Performance analysis of LFAO (LifeX 2055 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAO has had an average annual return of -2.49%, underperforming the benchmark SPY, which returned +18.19% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.41% | +5.66% | -8.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.03% | +3.39% | -3.10% | -0.82% | +0.32% | +0.91% | -1.96% | -1.41% | |||||
| 2025 | +0.34% | +3.82% | -0.20% | +0.05% | -2.37% | +2.06% | -0.76% | +0.76% | +1.87% | +1.15% | +0.53% | -1.59% | +5.66% |
| 2024 | -1.74% | -4.40% | +1.38% | -3.78% | -8.36% |
Drawdown analysis of LFAO (LifeX 2055 Longevity Income ETF)
The maximum drawdown for the LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 281 trading sessions.
The current LFAO drawdown is -4.62%.
Since Sep 16, 2024 LFAO has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.12% | Sep 16, 2024 | 82 | Jan 14, 2025 | 281 | Feb 27, 2026 | 363 |
| -5.87% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |