Performance analysis of LIAU (LifeX 2060 Inflation-Protected Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LIAU has had an average annual return of -3.38%, underperforming the benchmark SPY, which returned +18.19% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.17% | +3.55% | -8.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.08% | +2.95% | -3.59% | +0.41% | +0.99% | +0.02% | -1.91% | -1.17% | |||||
| 2025 | +1.04% | +3.70% | -0.59% | -1.56% | -1.73% | +1.74% | -0.77% | +0.61% | +2.17% | +1.22% | -0.45% | -1.72% | +3.55% |
| 2024 | -1.22% | -3.43% | +0.58% | -4.41% | -8.29% |
Drawdown analysis of LIAU (LifeX 2060 Inflation-Protected Longevity Income ETF)
The maximum drawdown for the LIAU was -9.95%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LIAU drawdown is -6.14%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.95% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |