Performance analysis of LFBE (Stone Ridge 2065 Longevity Income ETF)
Annual Return
Since Jan 6, 2025, LFBE has had an average annual return of +2.19%, underperforming the benchmark SPY, which returned +17.32% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.68% | +5.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.06% | +3.94% | -3.48% | -1.09% | +0.44% | +1.19% | -2.46% | -1.68% | |||||
| 2025 | +0.71% | +4.50% | -0.59% | -0.41% | -2.99% | +2.38% | -0.95% | +0.41% | +2.63% | +1.31% | +0.36% | -2.09% | +5.15% |
Drawdown analysis of LFBE (Stone Ridge 2065 Longevity Income ETF)
The maximum drawdown for the LFBE was -7.66%, occurring on May 21, 2025. Recovery took 98 trading sessions.
The current LFBE drawdown is -5.36%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.66% | Apr 4, 2025 | 32 | May 21, 2025 | 98 | Oct 10, 2025 | 130 |
| -6.76% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -3.97% | Oct 22, 2025 | 60 | Jan 20, 2026 | 27 | Feb 27, 2026 | 87 |
| -3.02% | Mar 3, 2025 | 18 | Mar 27, 2025 | 5 | Apr 3, 2025 | 23 |
| -2.19% | Feb 6, 2025 | 4 | Feb 12, 2025 | 6 | Feb 21, 2025 | 10 |
| -1.56% | Jan 6, 2025 | 5 | Jan 14, 2025 | 2 | Jan 16, 2025 | 7 |
| -0.86% | Jan 21, 2025 | 2 | Jan 23, 2025 | 2 | Jan 27, 2025 | 4 |
| -0.50% | Feb 26, 2025 | 1 | Feb 27, 2025 | 1 | Feb 28, 2025 | 2 |
| -0.48% | Jan 30, 2025 | 1 | Jan 31, 2025 | 1 | Feb 3, 2025 | 2 |
| -0.21% | Oct 14, 2025 | 1 | Oct 15, 2025 | 1 | Oct 16, 2025 | 2 |
| -0.21% | Jan 27, 2025 | 2 | Jan 29, 2025 | 1 | Jan 30, 2025 | 3 |
| -0.19% | Oct 16, 2025 | 1 | Oct 17, 2025 | 1 | Oct 20, 2025 | 2 |
| -0.02% | Oct 10, 2025 | 1 | Oct 13, 2025 | 1 | Oct 14, 2025 | 2 |