BCKTLifeX 2030 Income Bucket ETF
Seeks to provide fixed monthly distributions through 2030.
By STONE RIDGE · Launched 2025
Annual Cost
0.25%
#1,139 of 5,854 · low cost
Fund Size
$2M
#5,445 of 5,854 · small
Dividend YieldGoal
—
Track Record
11 months
#4,666 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,172+1.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaWhat it actually holds
By weightConcentration
Top 10 holdings = 67.9% of fundconcentrated
US TREASURY N/B
10.0%
US TREASURY N/B
9.0%
US TREASURY N/B
8.8%
US TREASURY N/B
8.8%
US TREASURY N/B
6.5%
US TREASURY N/B
5.6%
US TREASURY N/B
5.5%
US TREASURY N/B
5.4%
US TREASURY N/B
4.2%
US TREASURY N/B
4.1%
Asset allocation
Bonds
98.1%
Cash
1.2%
Other
0.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-1.8%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
98.1%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide fixed monthly distributions through 2030.
- Strategy
- Invests in debt securities issued by the U.S. Treasury and money market funds that invest exclusively in U.S. Government Bonds or repurchase agreements collateralized by such securities to achieve fixed monthly distributions.
- Inception date
- September 23, 2025
- Fund family
- STONE RIDGE
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Data updated on 2026-08-03