| Home | Parameters | ||||||||||||||||||||||||||
| Name | ALB | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $830.24 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 5.65% | Purchased Year | 2026 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 26 | Maturity Year | 2052 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 7.088% | YTM (no) | 4.24% | Current Yield | 6.805% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 13 | y- | $943.13 | y+ | $736.89 | ||||||||||||||||||||||
| Reinvestment Rate | 0.00% | ||||||||||||||||||||||||||
| a) Return Based on YTM (and therefore all coupon payments are reinvested) | b) Return Based on YTM and No Coupon Payment Reinvestment | c) Return Based on YTM(no) and No Coupon Payment Reinvestment | |||||||||||||||||||||||||
| Yield at the End of Investment Horizon | Yield at the End of Investment Horizon | Yield at the End of Investment Horizon | |||||||||||||||||||||||||
| 4.50% | 4.75% | 5.00% | 5.25% | 5.50% | 5.75% | 6.00% | 6.25% | 4.50% | 4.75% | 5.00% | 5.25% | 5.50% | 5.75% | 6.00% | 6.25% | 4.50% | 4.75% | 5.00% | 5.25% | 5.50% | 5.75% | 6.00% | 6.25% | ||||
| Investment Horizon | Year | Investment Horizon Price | Investment Horizon Price | Investment Horizon Price | |||||||||||||||||||||||
| 1 | 2027 | $1,171.55 | $1,130.88 | $1,092.18 | $1,055.33 | $1,020.25 | $986.82 | $954.97 | $924.61 | $1,171.55 | $1,130.88 | $1,092.18 | $1,055.33 | $1,020.25 | $986.82 | $954.97 | $924.61 | $1,171.55 | $1,130.88 | $1,092.18 | $1,055.33 | $1,020.25 | $986.82 | $954.97 | $924.61 | ||
| 2 | 2028 | $1,167.72 | $1,128.06 | $1,090.26 | $1,054.22 | $1,019.86 | $987.07 | $955.78 | $925.92 | $1,167.72 | $1,128.06 | $1,090.26 | $1,054.22 | $1,019.86 | $987.07 | $955.78 | $925.92 | $1,167.72 | $1,128.06 | $1,090.26 | $1,054.22 | $1,019.86 | $987.07 | $955.78 | $925.92 | ||
| 3 | 2029 | $1,163.73 | $1,125.11 | $1,088.25 | $1,053.06 | $1,019.44 | $987.33 | $956.64 | $927.31 | $1,163.73 | $1,125.11 | $1,088.25 | $1,053.06 | $1,019.44 | $987.33 | $956.64 | $927.31 | $1,163.73 | $1,125.11 | $1,088.25 | $1,053.06 | $1,019.44 | $987.33 | $956.64 | $927.31 | ||
| 4 | 2030 | $1,159.55 | $1,122.02 | $1,086.14 | $1,051.83 | $1,019.01 | $987.61 | $957.56 | $928.79 | $1,159.55 | $1,122.02 | $1,086.14 | $1,051.83 | $1,019.01 | $987.61 | $957.56 | $928.79 | $1,159.55 | $1,122.02 | $1,086.14 | $1,051.83 | $1,019.01 | $987.61 | $957.56 | $928.79 | ||
| 5 | 2031 | $1,155.18 | $1,118.78 | $1,083.92 | $1,050.53 | $1,018.55 | $987.90 | $958.52 | $930.36 | $1,155.18 | $1,118.78 | $1,083.92 | $1,050.53 | $1,018.55 | $987.90 | $958.52 | $930.36 | $1,155.18 | $1,118.78 | $1,083.92 | $1,050.53 | $1,018.55 | $987.90 | $958.52 | $930.36 | ||
| 6 | 2032 | $1,150.61 | $1,115.38 | $1,081.58 | $1,049.16 | $1,018.06 | $988.21 | $959.55 | $932.04 | $1,150.61 | $1,115.38 | $1,081.58 | $1,049.16 | $1,018.06 | $988.21 | $959.55 | $932.04 | $1,150.61 | $1,115.38 | $1,081.58 | $1,049.16 | $1,018.06 | $988.21 | $959.55 | $932.04 | ||
| 7 | 2033 | $1,145.84 | $1,111.82 | $1,079.13 | $1,047.73 | $1,017.54 | $988.53 | $960.64 | $933.82 | $1,145.84 | $1,111.82 | $1,079.13 | $1,047.73 | $1,017.54 | $988.53 | $960.64 | $933.82 | $1,145.84 | $1,111.82 | $1,079.13 | $1,047.73 | $1,017.54 | $988.53 | $960.64 | $933.82 | ||
| 8 | 2034 | $1,140.84 | $1,108.08 | $1,076.56 | $1,046.21 | $1,017.00 | $988.88 | $961.79 | $935.71 | $1,140.84 | $1,108.08 | $1,076.56 | $1,046.21 | $1,017.00 | $988.88 | $961.79 | $935.71 | $1,140.84 | $1,108.08 | $1,076.56 | $1,046.21 | $1,017.00 | $988.88 | $961.79 | $935.71 | ||
| 9 | 2035 | $1,135.62 | $1,104.17 | $1,073.85 | $1,044.62 | $1,016.43 | $989.24 | $963.02 | $937.72 | $1,135.62 | $1,104.17 | $1,073.85 | $1,044.62 | $1,016.43 | $989.24 | $963.02 | $937.72 | $1,135.62 | $1,104.17 | $1,073.85 | $1,044.62 | $1,016.43 | $989.24 | $963.02 | $937.72 | ||
| 10 | 2036 | $1,130.17 | $1,100.07 | $1,071.01 | $1,042.94 | $1,015.83 | $989.63 | $964.32 | $939.86 | $1,130.17 | $1,100.07 | $1,071.01 | $1,042.94 | $1,015.83 | $989.63 | $964.32 | $939.86 | $1,130.17 | $1,100.07 | $1,071.01 | $1,042.94 | $1,015.83 | $989.63 | $964.32 | $939.86 | ||
| 11 | 2037 | $1,124.46 | $1,095.78 | $1,068.02 | $1,041.17 | $1,015.19 | $990.04 | $965.70 | $942.14 | $1,124.46 | $1,095.78 | $1,068.02 | $1,041.17 | $1,015.19 | $990.04 | $965.70 | $942.14 | $1,124.46 | $1,095.78 | $1,068.02 | $1,041.17 | $1,015.19 | $990.04 | $965.70 | $942.14 | ||
| 12 | 2038 | $1,118.50 | $1,091.27 | $1,064.89 | $1,039.31 | $1,014.51 | $990.47 | $967.16 | $944.56 | $1,118.50 | $1,091.27 | $1,064.89 | $1,039.31 | $1,014.51 | $990.47 | $967.16 | $944.56 | $1,118.50 | $1,091.27 | $1,064.89 | $1,039.31 | $1,014.51 | $990.47 | $967.16 | $944.56 | ||
| 13 | 2039 | $1,112.26 | $1,086.55 | $1,061.59 | $1,037.35 | $1,013.80 | $990.93 | $968.72 | $947.13 | $1,112.26 | $1,086.55 | $1,061.59 | $1,037.35 | $1,013.80 | $990.93 | $968.72 | $947.13 | $1,112.26 | $1,086.55 | $1,061.59 | $1,037.35 | $1,013.80 | $990.93 | $968.72 | $947.13 | ||
| 14 | 2040 | $1,105.74 | $1,081.61 | $1,058.13 | $1,035.28 | $1,013.05 | $991.42 | $970.36 | $949.87 | $1,105.74 | $1,081.61 | $1,058.13 | $1,035.28 | $1,013.05 | $991.42 | $970.36 | $949.87 | $1,105.74 | $1,081.61 | $1,058.13 | $1,035.28 | $1,013.05 | $991.42 | $970.36 | $949.87 | ||
| 15 | 2041 | $1,098.92 | $1,076.42 | $1,054.49 | $1,033.10 | $1,012.26 | $991.93 | $972.11 | $952.78 | $1,098.92 | $1,076.42 | $1,054.49 | $1,033.10 | $1,012.26 | $991.93 | $972.11 | $952.78 | $1,098.92 | $1,076.42 | $1,054.49 | $1,033.10 | $1,012.26 | $991.93 | $972.11 | $952.78 | ||
| 16 | 2042 | $1,091.79 | $1,070.99 | $1,050.66 | $1,030.81 | $1,011.42 | $992.47 | $973.96 | $955.88 | $1,091.79 | $1,070.99 | $1,050.66 | $1,030.81 | $1,011.42 | $992.47 | $973.96 | $955.88 | $1,091.79 | $1,070.99 | $1,050.66 | $1,030.81 | $1,011.42 | $992.47 | $973.96 | $955.88 | ||
| 17 | 2043 | $1,084.34 | $1,065.29 | $1,046.65 | $1,028.40 | $1,010.54 | $993.05 | $975.93 | $959.17 | $1,084.34 | $1,065.29 | $1,046.65 | $1,028.40 | $1,010.54 | $993.05 | $975.93 | $959.17 | $1,084.34 | $1,065.29 | $1,046.65 | $1,028.40 | $1,010.54 | $993.05 | $975.93 | $959.17 | ||
| 18 | 2044 | $1,076.55 | $1,059.32 | $1,042.43 | $1,025.86 | $1,009.60 | $993.66 | $978.02 | $962.67 | $1,076.55 | $1,059.32 | $1,042.43 | $1,025.86 | $1,009.60 | $993.66 | $978.02 | $962.67 | $1,076.55 | $1,059.32 | $1,042.43 | $1,025.86 | $1,009.60 | $993.66 | $978.02 | $962.67 | ||
| 19 | 2045 | $1,068.40 | $1,053.07 | $1,038.00 | $1,023.18 | $1,008.62 | $994.30 | $980.23 | $966.40 | $1,068.40 | $1,053.07 | $1,038.00 | $1,023.18 | $1,008.62 | $994.30 | $980.23 | $966.40 | $1,068.40 | $1,053.07 | $1,038.00 | $1,023.18 | $1,008.62 | $994.30 | $980.23 | $966.40 | ||
| 20 | 2046 | $1,059.88 | $1,046.51 | $1,033.34 | $1,020.36 | $1,007.58 | $994.99 | $982.58 | $970.36 | $1,059.88 | $1,046.51 | $1,033.34 | $1,020.36 | $1,007.58 | $994.99 | $982.58 | $970.36 | $1,059.88 | $1,046.51 | $1,033.34 | $1,020.36 | $1,007.58 | $994.99 | $982.58 | $970.36 | ||
| 21 | 2047 | $1,050.98 | $1,039.64 | $1,028.44 | $1,017.39 | $1,006.48 | $995.71 | $985.07 | $974.57 | $1,050.98 | $1,039.64 | $1,028.44 | $1,017.39 | $1,006.48 | $995.71 | $985.07 | $974.57 | $1,050.98 | $1,039.64 | $1,028.44 | $1,017.39 | $1,006.48 | $995.71 | $985.07 | $974.57 | ||
| 22 | 2048 | $1,041.67 | $1,032.44 | $1,023.30 | $1,014.26 | $1,005.32 | $996.47 | $987.72 | $979.05 | $1,041.67 | $1,032.44 | $1,023.30 | $1,014.26 | $1,005.32 | $996.47 | $987.72 | $979.05 | $1,041.67 | $1,032.44 | $1,023.30 | $1,014.26 | $1,005.32 | $996.47 | $987.72 | $979.05 | ||
| 23 | 2049 | $1,031.94 | $1,024.89 | $1,017.90 | $1,010.97 | $1,004.10 | $997.28 | $990.52 | $983.82 | $1,031.94 | $1,024.89 | $1,017.90 | $1,010.97 | $1,004.10 | $997.28 | $990.52 | $983.82 | $1,031.94 | $1,024.89 | $1,017.90 | $1,010.97 | $1,004.10 | $997.28 | $990.52 | $983.82 | ||
| 24 | 2050 | $1,021.76 | $1,016.98 | $1,012.23 | $1,007.50 | $1,002.80 | $998.14 | $993.50 | $988.88 | $1,021.76 | $1,016.98 | $1,012.23 | $1,007.50 | $1,002.80 | $998.14 | $993.50 | $988.88 | $1,021.76 | $1,016.98 | $1,012.23 | $1,007.50 | $1,002.80 | $998.14 | $993.50 | $988.88 | ||
| 25 | 2051 | $1,011.12 | $1,008.69 | $1,006.26 | $1,003.85 | $1,001.44 | $999.04 | $996.65 | $994.27 | $1,011.12 | $1,008.69 | $1,006.26 | $1,003.85 | $1,001.44 | $999.04 | $996.65 | $994.27 | $1,011.12 | $1,008.69 | $1,006.26 | $1,003.85 | $1,001.44 | $999.04 | $996.65 | $994.27 | ||
| 26 | 2052 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | ||
| Investment Horizon | Total Future Dollars | Total Future Dollars | Total Future Dollars | ||||||||||||||||||||||||
| 1 | 2027 | $1,228.68 | $1,188.05 | $1,149.38 | $1,112.58 | $1,077.52 | $1,044.14 | $1,012.32 | $981.99 | $1,228.05 | $1,187.38 | $1,148.68 | $1,111.83 | $1,076.75 | $1,043.32 | $1,011.47 | $981.11 | $1,228.05 | $1,187.38 | $1,148.68 | $1,111.83 | $1,076.75 | $1,043.32 | $1,011.47 | $981.11 | ||
| 2 | 2028 | $1,284.60 | $1,245.15 | $1,207.57 | $1,171.75 | $1,137.60 | $1,105.04 | $1,073.97 | $1,044.33 | $1,280.72 | $1,241.06 | $1,203.26 | $1,167.22 | $1,132.86 | $1,100.07 | $1,068.78 | $1,038.92 | $1,280.72 | $1,241.06 | $1,203.26 | $1,167.22 | $1,132.86 | $1,100.07 | $1,068.78 | $1,038.92 | ||
| 3 | 2029 | $1,343.05 | $1,305.00 | $1,268.70 | $1,234.08 | $1,201.03 | $1,169.49 | $1,139.38 | $1,110.62 | $1,333.23 | $1,294.61 | $1,257.75 | $1,222.56 | $1,188.94 | $1,156.83 | $1,126.14 | $1,096.81 | $1,333.23 | $1,294.61 | $1,257.75 | $1,222.56 | $1,188.94 | $1,156.83 | $1,126.14 | $1,096.81 | ||
| 4 | 2030 | $1,404.17 | $1,367.72 | $1,332.93 | $1,299.72 | $1,268.00 | $1,237.70 | $1,208.76 | $1,181.11 | $1,385.55 | $1,348.02 | $1,312.14 | $1,277.83 | $1,245.01 | $1,213.61 | $1,183.56 | $1,154.79 | $1,385.55 | $1,348.02 | $1,312.14 | $1,277.83 | $1,245.01 | $1,213.61 | $1,183.56 | $1,154.79 | ||
| 5 | 2031 | $1,468.07 | $1,433.46 | $1,400.41 | $1,368.85 | $1,338.70 | $1,309.89 | $1,282.38 | $1,256.09 | $1,437.68 | $1,401.28 | $1,366.42 | $1,333.03 | $1,301.05 | $1,270.40 | $1,241.02 | $1,212.86 | $1,437.68 | $1,401.28 | $1,366.42 | $1,333.03 | $1,301.05 | $1,270.40 | $1,241.02 | $1,212.86 | ||
| 6 | 2032 | $1,534.88 | $1,502.36 | $1,471.31 | $1,441.65 | $1,413.34 | $1,386.30 | $1,360.47 | $1,335.82 | $1,489.61 | $1,454.38 | $1,420.58 | $1,388.16 | $1,357.06 | $1,327.21 | $1,298.55 | $1,271.04 | $1,489.61 | $1,454.38 | $1,420.58 | $1,388.16 | $1,357.06 | $1,327.21 | $1,298.55 | $1,271.04 | ||
| 7 | 2033 | $1,604.72 | $1,574.57 | $1,545.79 | $1,518.33 | $1,492.14 | $1,467.15 | $1,443.33 | $1,420.61 | $1,541.34 | $1,507.32 | $1,474.63 | $1,443.23 | $1,413.04 | $1,384.03 | $1,356.14 | $1,329.32 | $1,541.34 | $1,507.32 | $1,474.63 | $1,443.23 | $1,413.04 | $1,384.03 | $1,356.14 | $1,329.32 | ||
| 8 | 2034 | $1,677.75 | $1,650.25 | $1,624.05 | $1,599.09 | $1,575.33 | $1,552.73 | $1,531.23 | $1,510.79 | $1,592.84 | $1,560.08 | $1,528.56 | $1,498.21 | $1,469.00 | $1,440.88 | $1,413.79 | $1,387.71 | $1,592.84 | $1,560.08 | $1,528.56 | $1,498.21 | $1,469.00 | $1,440.88 | $1,413.79 | $1,387.71 | ||
| 9 | 2035 | $1,754.09 | $1,729.57 | $1,706.27 | $1,684.15 | $1,663.17 | $1,643.29 | $1,624.48 | $1,606.69 | $1,644.12 | $1,612.67 | $1,582.35 | $1,553.12 | $1,524.93 | $1,497.74 | $1,471.52 | $1,446.22 | $1,644.12 | $1,612.67 | $1,582.35 | $1,553.12 | $1,524.93 | $1,497.74 | $1,471.52 | $1,446.22 | ||
| 10 | 2036 | $1,833.92 | $1,812.70 | $1,792.65 | $1,773.73 | $1,755.90 | $1,739.14 | $1,723.41 | $1,708.68 | $1,695.17 | $1,665.07 | $1,636.01 | $1,607.94 | $1,580.83 | $1,554.63 | $1,529.32 | $1,504.86 | $1,695.17 | $1,665.07 | $1,636.01 | $1,607.94 | $1,580.83 | $1,554.63 | $1,529.32 | $1,504.86 | ||
| 11 | 2037 | $1,917.37 | $1,899.82 | $1,883.40 | $1,868.07 | $1,853.80 | $1,840.58 | $1,828.36 | $1,817.14 | $1,745.96 | $1,717.28 | $1,689.52 | $1,662.67 | $1,636.69 | $1,611.54 | $1,587.20 | $1,563.64 | $1,745.96 | $1,717.28 | $1,689.52 | $1,662.67 | $1,636.69 | $1,611.54 | $1,587.20 | $1,563.64 | ||
| 12 | 2038 | $2,004.62 | $1,991.14 | $1,978.75 | $1,967.43 | $1,957.17 | $1,947.93 | $1,939.71 | $1,932.48 | $1,796.50 | $1,769.27 | $1,742.89 | $1,717.31 | $1,692.51 | $1,668.47 | $1,645.16 | $1,622.56 | $1,796.50 | $1,769.27 | $1,742.89 | $1,717.31 | $1,692.51 | $1,668.47 | $1,645.16 | $1,622.56 | ||
| 13 | 2039 | $2,095.85 | $2,086.84 | $2,078.92 | $2,072.08 | $2,066.29 | $2,061.55 | $2,057.84 | $2,055.15 | $1,846.76 | $1,821.05 | $1,796.09 | $1,771.85 | $1,748.30 | $1,725.43 | $1,703.22 | $1,681.63 | $1,846.76 | $1,821.05 | $1,796.09 | $1,771.85 | $1,748.30 | $1,725.43 | $1,703.22 | $1,681.63 | ||
| 14 | 2040 | $2,191.22 | $2,187.14 | $2,184.17 | $2,182.29 | $2,181.50 | $2,181.79 | $2,183.16 | $2,185.60 | $1,896.74 | $1,872.61 | $1,849.13 | $1,826.28 | $1,804.05 | $1,782.42 | $1,761.36 | $1,740.87 | $1,896.74 | $1,872.61 | $1,849.13 | $1,826.28 | $1,804.05 | $1,782.42 | $1,761.36 | $1,740.87 | ||
| 15 | 2041 | $2,290.94 | $2,292.26 | $2,294.74 | $2,298.36 | $2,303.13 | $2,309.05 | $2,316.12 | $2,324.34 | $1,946.42 | $1,923.92 | $1,901.99 | $1,880.60 | $1,859.76 | $1,839.43 | $1,819.61 | $1,800.28 | $1,946.42 | $1,923.92 | $1,901.99 | $1,880.60 | $1,859.76 | $1,839.43 | $1,819.61 | $1,800.28 | ||
| 16 | 2042 | $2,395.19 | $2,402.44 | $2,410.91 | $2,420.61 | $2,431.54 | $2,443.73 | $2,457.17 | $2,471.88 | $1,995.79 | $1,974.99 | $1,954.66 | $1,934.81 | $1,915.42 | $1,896.47 | $1,877.96 | $1,859.88 | $1,995.79 | $1,974.99 | $1,954.66 | $1,934.81 | $1,915.42 | $1,896.47 | $1,877.96 | $1,859.88 | ||
| 17 | 2043 | $2,504.18 | $2,517.91 | $2,532.96 | $2,549.36 | $2,567.12 | $2,586.26 | $2,606.81 | $2,628.78 | $2,044.84 | $2,025.79 | $2,007.15 | $1,988.90 | $1,971.04 | $1,953.55 | $1,936.43 | $1,919.67 | $2,044.84 | $2,025.79 | $2,007.15 | $1,988.90 | $1,971.04 | $1,953.55 | $1,936.43 | $1,919.67 | ||
