LIAELifeX 2050 Inflation-Protected Longevity Income ETF
Seeks reliable monthly inflation-linked distributions through 2050.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,172 of 6,040 · low cost
Fund Size
$3M
#5,457 of 6,040 · small
Return (1Y)
-3.5%
Track Record
2 years
#3,337 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,659-3.4%
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 = 89.6% of fundconcentrated
TSY INFL IX N/B
27.4%
TSY INFL IX N/B
25.4%
TSY INFL IX N/B
6.5%
TSY INFL IX N/B
6.4%
TSY INFL IX N/B
5.3%
TSY INFL IX N/B
4.6%
TSY INFL IX N/B
4.4%
TSY INFL IX N/B
4.1%
TSY INFL IX N/B
3.7%
TSY INFL IX N/B
1.8%
Asset allocation
Bonds
97.4%
Cash
2.5%
Other
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.3%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
1.4 years
Avg maturity
8.6 years
Credit ratings
US Government
97.4%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks reliable monthly inflation-linked distributions through 2050.
- Strategy
- Invests primarily in U.S. Government Bonds, specifically TIPS (Treasury Inflation-Protected Securities), and money market funds that invest exclusively in U.S. Government Bonds or repurchase agreements collateralized by such securities.
- Inception date
- January 17, 2024
- Fund family
- STONE RIDGE
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Data updated on 2026-09-18