See what your fund actually adds
LifeX Durable Income ETF LFDR
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LFDR | Replication |
|---|---|---|
| Annualized growth | -1.8% | -1.5% |
| Annualized volatility | 9.8% | 9.8% |
| Sharpe ratio | -0.14 | -0.10 |
| Maximum drawdown | 10.6% | 10.7% |
| Replication fit (R²) | 0.98 · Tracking error 1.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model LFDR’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPTL | FI · Long Gov | 82.2% |
| VGIT | FI · Intermediate Gov | 10.5% |
| BNDX | FI · International | 7.3% |