| Home | Parameters | ||||||||||||||||||||||||||
| Name | DOW | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $932.40 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 5.95% | Purchased Year | 2025 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 30 | Maturity Year | 2055 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 6.463% | YTM (no) | 3.68% | Current Yield | 6.381% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 14 | y- | $1,071.45 | y+ | $819.77 | ||||||||||||||||||||||
| 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 | 2026 | $1,233.57 | $1,187.88 | $1,144.63 | $1,103.67 | $1,064.86 | $1,028.06 | $993.17 | $960.06 | $1,233.57 | $1,187.88 | $1,144.63 | $1,103.67 | $1,064.86 | $1,028.06 | $993.17 | $960.06 | $1,233.57 | $1,187.88 | $1,144.63 | $1,103.67 | $1,064.86 | $1,028.06 | $993.17 | $960.06 | ||
| 2 | 2027 | $1,229.54 | $1,184.77 | $1,142.33 | $1,102.09 | $1,063.91 | $1,027.67 | $993.26 | $960.57 | $1,229.54 | $1,184.77 | $1,142.33 | $1,102.09 | $1,063.91 | $1,027.67 | $993.26 | $960.57 | $1,229.54 | $1,184.77 | $1,142.33 | $1,102.09 | $1,063.91 | $1,027.67 | $993.26 | $960.57 | ||
| 3 | 2028 | $1,225.32 | $1,181.51 | $1,139.92 | $1,100.43 | $1,062.91 | $1,027.26 | $993.36 | $961.11 | $1,225.32 | $1,181.51 | $1,139.92 | $1,100.43 | $1,062.91 | $1,027.26 | $993.36 | $961.11 | $1,225.32 | $1,181.51 | $1,139.92 | $1,100.43 | $1,062.91 | $1,027.26 | $993.36 | $961.11 | ||
| 4 | 2029 | $1,220.91 | $1,178.09 | $1,137.38 | $1,098.68 | $1,061.86 | $1,026.82 | $993.46 | $961.69 | $1,220.91 | $1,178.09 | $1,137.38 | $1,098.68 | $1,061.86 | $1,026.82 | $993.46 | $961.69 | $1,220.91 | $1,178.09 | $1,137.38 | $1,098.68 | $1,061.86 | $1,026.82 | $993.46 | $961.69 | ||
| 5 | 2030 | $1,216.30 | $1,174.51 | $1,134.72 | $1,096.83 | $1,060.74 | $1,026.35 | $993.57 | $962.30 | $1,216.30 | $1,174.51 | $1,134.72 | $1,096.83 | $1,060.74 | $1,026.35 | $993.57 | $962.30 | $1,216.30 | $1,174.51 | $1,134.72 | $1,096.83 | $1,060.74 | $1,026.35 | $993.57 | $962.30 | ||
| 6 | 2031 | $1,211.48 | $1,170.75 | $1,131.92 | $1,094.89 | $1,059.57 | $1,025.86 | $993.68 | $962.96 | $1,211.48 | $1,170.75 | $1,131.92 | $1,094.89 | $1,059.57 | $1,025.86 | $993.68 | $962.96 | $1,211.48 | $1,170.75 | $1,131.92 | $1,094.89 | $1,059.57 | $1,025.86 | $993.68 | $962.96 | ||
| 7 | 2032 | $1,206.44 | $1,166.82 | $1,128.98 | $1,092.85 | $1,058.33 | $1,025.34 | $993.81 | $963.65 | $1,206.44 | $1,166.82 | $1,128.98 | $1,092.85 | $1,058.33 | $1,025.34 | $993.81 | $963.65 | $1,206.44 | $1,166.82 | $1,128.98 | $1,092.85 | $1,058.33 | $1,025.34 | $993.81 | $963.65 | ||
| 8 | 2033 | $1,201.17 | $1,162.69 | $1,125.89 | $1,090.70 | $1,057.02 | $1,024.79 | $993.94 | $964.39 | $1,201.17 | $1,162.69 | $1,125.89 | $1,090.70 | $1,057.02 | $1,024.79 | $993.94 | $964.39 | $1,201.17 | $1,162.69 | $1,125.89 | $1,090.70 | $1,057.02 | $1,024.79 | $993.94 | $964.39 | ||
| 9 | 2034 | $1,195.66 | $1,158.37 | $1,122.65 | $1,088.43 | $1,055.64 | $1,024.21 | $994.07 | $965.18 | $1,195.66 | $1,158.37 | $1,122.65 | $1,088.43 | $1,055.64 | $1,024.21 | $994.07 | $965.18 | $1,195.66 | $1,158.37 | $1,122.65 | $1,088.43 | $1,055.64 | $1,024.21 | $994.07 | $965.18 | ||
| 10 | 2035 | $1,189.90 | $1,153.84 | $1,119.24 | $1,086.04 | $1,054.18 | $1,023.59 | $994.22 | $966.02 | $1,189.90 | $1,153.84 | $1,119.24 | $1,086.04 | $1,054.18 | $1,023.59 | $994.22 | $966.02 | $1,189.90 | $1,153.84 | $1,119.24 | $1,086.04 | $1,054.18 | $1,023.59 | $994.22 | $966.02 | ||
| 11 | 2036 | $1,183.88 | $1,149.09 | $1,115.66 | $1,083.52 | $1,052.63 | $1,022.94 | $994.38 | $966.91 | $1,183.88 | $1,149.09 | $1,115.66 | $1,083.52 | $1,052.63 | $1,022.94 | $994.38 | $966.91 | $1,183.88 | $1,149.09 | $1,115.66 | $1,083.52 | $1,052.63 | $1,022.94 | $994.38 | $966.91 | ||
| 12 | 2037 | $1,177.59 | $1,144.11 | $1,111.89 | $1,080.87 | $1,051.01 | $1,022.25 | $994.54 | $967.85 | $1,177.59 | $1,144.11 | $1,111.89 | $1,080.87 | $1,051.01 | $1,022.25 | $994.54 | $967.85 | $1,177.59 | $1,144.11 | $1,111.89 | $1,080.87 | $1,051.01 | $1,022.25 | $994.54 | $967.85 | ||
| 13 | 2038 | $1,171.00 | $1,138.90 | $1,107.94 | $1,078.08 | $1,049.29 | $1,021.51 | $994.72 | $968.86 | $1,171.00 | $1,138.90 | $1,107.94 | $1,078.08 | $1,049.29 | $1,021.51 | $994.72 | $968.86 | $1,171.00 | $1,138.90 | $1,107.94 | $1,078.08 | $1,049.29 | $1,021.51 | $994.72 | $968.86 | ||
| 14 | 2039 | $1,164.12 | $1,133.43 | $1,103.78 | $1,075.14 | $1,047.48 | $1,020.74 | $994.90 | $969.93 | $1,164.12 | $1,133.43 | $1,103.78 | $1,075.14 | $1,047.48 | $1,020.74 | $994.90 | $969.93 | $1,164.12 | $1,133.43 | $1,103.78 | $1,075.14 | $1,047.48 | $1,020.74 | $994.90 | $969.93 | ||
| 15 | 2040 | $1,156.93 | $1,127.70 | $1,099.42 | $1,072.05 | $1,045.56 | $1,019.92 | $995.10 | $971.07 | $1,156.93 | $1,127.70 | $1,099.42 | $1,072.05 | $1,045.56 | $1,019.92 | $995.10 | $971.07 | $1,156.93 | $1,127.70 | $1,099.42 | $1,072.05 | $1,045.56 | $1,019.92 | $995.10 | $971.07 | ||
| 16 | 2041 | $1,149.41 | $1,121.70 | $1,094.83 | $1,068.79 | $1,043.54 | $1,019.05 | $995.31 | $972.28 | $1,149.41 | $1,121.70 | $1,094.83 | $1,068.79 | $1,043.54 | $1,019.05 | $995.31 | $972.28 | $1,149.41 | $1,121.70 | $1,094.83 | $1,068.79 | $1,043.54 | $1,019.05 | $995.31 | $972.28 | ||
| 17 | 2042 | $1,141.54 | $1,115.40 | $1,090.02 | $1,065.36 | $1,041.41 | $1,018.14 | $995.53 | $973.57 | $1,141.54 | $1,115.40 | $1,090.02 | $1,065.36 | $1,041.41 | $1,018.14 | $995.53 | $973.57 | $1,141.54 | $1,115.40 | $1,090.02 | $1,065.36 | $1,041.41 | $1,018.14 | $995.53 | $973.57 | ||
| 18 | 2043 | $1,133.32 | $1,108.81 | $1,084.95 | $1,061.74 | $1,039.15 | $1,017.17 | $995.77 | $974.94 | $1,133.32 | $1,108.81 | $1,084.95 | $1,061.74 | $1,039.15 | $1,017.17 | $995.77 | $974.94 | $1,133.32 | $1,108.81 | $1,084.95 | $1,061.74 | $1,039.15 | $1,017.17 | $995.77 | $974.94 | ||
| 19 | 2044 | $1,124.72 | $1,101.89 | $1,079.64 | $1,057.93 | $1,036.77 | $1,016.14 | $996.02 | $976.39 | $1,124.72 | $1,101.89 | $1,079.64 | $1,057.93 | $1,036.77 | $1,016.14 | $996.02 | $976.39 | $1,124.72 | $1,101.89 | $1,079.64 | $1,057.93 | $1,036.77 | $1,016.14 | $996.02 | $976.39 | ||
| 20 | 2045 | $1,115.74 | $1,094.65 | $1,074.05 | $1,053.92 | $1,034.26 | $1,015.05 | $996.28 | $977.94 | $1,115.74 | $1,094.65 | $1,074.05 | $1,053.92 | $1,034.26 | $1,015.05 | $996.28 | $977.94 | $1,115.74 | $1,094.65 | $1,074.05 | $1,053.92 | $1,034.26 | $1,015.05 | $996.28 | $977.94 | ||
| 21 | 2046 | $1,106.34 | $1,087.06 | $1,068.18 | $1,049.70 | $1,031.61 | $1,013.90 | $996.56 | $979.59 | $1,106.34 | $1,087.06 | $1,068.18 | $1,049.70 | $1,031.61 | $1,013.90 | $996.56 | $979.59 | $1,106.34 | $1,087.06 | $1,068.18 | $1,049.70 | $1,031.61 | $1,013.90 | $996.56 | $979.59 | ||
| 22 | 2047 | $1,096.52 | $1,079.10 | $1,062.01 | $1,045.25 | $1,028.81 | $1,012.68 | $996.86 | $981.34 | $1,096.52 | $1,079.10 | $1,062.01 | $1,045.25 | $1,028.81 | $1,012.68 | $996.86 | $981.34 | $1,096.52 | $1,079.10 | $1,062.01 | $1,045.25 | $1,028.81 | $1,012.68 | $996.86 | $981.34 | ||
| 23 | 2048 | $1,086.25 | $1,070.76 | $1,055.53 | $1,040.57 | $1,025.85 | $1,011.39 | $997.18 | $983.20 | $1,086.25 | $1,070.76 | $1,055.53 | $1,040.57 | $1,025.85 | $1,011.39 | $997.18 | $983.20 | $1,086.25 | $1,070.76 | $1,055.53 | $1,040.57 | $1,025.85 | $1,011.39 | $997.18 | $983.20 | ||
| 24 | 2049 | $1,075.51 | $1,062.02 | $1,048.72 | $1,035.63 | $1,022.73 | $1,010.03 | $997.51 | $985.18 | $1,075.51 | $1,062.02 | $1,048.72 | $1,035.63 | $1,022.73 | $1,010.03 | $997.51 | $985.18 | $1,075.51 | $1,062.02 | $1,048.72 | $1,035.63 | $1,022.73 | $1,010.03 | $997.51 | $985.18 | ||
| 25 | 2050 | $1,064.28 | $1,052.85 | $1,041.57 | $1,030.44 | $1,019.44 | $1,008.58 | $997.87 | $987.29 | $1,064.28 | $1,052.85 | $1,041.57 | $1,030.44 | $1,019.44 | $1,008.58 | $997.87 | $987.29 | $1,064.28 | $1,052.85 | $1,041.57 | $1,030.44 | $1,019.44 | $1,008.58 | $997.87 | $987.29 | ||
| 26 | 2051 | $1,052.54 | $1,043.25 | $1,034.06 | $1,024.96 | $1,015.96 | $1,007.06 | $998.25 | $989.53 | $1,052.54 | $1,043.25 | $1,034.06 | $1,024.96 | $1,015.96 | $1,007.06 | $998.25 | $989.53 | $1,052.54 | $1,043.25 | $1,034.06 | $1,024.96 | $1,015.96 | $1,007.06 | $998.25 | $989.53 | ||
| 27 | 2052 | $1,040.27 | $1,033.19 | $1,026.16 | $1,019.20 | $1,012.29 | $1,005.44 | $998.65 | $991.91 | $1,040.27 | $1,033.19 | $1,026.16 | $1,019.20 | $1,012.29 | $1,005.44 | $998.65 | $991.91 | $1,040.27 | $1,033.19 | $1,026.16 | $1,019.20 | $1,012.29 | $1,005.44 | $998.65 | $991.91 | ||
| 28 | 2053 | $1,027.44 | $1,022.64 | $1,017.87 | $1,013.13 | $1,008.41 | $1,003.73 | $999.07 | $994.44 | $1,027.44 | $1,022.64 | $1,017.87 | $1,013.13 | $1,008.41 | $1,003.73 | $999.07 | $994.44 | $1,027.44 | $1,022.64 | $1,017.87 | $1,013.13 | $1,008.41 | $1,003.73 | $999.07 | $994.44 | ||
| 29 | 2054 | $1,014.02 | $1,011.59 | $1,009.16 | $1,006.73 | $1,004.32 | $1,001.92 | $999.52 | $997.13 | $1,014.02 | $1,011.59 | $1,009.16 | $1,006.73 | $1,004.32 | $1,001.92 | $999.52 | $997.13 | $1,014.02 | $1,011.59 | $1,009.16 | $1,006.73 | $1,004.32 | $1,001.92 | $999.52 | $997.13 | ||
| 30 | 2055 | $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 | 2026 | $1,293.74 | $1,248.09 | $1,204.87 | $1,163.95 | $1,125.17 | $1,088.42 | $1,053.56 | $1,020.49 | $1,293.07 | $1,247.38 | $1,204.13 | $1,163.17 | $1,124.36 | $1,087.56 | $1,052.67 | $1,019.56 | $1,293.07 | $1,247.38 | $1,204.13 | $1,163.17 | $1,124.36 | $1,087.56 | $1,052.67 | $1,019.56 | ||
| 2 | 2027 | $1,352.61 | $1,308.08 | $1,265.87 | $1,225.86 | $1,187.91 | $1,151.90 | $1,117.72 | $1,085.26 | $1,348.54 | $1,303.77 | $1,261.33 | $1,221.09 | $1,182.91 | $1,146.67 | $1,112.26 | $1,079.57 | $1,348.54 | $1,303.77 | $1,261.33 | $1,221.09 | $1,182.91 | $1,146.67 | $1,112.26 | $1,079.57 | ||
| 3 | 2028 | $1,414.17 | $1,370.95 | $1,329.96 | $1,291.06 | $1,254.14 | $1,219.09 | $1,185.79 | $1,154.15 | $1,403.82 | $1,360.01 | $1,318.42 | $1,278.93 | $1,241.41 | $1,205.76 | $1,171.86 | $1,139.61 | $1,403.82 | $1,360.01 | $1,318.42 | $1,278.93 | $1,241.41 | $1,205.76 | $1,171.86 | $1,139.61 | ||
| 4 | 2029 | $1,478.52 | $1,436.84 | $1,397.28 | $1,359.73 | $1,324.07 | $1,290.19 | $1,258.01 | $1,227.41 | $1,458.91 | $1,416.09 | $1,375.38 | $1,336.68 | $1,299.86 | $1,264.82 | $1,231.46 | $1,199.69 | $1,458.91 | $1,416.09 | $1,375.38 | $1,336.68 | $1,299.86 | $1,264.82 | $1,231.46 | $1,199.69 | ||
| 5 | 2030 | $1,545.80 | $1,505.90 | $1,468.02 | $1,432.05 | $1,397.89 | $1,365.45 | $1,334.62 | $1,305.33 | $1,513.80 | $1,472.01 | $1,432.22 | $1,394.33 | $1,358.24 | $1,323.85 | $1,291.07 | $1,259.80 | $1,513.80 | $1,472.01 | $1,432.22 | $1,394.33 | $1,358.24 | $1,323.85 | $1,291.07 | $1,259.80 | ||
| 6 | 2031 | $1,616.15 | $1,578.28 | $1,542.34 | $1,508.22 | $1,475.83 | $1,445.09 | $1,415.90 | $1,388.18 | $1,568.48 | $1,527.75 | $1,488.92 | $1,451.89 | $1,416.57 | $1,382.86 | $1,350.68 | $1,319.96 | $1,568.48 | $1,527.75 | $1,488.92 | $1,451.89 | $1,416.57 | $1,382.86 | $1,350.68 | $1,319.96 | ||
| 7 | 2032 | $1,689.69 | $1,654.14 | $1,620.42 | $1,588.44 | $1,558.12 | $1,529.37 | $1,502.12 | $1,476.30 | $1,622.94 | $1,583.32 | $1,545.48 | $1,509.35 | $1,474.83 | $1,441.84 | $1,410.31 | $1,380.15 | $1,622.94 | $1,583.32 | $1,545.48 | $1,509.35 | $1,474.83 | $1,441.84 | $1,410.31 | $1,380.15 | ||
| 8 | 2033 | $1,766.58 | $1,733.64 | $1,702.45 | $1,672.93 | $1,645.00 | $1,618.58 | $1,593.60 | $1,570.01 | $1,677.17 | $1,638.69 | $1,601.89 | $1,566.70 | $1,533.02 | $1,500.79 | $1,469.94 | $1,440.39 | $1,677.17 | $1,638.69 | $1,601.89 | $1,566.70 | $1,533.02 | $1,500.79 | $1,469.94 | $1,440.39 | ||
| 9 | 2034 | $1,846.97 | $1,816.97 | $1,788.64 | $1,761.91 | $1,736.72 | $1,712.98 | $1,690.65 | $1,669.67 | $1,731.16 | $1,693.87 | $1,658.15 | $1,623.93 | $1,591.14 | $1,559.71 | $1,529.57 | $1,500.68 | $1,731.16 | $1,693.87 | $1,658.15 | $1,623.93 | $1,591.14 | $1,559.71 | $1,529.57 | $1,500.68 | ||
| 10 | 2035 | $1,931.02 | $1,904.30 | $1,879.19 | $1,855.63 | $1,833.55 | $1,812.90 | $1,793.61 | $1,775.65 | $1,784.90 | $1,748.84 | $1,714.24 | $1,681.04 | $1,649.18 | $1,618.59 | $1,589.22 | $1,561.02 | $1,784.90 | $1,748.84 | $1,714.24 | $1,681.04 | $1,649.18 | $1,618.59 | $1,589.22 | $1,561.02 | ||
| 11 | 2036 | $2,018.89 | $1,995.83 | $1,974.33 | $1,954.33 | $1,935.78 | $1,918.64 | $1,902.85 | $1,888.37 | $1,838.38 | $1,803.59 | $1,770.16 | $1,738.02 | $1,707.13 | $1,677.44 | $1,648.88 | $1,621.41 | $1,838.38 | $1,803.59 | $1,770.16 | $1,738.02 | $1,707.13 | $1,677.44 | $1,648.88 | $1,621.41 | ||
| 12 | 2037 | $2,110.77 | $2,091.76 | $2,074.28 | $2,058.28 | $2,043.71 | $2,030.54 | $2,018.73 | $2,008.23 | $1,891.59 | $1,858.11 | $1,825.89 | $1,794.87 | $1,765.01 | $1,736.25 | $1,708.54 | $1,681.85 | $1,891.59 | $1,858.11 | $1,825.89 | $1,794.87 | $1,765.01 | $1,736.25 | $1,708.54 | $1,681.85 | ||
| 13 | 2038 | $2,206.82 | $2,192.30 | $2,179.29 | $2,167.75 | $2,157.66 | $2,148.98 | $2,141.67 | $2,135.71 | $1,944.50 | $1,912.40 | $1,881.44 | $1,851.58 | $1,822.79 | $1,795.01 | $1,768.22 | $1,742.36 | $1,944.50 | $1,912.40 | $1,881.44 | $1,851.58 | $1,822.79 | $1,795.01 | $1,768.22 | $1,742.36 | ||
| 14 | 2039 | $2,307.24 | $2,297.67 | $2,289.61 | $2,283.05 | $2,277.96 | $2,274.32 | $2,272.10 | $2,271.28 | $1,997.12 | $1,966.43 | $1,936.78 | $1,908.14 | $1,880.48 | $1,853.74 | $1,827.90 | $1,802.93 | $1,997.12 | $1,966.43 | $1,936.78 | $1,908.14 | $1,880.48 | $1,853.74 | $1,827.90 | $1,802.93 | ||
| 15 | 2040 | $2,412.24 | $2,408.10 | $2,405.52 | $2,404.49 | $2,404.98 | $2,406.97 | $2,410.47 | $2,415.45 | $2,049.43 | $2,020.20 | $1,991.92 | $1,964.55 | $1,938.06 | $1,912.42 | $1,887.60 | $1,863.57 | $2,049.43 | $2,020.20 | $1,991.92 | $1,964.55 | $1,938.06 | $1,912.42 | $1,887.60 | $1,863.57 | ||
| 16 | 2041 | $2,522.01 | $2,523.84 | $2,527.30 | $2,532.38 | $2,539.07 | $2,547.36 | $2,557.27 | $2,568.77 | $2,101.41 | $2,073.70 | $2,046.83 | $2,020.79 | $1,995.54 | $1,971.05 | $1,947.31 | $1,924.28 | $2,101.41 | $2,073.70 | $2,046.83 | $2,020.79 | $1,995.54 | $1,971.05 | $1,947.31 | $1,924.28 | ||
| 17 | 2042 | $2,636.78 | $2,645.15 | $2,655.25 | $2,667.08 | $2,680.64 | $2,695.94 | $2,713.00 | $2,731.83 | $2,153.04 | $2,126.90 | $2,101.52 | $2,076.86 | $2,052.91 | $2,029.64 | $2,007.03 | $1,985.07 | $2,153.04 | $2,126.90 | $2,101.52 | $2,076.86 | $2,052.91 | $2,029.64 | $2,007.03 | $1,985.07 | ||
| 18 | 2043 | $2,756.77 | $2,772.29 | $2,789.67 | $2,808.93 | $2,830.10 | $2,853.19 | $2,878.23 | $2,905.24 | $2,204.32 | $2,179.81 | $2,155.95 | $2,132.74 | $2,110.15 | $2,088.17 | $2,066.77 | $2,045.94 | $2,204.32 | $2,179.81 | $2,155.95 | $2,132.74 | $2,110.15 | $2,088.17 | $2,066.77 | $2,045.94 | ||
| 19 | 2044 | $2,882.22 | $2,905.54 | $2,930.90 | $2,958.34 | $2,987.89 | $3,019.60 | $3,053.51 | $3,089.65 | $2,255.22 | $2,232.39 | $2,210.14 | $2,188.43 | $2,167.27 | $2,146.64 | $2,126.52 | $2,106.89 | $2,255.22 | $2,232.39 | $2,210.14 | $2,188.43 | $2,167.27 | $2,146.64 | $2,126.52 | $2,106.89 | ||
| 20 | 2045 | $3,013.38 | $3,045.19 | $3,079.27 | $3,115.69 | $3,154.49 | $3,195.73 | $3,239.47 | $3,285.77 | $2,305.74 | $2,284.65 | $2,264.05 | $2,243.92 | $2,224.26 | $2,205.05 | $2,186.28 | $2,167.94 | $2,305.74 | $2,284.65 | $2,264.05 | $2,243.92 | $2,224.26 | $2,205.05 | $2,186.28 | $2,167.94 | ||
| 21 | 2046 | $3,150.50 | $3,191.55 | $3,235.16 | $3,281.41 | $3,330.37 | $3,382.12 | $3,436.75 | $3,494.34 | $2,355.84 | $2,336.56 | $2,317.68 | $2,299.20 | $2,281.11 | $2,263.40 | $2,246.06 | $2,229.09 | $2,355.84 | $2,336.56 | $2,317.68 | $2,299.20 | $2,281.11 | $2,263.40 | $2,246.06 | $2,229.09 | ||
| 22 | 2047 | $3,293.87 | $3,344.95 | $3,398.94 | $3,455.95 | $3,516.06 | $3,579.39 | $3,646.05 | $3,716.15 | $2,405.52 | $2,388.10 | $2,371.01 | $2,354.25 | $2,337.81 | $2,321.68 | $2,305.86 | $2,290.34 | $2,405.52 | $2,388.10 | $2,371.01 | $2,354.25 | $2,337.81 | $2,321.68 | $2,305.86 | $2,290.34 | ||
| 23 | 2048 | $3,443.76 | $3,505.72 | $3,571.01 | $3,639.76 | $3,712.10 | $3,788.16 | $3,868.09 | $3,952.04 | $2,454.75 | $2,439.26 | $2,424.03 | $2,409.07 | $2,394.35 | $2,379.89 | $2,365.68 | $2,351.70 | $2,454.75 | $2,439.26 | $2,424.03 | $2,409.07 | $2,394.35 | $2,379.89 | $2,365.68 | $2,351.70 | ||
| 24 | 2049 | $3,600.48 | $3,674.22 | $3,751.80 | $3,833.36 | $3,919.08 | $4,009.12 | $4,103.66 | $4,202.90 | $2,503.51 | $2,490.02 | $2,476.72 | $2,463.63 | $2,450.73 | $2,438.03 | $2,425.51 | $2,413.18 | $2,503.51 | $2,490.02 | $2,476.72 | $2,463.63 | $2,450.73 | $2,438.03 | $2,425.51 | $2,413.18 | ||
| 25 | 2050 | $3,764.32 | $3,850.82 | $3,941.73 | $4,037.25 | $4,137.59 | $4,242.95 | $4,353.57 | $4,469.69 | $2,551.78 | $2,540.35 | $2,529.07 | $2,517.94 | $2,506.94 | $2,496.08 | $2,485.37 | $2,474.79 | $2,551.78 | $2,540.35 | $2,529.07 | $2,517.94 | $2,506.94 | $2,496.08 | $2,485.37 | $2,474.79 | ||
| 26 | 2051 | $3,935.62 | $4,035.91 | $4,141.28 | $4,251.99 | $4,368.28 | $4,490.43 | $4,618.71 | $4,753.41 | $2,599.54 | $2,590.25 | $2,581.06 | $2,571.96 | $2,562.96 | $2,554.06 | $2,545.25 | $2,536.53 | $2,599.54 | $2,590.25 | $2,581.06 | $2,571.96 | $2,562.96 | $2,554.06 | $2,545.25 | $2,536.53 | ||
| 27 | 2052 | $4,114.71 | $4,229.89 | $4,350.93 | $4,478.15 | $4,611.84 | $4,752.34 | $4,899.99 | $5,055.14 | $2,646.77 | $2,639.69 | $2,632.66 | $2,625.70 | $2,618.79 | $2,611.94 | $2,605.15 | $2,598.41 | $2,646.77 | $2,639.69 | $2,632.66 | $2,625.70 | $2,618.79 | $2,611.94 | $2,605.15 | $2,598.41 | ||
| 28 | 2053 | $4,301.96 | $4,433.19 | $4,571.20 | $4,716.34 | $4,868.98 | $5,029.53 | $5,198.40 | $5,376.02 | $2,693.44 | $2,688.64 | $2,683.87 | $2,679.13 | $2,674.41 | $2,669.73 | $2,665.07 | $2,660.44 | $2,693.44 | $2,688.64 | $2,683.87 | $2,679.13 | $2,674.41 | $2,669.73 | $2,665.07 | $2,660.44 | ||
| 29 | 2054 | $4,497.73 | $4,646.27 | $4,802.62 | $4,967.20 | $5,140.46 | $5,322.88 | $5,514.98 | $5,717.27 | $2,739.52 | $2,737.09 | $2,734.66 | $2,732.23 | $2,729.82 | $2,727.42 | $2,725.02 | $2,722.63 | $2,739.52 | $2,737.09 | $2,734.66 | $2,732.23 | $2,729.82 | $2,727.42 | $2,725.02 | $2,722.63 | ||
| 30 | 2055 | $4,702.40 | $4,869.59 | $5,045.75 | $5,231.40 | $5,427.07 | $5,633.35 | $5,850.84 | $6,080.18 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | $2,785.00 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2026 | 38.75% | 33.86% | 29.22% | 24.83% | 20.67% | 16.73% | 12.99% | 9.45% | 38.68% | 33.78% | 29.14% | 24.75% | 20.59% | 16.64% | 12.90% | 9.35% | 38.68% | 33.78% | 29.14% | 24.75% | 20.59% | 16.64% | 12.90% | 9.35% | ||
| 2 | 2027 | 20.44% | 18.44% | 16.52% | 14.66% | 12.87% | 11.15% | 9.49% | 7.89% | 20.26% | 18.25% | 16.31% | 14.44% | 12.64% | 10.90% | 9.22% | 7.60% | 20.26% | 18.25% | 16.31% | 14.44% | 12.64% | 10.90% | 9.22% | 7.60% | ||
| 3 | 2028 | 14.89% | 13.71% | 12.57% | 11.46% | 10.39% | 9.35% | 8.34% | 7.37% | 14.61% | 13.41% | 12.24% | 11.11% | 10.01% | 8.95% | 7.92% | 6.92% | 14.61% | 13.41% | 12.24% | 11.11% | 10.01% | 8.95% | 7.92% | 6.92% | ||
| 4 | 2029 | 12.22% | 11.42% | 10.64% | 9.89% | 9.16% | 8.46% | 7.78% | 7.11% | 11.84% | 11.01% | 10.21% | 9.42% | 8.66% | 7.92% | 7.20% | 6.50% | 11.84% | 11.01% | 10.21% | 9.42% | 8.66% | 7.92% | 7.20% | 6.50% | ||
| 5 | 2030 | 10.64% | 10.06% | 9.50% | 8.96% | 8.44% | 7.93% | 7.44% | 6.96% | 10.18% | 9.56% | 8.96% | 8.38% | 7.81% | 7.26% | 6.73% | 6.20% | 10.18% | 9.56% | 8.96% | 8.38% | 7.81% | 7.26% | 6.73% | 6.20% | ||
| 6 | 2031 | 9.60% | 9.17% | 8.75% | 8.35% | 7.95% | 7.58% | 7.21% | 6.86% | 9.06% | 8.58% | 8.11% | 7.66% | 7.22% | 6.79% | 6.37% | 5.96% | 9.06% | 8.58% | 8.11% | 7.66% | 7.22% | 6.79% | 6.37% | 5.96% | ||
| 7 | 2032 | 8.86% | 8.53% | 8.22% | 7.91% | 7.61% | 7.33% | 7.05% | 6.79% | 8.24% | 7.86% | 7.49% | 7.12% | 6.77% | 6.43% | 6.09% | 5.76% | 8.24% | 7.86% | 7.49% | 7.12% | 6.77% | 6.43% | 6.09% | 5.76% | ||
| 8 | 2033 | 8.32% | 8.06% | 7.82% | 7.58% | 7.35% | 7.14% | 6.93% | 6.73% | 7.61% | 7.30% | 7.00% | 6.70% | 6.41% | 6.13% | 5.86% | 5.59% | 7.61% | 7.30% | 7.00% | 6.70% | 6.41% | 6.13% | 5.86% | 5.59% | ||
| 9 | 2034 | 7.89% | 7.69% | 7.51% | 7.33% | 7.16% | 6.99% | 6.84% | 6.69% | 7.12% | 6.86% | 6.61% | 6.36% | 6.12% | 5.88% | 5.65% | 5.43% | 7.12% | 6.86% | 6.61% | 6.36% | 6.12% | 5.88% | 5.65% | 5.43% | ||
| 10 | 2035 | 7.55% | 7.40% | 7.26% | 7.12% | 7.00% | 6.88% | 6.76% | 6.65% | 6.71% | 6.49% | 6.28% | 6.07% | 5.87% | 5.67% | 5.48% | 5.29% | 6.71% | 6.49% | 6.28% | 6.07% | 5.87% | 5.67% | 5.48% | 5.29% | ||
| 11 | 2036 | 7.28% | 7.16% | 7.06% | 6.96% | 6.87% | 6.78% | 6.70% | 6.63% | 6.37% | 6.18% | 6.00% | 5.82% | 5.65% | 5.48% | 5.32% | 5.16% | 6.37% | 6.18% | 6.00% | 5.82% | 5.65% | 5.48% | 5.32% | 5.16% | ||
| 12 | 2037 | 7.05% | 6.97% | 6.89% | 6.82% | 6.76% | 6.70% | 6.65% | 6.60% | 6.07% | 5.91% | 5.76% | 5.61% | 5.46% | 5.32% | 5.18% | 5.04% | 6.07% | 5.91% | 5.76% | 5.61% | 5.46% | 5.32% | 5.18% | 5.04% | ||
| 13 | 2038 | 6.85% | 6.80% | 6.75% | 6.71% | 6.67% | 6.63% | 6.61% | 6.58% | 5.82% | 5.68% | 5.55% | 5.42% | 5.29% | 5.17% | 5.05% | 4.93% | 5.82% | 5.68% | 5.55% | 5.42% | 5.29% | 5.17% | 5.05% | 4.93% | ||
| 14 | 2039 | 6.69% | 6.65% | 6.63% | 6.61% | 6.59% | 6.58% | 6.57% | 6.57% | 5.59% | 5.47% | 5.36% | 5.25% | 5.14% | 5.03% | 4.93% | 4.82% | 5.59% | 5.47% | 5.36% | 5.25% | 5.14% | 5.03% | 4.93% | 4.82% | ||
| 15 | 2040 | 6.54% | 6.53% | 6.52% | 6.52% | 6.52% | 6.53% | 6.54% | 6.55% | 5.39% | 5.29% | 5.19% | 5.09% | 5.00% | 4.91% | 4.81% | 4.72% | 5.39% | 5.29% | 5.19% | 5.09% | 5.00% | 4.91% | 4.81% | 4.72% | ||
| 16 | 2041 | 6.42% | 6.42% | 6.43% | 6.44% | 6.46% | 6.48% | 6.51% | 6.54% | 5.21% | 5.12% | 5.04% | 4.95% | 4.87% | 4.79% | 4.71% | 4.63% | 5.21% | 5.12% | 5.04% | 4.95% | 4.87% | 4.79% | 4.71% | 4.63% | ||
| 17 | 2042 | 6.31% | 6.33% | 6.35% | 6.38% | 6.41% | 6.44% | 6.48% | 6.53% | 5.05% | 4.97% | 4.90% | 4.82% | 4.75% | 4.68% | 4.61% | 4.55% | 5.05% | 4.97% | 4.90% | 4.82% | 4.75% | 4.68% | 4.61% | 4.55% | ||
| 18 | 2043 | 6.21% | 6.24% | 6.28% | 6.32% | 6.36% | 6.41% | 6.46% | 6.52% | 4.90% | 4.83% | 4.77% | 4.70% | 4.64% | 4.58% | 4.52% | 4.46% | 4.90% | 4.83% | 4.77% | 4.70% | 4.64% | 4.58% | 4.52% | 4.46% | ||
| 19 | 2044 | 6.12% | 6.16% | 6.21% | 6.27% | 6.32% | 6.38% | 6.44% | 6.51% | 4.76% | 4.70% | 4.65% | 4.59% | 4.54% | 4.49% | 4.43% | 4.38% | 4.76% | 4.70% | 4.65% | 4.59% | 4.54% | 4.49% | 4.43% | 4.38% | ||
| 20 | 2045 | 6.04% | 6.10% | 6.16% | 6.22% | 6.28% | 6.35% | 6.42% | 6.50% | 4.63% | 4.58% | 4.54% | 4.49% | 4.44% | 4.40% | 4.35% | 4.31% | 4.63% | 4.58% | 4.54% | 4.49% | 4.44% | 4.40% | 4.35% | 4.31% | ||
| 21 | 2046 | 5.97% | 6.03% | 6.10% | 6.17% | 6.25% | 6.33% | 6.41% | 6.49% | 4.51% | 4.47% | 4.43% | 4.39% | 4.35% | 4.31% | 4.28% | 4.24% | 4.51% | 4.47% | 4.43% | 4.39% | 4.35% | 4.31% | 4.28% | 4.24% | ||
| 22 | 2047 | 5.90% | 5.98% | 6.06% | 6.14% | 6.22% | 6.31% | 6.39% | 6.49% | 4.40% | 4.37% | 4.33% | 4.30% | 4.27% | 4.23% | 4.20% | 4.17% | 4.40% | 4.37% | 4.33% | 4.30% | 4.27% | 4.23% | 4.20% | 4.17% | ||
| 23 | 2048 | 5.85% | 5.93% | 6.01% | 6.10% | 6.19% | 6.28% | 6.38% | 6.48% | 4.30% | 4.27% | 4.24% | 4.21% | 4.19% | 4.16% | 4.13% | 4.10% | 4.30% | 4.27% | 4.24% | 4.21% | 4.19% | 4.16% | 4.13% | 4.10% | ||
| 24 | 2049 | 5.79% | 5.88% | 5.97% | 6.07% | 6.17% | 6.27% | 6.37% | 6.48% | 4.20% | 4.18% | 4.15% | 4.13% | 4.11% | 4.09% | 4.06% | 4.04% | 4.20% | 4.18% | 4.15% | 4.13% | 4.11% | 4.09% | 4.06% | 4.04% | ||
| 25 | 2050 | 5.74% | 5.84% | 5.94% | 6.04% | 6.14% | 6.25% | 6.36% | 6.47% | 4.11% | 4.09% | 4.07% | 4.05% | 4.04% | 4.02% | 4.00% | 3.98% | 4.11% | 4.09% | 4.07% | 4.05% | 4.04% | 4.02% | 4.00% | 3.98% | ||
| 26 | 2051 | 5.69% | 5.80% | 5.90% | 6.01% | 6.12% | 6.23% | 6.35% | 6.47% | 4.02% | 4.01% | 3.99% | 3.98% | 3.97% | 3.95% | 3.94% | 3.92% | 4.02% | 4.01% | 3.99% | 3.98% | 3.97% | 3.95% | 3.94% | 3.92% | ||
| 27 | 2052 | 5.65% | 5.76% | 5.87% | 5.98% | 6.10% | 6.22% | 6.34% | 6.46% | 3.94% | 3.93% | 3.92% | 3.91% | 3.90% | 3.89% | 3.88% | 3.87% | 3.94% | 3.93% | 3.92% | 3.91% | 3.90% | 3.89% | 3.88% | 3.87% | ||
| 28 | 2053 | 5.61% | 5.73% | 5.84% | 5.96% | 6.08% | 6.20% | 6.33% | 6.46% | 3.86% | 3.85% | 3.85% | 3.84% | 3.84% | 3.83% | 3.82% | 3.82% | 3.86% | 3.85% | 3.85% | 3.84% | 3.84% | 3.83% | 3.82% | 3.82% | ||
| 29 | 2054 | 5.58% | 5.69% | 5.82% | 5.94% | 6.06% | 6.19% | 6.32% | 6.45% | 3.79% | 3.78% | 3.78% | 3.78% | 3.77% | 3.77% | 3.77% | 3.76% | 3.79% | 3.78% | 3.78% | 3.78% | 3.77% | 3.77% | 3.77% | 3.76% | ||
| 30 | 2055 | 5.54% | 5.66% | 5.79% | 5.92% | 6.05% | 6.18% | 6.31% | 6.45% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | 3.71% | ||