LIAELifeX 2050 Inflation-Protected Longevity Income ETF
Seeks to provide reliable monthly inflation-linked distributions through 2050.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,232 of 5,573 · low cost
Fund Size
$3M
#5,204 of 5,573 · small
Dividend YieldGoal
9.76%
Track Record
2 years
#3,412 of 5,573 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,474+4.7%
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 = 88.9% of fundconcentrated
TSY INFL IX N/B
27.3%
TSY INFL IX N/B
25.4%
TSY INFL IX N/B
6.5%
TSY INFL IX N/B
6.3%
TSY INFL IX N/B
5.2%
TSY INFL IX N/B
4.6%
TSY INFL IX N/B
4.3%
TSY INFL IX N/B
4.0%
TSY INFL IX N/B
3.7%
TSY INFL IX N/B
1.8%
Asset allocation
Bonds
96.5%
Cash
3.0%
Other
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.5%Low
Year-on-year price swings
Max drawdown
-3.7%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
1.4 years
Avg maturity
8.9 years
Credit ratings
US Government
96.5%
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide reliable monthly inflation-linked distributions through 2050.
- Strategy
- Invests primarily in U.S. Treasury securities, particularly TIPS, to achieve inflation-linked income. Also invests in money market funds that hold U.S. Government Bonds or repurchase agreements collateralized by them.
- Inception date
- January 17, 2024
- Fund family
- STONE RIDGE
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Data updated on 2026-06-20