Performance analysis of LIAV (Stone Ridge 2061 Inflation-Protected Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LIAV has had an average annual return of -1.92%, underperforming the benchmark SPY, which returned +20.08% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +5.75% | -8.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2025 | +0.95% | +3.78% | -0.76% | -1.63% | -1.81% | +1.80% | -0.63% | +0.72% | +3.36% | +5.75% | |||
| 2024 | -1.29% | -3.48% | +0.59% | -4.55% | -8.53% |
Drawdown analysis of LIAV (Stone Ridge 2061 Inflation-Protected Longevity Income ETF)
The maximum drawdown for the LIAV was -10.28%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LIAV drawdown is -3.27%.
Since Sep 16, 2024 LIAV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.28% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |