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LIBDLifeX 2065 Inflation-Protected Longevity Income ETF

Get incomeBeat inflation#88 of 97 for Beat inflation

The fund is an exchange-traded fund (“ETF”) that pursues its investment objective by investing in debt securities issued by the U.S. Treasury (which the manager refers to as “U.S. government bonds”), primarily securities that are commonly known as TIPS (Treasury Inflation-Protected Securities), as well as money market funds that invest exclusively in U.S. government bonds or repurchase agreements collateralized by such securities.

STONE RIDGE · Since 2025 (1 year)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$4M

#4900 out of 5,332 ETFs

Dividend Yield

11.44%

Track Record

1 year

#4159 out of 5,332 ETFs

Performance

1 Year

+0.6%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
88.2%
Cash
11.6%
Other
0.2%

Top holdings

First American Government Obligs XFGXXX2.6%
Morgan Stanley Instl Lqudty Govt InstlMVRXX2.6%

Risk profile

Volatility (1Y)

8.4%

Moderate

Max drawdown

-7.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

2.4 years

Avg maturity

9.3 years

Credit ratings

US Government
94.6%

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Data updated on 2026-05-05