| Home | Parameters | ||||||||||||||||||||||||||
| Name | FMC | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $954.91 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 6.375% | Purchased Year | 2025 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 28 | Maturity Year | 2053 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 6.735% | YTM (no) | 3.86% | Current Yield | 6.676% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 14 | y- | $1,088.68 | y+ | $845.18 | ||||||||||||||||||||||
| 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 | $1,291.36 | $1,245.79 | $1,202.52 | $1,161.40 | $1,122.33 | $1,085.17 | $1,049.83 | $1,016.20 | $1,291.36 | $1,245.79 | $1,202.52 | $1,161.40 | $1,122.33 | $1,085.17 | $1,049.83 | $1,016.20 | $1,291.36 | $1,245.79 | $1,202.52 | $1,161.40 | $1,122.33 | $1,085.17 | $1,049.83 | $1,016.20 | ||
| 2 | 2027 | $1,285.66 | $1,241.16 | $1,198.85 | $1,158.59 | $1,120.28 | $1,083.80 | $1,049.06 | $1,015.96 | $1,285.66 | $1,241.16 | $1,198.85 | $1,158.59 | $1,120.28 | $1,083.80 | $1,049.06 | $1,015.96 | $1,285.66 | $1,241.16 | $1,198.85 | $1,158.59 | $1,120.28 | $1,083.80 | $1,049.06 | $1,015.96 | ||
| 3 | 2028 | $1,279.70 | $1,236.31 | $1,194.99 | $1,155.63 | $1,118.11 | $1,082.35 | $1,048.24 | $1,015.71 | $1,279.70 | $1,236.31 | $1,194.99 | $1,155.63 | $1,118.11 | $1,082.35 | $1,048.24 | $1,015.71 | $1,279.70 | $1,236.31 | $1,194.99 | $1,155.63 | $1,118.11 | $1,082.35 | $1,048.24 | $1,015.71 | ||
| 4 | 2029 | $1,273.46 | $1,231.23 | $1,190.94 | $1,152.51 | $1,115.83 | $1,080.81 | $1,047.38 | $1,015.43 | $1,273.46 | $1,231.23 | $1,190.94 | $1,152.51 | $1,115.83 | $1,080.81 | $1,047.38 | $1,015.43 | $1,273.46 | $1,231.23 | $1,190.94 | $1,152.51 | $1,115.83 | $1,080.81 | $1,047.38 | $1,015.43 | ||
| 5 | 2030 | $1,266.95 | $1,225.90 | $1,186.68 | $1,149.22 | $1,113.42 | $1,079.19 | $1,046.45 | $1,015.14 | $1,266.95 | $1,225.90 | $1,186.68 | $1,149.22 | $1,113.42 | $1,079.19 | $1,046.45 | $1,015.14 | $1,266.95 | $1,225.90 | $1,186.68 | $1,149.22 | $1,113.42 | $1,079.19 | $1,046.45 | $1,015.14 | ||
| 6 | 2031 | $1,260.13 | $1,220.31 | $1,182.21 | $1,145.76 | $1,110.87 | $1,077.47 | $1,045.48 | $1,014.84 | $1,260.13 | $1,220.31 | $1,182.21 | $1,145.76 | $1,110.87 | $1,077.47 | $1,045.48 | $1,014.84 | $1,260.13 | $1,220.31 | $1,182.21 | $1,145.76 | $1,110.87 | $1,077.47 | $1,045.48 | $1,014.84 | ||
| 7 | 2032 | $1,253.01 | $1,214.46 | $1,177.52 | $1,142.12 | $1,108.18 | $1,075.64 | $1,044.44 | $1,014.51 | $1,253.01 | $1,214.46 | $1,177.52 | $1,142.12 | $1,108.18 | $1,075.64 | $1,044.44 | $1,014.51 | $1,253.01 | $1,214.46 | $1,177.52 | $1,142.12 | $1,108.18 | $1,075.64 | $1,044.44 | $1,014.51 | ||
| 8 | 2033 | $1,245.56 | $1,208.32 | $1,172.58 | $1,138.28 | $1,105.34 | $1,073.72 | $1,043.34 | $1,014.16 | $1,245.56 | $1,208.32 | $1,172.58 | $1,138.28 | $1,105.34 | $1,073.72 | $1,043.34 | $1,014.16 | $1,245.56 | $1,208.32 | $1,172.58 | $1,138.28 | $1,105.34 | $1,073.72 | $1,043.34 | $1,014.16 | ||
| 9 | 2034 | $1,237.78 | $1,201.89 | $1,167.40 | $1,134.23 | $1,102.34 | $1,071.68 | $1,042.17 | $1,013.79 | $1,237.78 | $1,201.89 | $1,167.40 | $1,134.23 | $1,102.34 | $1,071.68 | $1,042.17 | $1,013.79 | $1,237.78 | $1,201.89 | $1,167.40 | $1,134.23 | $1,102.34 | $1,071.68 | $1,042.17 | $1,013.79 | ||
| 10 | 2035 | $1,229.64 | $1,195.15 | $1,161.95 | $1,129.98 | $1,099.18 | $1,069.52 | $1,040.94 | $1,013.39 | $1,229.64 | $1,195.15 | $1,161.95 | $1,129.98 | $1,099.18 | $1,069.52 | $1,040.94 | $1,013.39 | $1,229.64 | $1,195.15 | $1,161.95 | $1,129.98 | $1,099.18 | $1,069.52 | $1,040.94 | $1,013.39 | ||
| 11 | 2036 | $1,221.13 | $1,188.09 | $1,156.23 | $1,125.49 | $1,095.84 | $1,067.23 | $1,039.62 | $1,012.97 | $1,221.13 | $1,188.09 | $1,156.23 | $1,125.49 | $1,095.84 | $1,067.23 | $1,039.62 | $1,012.97 | $1,221.13 | $1,188.09 | $1,156.23 | $1,125.49 | $1,095.84 | $1,067.23 | $1,039.62 | $1,012.97 | ||
| 12 | 2037 | $1,212.23 | $1,180.69 | $1,150.21 | $1,120.77 | $1,092.31 | $1,064.81 | $1,038.23 | $1,012.53 | $1,212.23 | $1,180.69 | $1,150.21 | $1,120.77 | $1,092.31 | $1,064.81 | $1,038.23 | $1,012.53 | $1,212.23 | $1,180.69 | $1,150.21 | $1,120.77 | $1,092.31 | $1,064.81 | $1,038.23 | $1,012.53 | ||
| 13 | 2038 | $1,202.92 | $1,172.93 | $1,143.90 | $1,115.79 | $1,088.59 | $1,062.25 | $1,036.75 | $1,012.05 | $1,202.92 | $1,172.93 | $1,143.90 | $1,115.79 | $1,088.59 | $1,062.25 | $1,036.75 | $1,012.05 | $1,202.92 | $1,172.93 | $1,143.90 | $1,115.79 | $1,088.59 | $1,062.25 | $1,036.75 | $1,012.05 | ||
| 14 | 2039 | $1,193.20 | $1,164.80 | $1,137.26 | $1,110.56 | $1,084.66 | $1,059.54 | $1,035.18 | $1,011.55 | $1,193.20 | $1,164.80 | $1,137.26 | $1,110.56 | $1,084.66 | $1,059.54 | $1,035.18 | $1,011.55 | $1,193.20 | $1,164.80 | $1,137.26 | $1,110.56 | $1,084.66 | $1,059.54 | $1,035.18 | $1,011.55 | ||
| 15 | 2040 | $1,183.03 | $1,156.27 | $1,130.29 | $1,105.04 | $1,080.51 | $1,056.68 | $1,033.52 | $1,011.01 | $1,183.03 | $1,156.27 | $1,130.29 | $1,105.04 | $1,080.51 | $1,056.68 | $1,033.52 | $1,011.01 | $1,183.03 | $1,156.27 | $1,130.29 | $1,105.04 | $1,080.51 | $1,056.68 | $1,033.52 | $1,011.01 | ||
| 16 | 2041 | $1,172.40 | $1,147.34 | $1,122.96 | $1,099.23 | $1,076.13 | $1,053.64 | $1,031.75 | $1,010.44 | $1,172.40 | $1,147.34 | $1,122.96 | $1,099.23 | $1,076.13 | $1,053.64 | $1,031.75 | $1,010.44 | $1,172.40 | $1,147.34 | $1,122.96 | $1,099.23 | $1,076.13 | $1,053.64 | $1,031.75 | $1,010.44 | ||
| 17 | 2042 | $1,161.28 | $1,137.98 | $1,115.26 | $1,093.11 | $1,071.50 | $1,050.43 | $1,029.88 | $1,009.84 | $1,161.28 | $1,137.98 | $1,115.26 | $1,093.11 | $1,071.50 | $1,050.43 | $1,029.88 | $1,009.84 | $1,161.28 | $1,137.98 | $1,115.26 | $1,093.11 | $1,071.50 | $1,050.43 | $1,029.88 | $1,009.84 | ||
| 18 | 2043 | $1,149.66 | $1,128.17 | $1,107.18 | $1,086.66 | $1,066.62 | $1,047.03 | $1,027.90 | $1,009.19 | $1,149.66 | $1,128.17 | $1,107.18 | $1,086.66 | $1,066.62 | $1,047.03 | $1,027.90 | $1,009.19 | $1,149.66 | $1,128.17 | $1,107.18 | $1,086.66 | $1,066.62 | $1,047.03 | $1,027.90 | $1,009.19 | ||
| 19 | 2044 | $1,137.51 | $1,117.89 | $1,098.68 | $1,079.87 | $1,061.46 | $1,043.44 | $1,025.79 | $1,008.51 | $1,137.51 | $1,117.89 | $1,098.68 | $1,079.87 | $1,061.46 | $1,043.44 | $1,025.79 | $1,008.51 | $1,137.51 | $1,117.89 | $1,098.68 | $1,079.87 | $1,061.46 | $1,043.44 | $1,025.79 | $1,008.51 | ||
| 20 | 2045 | $1,124.81 | $1,107.11 | $1,089.75 | $1,072.73 | $1,056.02 | $1,039.63 | $1,023.55 | $1,007.78 | $1,124.81 | $1,107.11 | $1,089.75 | $1,072.73 | $1,056.02 | $1,039.63 | $1,023.55 | $1,007.78 | $1,124.81 | $1,107.11 | $1,089.75 | $1,072.73 | $1,056.02 | $1,039.63 | $1,023.55 | $1,007.78 | ||
| 21 | 2046 | $1,111.52 | $1,095.82 | $1,080.38 | $1,065.20 | $1,050.27 | $1,035.60 | $1,021.18 | $1,007.00 | $1,111.52 | $1,095.82 | $1,080.38 | $1,065.20 | $1,050.27 | $1,035.60 | $1,021.18 | $1,007.00 | $1,111.52 | $1,095.82 | $1,080.38 | $1,065.20 | $1,050.27 | $1,035.60 | $1,021.18 | $1,007.00 | ||
| 22 | 2047 | $1,097.64 | $1,083.98 | $1,070.52 | $1,057.27 | $1,044.21 | $1,031.34 | $1,018.66 | $1,006.18 | $1,097.64 | $1,083.98 | $1,070.52 | $1,057.27 | $1,044.21 | $1,031.34 | $1,018.66 | $1,006.18 | $1,097.64 | $1,083.98 | $1,070.52 | $1,057.27 | $1,044.21 | $1,031.34 | $1,018.66 | $1,006.18 | ||
| 23 | 2048 | $1,083.12 | $1,071.57 | $1,060.17 | $1,048.91 | $1,037.80 | $1,026.83 | $1,015.99 | $1,005.30 | $1,083.12 | $1,071.57 | $1,060.17 | $1,048.91 | $1,037.80 | $1,026.83 | $1,015.99 | $1,005.30 | $1,083.12 | $1,071.57 | $1,060.17 | $1,048.91 | $1,037.80 | $1,026.83 | $1,015.99 | $1,005.30 | ||
| 24 | 2049 | $1,067.94 | $1,058.57 | $1,049.29 | $1,040.12 | $1,031.04 | $1,022.05 | $1,013.16 | $1,004.36 | $1,067.94 | $1,058.57 | $1,049.29 | $1,040.12 | $1,031.04 | $1,022.05 | $1,013.16 | $1,004.36 | $1,067.94 | $1,058.57 | $1,049.29 | $1,040.12 | $1,031.04 | $1,022.05 | $1,013.16 | $1,004.36 | ||
| 25 | 2050 | $1,052.07 | $1,044.94 | $1,037.87 | $1,030.85 | $1,023.90 | $1,017.00 | $1,010.16 | $1,003.37 | $1,052.07 | $1,044.94 | $1,037.87 | $1,030.85 | $1,023.90 | $1,017.00 | $1,010.16 | $1,003.37 | $1,052.07 | $1,044.94 | $1,037.87 | $1,030.85 | $1,023.90 | $1,017.00 | $1,010.16 | $1,003.37 | ||
| 26 | 2051 | $1,035.48 | $1,030.66 | $1,025.86 | $1,021.10 | $1,016.36 | $1,011.65 | $1,006.97 | $1,002.32 | $1,035.48 | $1,030.66 | $1,025.86 | $1,021.10 | $1,016.36 | $1,011.65 | $1,006.97 | $1,002.32 | $1,035.48 | $1,030.66 | $1,025.86 | $1,021.10 | $1,016.36 | $1,011.65 | $1,006.97 | $1,002.32 | ||
| 27 | 2052 | $1,018.14 | $1,015.69 | $1,013.25 | $1,010.82 | $1,008.40 | $1,005.99 | $1,003.59 | $1,001.19 | $1,018.14 | $1,015.69 | $1,013.25 | $1,010.82 | $1,008.40 | $1,005.99 | $1,003.59 | $1,001.19 | $1,018.14 | $1,015.69 | $1,013.25 | $1,010.82 | $1,008.40 | $1,005.99 | $1,003.59 | $1,001.19 | ||
