STONE RIDGETarget MaturityLIBD · Cboe BZX

LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD)

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Price: $257.29; —12 Nov 2026
Assets: $4.1M; Total net assets
Expense ratio: 0.25%; Category 0.16%
Yield: 3.87%; Trailing distributions

1Y return: -7.9%-7.5%; Category -0.4%
3Y CAGR: —; Category 5.8%
5Y CAGR: —; Category 1.5%

$257.29—12 Nov 2026

Fund

Assets: $4.1M
Expense: 0.25%
Categ. exp: 0.16%
Yield: 3.87%

ReturnFundCateg.

1Y-7.9%-0.4%

3Y—5.8%

5Y—1.5%

Launch-1.2%—

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LifeX 2065 Inflation-Protected 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	+1.2%	-3.3%	-5.0%	-5.5%	-7.9%	—	—	—	-1.2%
Target Maturity average	0.6%	-1.4%	-1.2%	-0.6%	-0.4%	5.8%	1.5%	3.3%	4.5%
Difference	+0.6%	-1.9%	-3.8%	-4.8%	-7.5%	—	—	—	-5.7%

Holdings

The 2 largest positions make up 4.8% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
FGXXX	First American Government Obligs X	2.40%
MVRXX	Morgan Stanley Instl Lqudty Govt Instl	2.40%

Credit quality

Share of the bonds by rating.

US government94.9%

Asset mix

Bonds88.1%
Cash11.7%
Other0.3%

ETF details

Issuer: STONE RIDGE
Category: Fixed Income · Target Maturity
Ticker: LIBD
Exchange: Cboe BZX
Inception: 3 Jan 2025 (1.9 years)
Structure: Exchange Traded Fund
Expense ratio: 0.25% (category 0.16%)
Holdings turnover: 345% (category 40%)
Distribution yield: 3.87%
Beta, 3 years: 0.00
Total net assets: $4.1M
Average duration: 2.25 years
Average maturity: 8.30 years

Prices and returns as of 12 Nov 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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