Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LENDX (Stone Ridge Alternative Lending Risk Pre) | 0.76% | 3.05% | 2.14% | 1.61% | -9.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LENDX (Stone Ridge Alternative Lending Risk Pre) | 06/03/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 3.05 | 2.14 | 1.61 | -9.51 | NA | NA | … | … | 0.76 | 0.90 | 3.13 | -2.11 | 2.35 | 30.11 | -77.97 | 4.86 | 5.08 | 4.84 | 2.20 |
| Sharpe Ratio | NA | 0.10 | -0.87 | -0.02 | NA | NA | NA | … | … | -0.33 | -0.95 | -0.48 | -4.18 | 0.69 | 0.77 | -0.49 | 3.69 | 3.30 | 2.36 | 0.57 |
| Standard Deviation(%) | NA | 1.77 | 1.39 | 15.44 | NA | NA | NA | … | … | 2.52 | 2.08 | 1.02 | 1.39 | 1.35 | 39.15 | 160.75 | 0.92 | 1.12 | 1.78 | 6.29 |
| Draw Down(%) | NA | 1.53 | 2.29 | 21.24 | NA | NA | NA | … | … | 1.53 | 1.47 | 0.60 | 2.17 | 1.35 | 21.24 | 80.67 | 0.20 | 0.62 | 1.45 | 4.32 |
| Yield(%) | 0.00 | 3.31 | 3.63 | 7.23 | 7.12 | 4.75 | 3.56 | … | … | 0.00 | 4.36 | 4.01 | 3.91 | 5.04 | 33.89 | 2.48 | 4.87 | 5.19 | 5.32 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LENDX (Stone Ridge Alternative Lending Risk Pre) |
-39.43%
May 2017 – May 2020 |
-21.63%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LENDX (Stone Ridge Alternative Lending Risk Pre) |
14.65%
May 2020 – May 2023 |
9.28%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart