LIBDLifeX 2065 Inflation-Protected Longevity Income ETF
Seeks reliable monthly inflation-linked distributions through 2065.
By STONE RIDGE · Launched 2025
Annual Cost
0.25%
#1,139 of 5,854 · low cost
Fund Size
$4M
#5,274 of 5,854 · small
Dividend YieldGoal
11.18%
Track Record
1 year
#3,980 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,825-1.7%
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 = 95.2% of fundconcentrated
TSY INFL IX N/B
78.4%
TREASURY BILL
3.3%
First American Government Obli
2.6%
MSILF Government Portfolio
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
86.8%
Cash
12.4%
Other
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.6%Low
Year-on-year price swings
Max drawdown
-7.0%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
2.4 years
Avg maturity
9.2 years
Credit ratings
US Government
94.1%
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
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Data updated on 2026-08-03