Home Parameters

















Name HUM
Start Yield 4.50%
10Y High 5.00% Spread 1.50%

















Price $957.97
Increment 0.25%
10Y Low 1.00% Spread 2.00%

















Coupon 6.00%
Purchased Year 2025
Suggested High
6.50%

















Maturity 30
Maturity Year 2055
Suggested Low
3.00%

















YTM 6.314% YTM (no) 3.61% Current Yield 6.263%





















Investment Horizon 15

























~MacDuration 14 y- $1,102.33 y+ $841.17





















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 $1,241.63 $1,195.71 $1,152.24 $1,111.07 $1,072.06 $1,035.08 $1,000.00 $966.71
$1,241.63 $1,195.71 $1,152.24 $1,111.07 $1,072.06 $1,035.08 $1,000.00 $966.71
$1,241.63 $1,195.71 $1,152.24 $1,111.07 $1,072.06 $1,035.08 $1,000.00 $966.71
2 2027 $1,237.45 $1,192.47 $1,149.82 $1,109.38 $1,071.01 $1,034.59 $1,000.00 $967.14
$1,237.45 $1,192.47 $1,149.82 $1,109.38 $1,071.01 $1,034.59 $1,000.00 $967.14
$1,237.45 $1,192.47 $1,149.82 $1,109.38 $1,071.01 $1,034.59 $1,000.00 $967.14
3 2028 $1,233.09 $1,189.07 $1,147.28 $1,107.60 $1,069.90 $1,034.07 $1,000.00 $967.59
$1,233.09 $1,189.07 $1,147.28 $1,107.60 $1,069.90 $1,034.07 $1,000.00 $967.59
$1,233.09 $1,189.07 $1,147.28 $1,107.60 $1,069.90 $1,034.07 $1,000.00 $967.59
4 2029 $1,228.53 $1,185.51 $1,144.62 $1,105.73 $1,068.73 $1,033.52 $1,000.00 $968.07
$1,228.53 $1,185.51 $1,144.62 $1,105.73 $1,068.73 $1,033.52 $1,000.00 $968.07
$1,228.53 $1,185.51 $1,144.62 $1,105.73 $1,068.73 $1,033.52 $1,000.00 $968.07
5 2030 $1,223.76 $1,181.78 $1,141.81 $1,103.75 $1,067.49 $1,032.94 $1,000.00 $968.59
$1,223.76 $1,181.78 $1,141.81 $1,103.75 $1,067.49 $1,032.94 $1,000.00 $968.59
$1,223.76 $1,181.78 $1,141.81 $1,103.75 $1,067.49 $1,032.94 $1,000.00 $968.59
6 2031 $1,218.77 $1,177.87 $1,138.87 $1,101.67 $1,066.19 $1,032.33 $1,000.00 $969.13
$1,218.77 $1,177.87 $1,138.87 $1,101.67 $1,066.19 $1,032.33 $1,000.00 $969.13
$1,218.77 $1,177.87 $1,138.87 $1,101.67 $1,066.19 $1,032.33 $1,000.00 $969.13
7 2032 $1,213.56 $1,173.77 $1,135.77 $1,099.48 $1,064.81 $1,031.67 $1,000.00 $969.71
$1,213.56 $1,173.77 $1,135.77 $1,099.48 $1,064.81 $1,031.67 $1,000.00 $969.71
$1,213.56 $1,173.77 $1,135.77 $1,099.48 $1,064.81 $1,031.67 $1,000.00 $969.71
8 2033 $1,208.11 $1,169.47 $1,132.52 $1,097.17 $1,063.35 $1,030.99 $1,000.00 $970.33
$1,208.11 $1,169.47 $1,132.52 $1,097.17 $1,063.35 $1,030.99 $1,000.00 $970.33
$1,208.11 $1,169.47 $1,132.52 $1,097.17 $1,063.35 $1,030.99 $1,000.00 $970.33
9 2034 $1,202.41 $1,164.97 $1,129.10 $1,094.74 $1,061.82 $1,030.26 $1,000.00 $970.98
$1,202.41 $1,164.97 $1,129.10 $1,094.74 $1,061.82 $1,030.26 $1,000.00 $970.98
$1,202.41 $1,164.97 $1,129.10 $1,094.74 $1,061.82 $1,030.26 $1,000.00 $970.98
10 2035 $1,196.45 $1,160.25 $1,125.51 $1,092.18 $1,060.20 $1,029.49 $1,000.00 $971.68
$1,196.45 $1,160.25 $1,125.51 $1,092.18 $1,060.20 $1,029.49 $1,000.00 $971.68
$1,196.45 $1,160.25 $1,125.51 $1,092.18 $1,060.20 $1,029.49 $1,000.00 $971.68
11 2036 $1,190.22 $1,155.30 $1,121.74 $1,089.49 $1,058.48 $1,028.67 $1,000.00 $972.42
$1,190.22 $1,155.30 $1,121.74 $1,089.49 $1,058.48 $1,028.67 $1,000.00 $972.42
$1,190.22 $1,155.30 $1,121.74 $1,089.49 $1,058.48 $1,028.67 $1,000.00 $972.42
12 2037 $1,183.71 $1,150.12 $1,117.78 $1,086.65 $1,056.67 $1,027.81 $1,000.00 $973.21
$1,183.71 $1,150.12 $1,117.78 $1,086.65 $1,056.67 $1,027.81 $1,000.00 $973.21
$1,183.71 $1,150.12 $1,117.78 $1,086.65 $1,056.67 $1,027.81 $1,000.00 $973.21
13 2038 $1,176.90 $1,144.68 $1,113.62 $1,083.66 $1,054.77 $1,026.89 $1,000.00 $974.05
$1,176.90 $1,144.68 $1,113.62 $1,083.66 $1,054.77 $1,026.89 $1,000.00 $974.05
$1,176.90 $1,144.68 $1,113.62 $1,083.66 $1,054.77 $1,026.89 $1,000.00 $974.05
14 2039 $1,169.78 $1,138.99 $1,109.25 $1,080.51 $1,052.75 $1,025.93 $1,000.00 $974.94
$1,169.78 $1,138.99 $1,109.25 $1,080.51 $1,052.75 $1,025.93 $1,000.00 $974.94
$1,169.78 $1,138.99 $1,109.25 $1,080.51 $1,052.75 $1,025.93 $1,000.00 $974.94
15 2040 $1,162.34 $1,133.02 $1,104.65 $1,077.20 $1,050.62 $1,024.90 $1,000.00 $975.89
$1,162.34 $1,133.02 $1,104.65 $1,077.20 $1,050.62 $1,024.90 $1,000.00 $975.89
$1,162.34 $1,133.02 $1,104.65 $1,077.20 $1,050.62 $1,024.90 $1,000.00 $975.89
16 2041 $1,154.56 $1,126.77 $1,099.82 $1,073.70 $1,048.38 $1,023.82 $1,000.00 $976.90
$1,154.56 $1,126.77 $1,099.82 $1,073.70 $1,048.38 $1,023.82 $1,000.00 $976.90
$1,154.56 $1,126.77 $1,099.82 $1,073.70 $1,048.38 $1,023.82 $1,000.00 $976.90
17 2042 $1,146.42 $1,120.21 $1,094.75 $1,070.03 $1,046.01 $1,022.67 $1,000.00 $977.97
$1,146.42 $1,120.21 $1,094.75 $1,070.03 $1,046.01 $1,022.67 $1,000.00 $977.97
$1,146.42 $1,120.21 $1,094.75 $1,070.03 $1,046.01 $1,022.67 $1,000.00 $977.97
18 2043 $1,137.92 $1,113.34 $1,089.42 $1,066.15 $1,043.50 $1,021.46 $1,000.00 $979.11
$1,137.92 $1,113.34 $1,089.42 $1,066.15 $1,043.50 $1,021.46 $1,000.00 $979.11
$1,137.92 $1,113.34 $1,089.42 $1,066.15 $1,043.50 $1,021.46 $1,000.00 $979.11
19 2044 $1,129.03 $1,106.14 $1,083.83 $1,062.07 $1,040.86 $1,020.17 $1,000.00 $980.33
$1,129.03 $1,106.14 $1,083.83 $1,062.07 $1,040.86 $1,020.17 $1,000.00 $980.33
$1,129.03 $1,106.14 $1,083.83 $1,062.07 $1,040.86 $1,020.17 $1,000.00 $980.33
20 2045 $1,119.73 $1,098.59 $1,077.95 $1,057.77 $1,038.07 $1,018.81 $1,000.00 $981.62
$1,119.73 $1,098.59 $1,077.95 $1,057.77 $1,038.07 $1,018.81 $1,000.00 $981.62
$1,119.73 $1,098.59 $1,077.95 $1,057.77 $1,038.07 $1,018.81 $1,000.00 $981.62
21 2046 $1,110.01 $1,090.68 $1,071.77 $1,053.25 $1,035.12 $1,017.37 $1,000.00 $982.99
$1,110.01 $1,090.68 $1,071.77 $1,053.25 $1,035.12 $1,017.37 $1,000.00 $982.99
$1,110.01 $1,090.68 $1,071.77 $1,053.25 $1,035.12 $1,017.37 $1,000.00 $982.99
22 2047 $1,099.84 $1,082.39 $1,065.28 $1,048.48 $1,032.01 $1,015.85 $1,000.00 $984.45
$1,099.84 $1,082.39 $1,065.28 $1,048.48 $1,032.01 $1,015.85 $1,000.00 $984.45
$1,099.84 $1,082.39 $1,065.28 $1,048.48 $1,032.01 $1,015.85 $1,000.00 $984.45
23 2048 $1,089.22 $1,073.70 $1,058.45 $1,043.46 $1,028.73 $1,014.24 $1,000.00 $986.00
$1,089.22 $1,073.70 $1,058.45 $1,043.46 $1,028.73 $1,014.24 $1,000.00 $986.00
$1,089.22 $1,073.70 $1,058.45 $1,043.46 $1,028.73 $1,014.24 $1,000.00 $986.00
24 2049 $1,078.11 $1,064.60 $1,051.29 $1,038.18 $1,025.26 $1,012.54 $1,000.00 $987.65
$1,078.11 $1,064.60 $1,051.29 $1,038.18 $1,025.26 $1,012.54 $1,000.00 $987.65
$1,078.11 $1,064.60 $1,051.29 $1,038.18 $1,025.26 $1,012.54 $1,000.00 $987.65
25 2050 $1,066.50 $1,055.06 $1,043.76 $1,032.61 $1,021.60 $1,010.73 $1,000.00 $989.40
$1,066.50 $1,055.06 $1,043.76 $1,032.61 $1,021.60 $1,010.73 $1,000.00 $989.40
$1,066.50 $1,055.06 $1,043.76 $1,032.61 $1,021.60 $1,010.73 $1,000.00 $989.40
26 2051 $1,054.35 $1,045.05 $1,035.85 $1,026.75 $1,017.74 $1,008.82 $1,000.00 $991.27
$1,054.35 $1,045.05 $1,035.85 $1,026.75 $1,017.74 $1,008.82 $1,000.00 $991.27
$1,054.35 $1,045.05 $1,035.85 $1,026.75 $1,017.74 $1,008.82 $1,000.00 $991.27
27 2052 $1,041.66 $1,034.57 $1,027.54 $1,020.57 $1,013.66 $1,006.80 $1,000.00 $993.26
$1,041.66 $1,034.57 $1,027.54 $1,020.57 $1,013.66 $1,006.80 $1,000.00 $993.26
$1,041.66 $1,034.57 $1,027.54 $1,020.57 $1,013.66 $1,006.80 $1,000.00 $993.26
28 2053 $1,028.39 $1,023.58 $1,018.81 $1,014.07 $1,009.35 $1,004.66 $1,000.00 $995.37
$1,028.39 $1,023.58 $1,018.81 $1,014.07 $1,009.35 $1,004.66 $1,000.00 $995.37
$1,028.39 $1,023.58 $1,018.81 $1,014.07 $1,009.35 $1,004.66 $1,000.00 $995.37
29 2054 $1,014.51 $1,012.07 $1,009.64 $1,007.21 $1,004.80 $1,002.40 $1,000.00 $997.61
$1,014.51 $1,012.07 $1,009.64 $1,007.21 $1,004.80 $1,002.40 $1,000.00 $997.61
$1,014.51 $1,012.07 $1,009.64 $1,007.21 $1,004.80 $1,002.40 $1,000.00 $997.61
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 $1,302.30 $1,256.42 $1,212.99 $1,171.86 $1,132.89 $1,095.94 $1,060.90 $1,027.65
$1,301.63 $1,255.71 $1,212.24 $1,171.07 $1,132.06 $1,095.08 $1,060.00 $1,026.71
$1,301.63 $1,255.71 $1,212.24 $1,171.07 $1,132.06 $1,095.08 $1,060.00 $1,026.71
2 2027 $1,361.56 $1,316.81 $1,274.40 $1,234.19 $1,196.05 $1,159.86 $1,125.51 $1,092.88
$1,357.45 $1,312.47 $1,269.82 $1,229.38 $1,191.01 $1,154.59 $1,120.00 $1,087.14
$1,357.45 $1,312.47 $1,269.82 $1,229.38 $1,191.01 $1,154.59 $1,120.00 $1,087.14
3 2028 $1,423.52 $1,380.10 $1,338.92 $1,299.84 $1,262.74 $1,227.51 $1,194.05 $1,162.26
$1,413.09 $1,369.07 $1,327.28 $1,287.60 $1,249.90 $1,214.07 $1,180.00 $1,147.59
$1,413.09 $1,369.07 $1,327.28 $1,287.60 $1,249.90 $1,214.07 $1,180.00 $1,147.59
4 2029 $1,488.30 $1,446.44 $1,406.70 $1,368.97 $1,333.14 $1,299.11 $1,266.77 $1,236.03
$1,468.53 $1,425.51 $1,384.62 $1,345.73 $1,308.73 $1,273.52 $1,240.00 $1,208.07
$1,468.53 $1,425.51 $1,384.62 $1,345.73 $1,308.73 $1,273.52 $1,240.00 $1,208.07
5 2030 $1,556.03 $1,515.96 $1,477.91 $1,441.79 $1,407.48 $1,374.88 $1,343.92 $1,314.49
$1,523.76 $1,481.78 $1,441.81 $1,403.75 $1,367.49 $1,332.94 $1,300.00 $1,268.59
$1,523.76 $1,481.78 $1,441.81 $1,403.75 $1,367.49 $1,332.94 $1,300.00 $1,268.59
6 2031 $1,626.84 $1,588.82 $1,552.73 $1,518.47 $1,485.95 $1,455.08 $1,425.76 $1,397.93
$1,578.77 $1,537.87 $1,498.87 $1,461.67 $1,426.19 $1,392.33 $1,360.00 $1,329.13
$1,578.77 $1,537.87 $1,498.87 $1,461.67 $1,426.19 $1,392.33 $1,360.00 $1,329.13
7 2032 $1,700.87 $1,665.19 $1,631.34 $1,599.24 $1,568.80 $1,539.94 $1,512.59 $1,486.67
$1,633.56 $1,593.77 $1,555.77 $1,519.48 $1,484.81 $1,451.67 $1,420.00 $1,389.71
$1,633.56 $1,593.77 $1,555.77 $1,519.48 $1,484.81 $1,451.67 $1,420.00 $1,389.71
8 2033 $1,778.27 $1,745.22 $1,713.93 $1,684.30 $1,656.27 $1,629.76 $1,604.71 $1,581.03
$1,688.11 $1,649.47 $1,612.52 $1,577.17 $1,543.35 $1,510.99 $1,480.00 $1,450.33
$1,688.11 $1,649.47 $1,612.52 $1,577.17 $1,543.35 $1,510.99 $1,480.00 $1,450.33
9 2034 $1,859.19 $1,829.10 $1,800.69 $1,773.89 $1,748.62 $1,724.82 $1,702.43 $1,681.39
$1,742.41 $1,704.97 $1,669.10 $1,634.74 $1,601.82 $1,570.26 $1,540.00 $1,510.98
$1,742.41 $1,704.97 $1,669.10 $1,634.74 $1,601.82 $1,570.26 $1,540.00 $1,510.98
10 2035 $1,943.80 $1,917.02 $1,891.85 $1,868.24 $1,846.12 $1,825.43 $1,806.11 $1,788.12
$1,796.45 $1,760.25 $1,725.51 $1,692.18 $1,660.20 $1,629.49 $1,600.00 $1,571.68
$1,796.45 $1,760.25 $1,725.51 $1,692.18 $1,660.20 $1,629.49 $1,600.00 $1,571.68
11 2036 $2,032.25 $2,009.16 $1,987.63 $1,967.61 $1,949.05 $1,931.90 $1,916.10 $1,901.63
$1,850.22 $1,815.30 $1,781.74 $1,749.49 $1,718.48 $1,688.67 $1,660.00 $1,632.42
$1,850.22 $1,815.30 $1,781.74 $1,749.49 $1,718.48 $1,688.67 $1,660.00 $1,632.42
12 2037 $2,124.73 $2,105.73 $2,088.25 $2,072.27 $2,057.72 $2,044.58 $2,032.79 $2,022.33
$1,903.71 $1,870.12 $1,837.78 $1,806.65 $1,776.67 $1,747.81 $1,720.00 $1,693.21
$1,903.71 $1,870.12 $1,837.78 $1,806.65 $1,776.67 $1,747.81 $1,720.00 $1,693.21
13 2038 $2,221.42 $2,206.94 $2,193.97 $2,182.49 $2,172.45 $2,163.83 $2,156.59 $2,150.70
$1,956.90 $1,924.68 $1,893.62 $1,863.66 $1,834.77 $1,806.89 $1,780.00 $1,754.05
$1,956.90 $1,924.68 $1,893.62 $1,863.66 $1,834.77 $1,806.89 $1,780.00 $1,754.05
14 2039 $2,322.51 $2,313.01 $2,305.04 $2,298.57 $2,293.58 $2,290.04 $2,287.93 $2,287.22
$2,009.78 $1,978.99 $1,949.25 $1,920.51 $1,892.75 $1,865.93 $1,840.00 $1,814.94
$2,009.78 $1,978.99 $1,949.25 $1,920.51 $1,892.75 $1,865.93 $1,840.00 $1,814.94
15 2040 $2,428.20 $2,424.18 $2,421.73 $2,420.83 $2,421.46 $2,423.61 $2,427.26 $2,432.41
$2,062.34 $2,033.02 $2,004.65 $1,977.20 $1,950.62 $1,924.90 $1,900.00 $1,875.89
$2,062.34 $2,033.02 $2,004.65 $1,977.20 $1,950.62 $1,924.90 $1,900.00 $1,875.89
16 2041 $2,538.70 $2,540.70 $2,544.33 $2,549.59 $2,556.47 $2,564.97 $2,575.08 $2,586.81
$2,114.56 $2,086.77 $2,059.82 $2,033.70 $2,008.38 $1,983.82 $1,960.00 $1,936.90
$2,114.56 $2,086.77 $2,059.82 $2,033.70 $2,008.38 $1,983.82 $1,960.00 $1,936.90
17 2042 $2,654.22 $2,662.81 $2,673.14 $2,685.20 $2,699.01 $2,714.58 $2,731.91 $2,751.01
$2,166.42 $2,140.21 $2,114.75 $2,090.03 $2,066.01 $2,042.67 $2,020.00 $1,997.97
$2,166.42 $2,140.21 $2,114.75 $2,090.03 $2,066.01 $2,042.67 $2,020.00 $1,997.97
18 2043 $2,775.01 $2,790.80 $2,808.47 $2,828.03 $2,849.50 $2,872.91 $2,898.28 $2,925.64
