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Beacon

LIBDLifeX 2065 Inflation-Protected Longevity Income ETF

Get incomeBeat inflation1y track recordRanked #100 of 111 in this goal

Seeks reliable monthly inflation-linked distributions through 2065.

By STONE RIDGE · Launched 2025

Annual Cost

0.25%

#1,172 of 6,040 · low cost

Fund Size

$3M

#5,450 of 6,040 · small

Return (1Y)

-5.3%

Track Record

1 year

#3,996 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,469-5.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 95.2% of fundconcentrated

TSY INFL IX N/B
78.4%
TREASURY BILL
3.3%
MSILF Government Portfolio
2.6%
First American Government Obli
2.6%
TREASURY BILL
2.0%
TREASURY BILL
1.5%
TSY INFL IX N/B
1.4%
TREASURY BILL
1.3%
TREASURY BILL
1.2%
TREASURY BILL
0.9%

Asset allocation

Bonds
89.6%
Cash
10.4%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.8%Low

Year-on-year price swings

Max drawdown
-8.0%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

2.3 years

Avg maturity

8.8 years

Credit ratings

US Government
95.6%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks reliable monthly inflation-linked distributions through 2065.
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 3, 2025
Fund family
STONE RIDGE

Next steps

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Data updated on 2026-09-18