| 18 | 2044 | $2,618.14 | $2,638.93 | $2,661.19 | $2,684.96 | $2,710.25 | $2,737.11 | $2,765.56 | $2,795.65 | $2,093.55 | $2,076.32 | $2,059.43 | $2,042.86 | $2,026.60 | $2,010.66 | $1,995.02 | $1,979.67 | $2,093.55 | $2,076.32 | $2,059.43 | $2,042.86 | $2,026.60 | $2,010.66 | $1,995.02 | $1,979.67 | ||
| 19 | 2045 | $2,737.28 | $2,765.77 | $2,795.92 | $2,827.77 | $2,861.36 | $2,896.75 | $2,933.99 | $2,973.11 | $2,141.90 | $2,126.57 | $2,111.50 | $2,096.68 | $2,082.12 | $2,067.80 | $2,053.73 | $2,039.90 | $2,141.90 | $2,126.57 | $2,111.50 | $2,096.68 | $2,082.12 | $2,067.80 | $2,053.73 | $2,039.90 | ||
| 20 | 2046 | $2,861.84 | $2,898.70 | $2,937.46 | $2,978.17 | $3,020.90 | $3,065.71 | $3,112.67 | $3,161.83 | $2,189.88 | $2,176.51 | $2,163.34 | $2,150.36 | $2,137.58 | $2,124.99 | $2,112.58 | $2,100.36 | $2,189.88 | $2,176.51 | $2,163.34 | $2,150.36 | $2,137.58 | $2,124.99 | $2,112.58 | $2,100.36 | ||
| 21 | 2047 | $2,992.08 | $3,038.03 | $3,086.17 | $3,136.58 | $3,189.34 | $3,244.52 | $3,302.23 | $3,362.53 | $2,237.48 | $2,226.14 | $2,214.94 | $2,203.89 | $2,192.98 | $2,182.21 | $2,171.57 | $2,161.07 | $2,237.48 | $2,226.14 | $2,214.94 | $2,203.89 | $2,192.98 | $2,182.21 | $2,171.57 | $2,161.07 | ||
| 22 | 2048 | $3,128.23 | $3,184.05 | $3,242.41 | $3,303.41 | $3,367.16 | $3,433.77 | $3,503.33 | $3,575.98 | $2,284.67 | $2,275.44 | $2,266.30 | $2,257.26 | $2,248.32 | $2,239.47 | $2,230.72 | $2,222.05 | $2,284.67 | $2,275.44 | $2,266.30 | $2,257.26 | $2,248.32 | $2,239.47 | $2,230.72 | $2,222.05 | ||
| 23 | 2049 | $3,270.59 | $3,337.08 | $3,406.55 | $3,479.12 | $3,554.90 | $3,634.05 | $3,716.69 | $3,802.97 | $2,331.44 | $2,324.39 | $2,317.40 | $2,310.47 | $2,303.60 | $2,296.78 | $2,290.02 | $2,283.32 | $2,331.44 | $2,324.39 | $2,317.40 | $2,310.47 | $2,303.60 | $2,296.78 | $2,290.02 | $2,283.32 | ||
| 24 | 2050 | $3,419.42 | $3,497.48 | $3,579.01 | $3,664.17 | $3,753.11 | $3,846.01 | $3,943.03 | $4,044.37 | $2,377.76 | $2,372.98 | $2,368.23 | $2,363.50 | $2,358.80 | $2,354.14 | $2,349.50 | $2,344.88 | $2,377.76 | $2,372.98 | $2,368.23 | $2,363.50 | $2,358.80 | $2,354.14 | $2,349.50 | $2,344.88 | ||
| 25 | 2051 | $3,575.03 | $3,665.58 | $3,760.20 | $3,859.06 | $3,962.37 | $4,070.33 | $4,183.16 | $4,301.09 | $2,423.62 | $2,421.19 | $2,418.76 | $2,416.35 | $2,413.94 | $2,411.54 | $2,409.15 | $2,406.77 | $2,423.62 | $2,421.19 | $2,418.76 | $2,416.35 | $2,413.94 | $2,411.54 | $2,409.15 | $2,406.77 | ||
