Stone Ridge 2035 Term Income ETF (LDDR) Performance
LDDR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.9% since Dec 31, 2025
- 1 year
- −0.9% total return
- Since first price
- +1,063.2% since 2025
LDDR trailing returns vs SPY, QQQ, AGG
| Period | LDDR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.1% | −0.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.3% | −3.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.2% | −7.3% | +7.8% | +8.4% | −1.5% |
| YTD | −0.9% | −10.8% | +12.3% | +15.1% | −1.0% |
| 1 year | −0.9% | −12.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 6, 2025 | +1,063.2% | +810.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: LDDR vs SPY
From Jan 6, 2025: LDDR grew to $116,325, SPY to $13,016.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LDDR returns by calendar year
2026 is year to date.
LDDR annual returns table
| Year | LDDR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −0.9% | −5.3% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
LDDR risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +330.7% |
| Volatility (annualized) | 797.9% |
| Sharpe ratio | 0.77 |
| Sortino ratio | 225.04 |
| Best month | +1,030.1% |
| Worst month | −2.0% |
| Best 12 months | +1,068.0% |
| Worst 12 months | −1.4% |
| Positive months | 55% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
LDDR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | −1.4% | +2.5% | +1,068.0% | 80% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
LDDR performance overview
Stone Ridge 2035 Term Income ETF (LDDR) returned −0.9% over the past year, with distributions reinvested. Since its first recorded price on Jan 6, 2025 it has returned +1,063.2%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: LDDR chart, LDDR dividends. See the LDDR overview for the latest quote and fund facts.
LDDR performance FAQ
What is the LDDR return over the past year?
LDDR returned −0.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 12.4%.
How much would $10,000 invested in LDDR be worth?
$10,000 invested in LDDR at its first recorded close on January 6, 2025 would be worth about $116,325 on October 23, 2026 with distributions reinvested.
How volatile is LDDR?
Over the past history LDDR had an annualized volatility of 797.9% and a Sharpe ratio of 0.77 (excess return over 1–3 month T-bills per unit of risk).