| 28 | 2053 | $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 | $1,355.83 | $1,310.30 | $1,267.06 | $1,225.99 | $1,186.95 | $1,149.84 | $1,114.54 | $1,080.95 | $1,355.11 | $1,309.54 | $1,266.27 | $1,225.15 | $1,186.08 | $1,148.92 | $1,113.58 | $1,079.95 | $1,355.11 | $1,309.54 | $1,266.27 | $1,225.15 | $1,186.08 | $1,148.92 | $1,113.58 | $1,079.95 | ||
| 2 | 2027 | $1,417.53 | $1,373.28 | $1,331.21 | $1,291.20 | $1,253.13 | $1,216.91 | $1,182.41 | $1,149.56 | $1,413.16 | $1,368.66 | $1,326.35 | $1,286.09 | $1,247.78 | $1,211.30 | $1,176.56 | $1,143.46 | $1,413.16 | $1,368.66 | $1,326.35 | $1,286.09 | $1,247.78 | $1,211.30 | $1,176.56 | $1,143.46 | ||
| 3 | 2028 | $1,482.03 | $1,439.28 | $1,398.60 | $1,359.88 | $1,323.00 | $1,287.88 | $1,254.42 | $1,222.54 | $1,470.95 | $1,427.56 | $1,386.24 | $1,346.88 | $1,309.36 | $1,273.60 | $1,239.49 | $1,206.96 | $1,470.95 | $1,427.56 | $1,386.24 | $1,346.88 | $1,309.36 | $1,273.60 | $1,239.49 | $1,206.96 | ||
| 4 | 2029 | $1,549.48 | $1,508.46 | $1,469.40 | $1,432.21 | $1,396.77 | $1,363.00 | $1,330.82 | $1,300.14 | $1,528.46 | $1,486.23 | $1,445.94 | $1,407.51 | $1,370.83 | $1,335.81 | $1,302.38 | $1,270.43 | $1,528.46 | $1,486.23 | $1,445.94 | $1,407.51 | $1,370.83 | $1,335.81 | $1,302.38 | $1,270.43 | ||
| 5 | 2030 | $1,619.99 | $1,580.96 | $1,543.79 | $1,508.38 | $1,474.65 | $1,442.50 | $1,411.87 | $1,382.67 | $1,585.70 | $1,544.65 | $1,505.43 | $1,467.97 | $1,432.17 | $1,397.94 | $1,365.20 | $1,333.89 | $1,585.70 | $1,544.65 | $1,505.43 | $1,467.97 | $1,432.17 | $1,397.94 | $1,365.20 | $1,333.89 | ||
| 6 | 2031 | $1,693.71 | $1,656.95 | $1,621.95 | $1,588.61 | $1,556.87 | $1,526.64 | $1,497.85 | $1,470.43 | $1,642.63 | $1,602.81 | $1,564.71 | $1,528.26 | $1,493.37 | $1,459.97 | $1,427.98 | $1,397.34 | $1,642.63 | $1,602.81 | $1,564.71 | $1,528.26 | $1,493.37 | $1,459.97 | $1,427.98 | $1,397.34 | ||
| 7 | 2032 | $1,770.78 | $1,736.59 | $1,704.06 | $1,673.11 | $1,643.67 | $1,615.68 | $1,589.07 | $1,563.77 | $1,699.26 | $1,660.71 | $1,623.77 | $1,588.37 | $1,554.43 | $1,521.89 | $1,490.69 | $1,460.76 | $1,699.26 | $1,660.71 | $1,623.77 | $1,588.37 | $1,554.43 | $1,521.89 | $1,490.69 | $1,460.76 | ||
| 8 | 2033 | $1,851.36 | $1,820.06 | $1,790.33 | $1,762.10 | $1,735.32 | $1,709.92 | $1,685.84 | $1,663.03 | $1,755.56 | $1,718.32 | $1,682.58 | $1,648.28 | $1,615.34 | $1,583.72 | $1,553.34 | $1,524.16 | $1,755.56 | $1,718.32 | $1,682.58 | $1,648.28 | $1,615.34 | $1,583.72 | $1,553.34 | $1,524.16 | ||
| 9 | 2034 | $1,935.61 | $1,907.54 | $1,880.96 | $1,855.83 | $1,832.07 | $1,809.65 | $1,788.51 | $1,768.60 | $1,811.53 | $1,775.64 | $1,741.15 | $1,707.98 | $1,676.09 | $1,645.43 | $1,615.92 | $1,587.54 | $1,811.53 | $1,775.64 | $1,741.15 | $1,707.98 | $1,676.09 | $1,645.43 | $1,615.92 | $1,587.54 | ||
| 10 | 2035 | $2,023.69 | $1,999.22 | $1,976.19 | $1,954.54 | $1,934.22 | $1,915.20 | $1,897.43 | $1,880.86 | $1,867.14 | $1,832.65 | $1,799.45 | $1,767.48 | $1,736.68 | $1,707.02 | $1,678.44 | $1,650.89 | $1,867.14 | $1,832.65 | $1,799.45 | $1,767.48 | $1,736.68 | $1,707.02 | $1,678.44 | $1,650.89 | ||
| 11 | 2036 | $2,115.78 | $2,095.31 | $2,076.23 | $2,058.50 | $2,042.07 | $2,026.91 | $2,012.98 | $2,000.25 | $1,922.38 | $1,889.34 | $1,857.48 | $1,826.74 | $1,797.09 | $1,768.48 | $1,740.87 | $1,714.22 | $1,922.38 | $1,889.34 | $1,857.48 | $1,826.74 | $1,797.09 | $1,768.48 | $1,740.87 | $1,714.22 | ||
| 12 | 2037 | $2,212.06 | $2,196.02 | $2,181.34 | $2,167.98 | $2,155.93 | $2,145.13 | $2,135.57 | $2,127.22 | $1,977.23 | $1,945.69 | $1,915.21 | $1,885.77 | $1,857.31 | $1,829.81 | $1,803.23 | $1,777.53 | $1,977.23 | $1,945.69 | $1,915.21 | $1,885.77 | $1,857.31 | $1,829.81 | $1,803.23 | $1,777.53 | ||
| 13 | 2038 | $2,312.73 | $2,301.57 | $2,291.77 | $2,283.30 | $2,276.13 | $2,270.25 | $2,265.63 | $2,262.25 | $2,031.67 | $2,001.68 | $1,972.65 | $1,944.54 | $1,917.34 | $1,891.00 | $1,865.50 | $1,840.80 | $2,031.67 | $2,001.68 | $1,972.65 | $1,944.54 | $1,917.34 | $1,891.00 | $1,865.50 | $1,840.80 | ||
| 14 | 2039 | $2,417.97 | $2,412.19 | $2,407.79 | $2,404.74 | $2,403.04 | $2,402.67 | $2,403.61 | $2,405.85 | $2,085.70 | $2,057.30 | $2,029.76 | $2,003.06 | $1,977.16 | $1,952.04 | $1,927.68 | $1,904.05 | $2,085.70 | $2,057.30 | $2,029.76 | $2,003.06 | $1,977.16 | $1,952.04 | $1,927.68 | $1,904.05 | ||
| 15 | 2040 | $2,528.00 | $2,528.13 | $2,529.68 | $2,532.65 | $2,537.03 | $2,542.81 | $2,549.99 | $2,558.56 | $2,139.28 | $2,112.52 | $2,086.54 | $2,061.29 | $2,036.76 | $2,012.93 | $1,989.77 | $1,967.26 | $2,139.28 | $2,112.52 | $2,086.54 | $2,061.29 | $2,036.76 | $2,012.93 | $1,989.77 | $1,967.26 | ||
| 16 | 2041 | $2,643.04 | $2,649.65 | $2,657.75 | $2,667.36 | $2,678.48 | $2,691.12 | $2,705.28 | $2,720.97 | $2,192.40 | $2,167.34 | $2,142.96 | $2,119.23 | $2,096.13 | $2,073.64 | $2,051.75 | $2,030.44 | $2,192.40 | $2,167.34 | $2,142.96 | $2,119.23 | $2,096.13 | $2,073.64 | $2,051.75 | $2,030.44 | ||
| 17 | 2042 | $2,763.32 | $2,777.00 | $2,792.30 | $2,809.23 | $2,827.82 | $2,848.08 | $2,870.03 | $2,893.69 | $2,245.03 | $2,221.73 | $2,199.01 | $2,176.86 | $2,155.25 | $2,134.18 | $2,113.63 | $2,093.59 | $2,245.03 | $2,221.73 | $2,199.01 | $2,176.86 | $2,155.25 | $2,134.18 | $2,113.63 | $2,093.59 | ||
| 18 | 2043 | $2,889.07 | $2,910.47 | $2,933.66 | $2,958.65 | $2,985.49 | $3,014.20 | $3,044.82 | $3,077.37 | $2,297.16 | $2,275.67 | $2,254.68 | $2,234.16 | $2,214.12 | $2,194.53 | $2,175.40 | $2,156.69 | $2,297.16 | $2,275.67 | $2,254.68 | $2,234.16 | $2,214.12 | $2,194.53 | $2,175.40 | $2,156.69 | ||
