See what your fund actually adds
LifeX 2050 Longevity Income ETF LFAI
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LFAI | Replication |
|---|---|---|
| Annualized growth | -1.8% | 0.1% |
| Annualized volatility | 7.2% | 7.3% |
| Sharpe ratio | -0.21 | 0.05 |
| Maximum drawdown | 8.7% | 7.8% |
| Replication fit (R²) | 0.98 · Tracking error 0.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model LFAI’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPTL | FI · Long Gov | 44.8% |
| VGIT | FI · Intermediate Gov | 42.9% |
| AGG | FI · Aggregate | 9.0% |
| MUB | FI · Municipal | 3.3% |