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LIFT
-0.98 · -3.36%
$28.15 · BATS

LifeX 2028 Income Bucket ETF (LIFT) ETF Analysis | ETF

ETF · USA
AUM:$0
#– of – in ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

LIFT returned +0.0% over the past year, broadly in line with flat market conditions.

What is LIFT?

The fund is an exchange-traded fund ("ETF") that pursues its investment objective by investing in debt securities issued by the U. Treasury (which the manager refers to as "U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
LIFT returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 17.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$0
Expense Ratio0.00%
Dividend Yield0.00%
Holdings2
Inception Date–
Domicile–
Distribution–
Index–
Provider–
Beta–
Category–
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-12.3%
1Y
-10.8%
3Y
-10.8%
5Y
-10.8%
OpenBook InsightIf you had invested £10,000 in LIFT 5 years ago, it would have fallen to £8,922 — a loss of £1,078.

Annual Returns

Calendar year performance

LIFT delivered positive returns in 1 of the last 2 calendar years.
YearLIFT
2026 YTD-11.8%
2025+1.2%
1/2 positive yearsAvg return: -5.3%Worst year: -11.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
10.0%
Low
Momentum
-3.3%
30-day change
Support Level
22.59
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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