| 19 | 2044 | $3,020.54 | $3,050.36 | $3,082.17 | $3,116.02 | $3,151.95 | $3,190.01 | $3,230.25 | $3,272.71 | $2,348.76 | $2,329.14 | $2,309.93 | $2,291.12 | $2,272.71 | $2,254.69 | $2,237.04 | $2,219.76 | $2,348.76 | $2,329.14 | $2,309.93 | $2,291.12 | $2,272.71 | $2,254.69 | $2,237.04 | $2,219.76 | ||
| 20 | 2045 | $3,157.99 | $3,196.97 | $3,238.21 | $3,281.76 | $3,327.69 | $3,376.07 | $3,426.97 | $3,480.45 | $2,399.81 | $2,382.11 | $2,364.75 | $2,347.73 | $2,331.02 | $2,314.63 | $2,298.55 | $2,282.78 | $2,399.81 | $2,382.11 | $2,364.75 | $2,347.73 | $2,331.02 | $2,314.63 | $2,298.55 | $2,282.78 | ||
| 21 | 2046 | $3,301.70 | $3,350.63 | $3,402.14 | $3,456.31 | $3,513.23 | $3,572.99 | $3,635.67 | $3,701.38 | $2,450.27 | $2,434.57 | $2,419.13 | $2,403.95 | $2,389.02 | $2,374.35 | $2,359.93 | $2,345.75 | $2,450.27 | $2,434.57 | $2,419.13 | $2,403.95 | $2,389.02 | $2,374.35 | $2,359.93 | $2,345.75 | ||
| 22 | 2047 | $3,451.95 | $3,511.68 | $3,574.38 | $3,640.15 | $3,709.12 | $3,781.39 | $3,857.08 | $3,936.33 | $2,500.14 | $2,486.48 | $2,473.02 | $2,459.77 | $2,446.71 | $2,433.84 | $2,421.16 | $2,408.68 | $2,500.14 | $2,486.48 | $2,473.02 | $2,459.77 | $2,446.71 | $2,433.84 | $2,421.16 | $2,408.68 | ||
| 23 | 2048 | $3,609.03 | $3,680.46 | $3,755.33 | $3,833.77 | $3,915.92 | $4,001.94 | $4,091.98 | $4,186.20 | $2,549.37 | $2,537.82 | $2,526.42 | $2,515.16 | $2,504.05 | $2,493.08 | $2,482.24 | $2,471.55 | $2,549.37 | $2,537.82 | $2,526.42 | $2,515.16 | $2,504.05 | $2,493.08 | $2,482.24 | $2,471.55 | ||
| 24 | 2049 | $3,773.27 | $3,857.36 | $3,945.44 | $4,037.68 | $4,134.26 | $4,235.36 | $4,341.18 | $4,451.92 | $2,597.94 | $2,588.57 | $2,579.29 | $2,570.12 | $2,561.04 | $2,552.05 | $2,543.16 | $2,534.36 | $2,597.94 | $2,588.57 | $2,579.29 | $2,570.12 | $2,561.04 | $2,552.05 | $2,543.16 | $2,534.36 | ||
| 25 | 2050 | $3,944.97 | $4,042.76 | $4,145.18 | $4,252.44 | $4,364.77 | $4,482.39 | $4,605.56 | $4,734.52 | $2,645.82 | $2,638.69 | $2,631.62 | $2,624.60 | $2,617.65 | $2,610.75 | $2,603.91 | $2,597.12 | $2,645.82 | $2,638.69 | $2,631.62 | $2,624.60 | $2,617.65 | $2,610.75 | $2,603.91 | $2,597.12 | ||
| 26 | 2051 | $4,124.49 | $4,237.07 | $4,355.03 | $4,478.63 | $4,608.13 | $4,743.84 | $4,886.04 | $5,035.05 | $2,692.98 | $2,688.16 | $2,683.36 | $2,678.60 | $2,673.86 | $2,669.15 | $2,664.47 | $2,659.82 | $2,692.98 | $2,688.16 | $2,683.36 | $2,678.60 | $2,673.86 | $2,669.15 | $2,664.47 | $2,659.82 | ||
| 27 | 2052 | $4,312.18 | $4,440.72 | $4,575.51 | $4,716.84 | $4,865.07 | $5,020.53 | $5,183.60 | $5,354.65 | $2,739.39 | $2,736.94 | $2,734.50 | $2,732.07 | $2,729.65 | $2,727.24 | $2,724.84 | $2,722.44 | $2,739.39 | $2,736.94 | $2,734.50 | $2,732.07 | $2,729.65 | $2,727.24 | $2,724.84 | $2,722.44 | ||
| 28 | 2053 | $4,508.41 | $4,654.16 | $4,807.14 | $4,967.73 | $5,136.32 | $5,313.36 | $5,499.28 | $5,694.55 | $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 | 41.98% | 37.22% | 32.69% | 28.39% | 24.30% | 20.41% | 16.72% | 13.20% | 41.91% | 37.14% | 32.61% | 28.30% | 24.21% | 20.32% | 16.62% | 13.09% | 41.91% | 37.14% | 32.61% | 28.30% | 24.21% | 20.32% | 16.62% | 13.09% | ||
| 2 | 2027 | 21.84% | 19.92% | 18.07% | 16.28% | 14.56% | 12.89% | 11.28% | 9.72% | 21.65% | 19.72% | 17.85% | 16.05% | 14.31% | 12.63% | 11.00% | 9.43% | 21.65% | 19.72% | 17.85% | 16.05% | 14.31% | 12.63% | 11.00% | 9.43% | ||
| 3 | 2028 | 15.78% | 14.66% | 13.56% | 12.51% | 11.48% | 10.49% | 9.52% | 8.58% | 15.49% | 14.34% | 13.23% | 12.15% | 11.10% | 10.08% | 9.08% | 8.12% | 15.49% | 14.34% | 13.23% | 12.15% | 11.10% | 10.08% | 9.08% | 8.12% | ||
| 4 | 2029 | 12.86% | 12.11% | 11.38% | 10.67% | 9.97% | 9.30% | 8.65% | 8.02% | 12.48% | 11.69% | 10.93% | 10.18% | 9.46% | 8.75% | 8.07% | 7.40% | 12.48% | 11.69% | 10.93% | 10.18% | 9.46% | 8.75% | 8.07% | 7.40% | ||
| 5 | 2030 | 11.15% | 10.61% | 10.08% | 9.57% | 9.08% | 8.60% | 8.13% | 7.68% | 10.68% | 10.10% | 9.53% | 8.98% | 8.44% | 7.92% | 7.41% | 6.91% | 10.68% | 10.10% | 9.53% | 8.98% | 8.44% | 7.92% | 7.41% | 6.91% | ||
| 6 | 2031 | 10.02% | 9.62% | 9.23% | 8.85% | 8.49% | 8.13% | 7.79% | 7.46% | 9.46% | 9.02% | 8.58% | 8.15% | 7.74% | 7.33% | 6.94% | 6.55% | 9.46% | 9.02% | 8.58% | 8.15% | 7.74% | 7.33% | 6.94% | 6.55% | ||
| 7 | 2032 | 9.22% | 8.92% | 8.63% | 8.34% | 8.07% | 7.80% | 7.55% | 7.30% | 8.58% | 8.23% | 7.88% | 7.54% | 7.21% | 6.89% | 6.57% | 6.26% | 8.58% | 8.23% | 7.88% | 7.54% | 7.21% | 6.89% | 6.57% | 6.26% | ||
| 8 | 2033 | 8.63% | 8.40% | 8.17% | 7.96% | 7.75% | 7.55% | 7.36% | 7.18% | 7.91% | 7.62% | 7.34% | 7.06% | 6.79% | 6.53% | 6.27% | 6.02% | 7.91% | 7.62% | 7.34% | 7.06% | 6.79% | 6.53% | 6.27% | 6.02% | ||
| 9 | 2034 | 8.17% | 7.99% | 7.82% | 7.66% | 7.51% | 7.36% | 7.22% | 7.09% | 7.37% | 7.14% | 6.90% | 6.67% | 6.45% | 6.23% | 6.02% | 5.81% | 7.37% | 7.14% | 6.90% | 6.67% | 6.45% | 6.23% | 6.02% | 5.81% | ||
| 10 | 2035 | 7.80% | 7.67% | 7.54% | 7.43% | 7.31% | 7.21% | 7.11% | 7.01% | 6.94% | 6.74% | 6.54% | 6.35% | 6.16% | 5.98% | 5.80% | 5.63% | 6.94% | 6.74% | 6.54% | 6.35% | 6.16% | 5.98% | 5.80% | 5.63% | ||
| 11 | 2036 | 7.50% | 7.41% | 7.32% | 7.23% | 7.15% | 7.08% | 7.01% | 6.95% | 6.57% | 6.40% | 6.24% | 6.07% | 5.92% | 5.76% | 5.61% | 5.46% | 6.57% | 6.40% | 6.24% | 6.07% | 5.92% | 5.76% | 5.61% | 5.46% | ||
| 12 | 2037 | 7.25% | 7.19% | 7.13% | 7.07% | 7.02% | 6.98% | 6.94% | 6.90% | 6.25% | 6.11% | 5.97% | 5.83% | 5.70% | 5.57% | 5.44% | 5.31% | 6.25% | 6.11% | 5.97% | 5.83% | 5.70% | 5.57% | 5.44% | 5.31% | ||
| 13 | 2038 | 7.04% | 7.00% | 6.97% | 6.94% | 6.91% | 6.89% | 6.87% | 6.86% | 5.98% | 5.86% | 5.74% | 5.62% | 5.51% | 5.40% | 5.29% | 5.18% | 5.98% | 5.86% | 5.74% | 5.62% | 5.51% | 5.40% | 5.29% | 5.18% | ||
| 14 | 2039 | 6.86% | 6.84% | 6.83% | 6.82% | 6.81% | 6.81% | 6.82% | 6.82% | 5.74% | 5.64% | 5.53% | 5.43% | 5.34% | 5.24% | 5.15% | 5.05% | 5.74% | 5.64% | 5.53% | 5.43% | 5.34% | 5.24% | 5.15% | 5.05% | ||
| 15 | 2040 | 6.71% | 6.71% | 6.71% | 6.72% | 6.73% | 6.75% | 6.77% | 6.79% | 5.52% | 5.44% | 5.35% | 5.26% | 5.18% | 5.10% | 5.02% | 4.94% | 5.52% | 5.44% | 5.35% | 5.26% | 5.18% | 5.10% | 5.02% | 4.94% | ||
| 16 | 2041 | 6.57% | 6.59% | 6.61% | 6.63% | 6.66% | 6.69% | 6.72% | 6.76% | 5.33% | 5.26% | 5.18% | 5.11% | 5.04% | 4.97% | 4.90% | 4.83% | 5.33% | 5.26% | 5.18% | 5.11% | 5.04% | 4.97% | 4.90% | 4.83% | ||
| 17 | 2042 | 6.45% | 6.48% | 6.52% | 6.55% | 6.59% | 6.64% | 6.69% | 6.74% | 5.16% | 5.09% | 5.03% | 4.97% | 4.90% | 4.84% | 4.78% | 4.73% | 5.16% | 5.09% | 5.03% | 4.97% | 4.90% | 4.84% | 4.78% | 4.73% | ||
| 18 | 2043 | 6.34% | 6.39% | 6.43% | 6.48% | 6.54% | 6.59% | 6.65% | 6.72% | 5.00% | 4.94% | 4.89% | 4.84% | 4.78% | 4.73% | 4.68% | 4.63% | 5.00% | 4.94% | 4.89% | 4.84% | 4.78% | 4.73% | 4.68% | 4.63% | ||
| 19 | 2044 | 6.25% | 6.30% | 6.36% | 6.42% | 6.49% | 6.55% | 6.62% | 6.70% | 4.85% | 4.80% | 4.76% | 4.71% | 4.67% | 4.63% | 4.58% | 4.54% | 4.85% | 4.80% | 4.76% | 4.71% | 4.67% | 4.63% | 4.58% | 4.54% | ||
| 20 | 2045 | 6.16% | 6.23% | 6.30% | 6.37% | 6.44% | 6.52% | 6.60% | 6.68% | 4.72% | 4.68% | 4.64% | 4.60% | 4.56% | 4.53% | 4.49% | 4.45% | 4.72% | 4.68% | 4.64% | 4.60% | 4.56% | 4.53% | 4.49% | 4.45% | ||
| 21 | 2046 | 6.09% | 6.16% | 6.24% | 6.32% | 6.40% | 6.49% | 6.57% | 6.66% | 4.59% | 4.56% | 4.53% | 4.49% | 4.46% | 4.43% | 4.40% | 4.37% | 4.59% | 4.56% | 4.53% | 4.49% | 4.46% | 4.43% | 4.40% | 4.37% | ||
| 22 | 2047 | 6.02% | 6.10% | 6.18% | 6.27% | 6.36% | 6.46% | 6.55% | 6.65% | 4.47% | 4.45% | 4.42% | 4.39% | 4.37% | 4.34% | 4.32% | 4.30% | 4.47% | 4.45% | 4.42% | 4.39% | 4.37% | 4.34% | 4.32% | 4.30% | ||
| 23 | 2048 | 5.95% | 6.04% | 6.13% | 6.23% | 6.33% | 6.43% | 6.53% | 6.64% | 4.36% | 4.34% | 4.32% | 4.30% | 4.28% | 4.26% | 4.24% | 4.22% | 4.36% | 4.34% | 4.32% | 4.30% | 4.28% | 4.26% | 4.24% | 4.22% | ||
| 24 | 2049 | 5.89% | 5.99% | 6.09% | 6.19% | 6.30% | 6.40% | 6.51% | 6.62% | 4.26% | 4.24% | 4.23% | 4.21% | 4.20% | 4.18% | 4.17% | 4.15% | 4.26% | 4.24% | 4.23% | 4.21% | 4.20% | 4.18% | 4.17% | 4.15% | ||
| 25 | 2050 | 5.84% | 5.94% | 6.05% | 6.16% | 6.27% | 6.38% | 6.50% | 6.61% | 4.16% | 4.15% | 4.14% | 4.13% | 4.12% | 4.11% | 4.09% | 4.08% | 4.16% | 4.15% | 4.14% | 4.13% | 4.12% | 4.11% | 4.09% | 4.08% | ||
| 26 | 2051 | 5.79% | 5.90% | 6.01% | 6.12% | 6.24% | 6.36% | 6.48% | 6.60% | 4.07% | 4.06% | 4.05% | 4.05% | 4.04% | 4.03% | 4.03% | 4.02% | 4.07% | 4.06% | 4.05% | 4.05% | 4.04% | 4.03% | 4.03% | 4.02% | ||
| 27 | 2052 | 5.74% | 5.86% | 5.97% | 6.09% | 6.22% | 6.34% | 6.47% | 6.59% | 3.98% | 3.98% | 3.97% | 3.97% | 3.97% | 3.96% | 3.96% | 3.96% | 3.98% | 3.98% | 3.97% | 3.97% | 3.97% | 3.96% | 3.96% | 3.96% | ||
| 28 | 2053 | 5.70% | 5.82% | 5.94% | 6.07% | 6.19% | 6.32% | 6.45% | 6.59% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | 3.90% | ||