Performance analysis of LFAN (Stone Ridge 2054 Longevity Income ETF)
Annual Return
Since Sep 9, 2024, LFAN has had an average annual return of -3.69%, underperforming the benchmark SPY, which returned +22.06% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.31% | -8.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.18% | +3.10% | +0.02% | +0% | -2.30% | +2.05% | -0.72% | +0.76% | +2.57% | +5.31% | |||
| 2024 | -0.94% | -4.59% | +0.85% | -4.10% | -8.60% |
Drawdown analysis of LFAN (Stone Ridge 2054 Longevity Income ETF)
The maximum drawdown for the LFAN was -11.55%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAN drawdown is -4.57%.
Since Sep 9, 2024 LFAN has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.55% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |
| -0.41% | Sep 10, 2024 | 2 | Sep 12, 2024 | 2 | Sep 16, 2024 | 4 |