LFAWLifeX 2060 Longevity Income ETF
Seeks reliable monthly distributions consisting of income and principal through 2060.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,139 of 5,854 · low cost
Fund Size
$4M
#5,313 of 5,854 · small
Dividend YieldGoal
5.83%
Track Record
2 years
#3,292 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,150+1.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 89.4% of fundconcentrated
US TREASURY N/B
27.6%
US TREASURY N/B
14.8%
US TREASURY N/B
14.6%
US TREASURY N/B
8.5%
US TREASURY N/B
7.8%
US TREASURY N/B
3.9%
US TREASURY N/B
3.6%
US TREASURY N/B
3.1%
US TREASURY N/B
3.0%
US TREASURY N/B
2.3%
Asset allocation
Bonds
97.9%
Other
1.4%
Cash
0.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.1%Low
Year-on-year price swings
Max drawdown
-11.2%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
4.1 years
Avg maturity
9.1 years
Credit ratings
US Government
97.9%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks reliable monthly distributions consisting of income and principal through 2060.
- 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 provide monthly distributions.
- Inception date
- January 8, 2024
- Fund family
- STONE RIDGE
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Data updated on 2026-08-04