LIAMLifeX 2055 Inflation-Protected Longevity Income ETF
Seeks to provide reliable monthly inflation-linked distributions consisting of income and principal through 2055.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,230 of 5,562 · low cost
Fund Size
$7M
#4,917 of 5,562 · small
Dividend YieldGoal
6.46%
Track Record
2 years
#3,408 of 5,562 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,477+4.8%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 93.1% of fundconcentrated
TSY INFL IX N/B
20.2%
TSY INFL IX N/B
19.5%
TSY INFL IX N/B
13.7%
TSY INFL IX N/B
11.0%
TSY INFL IX N/B
10.5%
TSY INFL IX N/B
6.5%
TSY INFL IX N/B
4.6%
TSY INFL IX N/B
2.6%
TSY INFL IX N/B
2.5%
TSY INFL IX N/B
2.0%
Asset allocation
Bonds
97.6%
Cash
1.9%
Other
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.3%Low
Year-on-year price swings
Max drawdown
-4.5%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
9.0 years
Credit ratings
US Government
97.6%
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide reliable monthly inflation-linked distributions consisting of income and principal through 2055.
- Strategy
- Invests primarily in U.S. Treasury debt securities, specifically TIPS, 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 2026-06-19