ducovest

RLY:NYE-SPDR® SSgA Multi-Asset Real Return ETF (USD)

ETF | Allocation--50% to 70% Equity |

Last Closing

USD 28.47

Change

+0.32 (+1.14)%

Market Cap

USD 0.51B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

Largest Industry Peers for Allocation--50% to 70% Equity

Symbol Name Price(Change) Market Cap
AOR iShares Core Growth Allocation..

+0.19 (+0.33%)

 USD 2.19B
GAL SPDR® SSgA Global Allocation ..

+0.16 (+0.36%)

 USD 0.24B
OCIO ClearShares OCIO ETF

+0.09 (+0.27%)

 USD 0.14B

ETFs Containing RLY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--50% to 70% Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.59% 25% F 45% F
Dividend Return 1.67% 50% F 31% F
Total Return 6.26% 25% F 38% F
Trailing 12 Months  
Capital Gain 5.06% 25% F 35% F
Dividend Return 3.70% 100% F 48% F
Total Return 8.75% 25% F 33% F
Trailing 5 Years  
Capital Gain 13.61% 25% F 53% F
Dividend Return 29.13% 100% F 79% B-
Total Return 42.74% 100% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 6.53% 100% F 57% F
Dividend Return 11.80% 100% F 64% D
Total Return 5.27% 100% F 85% B
Risk Return Profile  
Volatility (Standard Deviation) 14.61% 25% F 68% D+
Risk Adjusted Return 80.75% 100% F 89% A-
Market Capitalization 0.51B 75% C 48% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.