5Y CAGR
11.6%+1.7%
Category 9.9%
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State Street Multi-Asset Real Return ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.5%+5.4%+6.4%+21.3%+27.4%+14.9%+11.6%+8.7%+5.0%
Other Alternatives average1.1%3.3%6.2%8.8%8.1%11.4%9.9%6.0%5.7%
Difference+1.4%+2.1%+0.2%+12.5%+19.3%+3.6%+1.7%+2.7%-0.7%

Holdings

The 10 largest positions make up 99.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
GNRState Street® SPDR® S&P® Glb Ntrl Rs ETF28.07%
CERYState StreetSPDRBbgEnhRlYldCmdStrNoK1ETF24.87%
GIIState Street® SPDR® S&P® Glbl Infras ETF22.01%
TIPXState Street® SPDR® Blmbg 1-10 YrTIPSETF7.19%
XLEState Street®EngySelSectSPDR®ETF4.23%
XMEStt Strt®SPDR®S&P®Mtls &MngETF3.59%
RWRState Street® SPDR® Dow Jones® REIT ETF3.29%
MOOVanEck Agribusiness ETF3.04%
WIPStateStreet®SPDR®FTSEIntGovInfProtdBdETF2.90%
RWXState Street® SPDR® Dow Jones® IntlREETF0.71%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
18.4
P/B
2.0
P/S
1.6
P/CF
9.7

Sector allocation

Share of the equity the fund holds.

29.0%Materials9 sectors
  1. Materials29.0%
  2. Energy28.4%
  3. Industrials14.6%
  4. Utilities13.7%
  5. Real estate6.5%
  6. Consumer staples3.8%
  7. Consumer discretionary3.3%
  8. Health care0.8%
  9. Financial services0.0%

Asset mix

  • Stocks64.6%
  • Cash20.4%
  • Bonds10.1%
  • Other4.9%

Credit quality

Share of the bonds by rating.

  • US government10.1%
  • AAA6.2%
  • AA76.7%
  • A7.8%
  • BBB3.3%
  • BB6.1%

ETF details

Issuer
State Street Investment Management
Category
Alternatives · Other Alternatives
Ticker
RLY
Exchange
NYSE Arca
Inception
25 Apr 2012 (14.4 years)
Structure
Exchange Traded Fund
Expense ratio
0.50% (category 1.04%)
Holdings turnover
31% (category 66%)
Distribution yield
2.93%
Beta, 3 years
0.52
Total net assets
$1.4B
Average duration
1.55 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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