Performance analysis of LFAW (LifeX 2060 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAW has had an average annual return of -3.00%, underperforming the benchmark SPY, which returned +18.19% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.54% | +5.99% | -9.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.05% | +3.68% | -3.31% | -0.96% | +0.42% | +1.02% | -2.20% | -1.54% | |||||
| 2025 | +0.26% | +4.30% | -0.42% | -0.16% | -2.69% | +2.25% | -0.76% | +0.61% | +2.83% | +1.21% | +0.43% | -1.83% | +5.99% |
| 2024 | -2.16% | -4.62% | +1.55% | -4.41% | -9.41% |
Drawdown analysis of LFAW (LifeX 2060 Longevity Income ETF)
The maximum drawdown for the LFAW was -11.37%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAW drawdown is -5.46%.
Since Sep 16, 2024 LFAW has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.37% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |