Performance analysis of LFAX (Stone Ridge 2061 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAX has had an average annual return of -2.21%, underperforming the benchmark SPY, which returned +20.08% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +6.40% | -9.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2025 | +0.27% | +4.29% | -0.37% | -0.20% | -2.74% | +2.27% | -0.69% | +0.57% | +3.02% | +6.40% | |||
| 2024 | -2.19% | -4.62% | +1.58% | -4.55% | -9.55% |
Drawdown analysis of LFAX (Stone Ridge 2061 Longevity Income ETF)
The maximum drawdown for the LFAX was -11.54%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAX drawdown is -3.76%.
Since Sep 16, 2024 LFAX has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.54% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |