LFAOLifeX 2055 Longevity Income ETF
Seeks to provide reliable monthly distributions consisting of income and principal through 2055.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,230 of 5,562 · low cost
Fund Size
$4M
#5,133 of 5,562 · small
Dividend YieldGoal
11.03%
Track Record
2 years
#3,378 of 5,562 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,373+3.7%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 89.3% of fundconcentrated
US TREASURY N/B
22.7%
US TREASURY N/B
18.6%
US TREASURY N/B
13.8%
US TREASURY N/B
12.0%
US TREASURY N/B
5.6%
US TREASURY N/B
3.7%
US TREASURY N/B
3.6%
US TREASURY N/B
3.6%
US TREASURY N/B
3.0%
US TREASURY N/B
2.7%
Asset allocation
Bonds
98.0%
Cash
1.2%
Other
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.9%Low
Year-on-year price swings
Max drawdown
-10.1%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
8.8 years
Credit ratings
US Government
98.0%
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide reliable monthly distributions consisting of income and principal through 2055.
- 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
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Data updated on 2026-06-20