- Issuer
- Stone Ridge
- Inception Date
- Sep 23, 2025
- Region
- North America (U.S.)
- Category
- Government Bonds
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- US
- Distribution Policy
- Distributing
- Asset Class
- Bond
Share Price Chart
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Performance
LIFT Performance Chart
LifeX 2028 Income Bucket ETF (LIFT) is up 0.7% since the beginning of the year. LIFT is currently trading at $24 per share.
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Returns By Period
LifeX 2028 Income Bucket ETF
- 1D
- 0.19%
- 1M
- -0.05%
- YTD
- 0.72%
- 6M
- 0.72%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.00%
- 1M
- -0.71%
- YTD
- 8.39%
- 6M
- 8.57%
- 1Y
- 24.33%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.54%
LIFT Monthly Returns History
Based on dividend-adjusted daily data since Sep 24, 2025, LIFT's average daily return is +0.01%, while the average monthly return is +0.19%. At this rate, an investment would double in approximately 30.4 years.
Historically, 80% of months were positive and 20% were negative. The best month was Feb 2026 with a return of +0.5%, while the worst month was Mar 2026 at -0.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 1 months.
On a daily basis, LIFT closed higher 54% of trading days. The best single day was Jan 13, 2026 with a return of +0.2%, while the worst single day was Jan 12, 2026 at -0.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.09% | 0.47% | -0.19% | 0.16% | 0.21% | -0.03% | 0.72% | ||||||
| 2025 | 0.03% | 0.41% | 0.43% | 0.28% | 1.16% |
Benchmark Metrics
LifeX 2028 Income Bucket ETF has an annualized alpha of 2.51%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since September 24, 2025.
- This ETF captured 5.79% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -7.49%) - 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
- 2.51%
- Beta
- 0.01
- R²
- 0.00
- Upside Capture
- 5.79%
- Downside Capture
- -7.49%
Expense Ratio
LIFT has an expense ratio of 0.25%, which is considered low.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for LifeX 2028 Income Bucket ETF (LIFT) 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.
| LIFT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.66 | — |
| Martin ratioReturn relative to average drawdown | — | 11.86 | — |
Dividends
Dividend History
LifeX 2028 Income Bucket ETF provided a 31.05% dividend yield over the last twelve months, with an annual payout of $7.50 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $7.50 | $2.50 |
Dividend yield | 31.05% | 8.63% |
Monthly Dividends
The table displays the monthly dividend distributions for LifeX 2028 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 | $0.83 | $0.83 | $0.83 | $2.50 |
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 2028 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 2028 Income Bucket ETF was 0.49%, occurring on Mar 26, 2026. Recovery took 14 trading sessions.
The current LifeX 2028 Income Bucket ETF drawdown is 0.11%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -0.49%Mar 2026 | 24d | 21d | 1mo 15dMar 2026 - Apr 2026 |
2026 pullback2026 | -0.40%Jan 2026 | 4d | 24d | 28dJan 2026 - Feb 2026 |
2026 pullback2026 | -0.30%Jun 2026 | 0s | — | 5d 22hJun 2026 - now |
2026 pullback2026 | -0.26%May 2026 | 14d | 4d | 18dApr 2026 - May 2026 |
2025 pullback2025 | -0.25%Oct 2025 | 3d | 12d | 15dOct 2025 - Nov 2025 |
Drawdown Indicators
| LIFT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.49% | -56.78% | +56.29% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
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 | -0.11% | -2.49% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -0.09% | -10.72% | +10.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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