| Home | Parameters | ||||||||||||||||||||||||||
| Name | APA | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $876.54 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 5.35% | Purchased Year | 2024 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 25 | Maturity Year | 2049 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 6.341% | YTM (no) | 3.96% | Current Yield | 6.104% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 14 | y- | $1,001.23 | y+ | $773.51 | ||||||||||||||||||||||
| 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 | 2025 | $1,123.97 | $1,085.38 | $1,048.60 | $1,013.56 | $980.14 | $948.28 | $917.88 | $888.88 | $1,123.97 | $1,085.38 | $1,048.60 | $1,013.56 | $980.14 | $948.28 | $917.88 | $888.88 | $1,123.97 | $1,085.38 | $1,048.60 | $1,013.56 | $980.14 | $948.28 | $917.88 | $888.88 | ||
| 2 | 2026 | $1,121.02 | $1,083.41 | $1,047.52 | $1,013.26 | $980.56 | $949.32 | $919.48 | $890.96 | $1,121.02 | $1,083.41 | $1,047.52 | $1,013.26 | $980.56 | $949.32 | $919.48 | $890.96 | $1,121.02 | $1,083.41 | $1,047.52 | $1,013.26 | $980.56 | $949.32 | $919.48 | $890.96 | ||
| 3 | 2027 | $1,117.93 | $1,081.35 | $1,046.38 | $1,012.96 | $980.99 | $950.42 | $921.17 | $893.18 | $1,117.93 | $1,081.35 | $1,046.38 | $1,012.96 | $980.99 | $950.42 | $921.17 | $893.18 | $1,117.93 | $1,081.35 | $1,046.38 | $1,012.96 | $980.99 | $950.42 | $921.17 | $893.18 | ||
| 4 | 2028 | $1,114.70 | $1,079.18 | $1,045.19 | $1,012.63 | $981.45 | $951.59 | $922.97 | $895.54 | $1,114.70 | $1,079.18 | $1,045.19 | $1,012.63 | $981.45 | $951.59 | $922.97 | $895.54 | $1,114.70 | $1,079.18 | $1,045.19 | $1,012.63 | $981.45 | $951.59 | $922.97 | $895.54 | ||
| 5 | 2029 | $1,111.32 | $1,076.92 | $1,043.93 | $1,012.29 | $981.94 | $952.82 | $924.88 | $898.05 | $1,111.32 | $1,076.92 | $1,043.93 | $1,012.29 | $981.94 | $952.82 | $924.88 | $898.05 | $1,111.32 | $1,076.92 | $1,043.93 | $1,012.29 | $981.94 | $952.82 | $924.88 | $898.05 | ||
| 6 | 2030 | $1,107.79 | $1,074.54 | $1,042.61 | $1,011.93 | $982.46 | $954.13 | $926.90 | $900.72 | $1,107.79 | $1,074.54 | $1,042.61 | $1,011.93 | $982.46 | $954.13 | $926.90 | $900.72 | $1,107.79 | $1,074.54 | $1,042.61 | $1,011.93 | $982.46 | $954.13 | $926.90 | $900.72 | ||
| 7 | 2031 | $1,104.10 | $1,072.06 | $1,041.22 | $1,011.55 | $983.00 | $955.51 | $929.05 | $903.56 | $1,104.10 | $1,072.06 | $1,041.22 | $1,011.55 | $983.00 | $955.51 | $929.05 | $903.56 | $1,104.10 | $1,072.06 | $1,041.22 | $1,011.55 | $983.00 | $955.51 | $929.05 | $903.56 | ||
| 8 | 2032 | $1,100.24 | $1,069.45 | $1,039.77 | $1,011.15 | $983.57 | $956.97 | $931.32 | $906.58 | $1,100.24 | $1,069.45 | $1,039.77 | $1,011.15 | $983.57 | $956.97 | $931.32 | $906.58 | $1,100.24 | $1,069.45 | $1,039.77 | $1,011.15 | $983.57 | $956.97 | $931.32 | $906.58 | ||
| 9 | 2033 | $1,096.21 | $1,066.71 | $1,038.24 | $1,010.73 | $984.17 | $958.52 | $933.74 | $909.79 | $1,096.21 | $1,066.71 | $1,038.24 | $1,010.73 | $984.17 | $958.52 | $933.74 | $909.79 | $1,096.21 | $1,066.71 | $1,038.24 | $1,010.73 | $984.17 | $958.52 | $933.74 | $909.79 | ||
| 10 | 2034 | $1,091.99 | $1,063.85 | $1,036.63 | $1,010.29 | $984.81 | $960.16 | $936.30 | $913.21 | $1,091.99 | $1,063.85 | $1,036.63 | $1,010.29 | $984.81 | $960.16 | $936.30 | $913.21 | $1,091.99 | $1,063.85 | $1,036.63 | $1,010.29 | $984.81 | $960.16 | $936.30 | $913.21 | ||
| 11 | 2035 | $1,087.58 | $1,060.85 | $1,034.94 | $1,009.83 | $985.49 | $961.89 | $939.02 | $916.84 | $1,087.58 | $1,060.85 | $1,034.94 | $1,009.83 | $985.49 | $961.89 | $939.02 | $916.84 | $1,087.58 | $1,060.85 | $1,034.94 | $1,009.83 | $985.49 | $961.89 | $939.02 | $916.84 | ||
| 12 | 2036 | $1,082.97 | $1,057.70 | $1,033.16 | $1,009.34 | $986.20 | $963.73 | $941.90 | $920.70 | $1,082.97 | $1,057.70 | $1,033.16 | $1,009.34 | $986.20 | $963.73 | $941.90 | $920.70 | $1,082.97 | $1,057.70 | $1,033.16 | $1,009.34 | $986.20 | $963.73 | $941.90 | $920.70 | ||
| 13 | 2037 | $1,078.15 | $1,054.40 | $1,031.30 | $1,008.82 | $986.95 | $965.67 | $944.96 | $924.81 | $1,078.15 | $1,054.40 | $1,031.30 | $1,008.82 | $986.95 | $965.67 | $944.96 | $924.81 | $1,078.15 | $1,054.40 | $1,031.30 | $1,008.82 | $986.95 | $965.67 | $944.96 | $924.81 | ||
| 14 | 2038 | $1,073.11 | $1,050.95 | $1,029.34 | $1,008.28 | $987.74 | $967.72 | $948.21 | $929.17 | $1,073.11 | $1,050.95 | $1,029.34 | $1,008.28 | $987.74 | $967.72 | $948.21 | $929.17 | $1,073.11 | $1,050.95 | $1,029.34 | $1,008.28 | $987.74 | $967.72 | $948.21 | $929.17 | ||
| 15 | 2039 | $1,067.85 | $1,047.32 | $1,027.28 | $1,007.70 | $988.58 | $969.90 | $951.65 | $933.82 | $1,067.85 | $1,047.32 | $1,027.28 | $1,007.70 | $988.58 | $969.90 | $951.65 | $933.82 | $1,067.85 | $1,047.32 | $1,027.28 | $1,007.70 | $988.58 | $969.90 | $951.65 | $933.82 | ||
| 16 | 2040 | $1,062.34 | $1,043.53 | $1,025.12 | $1,007.10 | $989.46 | $972.20 | $955.30 | $938.76 | $1,062.34 | $1,043.53 | $1,025.12 | $1,007.10 | $989.46 | $972.20 | $955.30 | $938.76 | $1,062.34 | $1,043.53 | $1,025.12 | $1,007.10 | $989.46 | $972.20 | $955.30 | $938.76 | ||
| 17 | 2041 | $1,056.58 | $1,039.55 | $1,022.85 | $1,006.46 | $990.40 | $974.64 | $959.18 | $944.01 | $1,056.58 | $1,039.55 | $1,022.85 | $1,006.46 | $990.40 | $974.64 | $959.18 | $944.01 | $1,056.58 | $1,039.55 | $1,022.85 | $1,006.46 | $990.40 | $974.64 | $959.18 | $944.01 | ||
| 18 | 2042 | $1,050.56 | $1,035.38 | $1,020.46 | $1,005.80 | $991.38 | $977.21 | $963.29 | $949.60 | $1,050.56 | $1,035.38 | $1,020.46 | $1,005.80 | $991.38 | $977.21 | $963.29 | $949.60 | $1,050.56 | $1,035.38 | $1,020.46 | $1,005.80 | $991.38 | $977.21 | $963.29 | $949.60 | ||
| 19 | 2043 | $1,044.26 | $1,031.01 | $1,017.95 | $1,005.09 | $992.42 | $979.94 | $967.65 | $955.54 | $1,044.26 | $1,031.01 | $1,017.95 | $1,005.09 | $992.42 | $979.94 | $967.65 | $955.54 | $1,044.26 | $1,031.01 | $1,017.95 | $1,005.09 | $992.42 | $979.94 | $967.65 | $955.54 | ||
| 20 | 2044 | $1,037.68 | $1,026.43 | $1,015.32 | $1,004.35 | $993.52 | $982.83 | $972.28 | $961.86 | $1,037.68 | $1,026.43 | $1,015.32 | $1,004.35 | $993.52 | $982.83 | $972.28 | $961.86 | $1,037.68 | $1,026.43 | $1,015.32 | $1,004.35 | $993.52 | $982.83 | $972.28 | $961.86 | ||
| 21 | 2045 | $1,030.80 | $1,021.63 | $1,012.55 | $1,003.57 | $994.68 | $985.89 | $977.19 | $968.58 | $1,030.80 | $1,021.63 | $1,012.55 | $1,003.57 | $994.68 | $985.89 | $977.19 | $968.58 | $1,030.80 | $1,021.63 | $1,012.55 | $1,003.57 | $994.68 | $985.89 | $977.19 | $968.58 | ||
| 22 | 2046 | $1,023.61 | $1,016.59 | $1,009.64 | $1,002.74 | $995.90 | $989.12 | $982.39 | $975.72 | $1,023.61 | $1,016.59 | $1,009.64 | $1,002.74 | $995.90 | $989.12 | $982.39 | $975.72 | $1,023.61 | $1,016.59 | $1,009.64 | $1,002.74 | $995.90 | $989.12 | $982.39 | $975.72 | ||
| 23 | 2047 | $1,016.09 | $1,011.32 | $1,006.58 | $1,001.88 | $997.20 | $992.54 | $987.92 | $983.32 | $1,016.09 | $1,011.32 | $1,006.58 | $1,001.88 | $997.20 | $992.54 | $987.92 | $983.32 | $1,016.09 | $1,011.32 | $1,006.58 | $1,001.88 | $997.20 | $992.54 | $987.92 | $983.32 | ||
| 24 | 2048 | $1,008.22 | $1,005.79 | $1,003.37 | $1,000.96 | $998.56 | $996.17 | $993.78 | $991.40 | $1,008.22 | $1,005.79 | $1,003.37 | $1,000.96 | $998.56 | $996.17 | $993.78 | $991.40 | $1,008.22 | $1,005.79 | $1,003.37 | $1,000.96 | $998.56 | $996.17 | $993.78 | $991.40 | ||
| 25 | 2049 | $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 | ||
| 26 | 2050 | $991.40 | $993.93 | $996.46 | $998.99 | $1,001.52 | $1,004.06 | $1,006.60 | $1,009.14 | $991.40 | $993.93 | $996.46 | $998.99 | $1,001.52 | $1,004.06 | $1,006.60 | $1,009.14 | $991.40 | $993.93 | $996.46 | $998.99 | $1,001.52 | $1,004.06 | $1,006.60 | $1,009.14 | ||
| 27 | 2051 | $982.42 | $987.57 | $992.73 | $997.92 | $1,003.13 | $1,008.35 | $1,013.60 | $1,018.86 | $982.42 | $987.57 | $992.73 | $997.92 | $1,003.13 | $1,008.35 | $1,013.60 | $1,018.86 | $982.42 | $987.57 | $992.73 | $997.92 | $1,003.13 | $1,008.35 | $1,013.60 | $1,018.86 | ||
| 28 | 2052 | $973.02 | $980.90 | $988.82 | $996.80 | $1,004.82 | $1,012.90 | $1,021.02 | $1,029.20 | $973.02 | $980.90 | $988.82 | $996.80 | $1,004.82 | $1,012.90 | $1,021.02 | $1,029.20 | $973.02 | $980.90 | $988.82 | $996.80 | $1,004.82 | $1,012.90 | $1,021.02 | $1,029.20 | ||
| 29 | 2053 | $963.20 | $973.91 | $984.71 | $995.61 | $1,006.61 | $1,017.71 | $1,028.90 | $1,040.19 | $963.20 | $973.91 | $984.71 | $995.61 | $1,006.61 | $1,017.71 | $1,028.90 | $1,040.19 | $963.20 | $973.91 | $984.71 | $995.61 | $1,006.61 | $1,017.71 | $1,028.90 | $1,040.19 | ||
| 30 | 2054 | $952.93 | $966.58 | $980.39 | $994.37 | $1,008.50 | $1,022.80 | $1,037.26 | $1,051.89 | $952.93 | $966.58 | $980.39 | $994.37 | $1,008.50 | $1,022.80 | $1,037.26 | $1,051.89 | $952.93 | $966.58 | $980.39 | $994.37 | $1,008.50 | $1,022.80 | $1,037.26 | $1,051.89 | ||
| Investment Horizon | Total Future Dollars | Total Future Dollars | Total Future Dollars | ||||||||||||||||||||||||
| 1 | 2025 | $1,178.07 | $1,139.51 | $1,102.77 | $1,067.76 | $1,034.38 | $1,002.55 | $972.19 | $943.21 | $1,177.47 | $1,138.88 | $1,102.10 | $1,067.06 | $1,033.64 | $1,001.78 | $971.38 | $942.38 | $1,177.47 | $1,138.88 | $1,102.10 | $1,067.06 | $1,033.64 | $1,001.78 | $971.38 | $942.38 | ||
| 2 | 2026 | $1,231.68 | $1,194.28 | $1,158.60 | $1,124.55 | $1,092.05 | $1,061.02 | $1,031.39 | $1,003.08 | $1,228.02 | $1,190.41 | $1,154.52 | $1,120.26 | $1,087.56 | $1,056.32 | $1,026.48 | $997.96 | $1,228.02 | $1,190.41 | $1,154.52 | $1,120.26 | $1,087.56 | $1,056.32 | $1,026.48 | $997.96 | ||
| 3 | 2027 | $1,287.73 | $1,251.68 | $1,217.25 | $1,184.37 | $1,152.94 | $1,122.91 | $1,094.20 | $1,066.76 | $1,278.43 | $1,241.85 | $1,206.88 | $1,173.46 | $1,141.49 | $1,110.92 | $1,081.67 | $1,053.68 | $1,278.43 | $1,241.85 | $1,206.88 | $1,173.46 | $1,141.49 | $1,110.92 | $1,081.67 | $1,053.68 | ||
| 4 | 2028 | $1,346.33 | $1,311.84 | $1,278.88 | $1,247.36 | $1,217.22 | $1,188.41 | $1,160.84 | $1,134.47 | $1,328.70 | $1,293.18 | $1,259.19 | $1,226.63 | $1,195.45 | $1,165.59 | $1,136.97 | $1,109.54 | $1,328.70 | $1,293.18 | $1,259.19 | $1,226.63 | $1,195.45 | $1,165.59 | $1,136.97 | $1,109.54 | ||
| 5 | 2029 | $1,407.60 | $1,374.90 | $1,343.62 | $1,313.71 | $1,285.09 | $1,257.72 | $1,231.54 | $1,206.48 | $1,378.82 | $1,344.42 | $1,311.43 | $1,279.79 | $1,249.44 | $1,220.32 | $1,192.38 | $1,165.55 | $1,378.82 | $1,344.42 | $1,311.43 | $1,279.79 | $1,249.44 | $1,220.32 | $1,192.38 | $1,165.55 | ||
| 6 | 2030 | $1,471.65 | $1,440.98 | $1,411.64 | $1,383.58 | $1,356.74 | $1,331.08 | $1,306.54 | $1,283.07 | $1,428.79 | $1,395.54 | $1,363.61 | $1,332.93 | $1,303.46 | $1,275.13 | $1,247.90 | $1,221.72 | $1,428.79 | $1,395.54 | $1,363.61 | $1,332.93 | $1,303.46 | $1,275.13 | $1,247.90 | $1,221.72 | ||
| 7 | 2031 | $1,538.62 | $1,510.24 | $1,483.11 | $1,457.17 | $1,432.39 | $1,408.72 | $1,386.10 | $1,364.51 | $1,478.60 | $1,446.56 | $1,415.72 | $1,386.05 | $1,357.50 | $1,330.01 | $1,303.55 | $1,278.06 | $1,478.60 | $1,446.56 | $1,415.72 | $1,386.05 | $1,357.50 | $1,330.01 | $1,303.55 | $1,278.06 | ||
| 8 | 2032 | $1,608.64 | $1,582.83 | $1,558.19 | $1,534.68 | $1,512.26 | $1,490.88 | $1,470.52 | $1,451.13 | $1,528.24 | $1,497.45 | $1,467.77 | $1,439.15 | $1,411.57 | $1,384.97 | $1,359.32 | $1,334.58 | $1,528.24 | $1,497.45 | $1,467.77 | $1,439.15 | $1,411.57 | $1,384.97 | $1,359.32 | $1,334.58 | ||
| 9 | 2033 | $1,681.84 | $1,658.90 | $1,637.07 | $1,616.31 | $1,596.57 | $1,577.84 | $1,560.07 | $1,543.24 | $1,577.71 | $1,548.21 | $1,519.74 | $1,492.23 | $1,465.67 | $1,440.02 | $1,415.24 | $1,391.29 | $1,577.71 | $1,548.21 | $1,519.74 | $1,492.23 | $1,465.67 | $1,440.02 | $1,415.24 | $1,391.29 | ||
| 10 | 2034 | $1,758.38 | $1,738.64 | $1,719.95 | $1,702.28 | $1,685.59 | $1,669.87 | $1,655.08 | $1,641.20 | $1,626.99 | $1,598.85 | $1,571.63 | $1,545.29 | $1,519.81 | $1,495.16 | $1,471.30 | $1,448.21 | $1,626.99 | $1,598.85 | $1,571.63 | $1,545.29 | $1,519.81 | $1,495.16 | $1,471.30 | $1,448.21 | ||
| 11 | 2035 | $1,838.39 | $1,822.20 | $1,807.02 | $1,792.82 | $1,779.58 | $1,767.27 | $1,755.88 | $1,745.38 | $1,676.08 | $1,649.35 | $1,623.44 | $1,598.33 | $1,573.99 | $1,550.39 | $1,527.52 | $1,505.34 | $1,676.08 | $1,649.35 | $1,623.44 | $1,598.33 | $1,573.99 | $1,550.39 | $1,527.52 | $1,505.34 | ||
| 12 | 2036 | $1,922.05 | $1,909.79 | $1,898.50 | $1,888.18 | $1,878.80 | $1,870.35 | $1,862.81 | $1,856.17 | $1,724.97 | $1,699.70 | $1,675.16 | $1,651.34 | $1,628.20 | $1,605.73 | $1,583.90 | $1,562.70 | $1,724.97 | $1,699.70 | $1,675.16 | $1,651.34 | $1,628.20 | $1,605.73 | $1,583.90 | $1,562.70 | ||
| 13 | 2037 | $2,009.52 | $2,001.58 | $1,994.61 | $1,988.61 | $1,983.55 | $1,979.44 | $1,976.25 | $1,973.99 | $1,773.65 | $1,749.90 | $1,726.80 | $1,704.32 | $1,682.45 | $1,661.17 | $1,640.46 | $1,620.31 | $1,773.65 | $1,749.90 | $1,726.80 | $1,704.32 | $1,682.45 | $1,661.17 | $1,640.46 | $1,620.31 | ||
| 14 | 2038 | $2,100.96 | $2,097.78 | $2,095.59 | $2,094.38 | $2,094.15 | $2,094.89 | $2,096.61 | $2,099.29 | $1,822.11 | $1,799.95 | $1,778.34 | $1,757.28 | $1,736.74 | $1,716.72 | $1,697.21 | $1,678.17 | $1,822.11 | $1,799.95 | $1,778.34 | $1,757.28 | $1,736.74 | $1,716.72 | $1,697.21 | $1,678.17 | ||
| 15 | 2039 | $2,196.57 | $2,198.61 | $2,201.68 | $2,205.78 | $2,210.91 | $2,217.08 | $2,224.29 | $2,232.55 | $1,870.35 | $1,849.82 | $1,829.78 | $1,810.20 | $1,791.08 | $1,772.40 | $1,754.15 | $1,736.32 | $1,870.35 | $1,849.82 | $1,829.78 | $1,810.20 | $1,791.08 | $1,772.40 | $1,754.15 | $1,736.32 | ||
| 16 | 2040 | $2,296.53 | $2,304.28 | $2,313.14 | $2,323.10 | $2,334.18 | $2,346.39 | $2,359.75 | $2,374.26 | $1,918.34 | $1,899.53 | $1,881.12 | $1,863.10 | $1,845.46 | $1,828.20 | $1,811.30 | $1,794.76 | $1,918.34 | $1,899.53 | $1,881.12 | $1,863.10 | $1,845.46 | $1,828.20 | $1,811.30 | $1,794.76 | ||
| 17 | 2041 | $2,401.03 | $2,415.04 | $2,430.24 | $2,446.66 | $2,464.33 | $2,483.25 | $2,503.46 | $2,524.97 | $1,966.08 | $1,949.05 | $1,932.35 | $1,915.96 | $1,899.90 | $1,884.14 | $1,868.68 | $1,853.51 | $1,966.08 | $1,949.05 | $1,932.35 | $1,915.96 | $1,899.90 | $1,884.14 | $1,868.68 | $1,853.51 | ||
| 18 | 2042 | $2,510.30 | $2,531.11 | $2,553.27 | $2,576.80 | $2,601.73 | $2,628.09 | $2,655.92 | $2,685.25 | $2,013.56 | $1,998.38 | $1,983.46 | $1,968.80 | $1,954.38 | $1,940.21 | $1,926.29 | $1,912.60 | $2,013.56 | $1,998.38 | $1,983.46 | $1,968.80 | $1,954.38 | $1,940.21 | $1,926.29 | $1,912.60 | ||
| 19 | 2043 | $2,624.53 | $2,652.77 | $2,682.53 | $2,713.86 | $2,746.79 | $2,781.38 | $2,817.66 | $2,855.70 | $2,060.76 | $2,047.51 | $2,034.45 | $2,021.59 | $2,008.92 | $1,996.44 | $1,984.15 | $1,972.04 | $2,060.76 | $2,047.51 | $2,034.45 | $2,021.59 | $2,008.92 | $1,996.44 | $1,984.15 | $1,972.04 | ||
| 20 | 2044 | $2,743.96 | $2,780.27 | $2,818.33 | $2,858.21 | $2,899.94 | $2,943.61 | $2,989.26 | $3,036.97 | $2,107.68 | $2,096.43 | $2,085.32 | $2,074.35 | $2,063.52 | $2,052.83 | $2,042.28 | $2,031.86 | $2,107.68 | $2,096.43 | $2,085.32 | $2,074.35 | $2,063.52 | $2,052.83 | $2,042.28 | $2,031.86 | ||
