Performance analysis of LIAM (LifeX 2055 Inflation-Protected Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LIAM has had an average annual return of -1.53%, underperforming the benchmark SPY, which returned +17.69% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.61% | +5.29% | -7.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.11% | +2.62% | -3.04% | +0.66% | +0.76% | -0.20% | -1.44% | -0.61% | |||||
| 2025 | +1.28% | +3.51% | +0.04% | -1.17% | -1.55% | +1.59% | -0.45% | +1.16% | +1.62% | +0.99% | -0.28% | -1.46% | +5.29% |
| 2024 | -0.90% | -3.20% | +0.57% | -3.71% | -7.10% |
Drawdown analysis of LIAM (LifeX 2055 Inflation-Protected Longevity Income ETF)
The maximum drawdown for the LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 190 trading sessions.
The current LIAM drawdown is -3.52%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.39% | Sep 16, 2024 | 82 | Jan 14, 2025 | 190 | Oct 16, 2025 | 272 |
| -4.46% | Oct 28, 2025 | 103 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -0.40% | Oct 22, 2025 | 1 | Oct 23, 2025 | 3 | Oct 28, 2025 | 4 |
| -0.30% | Oct 16, 2025 | 1 | Oct 17, 2025 | 2 | Oct 21, 2025 | 3 |