Performance analysis of LFAI (LifeX 2050 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAI has had an average annual return of -1.46%, underperforming the benchmark SPY, which returned +18.19% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.23% | +6.08% | -7.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.01% | +3.04% | -2.85% | -0.67% | +0.24% | +0.75% | -1.67% | -1.23% | |||||
| 2025 | +0.42% | +3.41% | -0.04% | +0.25% | -2.06% | +1.91% | -0.66% | +0.92% | +1.57% | +1% | +0.62% | -1.30% | +6.08% |
| 2024 | -1.51% | -3.81% | +1.17% | -3.10% | -7.12% |
Drawdown analysis of LFAI (LifeX 2050 Longevity Income ETF)
The maximum drawdown for the LFAI was -8.64%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The current LFAI drawdown is -4.16%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.64% | Sep 16, 2024 | 81 | Jan 13, 2025 | 191 | Oct 16, 2025 | 272 |
| -5.30% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -2.40% | Oct 22, 2025 | 60 | Jan 20, 2026 | 18 | Feb 13, 2026 | 78 |
| -0.27% | Feb 17, 2026 | 1 | Feb 18, 2026 | 3 | Feb 23, 2026 | 4 |
| -0.20% | Oct 16, 2025 | 1 | Oct 17, 2025 | 1 | Oct 20, 2025 | 2 |
| -0.03% | Feb 24, 2026 | 1 | Feb 25, 2026 | 1 | Feb 26, 2026 | 2 |