| 21 | 2045 | $2,868.83 | $2,913.90 | $2,961.01 | $3,010.23 | $3,061.63 | $3,115.30 | $3,171.31 | $3,229.74 | $2,154.30 | $2,145.13 | $2,136.05 | $2,127.07 | $2,118.18 | $2,109.39 | $2,100.69 | $2,092.08 | $2,154.30 | $2,145.13 | $2,136.05 | $2,127.07 | $2,118.18 | $2,109.39 | $2,100.69 | $2,092.08 | ||
| 22 | 2046 | $2,999.38 | $3,053.96 | $3,110.91 | $3,170.34 | $3,232.34 | $3,297.00 | $3,364.44 | $3,434.76 | $2,200.61 | $2,193.59 | $2,186.64 | $2,179.74 | $2,172.90 | $2,166.12 | $2,159.39 | $2,152.72 | $2,200.61 | $2,193.59 | $2,186.64 | $2,179.74 | $2,172.90 | $2,166.12 | $2,159.39 | $2,152.72 | ||
| 23 | 2047 | $3,135.87 | $3,200.74 | $3,268.40 | $3,338.97 | $3,412.56 | $3,489.30 | $3,569.33 | $3,652.78 | $2,246.59 | $2,241.82 | $2,237.08 | $2,232.38 | $2,227.70 | $2,223.04 | $2,218.42 | $2,213.82 | $2,246.59 | $2,241.82 | $2,237.08 | $2,232.38 | $2,227.70 | $2,223.04 | $2,218.42 | $2,213.82 | ||
| 24 | 2048 | $3,278.57 | $3,354.58 | $3,433.87 | $3,516.57 | $3,602.83 | $3,692.82 | $3,786.71 | $3,884.65 | $2,292.22 | $2,289.79 | $2,287.37 | $2,284.96 | $2,282.56 | $2,280.17 | $2,277.78 | $2,275.40 | $2,292.22 | $2,289.79 | $2,287.37 | $2,284.96 | $2,282.56 | $2,280.17 | $2,277.78 | $2,275.40 | ||
| 25 | 2049 | $3,427.77 | $3,515.82 | $3,607.71 | $3,703.61 | $3,803.71 | $3,908.21 | $4,017.32 | $4,131.24 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | $2,337.50 | ||
| 26 | 2050 | $3,583.75 | $3,684.80 | $3,790.35 | $3,900.60 | $4,015.79 | $4,136.17 | $4,261.97 | $4,393.47 | $2,382.40 | $2,384.93 | $2,387.46 | $2,389.99 | $2,392.52 | $2,395.06 | $2,397.60 | $2,400.14 | $2,382.40 | $2,384.93 | $2,387.46 | $2,389.99 | $2,392.52 | $2,395.06 | $2,397.60 | $2,400.14 | ||
| 27 | 2051 | $3,746.83 | $3,861.91 | $3,982.23 | $4,108.07 | $4,239.70 | $4,377.41 | $4,521.52 | $4,672.35 | $2,426.92 | $2,432.07 | $2,437.23 | $2,442.42 | $2,447.63 | $2,452.85 | $2,458.10 | $2,463.36 | $2,426.92 | $2,432.07 | $2,437.23 | $2,442.42 | $2,447.63 | $2,452.85 | $2,458.10 | $2,463.36 | ||
| 28 | 2052 | $3,917.34 | $4,047.53 | $4,183.83 | $4,326.57 | $4,476.09 | $4,632.73 | $4,796.89 | $4,968.94 | $2,471.02 | $2,478.90 | $2,486.82 | $2,494.80 | $2,502.82 | $2,510.90 | $2,519.02 | $2,527.20 | $2,471.02 | $2,478.90 | $2,486.82 | $2,494.80 | $2,502.82 | $2,510.90 | $2,519.02 | $2,527.20 | ||
| 29 | 2053 | $4,095.60 | $4,242.07 | $4,395.64 | $4,556.70 | $4,725.66 | $4,902.95 | $5,089.02 | $5,284.35 | $2,514.70 | $2,525.41 | $2,536.21 | $2,547.11 | $2,558.11 | $2,569.21 | $2,580.40 | $2,591.69 | $2,514.70 | $2,525.41 | $2,536.21 | $2,547.11 | $2,558.11 | $2,569.21 | $2,580.40 | $2,591.69 | ||
| 30 | 2054 | $4,281.98 | $4,445.96 | $4,618.17 | $4,799.07 | $4,989.14 | $5,188.92 | $5,398.94 | $5,619.78 | $2,557.93 | $2,571.58 | $2,585.39 | $2,599.37 | $2,613.50 | $2,627.80 | $2,642.26 | $2,656.89 | $2,557.93 | $2,571.58 | $2,585.39 | $2,599.37 | $2,613.50 | $2,627.80 | $2,642.26 | $2,656.89 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2025 | 34.40% | 30.00% | 25.81% | 21.82% | 18.01% | 14.38% | 10.91% | 7.61% | 34.33% | 29.93% | 25.73% | 21.74% | 17.92% | 14.29% | 10.82% | 7.51% | 34.33% | 29.93% | 25.73% | 21.74% | 17.92% | 14.29% | 10.82% | 7.51% | ||
| 2 | 2026 | 18.54% | 16.73% | 14.97% | 13.27% | 11.62% | 10.02% | 8.47% | 6.98% | 18.36% | 16.54% | 14.77% | 13.05% | 11.39% | 9.78% | 8.22% | 6.70% | 18.36% | 16.54% | 14.77% | 13.05% | 11.39% | 9.78% | 8.22% | 6.70% | ||
| 3 | 2027 | 13.68% | 12.61% | 11.57% | 10.55% | 9.57% | 8.61% | 7.67% | 6.77% | 13.41% | 12.31% | 11.25% | 10.21% | 9.20% | 8.22% | 7.26% | 6.33% | 13.41% | 12.31% | 11.25% | 10.21% | 9.20% | 8.22% | 7.26% | 6.33% | ||
| 4 | 2028 | 11.33% | 10.61% | 9.90% | 9.22% | 8.56% | 7.91% | 7.28% | 6.66% | 10.96% | 10.21% | 9.48% | 8.76% | 8.07% | 7.39% | 6.72% | 6.07% | 10.96% | 10.21% | 9.48% | 8.76% | 8.07% | 7.39% | 6.72% | 6.07% | ||
| 5 | 2029 | 9.94% | 9.42% | 8.92% | 8.43% | 7.95% | 7.49% | 7.04% | 6.60% | 9.48% | 8.93% | 8.39% | 7.86% | 7.35% | 6.84% | 6.35% | 5.87% | 9.48% | 8.93% | 8.39% | 7.86% | 7.35% | 6.84% | 6.35% | 5.87% | ||
| 6 | 2030 | 9.02% | 8.64% | 8.27% | 7.90% | 7.55% | 7.21% | 6.88% | 6.56% | 8.48% | 8.06% | 7.64% | 7.24% | 6.84% | 6.45% | 6.06% | 5.69% | 8.48% | 8.06% | 7.64% | 7.24% | 6.84% | 6.45% | 6.06% | 5.69% | ||
| 7 | 2031 | 8.37% | 8.08% | 7.80% | 7.53% | 7.27% | 7.01% | 6.77% | 6.53% | 7.76% | 7.42% | 7.09% | 6.77% | 6.45% | 6.14% | 5.83% | 5.54% | 7.76% | 7.42% | 7.09% | 6.77% | 6.45% | 6.14% | 5.83% | 5.54% | ||
| 8 | 2032 | 7.89% | 7.67% | 7.46% | 7.25% | 7.06% | 6.86% | 6.68% | 6.50% | 7.20% | 6.92% | 6.66% | 6.39% | 6.14% | 5.88% | 5.64% | 5.40% | 7.20% | 6.92% | 6.66% | 6.39% | 6.14% | 5.88% | 5.64% | 5.40% | ||
| 9 | 2033 | 7.51% | 7.35% | 7.19% | 7.04% | 6.89% | 6.75% | 6.62% | 6.49% | 6.75% | 6.52% | 6.31% | 6.09% | 5.88% | 5.67% | 5.47% | 5.27% | 6.75% | 6.52% | 6.31% | 6.09% | 5.88% | 5.67% | 5.47% | 5.27% | ||
| 10 | 2034 | 7.21% | 7.09% | 6.97% | 6.86% | 6.76% | 6.66% | 6.56% | 6.47% | 6.38% | 6.19% | 6.01% | 5.83% | 5.66% | 5.49% | 5.32% | 5.15% | 6.38% | 6.19% | 6.01% | 5.83% | 5.66% | 5.49% | 5.32% | 5.15% | ||
| 11 | 2035 | 6.97% | 6.88% | 6.80% | 6.72% | 6.65% | 6.58% | 6.52% | 6.46% | 6.07% | 5.92% | 5.76% | 5.61% | 5.47% | 5.32% | 5.18% | 5.04% | 6.07% | 5.92% | 5.76% | 5.61% | 5.47% | 5.32% | 5.18% | 5.04% | ||
| 12 | 2036 | 6.76% | 6.70% | 6.65% | 6.60% | 6.56% | 6.52% | 6.48% | 6.45% | 5.80% | 5.67% | 5.55% | 5.42% | 5.30% | 5.17% | 5.05% | 4.94% | 5.80% | 5.67% | 5.55% | 5.42% | 5.30% | 5.17% | 5.05% | 4.94% | ||
| 13 | 2037 | 6.59% | 6.56% | 6.53% | 6.50% | 6.48% | 6.47% | 6.45% | 6.44% | 5.57% | 5.46% | 5.35% | 5.25% | 5.14% | 5.04% | 4.94% | 4.84% | 5.57% | 5.46% | 5.35% | 5.25% | 5.14% | 5.04% | 4.94% | 4.84% | ||
| 14 | 2038 | 6.44% | 6.43% | 6.42% | 6.42% | 6.42% | 6.42% | 6.43% | 6.44% | 5.37% | 5.27% | 5.18% | 5.09% | 5.01% | 4.92% | 4.83% | 4.75% | 5.37% | 5.27% | 5.18% | 5.09% | 5.01% | 4.92% | 4.83% | 4.75% | ||
| 15 | 2039 | 6.32% | 6.32% | 6.33% | 6.35% | 6.36% | 6.38% | 6.40% | 6.43% | 5.18% | 5.11% | 5.03% | 4.95% | 4.88% | 4.81% | 4.73% | 4.66% | 5.18% | 5.11% | 5.03% | 4.95% | 4.88% | 4.81% | 4.73% | 4.66% | ||
