Stone Ridge 2055 Inflation-Protected… (LIAM) Performance
LIAM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −2.6% since Dec 31, 2025
- 1 year
- −5.1% total return
- Since first price
- +67.5% since 2025
LIAM trailing returns vs SPY, QQQ, AGG
| Period | LIAM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.4% | +1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.1% | −2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −3.6% | −5.8% | +7.8% | +8.4% | −1.5% |
| YTD | −2.6% | −6.2% | +12.3% | +15.1% | −1.0% |
| 1 year | −5.1% | −9.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionFeb 11, 2025 | +67.5% | +84.9% | — | — | — |
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: LIAM vs SPY
From Feb 11, 2025: LIAM grew to $16,750, SPY to $12,802.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LIAM returns by calendar year
2026 is year to date.
LIAM annual returns table
| Year | LIAM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −2.6% | −9.0% | +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.
LIAM risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +35.2% |
| Volatility (annualized) | 57.3% |
| Sharpe ratio | 0.66 |
| Sortino ratio | 6.51 |
| Best month | +71.3% |
| Worst month | −4.6% |
| Best 12 months | +76.3% |
| Worst 12 months | −6.8% |
| Positive months | 53% |
| 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.
LIAM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | −6.8% | +0.1% | +76.3% | 56% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
LIAM performance overview
Stone Ridge 2055 Inflation-Protected… (LIAM) returned −5.1% over the past year, with distributions reinvested. Since its first recorded price on Feb 11, 2025 it has returned +67.5%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: LIAM chart, LIAM dividends. See the LIAM overview for the latest quote and fund facts.
LIAM performance FAQ
What is the LIAM return over the past year?
LIAM returned −5.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 9.2%.
How much would $10,000 invested in LIAM be worth?
$10,000 invested in LIAM at its first recorded close on February 11, 2025 would be worth about $16,750 on October 23, 2026 with distributions reinvested.
How volatile is LIAM?
Over the past history LIAM had an annualized volatility of 57.3% and a Sharpe ratio of 0.66 (excess return over 1–3 month T-bills per unit of risk).