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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in LifeX 2035 Income Bucket ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
LifeX 2035 Income Bucket ETF (LDDR) has returned 0.11% so far this year and 3.80% over the past 12 months.
LifeX 2035 Income Bucket ETF
- 1D
- 0.20%
- 1M
- -1.43%
- YTD
- 0.11%
- 6M
- 1.09%
- 1Y
- 3.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 6, 2025, LDDR's average daily return is +0.02%, while the average monthly return is +0.45%. At this rate, your investment would double in approximately 12.9 years.
Historically, 67% of months were positive and 33% 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 1 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% | |||||||||
| 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 5.70%, beta of -0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 07, 2025.
- This ETF captured 12.81% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -27.01%) — a profile typical of hedging or uncorrelated assets.
- Beta of -0.00 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
- 5.70%
- Beta
- -0.00
- R²
- 0.00
- Upside Capture
- 12.81%
- Downside Capture
- -27.01%
Expense Ratio
LDDR has an expense ratio of 0.25%, which is considered low.
Return for Risk
Risk / Return Rank
LDDR ranks 52 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for LifeX 2035 Income Bucket ETF (LDDR) and compare them to a chosen benchmark (S&P 500 Index).
| LDDR | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.90 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.39 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.40 | +0.26 |
Martin ratioReturn relative to average drawdown | 4.96 | 6.61 | -1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LDDR risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
LifeX 2035 Income Bucket ETF provided a 12.25% 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 | 12.25% | 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 | $2.50 | |||||||||
| 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 2.38%, occurring on Apr 11, 2025. Recovery took 53 trading sessions.
The current LifeX 2035 Income Bucket ETF drawdown is 1.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.38% | Apr 7, 2025 | 5 | Apr 11, 2025 | 53 | Jun 30, 2025 | 58 |
| -2.16% | Mar 2, 2026 | 19 | Mar 26, 2026 | — | — | — |
| -1.21% | Mar 3, 2025 | 5 | Mar 7, 2025 | 19 | Apr 3, 2025 | 24 |
| -1.07% | Jul 1, 2025 | 10 | Jul 15, 2025 | 13 | Aug 1, 2025 | 23 |
| -1.01% | Feb 6, 2025 | 5 | Feb 12, 2025 | 6 | Feb 21, 2025 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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