LIAMLifeX 2055 Inflation-Protected Longevity Income ETF
Seeks reliable monthly inflation-linked distributions through 2055.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,139 of 5,861 · low cost
Fund Size
$7M
#5,064 of 5,861 · small
Dividend YieldGoal
6.45%
Track Record
2 years
#3,321 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,998-0.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 96.0% of fundconcentrated
TSY INFL IX N/B
22.2%
TSY INFL IX N/B
17.6%
TSY INFL IX N/B
14.4%
TSY INFL IX N/B
11.8%
TSY INFL IX N/B
11.1%
TSY INFL IX N/B
7.0%
TSY INFL IX N/B
4.9%
TSY INFL IX N/B
2.8%
TSY INFL IX N/B
2.2%
TSY INFL IX N/B
1.9%
Asset allocation
Bonds
97.8%
Cash
1.5%
Other
0.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.6%Low
Year-on-year price swings
Max drawdown
-8.3%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
1.6 years
Avg maturity
8.9 years
Credit ratings
US Government
97.8%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks reliable monthly inflation-linked distributions through 2055.
- 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. Aims to provide inflation-linked income and principal distributions.
- Inception date
- January 17, 2024
- Fund family
- STONE RIDGE
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Data updated on 2026-08-04