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LifeX 2035 Income Bucket ETF (LDDR) Sharpe Ratio: 0.88

ETF · Currency in USD · Last updated Jun 24, 2026

The LifeX 2035 Income Bucket ETF (LDDR) is an actively managed fund that invests primarily in U.S. Treasury securities, aiming to provide predictable monthly distributions of income and principal through December 2035.

LDDR's Sharpe Ratio of 0.88 indicates that for each unit of volatility, it generates 0.88 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 24, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

LDDR Sharpe Ratio Rank

LDDR Sharpe Ratio Rank: 25.926
Below Average

LDDR ranks above 25.9% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

LDDR Sharpe Ratio Market Positioning

The chart shows LDDR's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.84 or lower
  • Yellow zone (middle 50%): 0.84 to 2.15
  • Green zone (top 25%): 2.15 or higher
  • Top 1%: 6.97+
  • Median: 1.57 — half of all investments score higher

How it compares to other similar ETFs

The table compares LifeX 2035 Income Bucket ETF's Sharpe Ratio with other ETFs in the Target Retirement Date category across multiple time periods, showing how LDDR's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
IRTRiShares LifePath Retirement ETF1.98
ITDEIshares Lifepath Target Date 2045 ETF1.97
ITDDIshares Lifepath Target Date 2040 ETF1.96
ITDFIshares Lifepath Target Date 2050 ETF1.95
ITDBIshares Lifepath Target Date 2030 ETF1.95
ITDCIshares Lifepath Target Date 2035 ETF1.94
ITDGIshares Lifepath Target Date 2055 ETF1.94
ITDHIshares Lifepath Target Date 2060 ETF1.92
ITDIIshares Lifepath Target Date 2065 ETF1.92
ITDJiShares LifePath Target Date 2070 ETF1.92
LDDRLifeX 2035 Income Bucket ETF0.88

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows LDDR's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when LDDR consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does LDDR fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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