Performance analysis of LFAV (Stone Ridge 2059 Longevity Income ETF)
Annual Return
Since Sep 9, 2024, LFAV has had an average annual return of -2.30%, underperforming the benchmark SPY, which returned +21.83% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.49% | -8.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.29% | +4.17% | -0.35% | -0.10% | -2.62% | +2.17% | -0.81% | +0.61% | +3.13% | +6.49% | |||
| 2024 | -1.12% | -4.56% | +1.53% | -4.28% | -8.29% |
Drawdown analysis of LFAV (Stone Ridge 2059 Longevity Income ETF)
The maximum drawdown for the LFAV was -11.09%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAV drawdown is -3.30%.
Since Sep 9, 2024 LFAV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.09% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |
| -0.45% | Sep 10, 2024 | 2 | Sep 12, 2024 | 2 | Sep 16, 2024 | 4 |