| 26 | 2052 | $3,737.71 | $3,841.76 | $3,950.56 | $4,064.32 | $4,183.30 | $4,307.74 | $4,437.92 | $4,574.11 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | $2,469.00 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2027 | 47.99% | 43.10% | 38.44% | 34.01% | 29.78% | 25.76% | 21.93% | 18.28% | 47.91% | 43.02% | 38.35% | 33.92% | 29.69% | 25.66% | 21.83% | 18.17% | 47.91% | 43.02% | 38.35% | 33.92% | 29.69% | 25.66% | 21.83% | 18.17% | ||
| 2 | 2028 | 24.39% | 22.46% | 20.60% | 18.80% | 17.06% | 15.37% | 13.73% | 12.15% | 24.20% | 22.26% | 20.39% | 18.57% | 16.81% | 15.11% | 13.46% | 11.86% | 24.20% | 22.26% | 20.39% | 18.57% | 16.81% | 15.11% | 13.46% | 11.86% | ||
| 3 | 2029 | 17.39% | 16.27% | 15.18% | 14.12% | 13.10% | 12.10% | 11.13% | 10.18% | 17.10% | 15.96% | 14.85% | 13.77% | 12.72% | 11.69% | 10.70% | 9.73% | 17.10% | 15.96% | 14.85% | 13.77% | 12.72% | 11.69% | 10.70% | 9.73% | ||
| 4 | 2030 | 14.04% | 13.29% | 12.56% | 11.86% | 11.17% | 10.50% | 9.85% | 9.21% | 13.66% | 12.88% | 12.12% | 11.38% | 10.66% | 9.96% | 9.27% | 8.60% | 13.66% | 12.88% | 12.12% | 11.38% | 10.66% | 9.96% | 9.27% | 8.60% | ||
| 5 | 2031 | 12.07% | 11.54% | 11.02% | 10.52% | 10.03% | 9.55% | 9.08% | 8.63% | 11.61% | 11.04% | 10.48% | 9.93% | 9.40% | 8.88% | 8.37% | 7.88% | 11.61% | 11.04% | 10.48% | 9.93% | 9.40% | 8.88% | 8.37% | 7.88% | ||
| 6 | 2032 | 10.78% | 10.39% | 10.01% | 9.63% | 9.27% | 8.92% | 8.58% | 8.25% | 10.23% | 9.79% | 9.36% | 8.94% | 8.53% | 8.13% | 7.74% | 7.36% | 10.23% | 9.79% | 9.36% | 8.94% | 8.53% | 8.13% | 7.74% | 7.36% | ||
| 7 | 2033 | 9.87% | 9.57% | 9.29% | 9.01% | 8.74% | 8.47% | 8.22% | 7.98% | 9.24% | 8.89% | 8.55% | 8.22% | 7.89% | 7.57% | 7.26% | 6.96% | 9.24% | 8.89% | 8.55% | 8.22% | 7.89% | 7.57% | 7.26% | 6.96% | ||
| 8 | 2034 | 9.19% | 8.97% | 8.75% | 8.54% | 8.34% | 8.14% | 7.95% | 7.77% | 8.49% | 8.20% | 7.93% | 7.66% | 7.39% | 7.13% | 6.88% | 6.63% | 8.49% | 8.20% | 7.93% | 7.66% | 7.39% | 7.13% | 6.88% | 6.63% | ||
| 9 | 2035 | 8.67% | 8.50% | 8.33% | 8.18% | 8.03% | 7.88% | 7.74% | 7.61% | 7.89% | 7.66% | 7.43% | 7.21% | 6.99% | 6.78% | 6.57% | 6.36% | 7.89% | 7.66% | 7.43% | 7.21% | 6.99% | 6.78% | 6.57% | 6.36% | ||
| 10 | 2036 | 8.25% | 8.12% | 8.00% | 7.89% | 7.78% | 7.67% | 7.58% | 7.48% | 7.40% | 7.21% | 7.02% | 6.83% | 6.65% | 6.47% | 6.30% | 6.13% | 7.40% | 7.21% | 7.02% | 6.83% | 6.65% | 6.47% | 6.30% | 6.13% | ||
| 11 | 2037 | 7.91% | 7.82% | 7.73% | 7.65% | 7.58% | 7.51% | 7.44% | 7.38% | 6.99% | 6.83% | 6.67% | 6.52% | 6.36% | 6.21% | 6.07% | 5.92% | 6.99% | 6.83% | 6.67% | 6.52% | 6.36% | 6.21% | 6.07% | 5.92% | ||
| 12 | 2038 | 7.62% | 7.56% | 7.51% | 7.45% | 7.41% | 7.37% | 7.33% | 7.29% | 6.64% | 6.51% | 6.37% | 6.24% | 6.12% | 5.99% | 5.86% | 5.74% | 6.64% | 6.51% | 6.37% | 6.24% | 6.12% | 5.99% | 5.86% | 5.74% | ||
| 13 | 2039 | 7.38% | 7.35% | 7.32% | 7.29% | 7.27% | 7.25% | 7.23% | 7.22% | 6.34% | 6.23% | 6.12% | 6.00% | 5.90% | 5.79% | 5.68% | 5.58% | 6.34% | 6.23% | 6.12% | 6.00% | 5.90% | 5.79% | 5.68% | 5.58% | ||
