Performance analysis of LFBD (Stone Ridge 2064 Longevity Income ETF)
Annual Return
Since Jan 6, 2025, LFBD has had an average annual return of +4.54%, underperforming the benchmark SPY, which returned +19.55% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +6.44% |
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 | +0.70% | +4.58% | -0.64% | -0.35% | -2.93% | +2.35% | -0.94% | +0.44% | +3.27% | +6.44% |
Drawdown analysis of LFBD (Stone Ridge 2064 Longevity Income ETF)
The maximum drawdown for the LFBD was -7.43%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current LFBD drawdown is -0.56%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.43% | Apr 4, 2025 | 32 | May 21, 2025 | Ongoing | Ongoing | Ongoing |
| -2.95% | Mar 3, 2025 | 18 | Mar 27, 2025 | 5 | Apr 3, 2025 | 23 |
| -2.16% | Feb 5, 2025 | 5 | Feb 12, 2025 | 6 | Feb 21, 2025 | 11 |
| -1.59% | Jan 6, 2025 | 5 | Jan 14, 2025 | 2 | Jan 16, 2025 | 7 |
| -0.85% | Jan 21, 2025 | 2 | Jan 23, 2025 | 2 | Jan 27, 2025 | 4 |
| -0.51% | Feb 26, 2025 | 1 | Feb 27, 2025 | 1 | Feb 28, 2025 | 2 |
| -0.47% | Jan 30, 2025 | 1 | Jan 31, 2025 | 1 | Feb 3, 2025 | 2 |
| -0.22% | Jan 27, 2025 | 2 | Jan 29, 2025 | 1 | Jan 30, 2025 | 3 |