Performance analysis of LIAQ (Stone Ridge 2058 Inflation-Protected Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LIAQ has had an average annual return of -1.97%, underperforming the benchmark SPY, which returned +18.72% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.35% | -7.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +1.18% | +3.83% | -0.58% | -1.26% | -1.77% | +1.69% | -0.74% | +1.05% | +2.91% | +6.35% | |||
| 2024 | -1.08% | -3.36% | +0.56% | -4.12% | -7.82% |
Drawdown analysis of LIAQ (Stone Ridge 2058 Inflation-Protected Longevity Income ETF)
The maximum drawdown for the LIAQ was -9.29%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LIAQ drawdown is -1.97%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.29% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |