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LFBELifeX 2065 Longevity Income ETF

Get income#1278 of 1640 for Get income

The fund is an exchange-traded fund (“ETF”) that pursues its investment objective by investing in debt securities issued by the U.S. Treasury (which the manager refers to as “U.S. government bonds”) as well as money market funds that invest exclusively in U.S. government bonds or repurchase agreements collateralized by such securities.

STONE RIDGE · Since 2025 (1 year)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$3M

#4985 out of 5,332 ETFs

Dividend Yield

8.28%

Track Record

1 year

#4159 out of 5,332 ETFs

Performance

1 Year

+0.5%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
index tracking

Asset allocation

Bonds
97.5%
Cash
1.9%
Other
0.6%

Top holdings

First American Government Obligs XFGXXX1.0%
Morgan Stanley Instl Lqudty Govt InstlMVRXX1.0%

Risk profile

Volatility (1Y)

8.5%

Moderate

Max drawdown

-7.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

4.3 years

Avg maturity

9.2 years

Credit ratings

US Government
97.5%

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Data updated on 2026-05-05