Performance analysis of LFAU (Stone Ridge 2058 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAU has had an average annual return of -2.90%, underperforming the benchmark SPY, which returned +18.72% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.69% | -8.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.33% | +4.02% | -0.28% | -0.07% | -2.54% | +2.17% | -0.64% | +0.66% | +3.01% | +6.69% | |||
| 2024 | -2.04% | -4.49% | +1.50% | -4.16% | -8.99% |
Drawdown analysis of LFAU (Stone Ridge 2058 Longevity Income ETF)
The maximum drawdown for the LFAU was -10.84%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAU drawdown is -2.90%.
Since Sep 16, 2024 LFAU has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.84% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |