Performance analysis of LIAE (LifeX 2050 Inflation-Protected Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LIAE has had an average annual return of -0.52%, underperforming the benchmark SPY, which returned +18.19% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.64% | +6.10% | -6.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.01% | +2.27% | -2.65% | +0.78% | +0.64% | -0.32% | -1.30% | -0.64% | |||||
| 2025 | +1.40% | +3.35% | -0.12% | -0.79% | -1.24% | +1.39% | -0.23% | +1.25% | +1.35% | +0.84% | -0.16% | -1.01% | +6.10% |
| 2024 | -0.84% | -2.80% | +0.57% | -3.06% | -6.04% |
Drawdown analysis of LIAE (LifeX 2050 Inflation-Protected Longevity Income ETF)
The maximum drawdown for the LIAE was -7.03%, occurring on Jan 14, 2025. Recovery took 162 trading sessions.
The current LIAE drawdown is -2.85%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.03% | Sep 16, 2024 | 82 | Jan 14, 2025 | 162 | Sep 8, 2025 | 244 |
| -3.68% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -2.72% | Oct 22, 2025 | 60 | Jan 20, 2026 | 27 | Feb 27, 2026 | 87 |
| -1.20% | Sep 16, 2025 | 14 | Oct 6, 2025 | 5 | Oct 13, 2025 | 19 |
| -0.31% | Sep 8, 2025 | 1 | Sep 9, 2025 | 1 | Sep 10, 2025 | 2 |
| -0.28% | Oct 16, 2025 | 1 | Oct 17, 2025 | 2 | Oct 21, 2025 | 3 |
| -0.20% | Sep 11, 2025 | 1 | Sep 12, 2025 | 2 | Sep 16, 2025 | 3 |
| -0.12% | Oct 14, 2025 | 1 | Oct 15, 2025 | 1 | Oct 16, 2025 | 2 |