LIFTLifeX 2028 Income Bucket ETF

Get incomeNewRanked #1,305 of 1,622 in this goal

By STONE RIDGE · Launched 2025

Annual Cost

0.25%

#1,230 of 5,562 · low cost

Fund Size

$2M

#5,303 of 5,562 · small

Dividend YieldGoal

—

Track Record

9 months

#4,774 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,177+1.8%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Asset allocation

Bonds

94.9%

Cash

4.3%

Other

0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-0.5%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

3.8 years

Avg maturity

10.0 years

Credit ratings

US Government

94.9%

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Strategy: The principal investment strategy of the Stone Ridge Trust – LifeX 2028 Income Bucket ETF involves actively managing a portfolio that seeks to provide exposure to income-generating assets while utilizing a structured options overlay strategy to enhance income generation.
Inception date: September 23, 2025
Fund family: STONE RIDGE