LFBELifeX 2065 Longevity Income ETF
Seeks to provide reliable monthly distributions consisting of income and principal through 2065.
By STONE RIDGE · Launched 2025
Annual Cost
0.25%
#1,230 of 5,562 · low cost
Fund Size
$3M
#5,218 of 5,562 · small
Dividend YieldGoal
8.29%
Track Record
1 year
#4,073 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,397+4.0%
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 = 98.1% of fundconcentrated
US TREASURY N/B
55.9%
US TREASURY N/B
17.9%
US TREASURY N/B
8.8%
US TREASURY N/B
6.9%
US TREASURY N/B
2.8%
US TREASURY N/B
1.8%
US TREASURY N/B
1.8%
US TREASURY N/B
1.5%
MSILF Government Portfolio
0.4%
First American Government Obli
0.4%
Asset allocation
Bonds
97.6%
Other
1.3%
Cash
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.1%Low
Year-on-year price swings
Max drawdown
-7.7%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
4.3 years
Avg maturity
9.1 years
Credit ratings
US Government
97.6%
Where to buy
Listing
- Exchange
- Cboe BZX, NYSE American
Full fund details
- Objective
- Seeks to provide reliable monthly distributions consisting of income and principal through 2065.
- 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 3, 2025
- Fund family
- STONE RIDGE
Similar ETFs
Closest matches by profileWhat's next?
You've reviewed LFBE. Save it to your watchlist to track it alongside the other funds you're weighing.
Data updated on 2026-06-19