LIAULifeX 2060 Inflation-Protected Longevity Income ETF
Seeks to provide reliable monthly inflation-linked distributions through 2060.
By STONE RIDGE · Launched 2024
Annual Cost
0.25%
#1,231 of 5,568 · low cost
Fund Size
$5M
#5,116 of 5,568 · small
Dividend YieldGoal
9.36%
Track Record
2 years
#3,409 of 5,568 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,313+3.1%
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 = 95.3% of fundconcentrated
TSY INFL IX N/B
48.3%
TSY INFL IX N/B
12.5%
TSY INFL IX N/B
11.5%
TSY INFL IX N/B
9.5%
TSY INFL IX N/B
3.5%
TSY INFL IX N/B
3.3%
TSY INFL IX N/B
2.8%
MSILF Government Portfolio
1.4%
First American Government Obli
1.4%
TSY INFL IX N/B
0.9%
Asset allocation
Bonds
92.3%
Cash
7.2%
Other
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.1%Low
Year-on-year price swings
Max drawdown
-5.4%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
2.0 years
Avg maturity
9.2 years
Credit ratings
US Government
96.1%
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide reliable monthly inflation-linked distributions through 2060.
- Strategy
- Invests primarily in U.S. Treasury securities, specifically 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