- Issuer
- STONE RIDGE
- Inception Date
- Jan 3, 2025
- Category
- Target Retirement Date
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Bond
Share Price Chart
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Performance
LDDR Performance Chart
LifeX 2035 Income Bucket ETF (LDDR) is down 0.3% since the beginning of the year. LDDR is currently trading at $79 per share.
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Returns By Period
LifeX 2035 Income Bucket ETF (LDDR) has returned -0.29% so far this year and 2.95% over the past 12 months.
LifeX 2035 Income Bucket ETF
- 1D
- -0.22%
- 1M
- 0.25%
- YTD
- -0.29%
- 6M
- -0.29%
- 1Y
- 2.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LDDR Monthly Returns History
Based on dividend-adjusted daily data since Jan 6, 2025, LDDR's average daily return is +0.02%, while the average monthly return is +0.35%. At this rate, an investment would double in approximately 16.5 years.
Historically, 56% of months were positive and 44% were negative. The best month was Feb 2025 with a return of +2.7%, while the worst month was Mar 2026 at -1.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.
On a daily basis, LDDR closed higher 51% of trading days. The best single day was Feb 28, 2025 with a return of +1.2%, while the worst single day was Apr 7, 2025 at -1.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.03% | 1.53% | -1.43% | -0.11% | -0.02% | -0.27% | -0.29% | ||||||
| 2025 | 0.56% | 2.73% | -0.35% | 1.09% | -0.95% | 1.19% | -0.32% | 1.32% | 0.35% | 0.51% | 0.73% | -0.27% | 6.74% |
Benchmark Metrics
LifeX 2035 Income Bucket ETF has an annualized alpha of 4.27%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 06, 2025.
- This ETF captured 6.91% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -22.20%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.01 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.27%
- Beta
- 0.01
- R²
- 0.00
- Upside Capture
- 6.91%
- Downside Capture
- -22.20%
Expense Ratio
LDDR has an expense ratio of 0.25%, which is considered low.
Return for Risk
Risk / Return Rank
LDDR ranks 25 for risk / return — below 25% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for LifeX 2035 Income Bucket ETF (LDDR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LDDR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.37 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.78 | -1.60 |
| Martin ratioReturn relative to average drawdown | 3.21 | 12.44 | -9.22 |
Dividends
Dividend History
LifeX 2035 Income Bucket ETF provided a 12.68% dividend yield over the last twelve months, with an annual payout of $10.00 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $10.00 | $12.30 |
Dividend yield | 12.68% | 14.63% |
Monthly Dividends
The table displays the monthly dividend distributions for LifeX 2035 Income Bucket ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $5.00 | ||||||
| 2025 | $3.96 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $0.83 | $12.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the LifeX 2035 Income Bucket ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the LifeX 2035 Income Bucket ETF was 2.50%, occurring on May 19, 2026. The portfolio has not yet recovered.
The current LifeX 2035 Income Bucket ETF drawdown is 1.82%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -2.50%May 2026 | 2mo 18d | — | 3mo 23dMar 2026 - now |
2025 selloff2025 | -2.38%Apr 2025 | 4d | 2mo 20d | 2mo 24dApr 2025 - Jun 2025 |
2025 selloff2025 | -1.21%Mar 2025 | 4d | 27d | 1mo 1dMar 2025 - Apr 2025 |
2025 pullback2025 | -1.07%Jul 2025 | 14d | 17d | 1mo 1dJul 2025 - Aug 2025 |
2025 selloff2025 | -1.01%Feb 2025 | 6d | 9d | 15dFeb 2025 - Feb 2025 |
Drawdown Indicators
| LDDR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.50% | -56.78% | +54.28% |
Max Drawdown (1Y)Largest decline over 1 year | -2.50% | -9.10% | +6.60% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.82% | -1.80% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -0.71% | -10.71% | +10.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 2.03% | -1.11% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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