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Upturn AI SWOT - About
SPDR® SSgA Multi-Asset Real Return ETF (RLY)
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Upturn Advisory Summary
08/14/2025: RLY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -15.65% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 25.41 - 29.68 | Updated Date 06/30/2025 |
52 Weeks Range 25.41 - 29.68 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® SSgA Multi-Asset Real Return ETF
ETF Overview
Overview
The SPDRu00ae SSgA Multi-Asset Real Return ETF (RLY) seeks to provide investment results that closely correspond to the performance of the SSgA Multi-Asset Real Return Index. It aims to provide inflation protection and real returns through exposure to a diversified portfolio of inflation-sensitive assets.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing multi-asset portfolios and inflation-linked investments.
Investment Objective
Goal
To seek to provide investment results that closely correspond to the performance of the SSgA Multi-Asset Real Return Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the SSgA Multi-Asset Real Return Index, which provides diversified exposure to inflation-sensitive assets.
Composition The ETF holds a mix of Treasury Inflation-Protected Securities (TIPS), commodities, and other asset classes designed to benefit from rising inflation.
Market Position
Market Share: Insufficient data available to accurately determine the market share of RLY within a specific, well-defined sector.
Total Net Assets (AUM): 500457696.49
Competitors
Key Competitors
- Invesco Balanced-Risk Allocation ETF (PSMB)
- Simplify Macro Strategy ETF (FIG)
- Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL)
Competitive Landscape
The competitive landscape is moderately fragmented with several ETFs offering exposure to inflation-protected assets and multi-asset strategies. RLY competes on its brand recognition and index tracking, while other ETFs may offer different weighting methodologies or asset allocations. Data about the market share of each competitor is insufficient.
Financial Performance
Historical Performance: Historical performance data should be analyzed over various time periods (e.g., 1-year, 3-year, 5-year, 10-year) to assess the ETF's returns and risk-adjusted returns.
Benchmark Comparison: The ETF's performance should be compared to the SSgA Multi-Asset Real Return Index to evaluate its tracking effectiveness. Other benchmarks may also be considered.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
RLY's average trading volume indicates its liquidity, with higher volumes suggesting easier trading.
Bid-Ask Spread
The bid-ask spread represents the cost of trading RLY, with narrower spreads indicating lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators (inflation, interest rates, GDP growth), sector growth prospects (commodities, real estate), and overall market conditions impact RLY's performance.
Growth Trajectory
RLY's growth trajectory depends on investor demand for inflation protection and the performance of its underlying asset classes; strategic changes or new holdings may influence its future performance.
Moat and Competitive Advantages
Competitive Edge
RLY's competitive advantages stem from SSGA's established brand and its diversified, index-tracking approach to real return investing. Its diversified multi-asset portfolio provides a broader approach than single-asset inflation hedges. The ETF provides investors with an efficient way to access a portfolio designed to protect against inflation. However, its performance hinges on the accuracy of the index it tracks and SSGA's execution.
Risk Analysis
Volatility
RLY's volatility should be assessed using metrics like standard deviation to understand its price fluctuations.
Market Risk
RLY is subject to market risk affecting the values of TIPS, commodities, and other asset classes. Inflation risk and interest rate risk also impact returns.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking inflation protection, diversification, and real return potential. This may include retirees, long-term savers, or those concerned about inflation eroding their purchasing power.
Market Risk
RLY is suitable for long-term investors seeking a hedge against inflation. It may also be useful for those seeking diversification within a broader portfolio.
Summary
The SPDRu00ae SSgA Multi-Asset Real Return ETF (RLY) offers diversified exposure to inflation-sensitive assets, seeking to deliver real returns. Managed by SSGA, a reputable firm, it tracks the SSgA Multi-Asset Real Return Index. It's appropriate for long-term investors focused on inflation protection and portfolio diversification, but its performance is subject to inflation and market risk. The expense ratio is 0.50%.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SPDRu00ae SSgA Multi-Asset Real Return ETF (RLY) Prospectus
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® SSgA Multi-Asset Real Return ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.