Stone Ridge 2050 Inflation-Protected… (LIAE) Performance
LIAE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −2.1% since Dec 31, 2025
- 1 year
- −3.9% total return
- Since first price
- +1,626.5% since 2024
LIAE trailing returns vs SPY, QQQ, AGG
| Period | LIAE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.4% | +0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.8% | −2.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −3.0% | −5.5% | +7.8% | +8.4% | −1.5% |
| YTD | −2.1% | −6.2% | +12.3% | +15.1% | −1.0% |
| 1 year | −3.9% | −8.7% | +14.4% | +15.9% | −1.1% |
| Since inceptionSep 16, 2024 | +1,626.5% | +982.9% | — | — | — |
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: LIAE vs SPY
From Sep 16, 2024: LIAE grew to $172,650, SPY to $13,856.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LIAE returns by calendar year
1 of 1 full years positive. Best 2025 (+1,476.9%), worst 2025 (+1,476.9%). 2026 is year to date.
LIAE annual returns table
| Year | LIAE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −2.1% | −7.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +1,476.9% | −4.6% | +17.7% | +20.8% | +7.2% |
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.
LIAE risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +309.6% |
| Volatility (annualized) | 710.6% |
| Sharpe ratio | 0.74 |
| Sortino ratio | 111.11 |
| Best month | +1,006.4% |
| Worst month | −4.6% |
| Best 12 months | +1,685.0% |
| Worst 12 months | −6.0% |
| Positive months | 67% |
| 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.
LIAE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 14 | −6.0% | +17.9% | +1,685.0% | 79% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
LIAE performance overview
Stone Ridge 2050 Inflation-Protected… (LIAE) returned −3.9% over the past year, with distributions reinvested. Since its first recorded price on Sep 16, 2024 it has returned +1,626.5%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: LIAE chart, LIAE dividends. See the LIAE overview for the latest quote and fund facts.
LIAE performance FAQ
What is the LIAE return over the past year?
LIAE returned −3.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 8.7%.
How much would $10,000 invested in LIAE be worth?
$10,000 invested in LIAE at its first recorded close on September 16, 2024 would be worth about $172,650 on October 23, 2026 with distributions reinvested.
How volatile is LIAE?
Over the past history LIAE had an annualized volatility of 710.6% and a Sharpe ratio of 0.74 (excess return over 1–3 month T-bills per unit of risk).