Stone Ridge ETFs: record by period

Record

12 funds with a full year

Stone Ridge’s 1-Year Record

0 of 12 Made Money12 lostStone Ridge typical −3.4% · All ETFs +6.9%

Made money · 0

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%0

Lost money · 12

0–5%9

5–10%3WorstLIBD−5.6%

More than 10%0

Stone Ridge ETFs · past-year returns · 12 funds with a full year · as of Nov 4, 2026

Stone Ridge’s Returns by Bucket

BucketYTD1YMoney made

Bonds & cash4 funds · $14.1M−2.6%−4.5%−$665K

Income8 funds · $54.8M−1.8%−1.7%−$978K

Stone Ridge ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Stone Ridge’s Best ETFs

YTD

No Stone Ridge fund is up this year.

Stone Ridge ETFs · year-to-date returns · as of Nov 4, 2026

Stone Ridge’s Worst ETFs

YTD

−3.1%LIBD, Trust - LifeX 2065 Inflation-Protected Longevity Income

1LIBDTrust - LifeX 2065 Inflation-Protected Longevity Income−3.1%

2LIAUTrust - LifeX 2060 Inflation-Protected Longevity Income−2.9%

3LFBETrust - LifeX 2065 Longevity Income−2.8%

4LFDRTrust - LifeX Durable Income−2.7%

5LFAWTrust - LifeX 2060 Longevity Income−2.6%

6LIAMTrust - LifeX 2055 Inflation-Protected Longevity Income−2.5%

7LFAOTrust - LifeX 2055 Longevity Income−2.4%

8LIFTTrust - Lifex 2028 Income Bucket−2.3%

Stone Ridge ETFs · year-to-date returns · as of Nov 4, 2026

Stone Ridge’s ETF Returns

YTD

0–12up · down this year
of 12 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical−2.4%

BestBCKT −1.2%

WorstLIBD −3.1%

Stone Ridge ETFs · year-to-date returns · as of Nov 4, 2026

Top 12 Stone Ridge ETFs

BCKT−0.5%

LDDR−1.2%

LIFT−1.6%

LFAI−2.8%

LIAE−3.3%

LFAO−3.4%

LFAW−3.9%

LIAM−4.2%

LFBE−4.5%

LIAU−5.0%

LFDR−5.0%

LIBD−5.6%

Best first · dashed line = Stone Ridge typical −3.4%

Stone Ridge ETFs · past-year returns · as of Nov 4, 2026

Stone Ridge’s Money Made

−$1.6Mmade by the 12 largest

Stone Ridge ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Stone Ridge’s Best and Worst ETFs

Best 5 of 12

BCKTTrust - Lifex 2030 Income Bucket−0.5%

LDDRTrust - LifeX 2035 Income Bucket−1.2%

LIFTTrust - Lifex 2028 Income Bucket−1.6%

LFAITrust - LifeX 2050 Longevity Income−2.8%

LIAETrust - LifeX 2050 Inflation-Protected Longevity Income−3.3%

Worst 5 of 12

LIBDTrust - LifeX 2065 Inflation-Protected Longevity Income−5.6%

LFDRTrust - LifeX Durable Income−5.0%

LIAUTrust - LifeX 2060 Inflation-Protected Longevity Income−5.0%

LFBETrust - LifeX 2065 Longevity Income−4.5%

LIAMTrust - LifeX 2055 Inflation-Protected Longevity Income−4.2%

End-of-day Nov 4, 2026 · funds with a full year

Stone Ridge’s Record by Bucket

Income0 of 8

Bonds & cash0 of 4

Stone Ridge ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Stone Ridge’s Losing ETFs

12funds lost money8 income funds · 4 bond funds

FundCategoryPast year1Y ▲Assets

LIBDTrust - LifeX 2065 Inflation-Protected Longevity IncomeBonds & cash−5.6%$4.1M

LFDRTrust - LifeX Durable IncomeIncome−5.0%$814K

LIAUTrust - LifeX 2060 Inflation-Protected Longevity IncomeBonds & cash−5.0%$1.9M

LFBETrust - LifeX 2065 Longevity IncomeIncome−4.5%$2.0M

LIAMTrust - LifeX 2055 Inflation-Protected Longevity IncomeBonds & cash−4.2%$5.0M

LFAWTrust - LifeX 2060 Longevity IncomeIncome−3.9%$2.4M

LFAOTrust - LifeX 2055 Longevity IncomeIncome−3.4%$3.2M

Stone Ridge ETFs · past-year returns · as of Nov 4, 2026 · worst first

Stone Ridge’s Newest ETFs

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Stone Ridge ETFs · launched in the past year · as of Nov 4, 2026

SRStone Ridge

Record

Stone Ridge