| Home | Parameters | ||||||||||||||||||||||||||
| Name | HPE | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $891.79 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 5.60% | Purchased Year | 2026 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 28 | Maturity Year | 2054 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 6.439% | YTM (no) | 3.81% | Current Yield | 6.279% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 14 | y- | $1,023.01 | y+ | $784.77 | ||||||||||||||||||||||
| 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 | 2027 | $1,170.93 | $1,128.57 | $1,088.37 | $1,050.21 | $1,013.98 | $979.56 | $946.84 | $915.74 | $1,170.93 | $1,128.57 | $1,088.37 | $1,050.21 | $1,013.98 | $979.56 | $946.84 | $915.74 | $1,170.93 | $1,128.57 | $1,088.37 | $1,050.21 | $1,013.98 | $979.56 | $946.84 | $915.74 | ||
| 2 | 2028 | $1,167.59 | $1,126.15 | $1,086.77 | $1,049.34 | $1,013.75 | $979.89 | $947.67 | $916.99 | $1,167.59 | $1,126.15 | $1,086.77 | $1,049.34 | $1,013.75 | $979.89 | $947.67 | $916.99 | $1,167.59 | $1,126.15 | $1,086.77 | $1,049.34 | $1,013.75 | $979.89 | $947.67 | $916.99 | ||
| 3 | 2029 | $1,164.09 | $1,123.61 | $1,085.09 | $1,048.42 | $1,013.50 | $980.24 | $948.54 | $918.33 | $1,164.09 | $1,123.61 | $1,085.09 | $1,048.42 | $1,013.50 | $980.24 | $948.54 | $918.33 | $1,164.09 | $1,123.61 | $1,085.09 | $1,048.42 | $1,013.50 | $980.24 | $948.54 | $918.33 | ||
| 4 | 2030 | $1,160.43 | $1,120.95 | $1,083.32 | $1,047.45 | $1,013.24 | $980.60 | $949.47 | $919.74 | $1,160.43 | $1,120.95 | $1,083.32 | $1,047.45 | $1,013.24 | $980.60 | $949.47 | $919.74 | $1,160.43 | $1,120.95 | $1,083.32 | $1,047.45 | $1,013.24 | $980.60 | $949.47 | $919.74 | ||
| 5 | 2031 | $1,156.61 | $1,118.16 | $1,081.46 | $1,046.42 | $1,012.96 | $981.00 | $950.45 | $921.25 | $1,156.61 | $1,118.16 | $1,081.46 | $1,046.42 | $1,012.96 | $981.00 | $950.45 | $921.25 | $1,156.61 | $1,118.16 | $1,081.46 | $1,046.42 | $1,012.96 | $981.00 | $950.45 | $921.25 | ||
| 6 | 2032 | $1,152.61 | $1,115.24 | $1,079.51 | $1,045.35 | $1,012.67 | $981.41 | $951.49 | $922.85 | $1,152.61 | $1,115.24 | $1,079.51 | $1,045.35 | $1,012.67 | $981.41 | $951.49 | $922.85 | $1,152.61 | $1,115.24 | $1,079.51 | $1,045.35 | $1,012.67 | $981.41 | $951.49 | $922.85 | ||
| 7 | 2033 | $1,148.43 | $1,112.18 | $1,077.46 | $1,044.21 | $1,012.36 | $981.85 | $952.60 | $924.56 | $1,148.43 | $1,112.18 | $1,077.46 | $1,044.21 | $1,012.36 | $981.85 | $952.60 | $924.56 | $1,148.43 | $1,112.18 | $1,077.46 | $1,044.21 | $1,012.36 | $981.85 | $952.60 | $924.56 | ||
| 8 | 2034 | $1,144.06 | $1,108.97 | $1,075.31 | $1,043.02 | $1,012.04 | $982.31 | $953.77 | $926.37 | $1,144.06 | $1,108.97 | $1,075.31 | $1,043.02 | $1,012.04 | $982.31 | $953.77 | $926.37 | $1,144.06 | $1,108.97 | $1,075.31 | $1,043.02 | $1,012.04 | $982.31 | $953.77 | $926.37 | ||
| 9 | 2035 | $1,139.50 | $1,105.60 | $1,073.05 | $1,041.76 | $1,011.70 | $982.80 | $955.02 | $928.30 | $1,139.50 | $1,105.60 | $1,073.05 | $1,041.76 | $1,011.70 | $982.80 | $955.02 | $928.30 | $1,139.50 | $1,105.60 | $1,073.05 | $1,041.76 | $1,011.70 | $982.80 | $955.02 | $928.30 | ||
| 10 | 2036 | $1,134.72 | $1,102.08 | $1,070.67 | $1,040.44 | $1,011.33 | $983.32 | $956.34 | $930.35 | $1,134.72 | $1,102.08 | $1,070.67 | $1,040.44 | $1,011.33 | $983.32 | $956.34 | $930.35 | $1,134.72 | $1,102.08 | $1,070.67 | $1,040.44 | $1,011.33 | $983.32 | $956.34 | $930.35 | ||
| 11 | 2037 | $1,129.73 | $1,098.39 | $1,068.17 | $1,039.04 | $1,010.95 | $983.86 | $957.74 | $932.53 | $1,129.73 | $1,098.39 | $1,068.17 | $1,039.04 | $1,010.95 | $983.86 | $957.74 | $932.53 | $1,129.73 | $1,098.39 | $1,068.17 | $1,039.04 | $1,010.95 | $983.86 | $957.74 | $932.53 | ||
| 12 | 2038 | $1,124.51 | $1,094.51 | $1,065.55 | $1,037.57 | $1,010.55 | $984.44 | $959.22 | $934.85 | $1,124.51 | $1,094.51 | $1,065.55 | $1,037.57 | $1,010.55 | $984.44 | $959.22 | $934.85 | $1,124.51 | $1,094.51 | $1,065.55 | $1,037.57 | $1,010.55 | $984.44 | $959.22 | $934.85 | ||
| 13 | 2039 | $1,119.05 | $1,090.45 | $1,062.79 | $1,036.02 | $1,010.12 | $985.06 | $960.80 | $937.32 | $1,119.05 | $1,090.45 | $1,062.79 | $1,036.02 | $1,010.12 | $985.06 | $960.80 | $937.32 | $1,119.05 | $1,090.45 | $1,062.79 | $1,036.02 | $1,010.12 | $985.06 | $960.80 | $937.32 | ||
| 14 | 2040 | $1,113.34 | $1,086.20 | $1,059.89 | $1,034.40 | $1,009.68 | $985.71 | $962.47 | $939.94 | $1,113.34 | $1,086.20 | $1,059.89 | $1,034.40 | $1,009.68 | $985.71 | $962.47 | $939.94 | $1,113.34 | $1,086.20 | $1,059.89 | $1,034.40 | $1,009.68 | $985.71 | $962.47 | $939.94 | ||
| 15 | 2041 | $1,107.38 | $1,081.74 | $1,056.85 | $1,032.68 | $1,009.20 | $986.40 | $964.25 | $942.73 | $1,107.38 | $1,081.74 | $1,056.85 | $1,032.68 | $1,009.20 | $986.40 | $964.25 | $942.73 | $1,107.38 | $1,081.74 | $1,056.85 | $1,032.68 | $1,009.20 | $986.40 | $964.25 | $942.73 | ||
| 16 | 2042 | $1,101.14 | $1,077.07 | $1,053.65 | $1,030.87 | $1,008.70 | $987.13 | $966.13 | $945.69 | $1,101.14 | $1,077.07 | $1,053.65 | $1,030.87 | $1,008.70 | $987.13 | $966.13 | $945.69 | $1,101.14 | $1,077.07 | $1,053.65 | $1,030.87 | $1,008.70 | $987.13 | $966.13 | $945.69 | ||
| 17 | 2043 | $1,094.62 | $1,072.17 | $1,050.30 | $1,028.97 | $1,008.17 | $987.90 | $968.13 | $948.85 | $1,094.62 | $1,072.17 | $1,050.30 | $1,028.97 | $1,008.17 | $987.90 | $968.13 | $948.85 | $1,094.62 | $1,072.17 | $1,050.30 | $1,028.97 | $1,008.17 | $987.90 | $968.13 | $948.85 | ||
| 18 | 2044 | $1,087.80 | $1,067.04 | $1,046.77 | $1,026.96 | $1,007.61 | $988.71 | $970.25 | $952.20 | $1,087.80 | $1,067.04 | $1,046.77 | $1,026.96 | $1,007.61 | $988.71 | $970.25 | $952.20 | $1,087.80 | $1,067.04 | $1,046.77 | $1,026.96 | $1,007.61 | $988.71 | $970.25 | $952.20 | ||
| 19 | 2045 | $1,080.67 | $1,061.66 | $1,043.06 | $1,024.85 | $1,007.02 | $989.58 | $972.49 | $955.77 | $1,080.67 | $1,061.66 | $1,043.06 | $1,024.85 | $1,007.02 | $989.58 | $972.49 | $955.77 | $1,080.67 | $1,061.66 | $1,043.06 | $1,024.85 | $1,007.02 | $989.58 | $972.49 | $955.77 | ||
| 20 | 2046 | $1,073.22 | $1,056.03 | $1,039.17 | $1,022.63 | $1,006.40 | $990.49 | $974.88 | $959.56 | $1,073.22 | $1,056.03 | $1,039.17 | $1,022.63 | $1,006.40 | $990.49 | $974.88 | $959.56 | $1,073.22 | $1,056.03 | $1,039.17 | $1,022.63 | $1,006.40 | $990.49 | $974.88 | $959.56 | ||
| 21 | 2047 | $1,065.43 | $1,050.12 | $1,035.07 | $1,020.28 | $1,005.75 | $991.46 | $977.41 | $963.60 | $1,065.43 | $1,050.12 | $1,035.07 | $1,020.28 | $1,005.75 | $991.46 | $977.41 | $963.60 | $1,065.43 | $1,050.12 | $1,035.07 | $1,020.28 | $1,005.75 | $991.46 | $977.41 | $963.60 | ||
| 22 | 2048 | $1,057.28 | $1,043.93 | $1,030.77 | $1,017.82 | $1,005.05 | $992.48 | $980.09 | $967.89 | $1,057.28 | $1,043.93 | $1,030.77 | $1,017.82 | $1,005.05 | $992.48 | $980.09 | $967.89 | $1,057.28 | $1,043.93 | $1,030.77 | $1,017.82 | $1,005.05 | $992.48 | $980.09 | $967.89 | ||
| 23 | 2049 | $1,048.76 | $1,037.44 | $1,026.26 | $1,015.22 | $1,004.32 | $993.56 | $982.94 | $972.45 | $1,048.76 | $1,037.44 | $1,026.26 | $1,015.22 | $1,004.32 | $993.56 | $982.94 | $972.45 | $1,048.76 | $1,037.44 | $1,026.26 | $1,015.22 | $1,004.32 | $993.56 | $982.94 | $972.45 | ||
| 24 | 2050 | $1,039.86 | $1,030.64 | $1,021.51 | $1,012.48 | $1,003.55 | $994.71 | $985.96 | $977.31 | $1,039.86 | $1,030.64 | $1,021.51 | $1,012.48 | $1,003.55 | $994.71 | $985.96 | $977.31 | $1,039.86 | $1,030.64 | $1,021.51 | $1,012.48 | $1,003.55 | $994.71 | $985.96 | $977.31 | ||
| 25 | 2051 | $1,030.55 | $1,023.51 | $1,016.52 | $1,009.60 | $1,002.73 | $995.92 | $989.17 | $982.47 | $1,030.55 | $1,023.51 | $1,016.52 | $1,009.60 | $1,002.73 | $995.92 | $989.17 | $982.47 | $1,030.55 | $1,023.51 | $1,016.52 | $1,009.60 | $1,002.73 | $995.92 | $989.17 | $982.47 | ||
| 26 | 2052 | $1,020.82 | $1,016.04 | $1,011.29 | $1,006.56 | $1,001.87 | $997.20 | $992.57 | $987.96 | $1,020.82 | $1,016.04 | $1,011.29 | $1,006.56 | $1,001.87 | $997.20 | $992.57 | $987.96 | $1,020.82 | $1,016.04 | $1,011.29 | $1,006.56 | $1,001.87 | $997.20 | $992.57 | $987.96 | ||
| 27 | 2053 | $1,010.64 | $1,008.21 | $1,005.78 | $1,003.37 | $1,000.96 | $998.56 | $996.17 | $993.79 | $1,010.64 | $1,008.21 | $1,005.78 | $1,003.37 | $1,000.96 | $998.56 | $996.17 | $993.79 | $1,010.64 | $1,008.21 | $1,005.78 | $1,003.37 | $1,000.96 | $998.56 | $996.17 | $993.79 | ||
| 28 | 2054 | $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 | $1,227.56 | $1,185.23 | $1,145.07 | $1,106.95 | $1,070.75 | $1,036.36 | $1,003.68 | $972.62 | $1,226.93 | $1,184.57 | $1,144.37 | $1,106.21 | $1,069.98 | $1,035.56 | $1,002.84 | $971.74 | $1,226.93 | $1,184.57 | $1,144.37 | $1,106.21 | $1,069.98 | $1,035.56 | $1,002.84 | $971.74 | ||
| 2 | 2028 | $1,283.42 | $1,242.20 | $1,203.04 | $1,165.83 | $1,130.45 | $1,096.81 | $1,064.81 | $1,034.35 | $1,279.59 | $1,238.15 | $1,198.77 | $1,161.34 | $1,125.75 | $1,091.89 | $1,059.67 | $1,028.99 | $1,279.59 | $1,238.15 | $1,198.77 | $1,161.34 | $1,125.75 | $1,091.89 | $1,059.67 | $1,028.99 | ||
| 3 | 2029 | $1,341.83 | $1,301.91 | $1,263.94 | $1,227.84 | $1,193.48 | $1,160.78 | $1,129.66 | $1,100.01 | $1,332.09 | $1,291.61 | $1,253.09 | $1,216.42 | $1,181.50 | $1,148.24 | $1,116.54 | $1,086.33 | $1,332.09 | $1,291.61 | $1,253.09 | $1,216.42 | $1,181.50 | $1,148.24 | $1,116.54 | $1,086.33 | ||
| 4 | 2030 | $1,402.89 | $1,364.48 | $1,327.93 | $1,293.14 | $1,260.02 | $1,228.49 | $1,198.45 | $1,169.84 | $1,384.43 | $1,344.95 | $1,307.32 | $1,271.45 | $1,237.24 | $1,204.60 | $1,173.47 | $1,143.74 | $1,384.43 | $1,344.95 | $1,307.32 | $1,271.45 | $1,237.24 | $1,204.60 | $1,173.47 | $1,143.74 | ||
| 5 | 2031 | $1,466.73 | $1,430.06 | $1,395.16 | $1,361.92 | $1,330.28 | $1,300.14 | $1,271.44 | $1,244.09 | $1,436.61 | $1,398.16 | $1,361.46 | $1,326.42 | $1,292.96 | $1,261.00 | $1,230.45 | $1,201.25 | $1,436.61 | $1,398.16 | $1,361.46 | $1,326.42 | $1,292.96 | $1,261.00 | $1,230.45 | $1,201.25 | ||
| 6 | 2032 | $1,533.47 | $1,498.80 | $1,465.79 | $1,434.36 | $1,404.45 | $1,375.98 | $1,348.87 | $1,323.07 | $1,488.61 | $1,451.24 | $1,415.51 | $1,381.35 | $1,348.67 | $1,317.41 | $1,287.49 | $1,258.85 | $1,488.61 | $1,451.24 | $1,415.51 | $1,381.35 | $1,348.67 | $1,317.41 | $1,287.49 | $1,258.85 | ||
| 7 | 2033 | $1,603.26 | $1,570.84 | $1,539.99 | $1,510.66 | $1,482.76 | $1,456.23 | $1,431.01 | $1,407.05 | $1,540.43 | $1,504.18 | $1,469.46 | $1,436.21 | $1,404.36 | $1,373.85 | $1,344.60 | $1,316.56 | $1,540.43 | $1,504.18 | $1,469.46 | $1,436.21 | $1,404.36 | $1,373.85 | $1,344.60 | $1,316.56 | ||
| 8 | 2034 | $1,676.22 | $1,646.34 | $1,617.95 | $1,591.01 | $1,565.43 | $1,541.17 | $1,518.16 | $1,496.36 | $1,592.06 | $1,556.97 | $1,523.31 | $1,491.02 | $1,460.04 | $1,430.31 | $1,401.77 | $1,374.37 | $1,592.06 | $1,556.97 | $1,523.31 | $1,491.02 | $1,460.04 | $1,430.31 | $1,401.77 | $1,374.37 | ||
| 9 | 2035 | $1,752.49 | $1,725.47 | $1,699.86 | $1,675.63 | $1,652.71 | $1,631.06 | $1,610.62 | $1,591.35 | $1,643.50 | $1,609.60 | $1,577.05 | $1,545.76 | $1,515.70 | $1,486.80 | $1,459.02 | $1,432.30 | $1,643.50 | $1,609.60 | $1,577.05 | $1,545.76 | $1,515.70 | $1,486.80 | $1,459.02 | $1,432.30 | ||
| 10 | 2036 | $1,832.24 | $1,808.40 | $1,785.92 | $1,764.76 | $1,744.86 | $1,726.19 | $1,708.71 | $1,692.36 | $1,694.72 | $1,662.08 | $1,630.67 | $1,600.44 | $1,571.33 | $1,543.32 | $1,516.34 | $1,490.35 | $1,694.72 | $1,662.08 | $1,630.67 | $1,600.44 | $1,571.33 | $1,543.32 | $1,516.34 | $1,490.35 | ||
| 11 | 2037 | $1,915.62 | $1,895.32 | $1,876.33 | $1,858.62 | $1,842.15 | $1,826.88 | $1,812.77 | $1,799.79 | $1,745.73 | $1,714.39 | $1,684.17 | $1,655.04 | $1,626.95 | $1,599.86 | $1,573.74 | $1,548.53 | $1,745.73 | $1,714.39 | $1,684.17 | $1,655.04 | $1,626.95 | $1,599.86 | $1,573.74 | $1,548.53 | ||
| 12 | 2038 | $2,002.79 | $1,986.41 | $1,971.32 | $1,957.48 | $1,944.86 | $1,933.43 | $1,923.16 | $1,914.03 | $1,796.51 | $1,766.51 | $1,737.55 | $1,709.57 | $1,682.55 | $1,656.44 | $1,631.22 | $1,606.85 | $1,796.51 | $1,766.51 | $1,737.55 | $1,709.57 | $1,682.55 | $1,656.44 | $1,631.22 | $1,606.85 | ||
| 13 | 2039 | $2,093.93 | $2,081.89 | $2,071.12 | $2,061.60 | $2,053.30 | $2,046.20 | $2,040.28 | $2,035.53 | $1,847.05 | $1,818.45 | $1,790.79 | $1,764.02 | $1,738.12 | $1,713.06 | $1,688.80 | $1,665.32 | $1,847.05 | $1,818.45 | $1,790.79 | $1,764.02 | $1,738.12 | $1,713.06 | $1,688.80 | $1,665.32 | ||
| 14 | 2040 | $2,189.22 | $2,181.95 | $2,175.97 | $2,171.25 | $2,167.78 | $2,165.55 | $2,164.54 | $2,164.73 | $1,897.34 | $1,870.20 | $1,843.89 | $1,818.40 | $1,793.68 | $1,769.71 | $1,746.47 | $1,723.94 | $1,897.34 | $1,870.20 | $1,843.89 | $1,818.40 | $1,793.68 | $1,769.71 | $1,746.47 | $1,723.94 | ||
| 15 | 2041 | $2,288.84 | $2,286.83 | $2,286.13 | $2,286.74 | $2,288.65 | $2,291.86 | $2,296.36 | $2,302.14 | $1,947.38 | $1,921.74 | $1,896.85 | $1,872.68 | $1,849.20 | $1,826.40 | $1,804.25 | $1,782.73 | $1,947.38 | $1,921.74 | $1,896.85 | $1,872.68 | $1,849.20 | $1,826.40 | $1,804.25 | $1,782.73 | ||
| 16 | 2042 | $2,393.00 | $2,396.74 | $2,401.86 | $2,408.37 | $2,416.26 | $2,425.53 | $2,436.21 | $2,448.28 | $1,997.14 | $1,973.07 | $1,949.65 | $1,926.87 | $1,904.70 | $1,883.13 | $1,862.13 | $1,841.69 | $1,997.14 | $1,973.07 | $1,949.65 | $1,926.87 | $1,904.70 | $1,883.13 | $1,862.13 | $1,841.69 | ||
| 17 | 2043 | $2,501.90 | $2,511.94 | $2,523.46 | $2,536.47 | $2,550.98 | $2,567.01 | $2,584.57 | $2,603.68 | $2,046.62 | $2,024.17 | $2,002.30 | $1,980.97 | $1,960.17 | $1,939.90 | $1,920.13 | $1,900.85 | $2,046.62 | $2,024.17 | $2,002.30 | $1,980.97 | $1,960.17 | $1,939.90 | $1,920.13 | $1,900.85 | ||
| 18 | 2044 | $2,615.75 | $2,632.67 | $2,651.21 | $2,671.38 | $2,693.21 | $2,716.73 | $2,741.97 | $2,768.96 | $2,095.80 | $2,075.04 | $2,054.77 | $2,034.96 | $2,015.61 | $1,996.71 | $1,978.25 | $1,960.20 | $2,095.80 | $2,075.04 | $2,054.77 | $2,034.96 | $2,015.61 | $1,996.71 | $1,978.25 | $1,960.20 | ||
| 19 | 2045 | $2,734.78 | $2,759.21 | $2,785.42 | $2,813.47 | $2,843.37 | $2,875.19 | $2,908.96 | $2,944.72 | $2,144.67 | $2,125.66 | $2,107.06 | $2,088.85 | $2,071.02 | $2,053.58 | $2,036.49 | $2,019.77 | $2,144.67 | $2,125.66 | $2,107.06 | $2,088.85 | $2,071.02 | $2,053.58 | $2,036.49 | $2,019.77 | ||
| 20 | 2046 | $2,859.23 | $2,891.83 | $2,926.44 | $2,963.11 | $3,001.91 | $3,042.89 | $3,086.11 | $3,131.64 | $2,193.22 | $2,176.03 | $2,159.17 | $2,142.63 | $2,126.40 | $2,110.49 | $2,094.88 | $2,079.56 | $2,193.22 | $2,176.03 | $2,159.17 | $2,142.63 | $2,126.40 | $2,110.49 | $2,094.88 | $2,079.56 | ||
| 21 | 2047 | $2,989.35 | $3,030.82 | $3,074.59 | $3,120.72 | $3,169.29 | $3,220.37 | $3,274.06 | $3,330.43 | $2,241.43 | $2,226.12 | $2,211.07 | $2,196.28 | $2,181.75 | $2,167.46 | $2,153.41 | $2,139.60 | $2,241.43 | $2,226.12 | $2,211.07 | $2,196.28 | $2,181.75 | $2,167.46 | $2,153.41 | $2,139.60 | ||
| 22 | 2048 | $3,125.38 | $3,176.49 | $3,230.24 | $3,286.71 | $3,345.99 | $3,408.20 | $3,473.45 | $3,541.83 | $2,289.28 | $2,275.93 | $2,262.77 | $2,249.82 | $2,237.05 | $2,224.48 | $2,212.09 | $2,199.89 | $2,289.28 | $2,275.93 | $2,262.77 | $2,249.82 | $2,237.05 | $2,224.48 | $2,212.09 | $2,199.89 | ||
| 23 | 2049 | $3,267.60 | $3,329.17 | $3,393.77 | $3,461.52 | $3,532.55 | $3,606.99 | $3,684.98 | $3,766.66 | $2,336.76 | $2,325.44 | $2,314.26 | $2,303.22 | $2,292.32 | $2,281.56 | $2,270.94 | $2,260.45 | $2,336.76 | $2,325.44 | $2,314.26 | $2,303.22 | $2,292.32 | $2,281.56 | $2,270.94 | $2,260.45 | ||
| 24 | 2050 | $3,416.30 | $3,489.18 | $3,565.58 | $3,645.64 | $3,729.52 | $3,817.38 | $3,909.40 | $4,005.75 | $2,383.86 | $2,374.64 | $2,365.51 | $2,356.48 | $2,347.55 | $2,338.71 | $2,329.96 | $2,321.31 | $2,383.86 | $2,374.64 | $2,365.51 | $2,356.48 | $2,347.55 | $2,338.71 | $2,329.96 | $2,321.31 | ||
| 25 | 2051 | $3,571.76 | $3,656.89 | $3,746.09 | $3,839.54 | $3,937.46 | $4,040.03 | $4,147.48 | $4,260.02 | $2,430.55 | $2,423.51 | $2,416.52 | $2,409.60 | $2,402.73 | $2,395.92 | $2,389.17 | $2,382.47 | $2,430.55 | $2,423.51 | $2,416.52 | $2,409.60 | $2,402.73 | $2,395.92 | $2,389.17 | $2,382.47 | ||
| 26 | 2052 | $3,734.30 | $3,832.65 | $3,935.73 | $4,043.77 | $4,157.00 | $4,275.67 | $4,400.06 | $4,530.43 | $2,476.82 | $2,472.04 | $2,467.29 | $2,462.56 | $2,457.87 | $2,453.20 | $2,448.57 | $2,443.96 | $2,476.82 | $2,472.04 | $2,467.29 | $2,462.56 | $2,457.87 | $2,453.20 | $2,448.57 | $2,443.96 | ||
| 27 | 2053 | $3,904.23 | $4,016.87 | $4,134.98 | $4,258.85 | $4,388.78 | $4,525.06 | $4,668.02 | $4,818.01 | $2,522.64 | $2,520.21 | $2,517.78 | $2,515.37 | $2,512.96 | $2,510.56 | $2,508.17 | $2,505.79 | $2,522.64 | $2,520.21 | $2,517.78 | $2,515.37 | $2,512.96 | $2,510.56 | $2,508.17 | $2,505.79 | ||
| 28 | 2054 | $4,081.90 | $4,209.93 | $4,344.31 | $4,485.38 | $4,633.48 | $4,788.99 | $4,952.31 | $5,123.84 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | $2,568.00 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2027 | 37.65% | 32.90% | 28.40% | 24.13% | 20.07% | 16.21% | 12.55% | 9.06% | 37.58% | 32.83% | 28.32% | 24.04% | 19.98% | 16.12% | 12.45% | 8.96% | 37.58% | 32.83% | 28.32% | 24.04% | 19.98% | 16.12% | 12.45% | 8.96% | ||
| 2 | 2028 | 19.96% | 18.02% | 16.15% | 14.34% | 12.59% | 10.90% | 9.27% | 7.70% | 19.78% | 17.83% | 15.94% | 14.12% | 12.35% | 10.65% | 9.01% | 7.42% | 19.78% | 17.83% | 15.94% | 14.12% | 12.35% | 10.65% | 9.01% | 7.42% | ||
| 3 | 2029 | 14.59% | 13.44% | 12.33% | 11.25% | 10.20% | 9.18% | 8.20% | 7.25% | 14.31% | 13.14% | 12.01% | 10.90% | 9.83% | 8.79% | 7.78% | 6.80% | 14.31% | 13.14% | 12.01% | 10.90% | 9.83% | 8.79% | 7.78% | 6.80% | ||
| 4 | 2030 | 11.99% | 11.22% | 10.47% | 9.74% | 9.03% | 8.34% | 7.67% | 7.02% | 11.62% | 10.82% | 10.03% | 9.27% | 8.53% | 7.81% | 7.10% | 6.42% | 11.62% | 10.82% | 10.03% | 9.27% | 8.53% | 7.81% | 7.10% | 6.42% | ||
| 5 | 2031 | 10.46% | 9.91% | 9.36% | 8.84% | 8.33% | 7.83% | 7.35% | 6.89% | 10.01% | 9.41% | 8.83% | 8.26% | 7.71% | 7.17% | 6.65% | 6.14% | 10.01% | 9.41% | 8.83% | 8.26% | 7.71% | 7.17% | 6.65% | 6.14% | ||
| 6 | 2032 | 9.45% | 9.04% | 8.63% | 8.24% | 7.86% | 7.50% | 7.14% | 6.80% | 8.91% | 8.45% | 8.00% | 7.57% | 7.14% | 6.72% | 6.31% | 5.91% | 8.91% | 8.45% | 8.00% | 7.57% | 7.14% | 6.72% | 6.31% | 5.91% | ||
| 7 | 2033 | 8.74% | 8.42% | 8.12% | 7.82% | 7.53% | 7.26% | 6.99% | 6.73% | 8.12% | 7.75% | 7.40% | 7.04% | 6.70% | 6.37% | 6.04% | 5.72% | 8.12% | 7.75% | 7.40% | 7.04% | 6.70% | 6.37% | 6.04% | 5.72% | ||
| 8 | 2034 | 8.21% | 7.96% | 7.73% | 7.50% | 7.29% | 7.08% | 6.88% | 6.68% | 7.51% | 7.21% | 6.92% | 6.64% | 6.36% | 6.08% | 5.82% | 5.56% | 7.51% | 7.21% | 6.92% | 6.64% | 6.36% | 6.08% | 5.82% | 5.56% | ||
| 9 | 2035 | 7.80% | 7.61% | 7.43% | 7.26% | 7.10% | 6.94% | 6.79% | 6.65% | 7.03% | 6.78% | 6.54% | 6.30% | 6.07% | 5.84% | 5.62% | 5.41% | 7.03% | 6.78% | 6.54% | 6.30% | 6.07% | 5.84% | 5.62% | 5.41% | ||
| 10 | 2036 | 7.47% | 7.33% | 7.19% | 7.06% | 6.94% | 6.83% | 6.72% | 6.62% | 6.63% | 6.42% | 6.22% | 6.02% | 5.83% | 5.64% | 5.45% | 5.27% | 6.63% | 6.42% | 6.22% | 6.02% | 5.83% | 5.64% | 5.45% | 5.27% | ||
| 11 | 2037 | 7.20% | 7.09% | 7.00% | 6.90% | 6.82% | 6.74% | 6.66% | 6.59% | 6.30% | 6.12% | 5.95% | 5.78% | 5.62% | 5.46% | 5.30% | 5.14% | 6.30% | 6.12% | 5.95% | 5.78% | 5.62% | 5.46% | 5.30% | 5.14% | ||
| 12 | 2038 | 6.97% | 6.90% | 6.83% | 6.77% | 6.71% | 6.66% | 6.61% | 6.57% | 6.01% | 5.86% | 5.72% | 5.57% | 5.43% | 5.30% | 5.16% | 5.03% | 6.01% | 5.86% | 5.72% | 5.57% | 5.43% | 5.30% | 5.16% | 5.03% | ||
| 13 | 2039 | 6.79% | 6.74% | 6.70% | 6.66% | 6.63% | 6.60% | 6.57% | 6.55% | 5.76% | 5.63% | 5.51% | 5.39% | 5.27% | 5.15% | 5.03% | 4.92% | 5.76% | 5.63% | 5.51% | 5.39% | 5.27% | 5.15% | 5.03% | 4.92% | ||
| 14 | 2040 | 6.62% | 6.60% | 6.58% | 6.56% | 6.55% | 6.54% | 6.54% | 6.54% | 5.54% | 5.43% | 5.33% | 5.22% | 5.12% | 5.02% | 4.92% | 4.82% | 5.54% | 5.43% | 5.33% | 5.22% | 5.12% | 5.02% | 4.92% | 4.82% | ||
| 15 | 2041 | 6.49% | 6.48% | 6.48% | 6.48% | 6.48% | 6.49% | 6.51% | 6.53% | 5.34% | 5.25% | 5.16% | 5.07% | 4.98% | 4.90% | 4.81% | 4.73% | 5.34% | 5.25% | 5.16% | 5.07% | 4.98% | 4.90% | 4.81% | 4.73% | ||
| 16 | 2042 | 6.36% | 6.37% | 6.39% | 6.41% | 6.43% | 6.45% | 6.48% | 6.52% | 5.17% | 5.09% | 5.01% | 4.93% | 4.86% | 4.78% | 4.71% | 4.64% | 5.17% | 5.09% | 5.01% | 4.93% | 4.86% | 4.78% | 4.71% | 4.64% | ||
| 17 | 2043 | 6.26% | 6.28% | 6.31% | 6.34% | 6.38% | 6.42% | 6.46% | 6.51% | 5.01% | 4.94% | 4.87% | 4.81% | 4.74% | 4.68% | 4.61% | 4.55% | 5.01% | 4.94% | 4.87% | 4.81% | 4.74% | 4.68% | 4.61% | 4.55% | ||
| 18 | 2044 | 6.16% | 6.20% | 6.24% | 6.28% | 6.33% | 6.38% | 6.44% | 6.50% | 4.86% | 4.80% | 4.75% | 4.69% | 4.63% | 4.58% | 4.53% | 4.47% | 4.86% | 4.80% | 4.75% | 4.69% | 4.63% | 4.58% | 4.53% | 4.47% | ||
| 19 | 2045 | 6.08% | 6.12% | 6.18% | 6.23% | 6.29% | 6.36% | 6.42% | 6.49% | 4.73% | 4.68% | 4.63% | 4.58% | 4.53% | 4.49% | 4.44% | 4.40% | 4.73% | 4.68% | 4.63% | 4.58% | 4.53% | 4.49% | 4.44% | 4.40% | ||
| 20 | 2046 | 6.00% | 6.06% | 6.12% | 6.19% | 6.26% | 6.33% | 6.40% | 6.48% | 4.60% | 4.56% | 4.52% | 4.48% | 4.44% | 4.40% | 4.36% | 4.32% | 4.60% | 4.56% | 4.52% | 4.48% | 4.44% | 4.40% | 4.36% | 4.32% | ||
| 21 | 2047 | 5.93% | 6.00% | 6.07% | 6.15% | 6.22% | 6.31% | 6.39% | 6.48% | 4.49% | 4.45% | 4.42% | 4.39% | 4.35% | 4.32% | 4.29% | 4.26% | 4.49% | 4.45% | 4.42% | 4.39% | 4.35% | 4.32% | 4.29% | 4.26% | ||
| 22 | 2048 | 5.87% | 5.94% | 6.02% | 6.11% | 6.19% | 6.28% | 6.38% | 6.47% | 4.38% | 4.35% | 4.32% | 4.30% | 4.27% | 4.24% | 4.22% | 4.19% | 4.38% | 4.35% | 4.32% | 4.30% | 4.27% | 4.24% | 4.22% | 4.19% | ||
| 23 | 2049 | 5.81% | 5.89% | 5.98% | 6.07% | 6.17% | 6.26% | 6.36% | 6.46% | 4.28% | 4.26% | 4.23% | 4.21% | 4.19% | 4.17% | 4.15% | 4.13% | 4.28% | 4.26% | 4.23% | 4.21% | 4.19% | 4.17% | 4.15% | 4.13% | ||
| 24 | 2050 | 5.76% | 5.85% | 5.94% | 6.04% | 6.14% | 6.25% | 6.35% | 6.46% | 4.18% | 4.17% | 4.15% | 4.13% | 4.12% | 4.10% | 4.08% | 4.07% | 4.18% | 4.17% | 4.15% | 4.13% | 4.12% | 4.10% | 4.08% | 4.07% | ||
| 25 | 2051 | 5.71% | 5.81% | 5.91% | 6.01% | 6.12% | 6.23% | 6.34% | 6.45% | 4.09% | 4.08% | 4.07% | 4.06% | 4.04% | 4.03% | 4.02% | 4.01% | 4.09% | 4.08% | 4.07% | 4.06% | 4.04% | 4.03% | 4.02% | 4.01% | ||
| 26 | 2052 | 5.66% | 5.77% | 5.88% | 5.99% | 6.10% | 6.21% | 6.33% | 6.45% | 4.01% | 4.00% | 3.99% | 3.98% | 3.98% | 3.97% | 3.96% | 3.95% | 4.01% | 4.00% | 3.99% | 3.98% | 3.98% | 3.97% | 3.96% | 3.95% | ||
| 27 | 2053 | 5.62% | 5.73% | 5.85% | 5.96% | 6.08% | 6.20% | 6.32% | 6.45% | 3.93% | 3.92% | 3.92% | 3.92% | 3.91% | 3.91% | 3.90% | 3.90% | 3.93% | 3.92% | 3.92% | 3.92% | 3.91% | 3.91% | 3.90% | 3.90% | ||
| 28 | 2054 | 5.58% | 5.70% | 5.82% | 5.94% | 6.06% | 6.19% | 6.31% | 6.44% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | 3.85% | ||