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LFBE ETF · LifeX 2065 Longevity Income ETF - USD
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -0.31%  | +0.07%  | +1.28% | N/A | N/A | +0.31% | -0.39% | -0.49% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +0.07% | +1.28% | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
Issuer
| AuM | ||
|---|---|---|
LDDR | LifeX 2035 Term Income ETF | €37M |
LFAI | LifeX 2050 Longevity Income ETF - USD | €3.8M |
LFAO | LifeX 2055 Longevity Income ETF - USD | €3.7M |
LIAM | LifeX 2055 Inflation-Protected Longevity Income ETF | €3.7M |
LIBD | LifeX 2065 Inflation-Protected Longevity Income ETF | €3.6M |
Frequently asked questions about LFBE
What does LifeX 2065 Longevity Income ETF - USD, LFBE, invest in?
LFBE is a Active ETF. This ETF provides exposure to US Investment Grade Government Bonds.
What is the Total Expense ratio (TER) of LFBE?
LFBE carries a total expense ratio (TER) of 0.25%, indicating the annual cost for holding the fund.
When was LFBE launched?
LFBE was introduced to the market on January 3, 2025. It trades on United States
Who is the ETF issuer of LFBE?
LifeX 2065 Longevity Income ETF - USD, LFBE, is provided by Stone Ridge. Learn more about Stone Ridge here.
What is the current assets under management (AUM) of LFBE?
LFBE oversees €2.7M in assets as of May 1, 2026.
How has LFBE performed lately?
Based on data from May 1, 2026, LFBE returned -0.31% over the past month, 0.07% over the last three months and -0.49% year-to-date.
Does LFBE distribute dividends?
LFBE follows a distributing dividend policy, meaning it pays out income to investors. As of May 1, 2026, its 12-month trailing yield was 8.30%.
What are the main country or region exposures of LFBE?
As of March 31, 2026, LFBE has significant geographic allocations in USA.
In which sector or theme does LFBE invest in?
As of March 31, 2026, LFBE focuses largely on Sovereign.
How many securities does LFBE hold and how diversified is it?
As of March 31, 2026, LFBE holds 13 positions in its portfolio, with 97.04% of assets concentrated in its top 15 holdings.
What are the main positions in LFBE?
As of March 31, 2026, LFBE top three holdings include USA, Bonds 4.25% 15aug2054, USD, USA, Bonds 4.5% 15feb2044, USD and USA, Bonds 4.75% 15feb2037, USD.
What is the base currency of LFBE?
The base currency of LFBE is USD.
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