evenfolio
STONE RIDGETarget MaturityLFBE · Cboe BZX

LifeX 2065 Longevity Income ETF (LFBE)

Price
$175.76
—30 Oct 2026
Assets
$1.9M
Total net assets
Expense ratio
0.25%
Category 0.16%
Yield
5.93%
Trailing distributions
3Y CAGR
—
Category 6.6%
5Y CAGR
—
Category 1.5%
Loading NAV history…
LifeX 2065 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
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+4.9%+0.5%-2.4%-2.8%-4.7%———+0.6%
Target Maturity average1.9%-0.1%-0.7%0.1%0.5%6.6%1.5%3.1%5.1%
Difference+3.0%+0.6%-1.7%-2.9%-5.2%———-4.5%

Holdings

Allocation as last published by the fund.

Credit quality

Share of the bonds by rating.

96.5%US government
  1. US government96.5%

Asset mix

  • Bonds96.5%
  • Cash2.1%
  • Other1.4%

ETF details

Issuer
STONE RIDGE
Category
Fixed Income · Target Maturity
Ticker
LFBE
Exchange
Cboe BZX
Inception
3 Jan 2025 (1.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.25% (category 0.16%)
Holdings turnover
116% (category 40%)
Distribution yield
5.93%
Beta, 3 years
0.00
Total net assets
$1.9M
Average duration
4.19 years
Average maturity
8.28 years

Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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