- Issuer
- Stone Ridge
- Inception Date
- Jan 8, 2024
- Region
- North America (U.S.)
- Category
- Government Bonds
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Bond
Highlights
- Avg. Volume (1M)
- 87
- Avg. Volume Value (1M)
- $13.84K
Share Price Chart
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Performance
LFAO Performance Chart
LifeX 2055 Longevity Income ETF (LFAO) is down 2.6% since the beginning of the year. LFAO is currently trading at $158 per share.
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Returns By Period
LifeX 2055 Longevity Income ETF (LFAO) has returned -2.61% so far this year and -1.13% over the past 12 months.
LifeX 2055 Longevity Income ETF
- 1D
- -0.60%
- 1M
- -2.77%
- 6M
- -2.59%
- YTD
- -2.61%
- 1Y
- -1.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -3.10%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
LFAO Monthly Returns History
Based on dividend-adjusted daily data since Sep 16, 2024, LFAO's average daily return is -0.01%, while the average monthly return is -0.23%.
Historically, 52% of months were positive and 48% were negative. The best month was Feb 2025 with a return of +3.8%, while the worst month was Oct 2024 at -4.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.
On a daily basis, LFAO closed higher 50% of trading days. The best single day was Nov 25, 2024 with a return of +1.6%, while the worst single day was Apr 7, 2025 at -2.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.02% | 3.38% | -3.09% | -0.83% | 0.32% | 0.91% | -3.15% | -2.61% | |||||
| 2025 | 0.35% | 3.81% | -0.20% | 0.06% | -2.38% | 2.07% | -0.76% | 0.76% | 1.86% | 1.15% | 0.53% | -1.59% | 5.65% |
| 2024 | -1.74% | -4.40% | 1.39% | -3.78% | -8.36% |
Benchmark Metrics
LifeX 2055 Longevity Income ETF has an annualized alpha of -3.54%, beta of 0.05, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since September 16, 2024.
- This ETF participated in 47.39% of S&P 500 Index downside but only 4.38% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.05 may look defensive, but with R2 of 0.01 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 0.01 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
- -3.54%
- Beta
- 0.05
- R²
- 0.01
- Upside Capture
- 4.38%
- Downside Capture
- 47.39%
Expense Ratio
LFAO has an expense ratio of 0.25%, which is considered low.
Return for Risk
Risk / Return Rank
LFAO ranks 11 for risk / return — above 11% of ETFs peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for LifeX 2055 Longevity Income ETF (LFAO) 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.
| LFAO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.01 | 2.00 | -2.00 |
| Martin ratioReturn relative to average drawdown | 0.01 | 8.49 | -8.48 |
Dividends
Dividend History
LifeX 2055 Longevity Income ETF provided a 11.20% dividend yield over the last twelve months, with an annual payout of $17.75 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $17.75 | $24.15 | $3.00 |
Dividend yield | 11.20% | 14.33% | 1.64% |
Monthly Dividends
The table displays the monthly dividend distributions for LifeX 2055 Longevity Income 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 | $0.83 | $5.83 | |||||
| 2025 | $1.00 | $6.23 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $8.42 | $0.83 | $0.83 | $0.83 | $24.15 |
| 2024 | $1.00 | $1.00 | $1.00 | $3.00 |
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 2055 Longevity Income 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 2055 Longevity Income ETF was 10.12%, occurring on Jan 14, 2025. Recovery took 281 trading sessions.
The current LifeX 2055 Longevity Income ETF drawdown is 5.78%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-10.12%Jan 2025 | 3mo 29d | 1y 1mo | 1y 5moSep 2024 - Feb 2026 | — |
-5.86%May 2026 | 2mo 18d | — | 5mo 3dMar 2026 - now | — |
Drawdown Indicators
| LFAO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.12% | -56.78% | +46.66% |
Max Drawdown (1Y)Largest decline over 1 year | -5.86% | -9.10% | +3.24% |
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 | -5.78% | -1.58% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -4.50% | -10.70% | +6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.14% | +0.45% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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