| Home | Parameters | ||||||||||||||||||||||||||
| Name | CRM | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $951.67 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 6.55% | Purchased Year | 2026 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 30 | Maturity Year | 2056 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 6.935% | YTM (no) | 3.82% | Current Yield | 6.883% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 14 | y- | $1,085.70 | y+ | $842.36 | ||||||||||||||||||||||
| 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 | $1,330.22 | $1,281.82 | $1,235.98 | $1,192.53 | $1,151.33 | $1,112.25 | $1,075.16 | $1,039.94 | $1,330.22 | $1,281.82 | $1,235.98 | $1,192.53 | $1,151.33 | $1,112.25 | $1,075.16 | $1,039.94 | $1,330.22 | $1,281.82 | $1,235.98 | $1,192.53 | $1,151.33 | $1,112.25 | $1,075.16 | $1,039.94 | ||
| 2 | 2028 | $1,324.52 | $1,277.15 | $1,232.23 | $1,189.60 | $1,149.12 | $1,110.68 | $1,074.16 | $1,039.43 | $1,324.52 | $1,277.15 | $1,232.23 | $1,189.60 | $1,149.12 | $1,110.68 | $1,074.16 | $1,039.43 | $1,324.52 | $1,277.15 | $1,232.23 | $1,189.60 | $1,149.12 | $1,110.68 | $1,074.16 | $1,039.43 | ||
| 3 | 2029 | $1,318.56 | $1,272.26 | $1,228.29 | $1,186.51 | $1,146.79 | $1,109.02 | $1,073.09 | $1,038.89 | $1,318.56 | $1,272.26 | $1,228.29 | $1,186.51 | $1,146.79 | $1,109.02 | $1,073.09 | $1,038.89 | $1,318.56 | $1,272.26 | $1,228.29 | $1,186.51 | $1,146.79 | $1,109.02 | $1,073.09 | $1,038.89 | ||
| 4 | 2030 | $1,312.32 | $1,267.13 | $1,224.15 | $1,183.26 | $1,144.33 | $1,107.27 | $1,071.96 | $1,038.31 | $1,312.32 | $1,267.13 | $1,224.15 | $1,183.26 | $1,144.33 | $1,107.27 | $1,071.96 | $1,038.31 | $1,312.32 | $1,267.13 | $1,224.15 | $1,183.26 | $1,144.33 | $1,107.27 | $1,071.96 | $1,038.31 | ||
| 5 | 2031 | $1,305.80 | $1,261.76 | $1,219.81 | $1,179.84 | $1,141.74 | $1,105.41 | $1,070.76 | $1,037.70 | $1,305.80 | $1,261.76 | $1,219.81 | $1,179.84 | $1,141.74 | $1,105.41 | $1,070.76 | $1,037.70 | $1,305.80 | $1,261.76 | $1,219.81 | $1,179.84 | $1,141.74 | $1,105.41 | $1,070.76 | $1,037.70 | ||
| 6 | 2032 | $1,298.99 | $1,256.13 | $1,215.24 | $1,176.23 | $1,138.99 | $1,103.44 | $1,069.48 | $1,037.04 | $1,298.99 | $1,256.13 | $1,215.24 | $1,176.23 | $1,138.99 | $1,103.44 | $1,069.48 | $1,037.04 | $1,298.99 | $1,256.13 | $1,215.24 | $1,176.23 | $1,138.99 | $1,103.44 | $1,069.48 | $1,037.04 | ||
| 7 | 2033 | $1,291.86 | $1,250.22 | $1,210.44 | $1,172.43 | $1,136.10 | $1,101.36 | $1,068.13 | $1,036.35 | $1,291.86 | $1,250.22 | $1,210.44 | $1,172.43 | $1,136.10 | $1,101.36 | $1,068.13 | $1,036.35 | $1,291.86 | $1,250.22 | $1,210.44 | $1,172.43 | $1,136.10 | $1,101.36 | $1,068.13 | $1,036.35 | ||
| 8 | 2034 | $1,284.41 | $1,244.04 | $1,205.40 | $1,168.43 | $1,133.04 | $1,099.16 | $1,066.70 | $1,035.61 | $1,284.41 | $1,244.04 | $1,205.40 | $1,168.43 | $1,133.04 | $1,099.16 | $1,066.70 | $1,035.61 | $1,284.41 | $1,244.04 | $1,205.40 | $1,168.43 | $1,133.04 | $1,099.16 | $1,066.70 | $1,035.61 | ||
| 9 | 2035 | $1,276.63 | $1,237.55 | $1,200.11 | $1,164.22 | $1,129.82 | $1,096.82 | $1,065.18 | $1,034.82 | $1,276.63 | $1,237.55 | $1,200.11 | $1,164.22 | $1,129.82 | $1,096.82 | $1,065.18 | $1,034.82 | $1,276.63 | $1,237.55 | $1,200.11 | $1,164.22 | $1,129.82 | $1,096.82 | $1,065.18 | $1,034.82 | ||
| 10 | 2036 | $1,268.48 | $1,230.76 | $1,194.55 | $1,159.79 | $1,126.41 | $1,094.36 | $1,063.57 | $1,033.98 | $1,268.48 | $1,230.76 | $1,194.55 | $1,159.79 | $1,126.41 | $1,094.36 | $1,063.57 | $1,033.98 | $1,268.48 | $1,230.76 | $1,194.55 | $1,159.79 | $1,126.41 | $1,094.36 | $1,063.57 | $1,033.98 | ||
| 11 | 2037 | $1,259.97 | $1,223.63 | $1,188.70 | $1,155.11 | $1,122.81 | $1,091.74 | $1,061.85 | $1,033.09 | $1,259.97 | $1,223.63 | $1,188.70 | $1,155.11 | $1,122.81 | $1,091.74 | $1,061.85 | $1,033.09 | $1,259.97 | $1,223.63 | $1,188.70 | $1,155.11 | $1,122.81 | $1,091.74 | $1,061.85 | $1,033.09 | ||
| 12 | 2038 | $1,251.07 | $1,216.17 | $1,182.56 | $1,150.19 | $1,119.02 | $1,088.98 | $1,060.04 | $1,032.15 | $1,251.07 | $1,216.17 | $1,182.56 | $1,150.19 | $1,119.02 | $1,088.98 | $1,060.04 | $1,032.15 | $1,251.07 | $1,216.17 | $1,182.56 | $1,150.19 | $1,119.02 | $1,088.98 | $1,060.04 | $1,032.15 | ||
| 13 | 2039 | $1,241.76 | $1,208.34 | $1,176.11 | $1,145.01 | $1,115.01 | $1,086.06 | $1,058.11 | $1,031.14 | $1,241.76 | $1,208.34 | $1,176.11 | $1,145.01 | $1,115.01 | $1,086.06 | $1,058.11 | $1,031.14 | $1,241.76 | $1,208.34 | $1,176.11 | $1,145.01 | $1,115.01 | $1,086.06 | $1,058.11 | $1,031.14 | ||
| 14 | 2040 | $1,232.04 | $1,200.14 | $1,169.33 | $1,139.55 | $1,110.78 | $1,082.96 | $1,056.07 | $1,030.07 | $1,232.04 | $1,200.14 | $1,169.33 | $1,139.55 | $1,110.78 | $1,082.96 | $1,056.07 | $1,030.07 | $1,232.04 | $1,200.14 | $1,169.33 | $1,139.55 | $1,110.78 | $1,082.96 | $1,056.07 | $1,030.07 | ||
| 15 | 2041 | $1,221.86 | $1,191.55 | $1,162.21 | $1,133.81 | $1,106.31 | $1,079.68 | $1,053.90 | $1,028.93 | $1,221.86 | $1,191.55 | $1,162.21 | $1,133.81 | $1,106.31 | $1,079.68 | $1,053.90 | $1,028.93 | $1,221.86 | $1,191.55 | $1,162.21 | $1,133.81 | $1,106.31 | $1,079.68 | $1,053.90 | $1,028.93 | ||
| 16 | 2042 | $1,211.23 | $1,182.54 | $1,154.73 | $1,127.75 | $1,101.59 | $1,076.22 | $1,051.60 | $1,027.72 | $1,211.23 | $1,182.54 | $1,154.73 | $1,127.75 | $1,101.59 | $1,076.22 | $1,051.60 | $1,027.72 | $1,211.23 | $1,182.54 | $1,154.73 | $1,127.75 | $1,101.59 | $1,076.22 | $1,051.60 | $1,027.72 | ||
| 17 | 2043 | $1,200.11 | $1,173.10 | $1,146.87 | $1,121.38 | $1,096.61 | $1,072.55 | $1,049.16 | $1,026.43 | $1,200.11 | $1,173.10 | $1,146.87 | $1,121.38 | $1,096.61 | $1,072.55 | $1,049.16 | $1,026.43 | $1,200.11 | $1,173.10 | $1,146.87 | $1,121.38 | $1,096.61 | $1,072.55 | $1,049.16 | $1,026.43 | ||
| 18 | 2044 | $1,188.49 | $1,163.21 | $1,138.61 | $1,114.66 | $1,091.35 | $1,068.66 | $1,046.57 | $1,025.06 | $1,188.49 | $1,163.21 | $1,138.61 | $1,114.66 | $1,091.35 | $1,068.66 | $1,046.57 | $1,025.06 | $1,188.49 | $1,163.21 | $1,138.61 | $1,114.66 | $1,091.35 | $1,068.66 | $1,046.57 | $1,025.06 | ||
| 19 | 2045 | $1,176.33 | $1,152.84 | $1,129.93 | $1,107.59 | $1,085.80 | $1,064.55 | $1,043.83 | $1,023.61 | $1,176.33 | $1,152.84 | $1,129.93 | $1,107.59 | $1,085.80 | $1,064.55 | $1,043.83 | $1,023.61 | $1,176.33 | $1,152.84 | $1,129.93 | $1,107.59 | $1,085.80 | $1,064.55 | $1,043.83 | $1,023.61 | ||
| 20 | 2046 | $1,163.63 | $1,141.97 | $1,120.82 | $1,100.14 | $1,079.94 | $1,060.20 | $1,040.91 | $1,022.06 | $1,163.63 | $1,141.97 | $1,120.82 | $1,100.14 | $1,079.94 | $1,060.20 | $1,040.91 | $1,022.06 | $1,163.63 | $1,141.97 | $1,120.82 | $1,100.14 | $1,079.94 | $1,060.20 | $1,040.91 | $1,022.06 | ||
| 21 | 2047 | $1,150.34 | $1,130.58 | $1,111.24 | $1,092.30 | $1,073.76 | $1,055.60 | $1,037.82 | $1,020.41 | $1,150.34 | $1,130.58 | $1,111.24 | $1,092.30 | $1,073.76 | $1,055.60 | $1,037.82 | $1,020.41 | $1,150.34 | $1,130.58 | $1,111.24 | $1,092.30 | $1,073.76 | $1,055.60 | $1,037.82 | $1,020.41 | ||
| 22 | 2048 | $1,136.45 | $1,118.65 | $1,101.18 | $1,084.04 | $1,067.22 | $1,050.73 | $1,034.54 | $1,018.66 | $1,136.45 | $1,118.65 | $1,101.18 | $1,084.04 | $1,067.22 | $1,050.73 | $1,034.54 | $1,018.66 | $1,136.45 | $1,118.65 | $1,101.18 | $1,084.04 | $1,067.22 | $1,050.73 | $1,034.54 | $1,018.66 | ||
| 23 | 2049 | $1,121.93 | $1,106.13 | $1,090.60 | $1,075.34 | $1,060.33 | $1,045.57 | $1,031.06 | $1,016.80 | $1,121.93 | $1,106.13 | $1,090.60 | $1,075.34 | $1,060.33 | $1,045.57 | $1,031.06 | $1,016.80 | $1,121.93 | $1,106.13 | $1,090.60 | $1,075.34 | $1,060.33 | $1,045.57 | $1,031.06 | $1,016.80 | ||
| 24 | 2050 | $1,106.75 | $1,093.02 | $1,079.50 | $1,066.17 | $1,053.05 | $1,040.11 | $1,027.37 | $1,014.82 | $1,106.75 | $1,093.02 | $1,079.50 | $1,066.17 | $1,053.05 | $1,040.11 | $1,027.37 | $1,014.82 | $1,106.75 | $1,093.02 | $1,079.50 | $1,066.17 | $1,053.05 | $1,040.11 | $1,027.37 | $1,014.82 | ||
| 25 | 2051 | $1,090.88 | $1,079.28 | $1,067.83 | $1,056.52 | $1,045.36 | $1,034.34 | $1,023.46 | $1,012.71 | $1,090.88 | $1,079.28 | $1,067.83 | $1,056.52 | $1,045.36 | $1,034.34 | $1,023.46 | $1,012.71 | $1,090.88 | $1,079.28 | $1,067.83 | $1,056.52 | $1,045.36 | $1,034.34 | $1,023.46 | $1,012.71 | ||
| 26 | 2052 | $1,074.28 | $1,064.88 | $1,055.57 | $1,046.36 | $1,037.25 | $1,028.23 | $1,019.30 | $1,010.47 | $1,074.28 | $1,064.88 | $1,055.57 | $1,046.36 | $1,037.25 | $1,028.23 | $1,019.30 | $1,010.47 | $1,074.28 | $1,064.88 | $1,055.57 | $1,046.36 | $1,037.25 | $1,028.23 | $1,019.30 | $1,010.47 | ||
| 27 | 2053 | $1,056.93 | $1,049.78 | $1,042.69 | $1,035.65 | $1,028.68 | $1,021.76 | $1,014.90 | $1,008.09 | $1,056.93 | $1,049.78 | $1,042.69 | $1,035.65 | $1,028.68 | $1,021.76 | $1,014.90 | $1,008.09 | $1,056.93 | $1,049.78 | $1,042.69 | $1,035.65 | $1,028.68 | $1,021.76 | $1,014.90 | $1,008.09 | ||
| 28 | 2054 | $1,038.79 | $1,033.96 | $1,029.16 | $1,024.38 | $1,019.63 | $1,014.91 | $1,010.22 | $1,005.56 | $1,038.79 | $1,033.96 | $1,029.16 | $1,024.38 | $1,019.63 | $1,014.91 | $1,010.22 | $1,005.56 | $1,038.79 | $1,033.96 | $1,029.16 | $1,024.38 | $1,019.63 | $1,014.91 | $1,010.22 | $1,005.56 | ||
| 29 | 2055 | $1,019.83 | $1,017.38 | $1,014.94 | $1,012.51 | $1,010.08 | $1,007.67 | $1,005.26 | $1,002.87 | $1,019.83 | $1,017.38 | $1,014.94 | $1,012.51 | $1,010.08 | $1,007.67 | $1,005.26 | $1,002.87 | $1,019.83 | $1,017.38 | $1,014.94 | $1,012.51 | $1,010.08 | $1,007.67 | $1,005.26 | $1,002.87 | ||
| 30 | 2056 | $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 | $1,396.46 | $1,348.10 | $1,302.29 | $1,258.89 | $1,217.73 | $1,178.69 | $1,141.64 | $1,106.47 | $1,395.72 | $1,347.32 | $1,301.48 | $1,258.03 | $1,216.83 | $1,177.75 | $1,140.66 | $1,105.44 | $1,395.72 | $1,347.32 | $1,301.48 | $1,258.03 | $1,216.83 | $1,177.75 | $1,140.66 | $1,105.44 | ||
| 2 | 2028 | $1,460.01 | $1,412.90 | $1,368.22 | $1,325.84 | $1,285.63 | $1,247.44 | $1,211.17 | $1,176.70 | $1,455.52 | $1,408.15 | $1,363.23 | $1,320.60 | $1,280.12 | $1,241.68 | $1,205.16 | $1,170.43 | $1,455.52 | $1,408.15 | $1,363.23 | $1,320.60 | $1,280.12 | $1,241.68 | $1,205.16 | $1,170.43 | ||
| 3 | 2029 | $1,526.45 | $1,480.80 | $1,437.49 | $1,396.36 | $1,357.31 | $1,320.20 | $1,284.93 | $1,251.39 | $1,515.06 | $1,468.76 | $1,424.79 | $1,383.01 | $1,343.29 | $1,305.52 | $1,269.59 | $1,235.39 | $1,515.06 | $1,468.76 | $1,424.79 | $1,383.01 | $1,343.29 | $1,305.52 | $1,269.59 | $1,235.39 | ||
| 4 | 2030 | $1,595.91 | $1,551.98 | $1,510.26 | $1,470.64 | $1,432.99 | $1,397.20 | $1,363.18 | $1,330.83 | $1,574.32 | $1,529.13 | $1,486.15 | $1,445.26 | $1,406.33 | $1,369.27 | $1,333.96 | $1,300.31 | $1,574.32 | $1,529.13 | $1,486.15 | $1,445.26 | $1,406.33 | $1,369.27 | $1,333.96 | $1,300.31 | ||
| 5 | 2031 | $1,668.53 | $1,626.57 | $1,586.72 | $1,548.86 | $1,512.88 | $1,478.70 | $1,446.20 | $1,415.31 | $1,633.30 | $1,589.26 | $1,547.31 | $1,507.34 | $1,469.24 | $1,432.91 | $1,398.26 | $1,365.20 | $1,633.30 | $1,589.26 | $1,547.31 | $1,507.34 | $1,469.24 | $1,432.91 | $1,398.26 | $1,365.20 | ||
| 6 | 2032 | $1,744.46 | $1,704.75 | $1,667.05 | $1,631.24 | $1,597.24 | $1,564.94 | $1,534.27 | $1,505.14 | $1,691.99 | $1,649.13 | $1,608.24 | $1,569.23 | $1,531.99 | $1,496.44 | $1,462.48 | $1,430.04 | $1,691.99 | $1,649.13 | $1,608.24 | $1,569.23 | $1,531.99 | $1,496.44 | $1,462.48 | $1,430.04 | ||
| 7 | 2033 | $1,823.84 | $1,786.69 | $1,751.44 | $1,718.00 | $1,686.29 | $1,656.22 | $1,627.71 | $1,600.69 | $1,750.36 | $1,708.72 | $1,668.94 | $1,630.93 | $1,594.60 | $1,559.86 | $1,526.63 | $1,494.85 | $1,750.36 | $1,708.72 | $1,668.94 | $1,630.93 | $1,594.60 | $1,559.86 | $1,526.63 | $1,494.85 | ||
| 8 | 2034 | $1,906.84 | $1,872.57 | $1,840.11 | $1,809.38 | $1,780.31 | $1,752.82 | $1,726.84 | $1,702.29 | $1,808.41 | $1,768.04 | $1,729.40 | $1,692.43 | $1,657.04 | $1,623.16 | $1,590.70 | $1,559.61 | $1,808.41 | $1,768.04 | $1,729.40 | $1,692.43 | $1,657.04 | $1,623.16 | $1,590.70 | $1,559.61 | ||
| 9 | 2035 | $1,993.61 | $1,962.57 | $1,933.26 | $1,905.62 | $1,879.58 | $1,855.06 | $1,832.00 | $1,810.35 | $1,866.13 | $1,827.05 | $1,789.61 | $1,753.72 | $1,719.32 | $1,686.32 | $1,654.68 | $1,624.32 | $1,866.13 | $1,827.05 | $1,789.61 | $1,753.72 | $1,719.32 | $1,686.32 | $1,654.68 | $1,624.32 | ||
| 10 | 2036 | $2,084.34 | $2,056.90 | $2,031.13 | $2,006.98 | $1,984.37 | $1,963.26 | $1,943.57 | $1,925.26 | $1,923.48 | $1,885.76 | $1,849.55 | $1,814.79 | $1,781.41 | $1,749.36 | $1,718.57 | $1,688.98 | $1,923.48 | $1,885.76 | $1,849.55 | $1,814.79 | $1,781.41 | $1,749.36 | $1,718.57 | $1,688.98 | ||
| 11 | 2037 | $2,179.19 | $2,155.76 | $2,133.96 | $2,113.73 | $2,095.02 | $2,077.77 | $2,061.93 | $2,047.47 | $1,980.47 | $1,944.13 | $1,909.20 | $1,875.61 | $1,843.31 | $1,812.24 | $1,782.35 | $1,753.59 | $1,980.47 | $1,944.13 | $1,909.20 | $1,875.61 | $1,843.31 | $1,812.24 | $1,782.35 | $1,753.59 | ||
| 12 | 2038 | $2,278.35 | $2,259.37 | $2,241.99 | $2,226.16 | $2,211.83 | $2,198.96 | $2,187.51 | $2,177.44 | $2,037.07 | $2,002.17 | $1,968.56 | $1,936.19 | $1,905.02 | $1,874.98 | $1,846.04 | $1,818.15 | $2,037.07 | $2,002.17 | $1,968.56 | $1,936.19 | $1,905.02 | $1,874.98 | $1,846.04 | $1,818.15 | ||
| 13 | 2039 | $2,382.03 | $2,367.97 | $2,355.49 | $2,344.56 | $2,335.15 | $2,327.21 | $2,320.72 | $2,315.65 | $2,093.26 | $2,059.84 | $2,027.61 | $1,996.51 | $1,966.51 | $1,937.56 | $1,909.61 | $1,882.64 | $2,093.26 | $2,059.84 | $2,027.61 | $1,996.51 | $1,966.51 | $1,937.56 | $1,909.61 | $1,882.64 | ||
| 14 | 2040 | $2,490.43 | $2,481.78 | $2,474.74 | $2,469.27 | $2,465.35 | $2,462.95 | $2,462.06 | $2,462.64 | $2,149.04 | $2,117.14 | $2,086.33 | $2,056.55 | $2,027.78 | $1,999.96 | $1,973.07 | $1,947.07 | $2,149.04 | $2,117.14 | $2,086.33 | $2,056.55 | $2,027.78 | $1,999.96 | $1,973.07 | $1,947.07 | ||
| 15 | 2041 | $2,603.76 | $2,601.07 | $2,600.02 | $2,600.61 | $2,602.81 | $2,606.61 | $2,612.00 | $2,618.96 | $2,204.36 | $2,174.05 | $2,144.71 | $2,116.31 | $2,088.81 | $2,062.18 | $2,036.40 | $2,011.43 | $2,204.36 | $2,174.05 | $2,144.71 | $2,116.31 | $2,088.81 | $2,062.18 | $2,036.40 | $2,011.43 | ||
| 16 | 2042 | $2,722.25 | $2,726.09 | $2,731.65 | $2,738.93 | $2,747.93 | $2,758.64 | $2,771.07 | $2,785.21 | $2,259.23 | $2,230.54 | $2,202.73 | $2,175.75 | $2,149.59 | $2,124.22 | $2,099.60 | $2,075.72 | $2,259.23 | $2,230.54 | $2,202.73 | $2,175.75 | $2,149.59 | $2,124.22 | $2,099.60 | $2,075.72 | ||
| 17 | 2043 | $2,846.13 | $2,857.11 | $2,869.94 | $2,884.61 | $2,901.14 | $2,919.54 | $2,939.82 | $2,962.00 | $2,313.61 | $2,286.60 | $2,260.37 | $2,234.88 | $2,210.11 | $2,186.05 | $2,162.66 | $2,139.93 | $2,313.61 | $2,286.60 | $2,260.37 | $2,234.88 | $2,210.11 | $2,186.05 | $2,162.66 | $2,139.93 | ||
| 18 | 2044 | $2,975.64 | $2,994.44 | $3,015.23 | $3,038.04 | $3,062.90 | $3,089.83 | $3,118.86 | $3,150.02 | $2,367.49 | $2,342.21 | $2,317.61 | $2,293.66 | $2,270.35 | $2,247.66 | $2,225.57 | $2,204.06 | $2,367.49 | $2,342.21 | $2,317.61 | $2,293.66 | $2,270.35 | $2,247.66 | $2,225.57 | $2,204.06 | ||
| 19 | 2045 | $3,111.05 | $3,138.36 | $3,167.88 | $3,199.63 | $3,233.68 | $3,270.05 | $3,308.80 | $3,349.97 | $2,420.83 | $2,397.34 | $2,374.43 | $2,352.09 | $2,330.30 | $2,309.05 | $2,288.33 | $2,268.11 | $2,420.83 | $2,397.34 | $2,374.43 | $2,352.09 | $2,330.30 | $2,309.05 | $2,288.33 | $2,268.11 | ||
| 20 | 2046 | $3,252.63 | $3,289.20 | $3,328.25 | $3,369.82 | $3,413.97 | $3,460.78 | $3,510.30 | $3,562.62 | $2,473.63 | $2,451.97 | $2,430.82 | $2,410.14 | $2,389.94 | $2,370.20 | $2,350.91 | $2,332.06 | $2,473.63 | $2,451.97 | $2,430.82 | $2,410.14 | $2,389.94 | $2,370.20 | $2,350.91 | $2,332.06 | ||
| 21 | 2047 | $3,400.64 | $3,447.30 | $3,496.74 | $3,549.06 | $3,604.33 | $3,662.64 | $3,724.08 | $3,788.76 | $2,525.84 | $2,506.08 | $2,486.74 | $2,467.80 | $2,449.26 | $2,431.10 | $2,413.32 | $2,395.91 | $2,525.84 | $2,506.08 | $2,486.74 | $2,467.80 | $2,449.26 | $2,431.10 | $2,413.32 | $2,395.91 | ||
| 22 | 2048 | $3,555.39 | $3,612.99 | $3,673.76 | $3,737.83 | $3,805.29 | $3,876.27 | $3,950.88 | $4,029.26 | $2,577.45 | $2,559.65 | $2,542.18 | $2,525.04 | $2,508.22 | $2,491.73 | $2,475.54 | $2,459.66 | $2,577.45 | $2,559.65 | $2,542.18 | $2,525.04 | $2,508.22 | $2,491.73 | $2,475.54 | $2,459.66 | ||
| 23 | 2049 | $3,717.18 | $3,786.64 | $3,859.75 | $3,936.64 | $4,017.46 | $4,102.35 | $4,191.49 | $4,285.02 | $2,628.43 | $2,612.63 | $2,597.10 | $2,581.84 | $2,566.83 | $2,552.07 | $2,537.56 | $2,523.30 | $2,628.43 | $2,612.63 | $2,597.10 | $2,581.84 | $2,566.83 | $2,552.07 | $2,537.56 | $2,523.30 | ||
| 24 | 2050 | $3,886.34 | $3,968.64 | $4,055.15 | $4,146.03 | $4,241.46 | $4,341.63 | $4,446.75 | $4,557.02 | $2,678.75 | $2,665.02 | $2,651.50 | $2,638.17 | $2,625.05 | $2,612.11 | $2,599.37 | $2,586.82 | $2,678.75 | $2,665.02 | $2,651.50 | $2,638.17 | $2,625.05 | $2,612.11 | $2,599.37 | $2,586.82 | ||
| 25 | 2051 | $4,063.19 | $4,159.39 | $4,260.44 | $4,366.55 | $4,477.94 | $4,594.86 | $4,717.56 | $4,846.28 | $2,728.38 | $2,716.78 | $2,705.33 | $2,694.02 | $2,682.86 | $2,671.84 | $2,660.96 | $2,650.21 | $2,728.38 | $2,716.78 | $2,705.33 | $2,694.02 | $2,682.86 | $2,671.84 | $2,660.96 | $2,650.21 | ||
| 26 | 2052 | $4,248.09 | $4,359.31 | $4,476.13 | $4,598.80 | $4,727.62 | $4,862.87 | $5,004.85 | $5,153.91 | $2,777.28 | $2,767.88 | $2,758.57 | $2,749.36 | $2,740.25 | $2,731.23 | $2,722.30 | $2,713.47 | $2,777.28 | $2,767.88 | $2,758.57 | $2,749.36 | $2,740.25 | $2,731.23 | $2,722.30 | $2,713.47 | ||
| 27 | 2053 | $4,441.41 | $4,568.84 | $4,702.73 | $4,843.41 | $4,991.21 | $5,146.50 | $5,309.65 | $5,481.06 | $2,825.43 | $2,818.28 | $2,811.19 | $2,804.15 | $2,797.18 | $2,790.26 | $2,783.40 | $2,776.59 | $2,825.43 | $2,818.28 | $2,811.19 | $2,804.15 | $2,797.18 | $2,790.26 | $2,783.40 | $2,776.59 | ||
| 28 | 2054 | $4,643.52 | $4,788.43 | $4,940.81 | $5,101.02 | $5,269.50 | $5,446.68 | $5,633.01 | $5,828.98 | $2,872.79 | $2,867.96 | $2,863.16 | $2,858.38 | $2,853.63 | $2,848.91 | $2,844.22 | $2,839.56 | $2,872.79 | $2,867.96 | $2,863.16 | $2,858.38 | $2,853.63 | $2,848.91 | $2,844.22 | $2,839.56 | ||
| 29 | 2055 | $4,854.83 | $5,018.59 | $5,190.93 | $5,372.34 | $5,563.31 | $5,764.36 | $5,976.06 | $6,198.98 | $2,919.33 | $2,916.88 | $2,914.44 | $2,912.01 | $2,909.58 | $2,907.17 | $2,904.76 | $2,902.37 | $2,919.33 | $2,916.88 | $2,914.44 | $2,912.01 | $2,909.58 | $2,907.17 | $2,904.76 | $2,902.37 | ||
| 30 | 2056 | $5,075.75 | $5,259.80 | $5,453.72 | $5,658.09 | $5,873.50 | $6,100.58 | $6,340.00 | $6,592.47 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | $2,965.00 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2027 | 46.74% | 41.66% | 36.84% | 32.28% | 27.96% | 23.86% | 19.96% | 16.27% | 46.66% | 41.58% | 36.76% | 32.19% | 27.86% | 23.76% | 19.86% | 16.16% | 46.66% | 41.58% | 36.76% | 32.19% | 27.86% | 23.76% | 19.86% | 16.16% | ||
| 2 | 2028 | 23.86% | 21.85% | 19.90% | 18.03% | 16.23% | 14.49% | 12.81% | 11.20% | 23.67% | 21.64% | 19.69% | 17.80% | 15.98% | 14.23% | 12.53% | 10.90% | 23.67% | 21.64% | 19.69% | 17.80% | 15.98% | 14.23% | 12.53% | 10.90% | ||
| 3 | 2029 | 17.06% | 15.88% | 14.74% | 13.63% | 12.56% | 11.53% | 10.53% | 9.56% | 16.77% | 15.56% | 14.40% | 13.27% | 12.17% | 11.11% | 10.08% | 9.09% | 16.77% | 15.56% | 14.40% | 13.27% | 12.17% | 11.11% | 10.08% | 9.09% | ||
| 4 | 2030 | 13.80% | 13.01% | 12.24% | 11.49% | 10.77% | 10.08% | 9.40% | 8.75% | 13.41% | 12.59% | 11.79% | 11.01% | 10.26% | 9.52% | 8.81% | 8.12% | 13.41% | 12.59% | 11.79% | 11.01% | 10.26% | 9.52% | 8.81% | 8.12% | ||
| 5 | 2031 | 11.88% | 11.32% | 10.77% | 10.23% | 9.71% | 9.21% | 8.73% | 8.26% | 11.41% | 10.80% | 10.21% | 9.63% | 9.07% | 8.53% | 8.00% | 7.48% | 11.41% | 10.80% | 10.21% | 9.63% | 9.07% | 8.53% | 8.00% | 7.48% | ||
| 6 | 2032 | 10.63% | 10.20% | 9.79% | 9.40% | 9.01% | 8.64% | 8.29% | 7.94% | 10.07% | 9.60% | 9.14% | 8.69% | 8.26% | 7.84% | 7.42% | 7.02% | 10.07% | 9.60% | 9.14% | 8.69% | 8.26% | 7.84% | 7.42% | 7.02% | ||
| 7 | 2033 | 9.74% | 9.42% | 9.10% | 8.80% | 8.52% | 8.24% | 7.97% | 7.71% | 9.10% | 8.72% | 8.36% | 8.00% | 7.65% | 7.31% | 6.98% | 6.66% | 9.10% | 8.72% | 8.36% | 8.00% | 7.65% | 7.31% | 6.98% | 6.66% | ||
| 8 | 2034 | 9.08% | 8.83% | 8.59% | 8.36% | 8.14% | 7.93% | 7.73% | 7.54% | 8.36% | 8.05% | 7.75% | 7.46% | 7.18% | 6.90% | 6.63% | 6.37% | 8.36% | 8.05% | 7.75% | 7.46% | 7.18% | 6.90% | 6.63% | 6.37% | ||
| 9 | 2035 | 8.56% | 8.37% | 8.19% | 8.02% | 7.86% | 7.70% | 7.55% | 7.41% | 7.77% | 7.52% | 7.27% | 7.03% | 6.79% | 6.56% | 6.34% | 6.12% | 7.77% | 7.52% | 7.27% | 7.03% | 6.79% | 6.56% | 6.34% | 6.12% | ||
| 10 | 2036 | 8.16% | 8.01% | 7.88% | 7.75% | 7.63% | 7.51% | 7.40% | 7.30% | 7.29% | 7.08% | 6.87% | 6.67% | 6.47% | 6.28% | 6.09% | 5.90% | 7.29% | 7.08% | 6.87% | 6.67% | 6.47% | 6.28% | 6.09% | 5.90% | ||
| 11 | 2037 | 7.82% | 7.72% | 7.62% | 7.52% | 7.44% | 7.36% | 7.28% | 7.21% | 6.89% | 6.71% | 6.53% | 6.36% | 6.19% | 6.03% | 5.87% | 5.71% | 6.89% | 6.71% | 6.53% | 6.36% | 6.19% | 6.03% | 5.87% | 5.71% | ||
| 12 | 2038 | 7.55% | 7.47% | 7.40% | 7.34% | 7.28% | 7.23% | 7.18% | 7.14% | 6.55% | 6.39% | 6.24% | 6.10% | 5.95% | 5.81% | 5.68% | 5.54% | 6.55% | 6.39% | 6.24% | 6.10% | 5.95% | 5.81% | 5.68% | 5.54% | ||
| 13 | 2039 | 7.31% | 7.26% | 7.22% | 7.18% | 7.15% | 7.12% | 7.10% | 7.08% | 6.25% | 6.12% | 5.99% | 5.87% | 5.74% | 5.62% | 5.50% | 5.39% | 6.25% | 6.12% | 5.99% | 5.87% | 5.74% | 5.62% | 5.50% | 5.39% | ||
| 14 | 2040 | 7.11% | 7.09% | 7.06% | 7.05% | 7.04% | 7.03% | 7.03% | 7.03% | 5.99% | 5.88% | 5.77% | 5.66% | 5.55% | 5.45% | 5.35% | 5.25% | 5.99% | 5.88% | 5.77% | 5.66% | 5.55% | 5.45% | 5.35% | 5.25% | ||
| 15 | 2041 | 6.94% | 6.93% | 6.93% | 6.93% | 6.94% | 6.95% | 6.96% | 6.98% | 5.76% | 5.66% | 5.57% | 5.47% | 5.38% | 5.29% | 5.20% | 5.12% | 5.76% | 5.66% | 5.57% | 5.47% | 5.38% | 5.29% | 5.20% | 5.12% | ||
| 16 | 2042 | 6.79% | 6.80% | 6.81% | 6.83% | 6.85% | 6.88% | 6.91% | 6.94% | 5.55% | 5.47% | 5.39% | 5.30% | 5.22% | 5.15% | 5.07% | 4.99% | 5.55% | 5.47% | 5.39% | 5.30% | 5.22% | 5.15% | 5.07% | 4.99% | ||
| 17 | 2043 | 6.66% | 6.68% | 6.71% | 6.74% | 6.78% | 6.82% | 6.86% | 6.91% | 5.36% | 5.29% | 5.22% | 5.15% | 5.08% | 5.01% | 4.95% | 4.88% | 5.36% | 5.29% | 5.22% | 5.15% | 5.08% | 5.01% | 4.95% | 4.88% | ||
| 18 | 2044 | 6.54% | 6.58% | 6.62% | 6.66% | 6.71% | 6.76% | 6.82% | 6.88% | 5.19% | 5.13% | 5.07% | 5.01% | 4.95% | 4.89% | 4.83% | 4.78% | 5.19% | 5.13% | 5.07% | 5.01% | 4.95% | 4.89% | 4.83% | 4.78% | ||
| 19 | 2045 | 6.43% | 6.48% | 6.53% | 6.59% | 6.65% | 6.71% | 6.78% | 6.85% | 5.04% | 4.98% | 4.93% | 4.88% | 4.83% | 4.78% | 4.73% | 4.68% | 5.04% | 4.98% | 4.93% | 4.88% | 4.83% | 4.78% | 4.73% | 4.68% | ||
| 20 | 2046 | 6.34% | 6.40% | 6.46% | 6.53% | 6.60% | 6.67% | 6.74% | 6.82% | 4.89% | 4.85% | 4.80% | 4.76% | 4.71% | 4.67% | 4.63% | 4.58% | 4.89% | 4.85% | 4.80% | 4.76% | 4.71% | 4.67% | 4.63% | 4.58% | ||
| 21 | 2047 | 6.25% | 6.32% | 6.39% | 6.47% | 6.55% | 6.63% | 6.71% | 6.80% | 4.76% | 4.72% | 4.68% | 4.64% | 4.60% | 4.57% | 4.53% | 4.49% | 4.76% | 4.72% | 4.68% | 4.64% | 4.60% | 4.57% | 4.53% | 4.49% | ||
| 22 | 2048 | 6.17% | 6.25% | 6.33% | 6.42% | 6.50% | 6.59% | 6.68% | 6.78% | 4.63% | 4.60% | 4.57% | 4.54% | 4.50% | 4.47% | 4.44% | 4.41% | 4.63% | 4.60% | 4.57% | 4.54% | 4.50% | 4.47% | 4.44% | 4.41% | ||
| 23 | 2049 | 6.10% | 6.19% | 6.28% | 6.37% | 6.46% | 6.56% | 6.66% | 6.76% | 4.52% | 4.49% | 4.46% | 4.43% | 4.41% | 4.38% | 4.36% | 4.33% | 4.52% | 4.49% | 4.46% | 4.43% | 4.41% | 4.38% | 4.36% | 4.33% | ||
| 24 | 2050 | 6.04% | 6.13% | 6.23% | 6.32% | 6.42% | 6.53% | 6.63% | 6.74% | 4.41% | 4.38% | 4.36% | 4.34% | 4.32% | 4.30% | 4.28% | 4.25% | 4.41% | 4.38% | 4.36% | 4.34% | 4.32% | 4.30% | 4.28% | 4.25% | ||
| 25 | 2051 | 5.98% | 6.08% | 6.18% | 6.28% | 6.39% | 6.50% | 6.61% | 6.73% | 4.30% | 4.29% | 4.27% | 4.25% | 4.23% | 4.22% | 4.20% | 4.18% | 4.30% | 4.29% | 4.27% | 4.25% | 4.23% | 4.22% | 4.20% | 4.18% | ||
| 26 | 2052 | 5.92% | 6.03% | 6.14% | 6.25% | 6.36% | 6.47% | 6.59% | 6.71% | 4.21% | 4.19% | 4.18% | 4.16% | 4.15% | 4.14% | 4.13% | 4.11% | 4.21% | 4.19% | 4.18% | 4.16% | 4.15% | 4.14% | 4.13% | 4.11% | ||
| 27 | 2053 | 5.87% | 5.98% | 6.10% | 6.21% | 6.33% | 6.45% | 6.57% | 6.70% | 4.11% | 4.10% | 4.09% | 4.08% | 4.07% | 4.06% | 4.05% | 4.05% | 4.11% | 4.10% | 4.09% | 4.08% | 4.07% | 4.06% | 4.05% | 4.05% | ||
| 28 | 2054 | 5.82% | 5.94% | 6.06% | 6.18% | 6.30% | 6.43% | 6.56% | 6.69% | 4.02% | 4.02% | 4.01% | 4.01% | 4.00% | 3.99% | 3.99% | 3.98% | 4.02% | 4.02% | 4.01% | 4.01% | 4.00% | 3.99% | 3.99% | 3.98% | ||
| 29 | 2055 | 5.78% | 5.90% | 6.02% | 6.15% | 6.28% | 6.41% | 6.54% | 6.68% | 3.94% | 3.94% | 3.93% | 3.93% | 3.93% | 3.93% | 3.92% | 3.92% | 3.94% | 3.94% | 3.93% | 3.93% | 3.93% | 3.93% | 3.92% | 3.92% | ||
| 30 | 2056 | 5.74% | 5.86% | 5.99% | 6.12% | 6.25% | 6.39% | 6.53% | 6.66% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | 3.86% | ||