Performance analysis of LIAT (Stone Ridge 2059 Inflation-Protected Longevity Income ETF)
Annual Return
Since Sep 9, 2024, LIAT has had an average annual return of -2.20%, underperforming the benchmark SPY, which returned +21.83% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.64% | -7.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.79% | +3.47% | -0.60% | -1.51% | -1.71% | +1.74% | -0.53% | +0.97% | +3.02% | +5.64% | |||
| 2024 | +0.37% | -3.70% | +0.29% | -4.54% | -7.46% |
Drawdown analysis of LIAT (Stone Ridge 2059 Inflation-Protected Longevity Income ETF)
The maximum drawdown for the LIAT was -10.73%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LIAT drawdown is -3.77%.
Since Sep 9, 2024 LIAT has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.73% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |
| -0.15% | Sep 11, 2024 | 1 | Sep 12, 2024 | 1 | Sep 13, 2024 | 2 |