LIFTLifeX 2028 Income Bucket ETF
Seeks to provide fixed monthly distributions through 2028.
By STONE RIDGE · Launched 2025
Annual Cost
0.25%
#1,172 of 6,040 · low cost
Fund Size
$2M
#5,608 of 6,040 · small
Return (1Y)
N/A
Track Record
12 months
#4,671 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,234+2.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 75.2% of fundconcentrated
US TREASURY N/B
15.1%
US TREASURY N/B
11.6%
US TREASURY N/B
9.8%
US TREASURY N/B
9.7%
US TREASURY N/B
5.6%
US TREASURY N/B
5.5%
US TREASURY N/B
5.3%
US TREASURY N/B
4.6%
US TREASURY N/B
4.3%
US TREASURY N/B
3.7%
Asset allocation
Bonds
81.3%
Cash
17.8%
Other
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
3.9 years
Avg maturity
9.9 years
Credit ratings
US Government
87.3%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide fixed monthly distributions through 2028.
- Strategy
- Invests in debt securities issued by the U.S. Treasury and money market funds that invest exclusively in U.S. Government Bonds or repurchase agreements collateralized by such securities to achieve fixed monthly distributions.
- Inception date
- September 23, 2025
- Fund family
- STONE RIDGE
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Data updated on 2026-09-18