Skip to content
Beacon

LIAULifeX 2060 Inflation-Protected Longevity Income ETF

Get incomeBeat inflation#86 of 97 for Beat inflation

Seeks to provide reliable monthly inflation-linked distributions through 2060.

STONE RIDGE · Since 2024 (2 years)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$3M

#5009 out of 5,332 ETFs

Dividend Yield

9.59%

Track Record

2 years

#3505 out of 5,332 ETFs

Performance

1 Year

+1.5%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
fixed income
Region
north america
Strategy
index tracking

Asset allocation

Bonds
92.7%
Cash
7.0%
Other
0.3%

Top holdings

First American Government Obligs XFGXXX2.0%
Morgan Stanley Instl Lqudty Govt InstlMVRXX2.0%

Risk profile

Volatility (1Y)

7.5%

Moderate

Max drawdown

-5.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

1.9 years

Avg maturity

9.2 years

Credit ratings

US Government
95.7%

Similar ETFs

LIAE

LifeX 2050 Inflation-Protected Longevity Income ETF

TER 0.25%3Y N/A
Get income

LIAM

LifeX 2055 Inflation-Protected Longevity Income ETF

TER 0.25%3Y N/A
Get income

LFAW

LifeX 2060 Longevity Income ETF

TER 0.25%3Y N/A
Get income

Data updated on 2026-05-05