| 14 | 2040 | 7.18% | 7.16% | 7.15% | 7.15% | 7.14% | 7.15% | 7.15% | 7.16% | 6.08% | 5.98% | 5.89% | 5.79% | 5.70% | 5.61% | 5.52% | 5.43% | 6.08% | 5.98% | 5.89% | 5.79% | 5.70% | 5.61% | 5.52% | 5.43% | ||
| 15 | 2041 | 7.00% | 7.00% | 7.01% | 7.02% | 7.04% | 7.06% | 7.08% | 7.10% | 5.84% | 5.76% | 5.68% | 5.60% | 5.52% | 5.45% | 5.37% | 5.30% | 5.84% | 5.76% | 5.68% | 5.60% | 5.52% | 5.45% | 5.37% | 5.30% | ||
| 16 | 2042 | 6.85% | 6.87% | 6.89% | 6.92% | 6.95% | 6.98% | 7.02% | 7.06% | 5.63% | 5.57% | 5.50% | 5.43% | 5.36% | 5.30% | 5.23% | 5.17% | 5.63% | 5.57% | 5.50% | 5.43% | 5.36% | 5.30% | 5.23% | 5.17% | ||
| 17 | 2043 | 6.71% | 6.74% | 6.78% | 6.82% | 6.87% | 6.91% | 6.96% | 7.01% | 5.45% | 5.39% | 5.33% | 5.27% | 5.22% | 5.16% | 5.11% | 5.05% | 5.45% | 5.39% | 5.33% | 5.27% | 5.22% | 5.16% | 5.11% | 5.05% | ||
| 18 | 2044 | 6.59% | 6.64% | 6.69% | 6.74% | 6.79% | 6.85% | 6.91% | 6.98% | 5.27% | 5.22% | 5.18% | 5.13% | 5.08% | 5.04% | 4.99% | 4.95% | 5.27% | 5.22% | 5.18% | 5.13% | 5.08% | 5.04% | 4.99% | 4.95% | ||
| 19 | 2045 | 6.48% | 6.54% | 6.60% | 6.66% | 6.73% | 6.80% | 6.87% | 6.94% | 5.11% | 5.07% | 5.04% | 5.00% | 4.96% | 4.92% | 4.88% | 4.84% | 5.11% | 5.07% | 5.04% | 5.00% | 4.96% | 4.92% | 4.88% | 4.84% | ||
| 20 | 2046 | 6.38% | 6.45% | 6.52% | 6.60% | 6.67% | 6.75% | 6.83% | 6.91% | 4.97% | 4.94% | 4.90% | 4.87% | 4.84% | 4.81% | 4.78% | 4.75% | 4.97% | 4.94% | 4.90% | 4.87% | 4.84% | 4.81% | 4.78% | 4.75% | ||
| 21 | 2047 | 6.29% | 6.37% | 6.45% | 6.53% | 6.62% | 6.71% | 6.80% | 6.89% | 4.83% | 4.81% | 4.78% | 4.76% | 4.73% | 4.71% | 4.68% | 4.66% | 4.83% | 4.81% | 4.78% | 4.76% | 4.73% | 4.71% | 4.68% | 4.66% | ||
| 22 | 2048 | 6.22% | 6.30% | 6.39% | 6.48% | 6.57% | 6.67% | 6.76% | 6.86% | 4.71% | 4.69% | 4.67% | 4.65% | 4.63% | 4.61% | 4.59% | 4.58% | 4.71% | 4.69% | 4.67% | 4.65% | 4.63% | 4.61% | 4.59% | 4.58% | ||
| 23 | 2049 | 6.14% | 6.24% | 6.33% | 6.43% | 6.53% | 6.63% | 6.73% | 6.84% | 4.59% | 4.58% | 4.56% | 4.55% | 4.54% | 4.52% | 4.51% | 4.50% | 4.59% | 4.58% | 4.56% | 4.55% | 4.54% | 4.52% | 4.51% | 4.50% | ||
| 24 | 2050 | 6.08% | 6.18% | 6.28% | 6.38% | 6.49% | 6.60% | 6.71% | 6.82% | 4.48% | 4.47% | 4.46% | 4.46% | 4.45% | 4.44% | 4.43% | 4.42% | 4.48% | 4.47% | 4.46% | 4.46% | 4.45% | 4.44% | 4.43% | 4.42% | ||
| 25 | 2051 | 6.01% | 6.12% | 6.23% | 6.34% | 6.45% | 6.57% | 6.68% | 6.80% | 4.38% | 4.37% | 4.37% | 4.37% | 4.36% | 4.36% | 4.35% | 4.35% | 4.38% | 4.37% | 4.37% | 4.37% | 4.36% | 4.36% | 4.35% | 4.35% | ||
| 26 | 2052 | 5.96% | 6.07% | 6.18% | 6.30% | 6.42% | 6.54% | 6.66% | 6.78% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | 4.28% | ||