LFDRLifeX Durable Income ETF
Seeks to provide reliable monthly distributions consisting of income and principal.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,230 of 5,562 · low cost
Fund Size
$0.9M
#5,482 of 5,562 · small
Return (1Y)Goal
+5.5%
Track Record
2 years
#3,381 of 5,562 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,447+4.5%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 97.0% of fundconcentrated
US TREASURY N/B
31.1%
US TREASURY N/B
27.3%
US TREASURY N/B
12.8%
US TREASURY N/B
8.7%
US TREASURY N/B
7.3%
US TREASURY N/B
3.5%
US TREASURY N/B
2.3%
US TREASURY N/B
1.6%
US TREASURY N/B
1.3%
US TREASURY N/B
1.3%
Asset allocation
Bonds
97.6%
Other
1.2%
Cash
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.2%Low
Year-on-year price swings
Max drawdown
-6.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide reliable monthly distributions consisting of income and principal.
- Strategy
- Invests primarily in U.S. Government Bonds and money market instruments to achieve its income objective.
- Inception date
- January 9, 2024
- Fund family
- STONE RIDGE
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Data updated on 2026-06-19