STONE RIDGETarget MaturityLFAO · Cboe BZX

LifeX 2055 Longevity Income ETF (LFAO)

Compare Target Maturity ETFs Compare with others

Price: $153.35; —25 Sept 2026
Assets: $3.2M; Total net assets
Expense ratio: 0.25%; Category 0.16%
Yield: 11.08%; Trailing distributions

1Y return: -4.4%-4.3%; Category -0.1%
3Y CAGR: —; Category 5.9%
5Y CAGR: —; Category 1.2%

Loading NAV history…

LifeX 2055 Longevity Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-3.6%	-6.0%	-3.7%	-4.8%	-4.4%	—	—	—	-3.9%
Target Maturity average	-2.0%	-2.4%	-0.5%	-1.2%	-0.1%	5.9%	1.2%	2.9%	1.1%
Difference	-1.5%	-3.6%	-3.2%	-3.6%	-4.3%	—	—	—	-5.0%

Holdings

Allocation as last published by the fund.

Credit quality

Share of the bonds by rating.

US government96.5%

Asset mix

Bonds96.5%
Cash2.8%
Other0.7%

ETF details

Issuer: STONE RIDGE
Category: Fixed Income · Target Maturity
Ticker: LFAO
Exchange: Cboe BZX
Inception: 8 Jan 2024 (2.7 years)
Structure: Exchange Traded Fund
Expense ratio: 0.25% (category 0.16%)
Holdings turnover: 119% (category 40%)
Distribution yield: 11.08%
Beta, 3 years: 0.00
Total net assets: $3.2M
Average duration: 3.70 years
Average maturity: 8.48 years

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other target maturity ETFs

Other ETFs in the Target Maturity category.

Compare Target Maturity ETFs