LFBELifeX 2065 Longevity Income ETF
Seeks reliable monthly distributions consisting of income and principal through 2065.
By STONE RIDGE · Launched 2025
Annual Cost
0.25%
#1,172 of 6,040 · low cost
Fund Size
$2M
#5,620 of 6,040 · small
Return (1Y)
-3.1%
Track Record
1 year
#3,996 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,679-3.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaHoldings
By weightConcentration
Top 10 holdings = 98.2% of fundconcentrated
US TREASURY N/B
56.0%
US TREASURY N/B
17.9%
US TREASURY N/B
7.0%
US TREASURY N/B
6.9%
US TREASURY N/B
3.3%
US TREASURY N/B
1.8%
US TREASURY N/B
1.8%
US TREASURY N/B
1.5%
MSILF Government Portfolio
1.0%
First American Government Obli
1.0%
Asset allocation
Bonds
96.6%
Cash
2.5%
Other
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.4%Low
Year-on-year price swings
Max drawdown
-7.4%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
4.2 years
Avg maturity
8.7 years
Credit ratings
US Government
96.6%
Listing
- Exchange
- NYSE American, Cboe BZX
Full fund details
- Objective
- Seeks reliable monthly distributions consisting of income and principal through 2065.
- 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 reliable monthly distributions.
- Inception date
- January 3, 2025
- Fund family
- STONE RIDGE
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save LFBE to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18