BCKTLifeX 2030 Income Bucket ETF
Seeks to provide fixed monthly distributions through 2030 consisting of income and principal.
By STONE RIDGE · Launched 2025
Annual Cost
0.25%
#1,230 of 5,562 · low cost
Fund Size
$2M
#5,285 of 5,562 · small
Dividend YieldGoal
—
Track Record
9 months
#4,774 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,142+1.4%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaWhat it actually holds
By weightConcentration
Top 10 holdings = 79.0% of fundconcentrated
US TREASURY N/B
12.7%
US TREASURY N/B
12.5%
US TREASURY N/B
9.6%
US TREASURY N/B
9.4%
US TREASURY N/B
6.6%
US TREASURY N/B
6.5%
US TREASURY N/B
6.4%
US TREASURY N/B
6.4%
US TREASURY N/B
4.8%
US TREASURY N/B
4.1%
Asset allocation
Bonds
96.4%
Cash
2.5%
Other
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-1.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
3.7 years
Avg maturity
9.9 years
Credit ratings
US Government
96.4%
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide fixed monthly distributions through 2030 consisting of income and principal.
- Strategy
- Invests primarily in U.S. Treasury debt securities and money market funds that invest exclusively in U.S. Government Bonds or repurchase agreements collateralized by such securities.
- Inception date
- September 23, 2025
- Fund family
- STONE RIDGE
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Data updated on 2026-06-19