Performance analysis of LFAQ (Stone Ridge 2056 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAQ has had an average annual return of -4.61%, underperforming the benchmark SPY, which returned +18.72% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.73% | -9.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.16% | +3.47% | -0.29% | -0.02% | -2.39% | +2.11% | -0.58% | +0.73% | +2.86% | +5.73% | |||
| 2024 | -1.92% | -4.73% | +0.95% | -4.36% | -9.78% |
Drawdown analysis of LFAQ (Stone Ridge 2056 Longevity Income ETF)
The maximum drawdown for the LFAQ was -11.98%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAQ drawdown is -4.61%.
Since Sep 16, 2024 LFAQ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.98% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |