See what your fund actually adds
LifeX 2065 Inflation-Protected Longevity Income ETF LIBD
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LIBD | Replication |
|---|---|---|
| Annualized growth | -1.9% | 1.4% |
| Annualized volatility | 8.8% | 8.4% |
| Sharpe ratio | -0.17 | 0.21 |
| Maximum drawdown | 10.8% | 9.3% |
| Replication fit (R²) | 0.94 · Tracking error 2.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model LIBD’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPTL | FI · Long Gov | 76.5% |
| SCHP | FI · TIPS | 14.3% |
| VCLT | FI · Long Corp | 5.4% |
| DBEF | Intl · Dev Hedged | 3.8% |