| 16 | 2040 | 6.20% | 6.23% | 6.25% | 6.28% | 6.31% | 6.35% | 6.39% | 6.43% | 5.02% | 4.95% | 4.89% | 4.83% | 4.76% | 4.70% | 4.64% | 4.58% | 5.02% | 4.95% | 4.89% | 4.83% | 4.76% | 4.70% | 4.64% | 4.58% | ||
| 17 | 2041 | 6.11% | 6.14% | 6.18% | 6.22% | 6.27% | 6.32% | 6.37% | 6.42% | 4.87% | 4.81% | 4.76% | 4.71% | 4.66% | 4.60% | 4.55% | 4.50% | 4.87% | 4.81% | 4.76% | 4.71% | 4.66% | 4.60% | 4.55% | 4.50% | ||
| 18 | 2042 | 6.02% | 6.07% | 6.12% | 6.17% | 6.23% | 6.29% | 6.35% | 6.42% | 4.73% | 4.68% | 4.64% | 4.60% | 4.56% | 4.51% | 4.47% | 4.43% | 4.73% | 4.68% | 4.64% | 4.60% | 4.56% | 4.51% | 4.47% | 4.43% | ||
| 19 | 2043 | 5.94% | 6.00% | 6.06% | 6.13% | 6.20% | 6.27% | 6.34% | 6.41% | 4.60% | 4.57% | 4.53% | 4.50% | 4.46% | 4.43% | 4.39% | 4.36% | 4.60% | 4.57% | 4.53% | 4.50% | 4.46% | 4.43% | 4.39% | 4.36% | ||
| 20 | 2044 | 5.87% | 5.94% | 6.01% | 6.09% | 6.16% | 6.24% | 6.33% | 6.41% | 4.48% | 4.46% | 4.43% | 4.40% | 4.37% | 4.35% | 4.32% | 4.29% | 4.48% | 4.46% | 4.43% | 4.40% | 4.37% | 4.35% | 4.32% | 4.29% | ||
| 21 | 2045 | 5.81% | 5.89% | 5.97% | 6.05% | 6.14% | 6.22% | 6.31% | 6.41% | 4.38% | 4.35% | 4.33% | 4.31% | 4.29% | 4.27% | 4.25% | 4.23% | 4.38% | 4.35% | 4.33% | 4.31% | 4.29% | 4.27% | 4.25% | 4.23% | ||
| 22 | 2046 | 5.75% | 5.84% | 5.93% | 6.02% | 6.11% | 6.21% | 6.30% | 6.40% | 4.27% | 4.26% | 4.24% | 4.23% | 4.21% | 4.20% | 4.18% | 4.17% | 4.27% | 4.26% | 4.24% | 4.23% | 4.21% | 4.20% | 4.18% | 4.17% | ||
| 23 | 2047 | 5.70% | 5.79% | 5.89% | 5.99% | 6.09% | 6.19% | 6.30% | 6.40% | 4.18% | 4.17% | 4.16% | 4.15% | 4.14% | 4.13% | 4.12% | 4.11% | 4.18% | 4.17% | 4.16% | 4.15% | 4.14% | 4.13% | 4.12% | 4.11% | ||
| 24 | 2048 | 5.65% | 5.75% | 5.85% | 5.96% | 6.07% | 6.18% | 6.29% | 6.40% | 4.09% | 4.08% | 4.08% | 4.07% | 4.07% | 4.06% | 4.06% | 4.05% | 4.09% | 4.08% | 4.08% | 4.07% | 4.07% | 4.06% | 4.06% | 4.05% | ||
| 25 | 2049 | 5.61% | 5.71% | 5.82% | 5.93% | 6.05% | 6.16% | 6.28% | 6.40% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | 4.00% | ||
| 26 | 2050 | 5.57% | 5.68% | 5.79% | 5.91% | 6.03% | 6.15% | 6.27% | 6.40% | 3.92% | 3.92% | 3.93% | 3.93% | 3.94% | 3.94% | 3.95% | 3.95% | 3.92% | 3.92% | 3.93% | 3.93% | 3.94% | 3.94% | 3.95% | 3.95% | ||
| 27 | 2051 | 5.53% | 5.65% | 5.77% | 5.89% | 6.01% | 6.14% | 6.26% | 6.39% | 3.84% | 3.85% | 3.86% | 3.87% | 3.88% | 3.88% | 3.89% | 3.90% | 3.84% | 3.85% | 3.86% | 3.87% | 3.88% | 3.88% | 3.89% | 3.90% | ||
| 28 | 2052 | 5.49% | 5.62% | 5.74% | 5.87% | 6.00% | 6.13% | 6.26% | 6.39% | 3.77% | 3.78% | 3.79% | 3.81% | 3.82% | 3.83% | 3.84% | 3.85% | 3.77% | 3.78% | 3.79% | 3.81% | 3.82% | 3.83% | 3.84% | 3.85% | ||
| 29 | 2053 | 5.46% | 5.59% | 5.72% | 5.85% | 5.98% | 6.12% | 6.25% | 6.39% | 3.70% | 3.72% | 3.73% | 3.75% | 3.76% | 3.78% | 3.79% | 3.81% | 3.70% | 3.72% | 3.73% | 3.75% | 3.76% | 3.78% | 3.79% | 3.81% | ||
| 30 | 2054 | 5.43% | 5.56% | 5.70% | 5.83% | 5.97% | 6.11% | 6.25% | 6.39% | 3.63% | 3.65% | 3.67% | 3.69% | 3.71% | 3.73% | 3.75% | 3.77% | 3.63% | 3.65% | 3.67% | 3.69% | 3.71% | 3.73% | 3.75% | 3.77% | ||