See what your fund actually adds
LifeX 2055 Inflation-Protected Longevity Income ETF LIAM
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LIAM | Replication |
|---|---|---|
| Annualized growth | -1.0% | 1.1% |
| Annualized volatility | 7.3% | 6.7% |
| Sharpe ratio | -0.10 | 0.19 |
| Maximum drawdown | 8.7% | 7.1% |
| Replication fit (R²) | 0.94 · Tracking error 1.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model LIAM’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SCHP | FI · TIPS | 56.9% |
| SPTL | FI · Long Gov | 38.5% |
| VCLT | FI · Long Corp | 4.7% |