Performance analysis of LFAJ (Stone Ridge 2051 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAJ has had an average annual return of -1.72%, underperforming the benchmark SPY, which returned +18.94% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.19% | -7.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.39% | +3.49% | -0.05% | +0.20% | -2.14% | +1.96% | -0.69% | +0.95% | +2.02% | +6.19% | |||
| 2024 | -1.62% | -3.94% | +1.23% | -3.25% | -7.45% |
Drawdown analysis of LFAJ (Stone Ridge 2051 Longevity Income ETF)
The maximum drawdown for the LFAJ was -9.02%, occurring on Jan 13, 2025. This drawdown has not yet recovered.
The current LFAJ drawdown is -1.72%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.02% | Sep 16, 2024 | 81 | Jan 13, 2025 | Ongoing | Ongoing | Ongoing |