Performance analysis of LIAX (Stone Ridge 2063 Inflation-Protected Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LIAX has had an average annual return of -2.52%, underperforming the benchmark SPY, which returned +20.09% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +5.34% | -9.13% |
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 | +1% | +3.89% | -0.87% | -1.76% | -1.96% | +1.83% | -0.88% | +0.47% | +3.68% | +5.34% | |||
| 2024 | -1.47% | -3.77% | +0.72% | -4.85% | -9.13% |
Drawdown analysis of LIAX (Stone Ridge 2063 Inflation-Protected Longevity Income ETF)
The maximum drawdown for the LIAX was -10.91%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LIAX drawdown is -4.28%.
Since Sep 16, 2024 LIAX has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.91% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |