See what your fund actually adds
LifeX 2065 Longevity Income ETF LFBE
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LFBE | Replication |
|---|---|---|
| Annualized growth | -0.3% | 0.5% |
| Annualized volatility | 8.8% | 9.0% |
| Sharpe ratio | 0.01 | 0.10 |
| Maximum drawdown | 10.7% | 10.3% |
| Replication fit (R²) | 1.00 · Tracking error 0.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model LFBE’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPTL | FI · Long Gov | 88.6% |
| VGIT | FI · Intermediate Gov | 11.4% |