LFAILifeX 2050 Longevity Income ETF
Seeks to provide reliable monthly distributions consisting of income and principal through 2050.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,230 of 5,562 · low cost
Fund Size
$4M
#5,121 of 5,562 · small
Dividend YieldGoal
13.61%
Track Record
2 years
#3,378 of 5,562 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,366+3.7%
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 = 87.3% of fundconcentrated
US TREASURY N/B
18.4%
US TREASURY N/B
16.9%
US TREASURY N/B
16.5%
US TREASURY N/B
13.9%
US TREASURY N/B
4.5%
US TREASURY N/B
4.2%
US TREASURY N/B
3.9%
US TREASURY N/B
3.2%
US TREASURY N/B
3.2%
US TREASURY N/B
2.6%
Asset allocation
Bonds
96.7%
Cash
2.3%
Other
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.2%Low
Year-on-year price swings
Max drawdown
-8.6%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
3.8 years
Avg maturity
9.0 years
Credit ratings
US Government
96.7%
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide reliable monthly distributions consisting of income and principal through 2050.
- 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
- January 8, 2024
- Fund family
- STONE RIDGE
Similar ETFs
Closest matches by profileWhat's next?
You've reviewed LFAI. Save it to your watchlist to track it alongside the other funds you're weighing.
Data updated on 2026-06-20