$2,217.92 $2,193.34 $2,169.42 $2,146.15 $2,123.50 $2,101.46 $2,080.00 $2,059.11
$2,217.92 $2,193.34 $2,169.42 $2,146.15 $2,123.50 $2,101.46 $2,080.00 $2,059.11
19 2044 $2,901.29 $2,924.94 $2,950.65 $2,978.45 $3,008.38 $3,040.48 $3,074.78 $3,111.35
$2,269.03 $2,246.14 $2,223.83 $2,202.07 $2,180.86 $2,160.17 $2,140.00 $2,120.33
$2,269.03 $2,246.14 $2,223.83 $2,202.07 $2,180.86 $2,160.17 $2,140.00 $2,120.33
20 2045 $3,033.31 $3,065.52 $3,100.02 $3,136.87 $3,176.11 $3,217.82 $3,262.04 $3,308.84
$2,319.73 $2,298.59 $2,277.95 $2,257.77 $2,238.07 $2,218.81 $2,200.00 $2,181.62
$2,319.73 $2,298.59 $2,277.95 $2,257.77 $2,238.07 $2,218.81 $2,200.00 $2,181.62
21 2046 $3,171.35 $3,212.86 $3,256.96 $3,303.71 $3,353.20 $3,405.50 $3,460.70 $3,518.88
$2,370.01 $2,350.68 $2,331.77 $2,313.25 $2,295.12 $2,277.37 $2,260.00 $2,242.99
$2,370.01 $2,350.68 $2,331.77 $2,313.25 $2,295.12 $2,277.37 $2,260.00 $2,242.99
22 2047 $3,315.66 $3,367.29 $3,421.84 $3,479.44 $3,540.16 $3,604.13 $3,671.45 $3,742.24
$2,419.84 $2,402.39 $2,385.28 $2,368.48 $2,352.01 $2,335.85 $2,320.00 $2,304.45
$2,419.84 $2,402.39 $2,385.28 $2,368.48 $2,352.01 $2,335.85 $2,320.00 $2,304.45
23 2048 $3,466.55 $3,529.13 $3,595.08 $3,664.50 $3,737.55 $3,814.35 $3,895.04 $3,979.79
$2,469.22 $2,453.70 $2,438.45 $2,423.46 $2,408.73 $2,394.24 $2,380.00 $2,366.00
$2,469.22 $2,453.70 $2,438.45 $2,423.46 $2,408.73 $2,394.24 $2,380.00 $2,366.00
24 2049 $3,624.30 $3,698.76 $3,777.08 $3,859.42 $3,945.94 $4,036.83 $4,132.25 $4,232.41
$2,518.11 $2,504.60 $2,491.29 $2,478.18 $2,465.26 $2,452.54 $2,440.00 $2,427.65
$2,518.11 $2,504.60 $2,491.29 $2,478.18 $2,465.26 $2,452.54 $2,440.00 $2,427.65
25 2050 $3,789.23 $3,876.53 $3,968.29 $4,064.69 $4,165.95 $4,272.28 $4,383.91 $4,501.07
$2,566.50 $2,555.06 $2,543.76 $2,532.61 $2,521.60 $2,510.73 $2,500.00 $2,489.40
$2,566.50 $2,555.06 $2,543.76 $2,532.61 $2,521.60 $2,510.73 $2,500.00 $2,489.40
26 2051 $3,961.66 $4,062.86 $4,169.19 $4,280.89 $4,398.23 $4,521.47 $4,650.89 $4,786.78
$2,614.35 $2,605.05 $2,595.85 $2,586.75 $2,577.74 $2,568.82 $2,560.00 $2,551.27
$2,614.35 $2,605.05 $2,595.85 $2,586.75 $2,577.74 $2,568.82 $2,560.00 $2,551.27
27 2052 $4,141.94 $4,258.13 $4,380.25 $4,508.59 $4,643.46 $4,785.19 $4,934.12 $5,090.63
$2,661.66 $2,654.57 $2,647.54 $2,640.57 $2,633.66 $2,626.80 $2,620.00 $2,613.26
$2,661.66 $2,654.57 $2,647.54 $2,640.57 $2,633.66 $2,626.80 $2,620.00 $2,613.26
28 2053 $4,330.42 $4,462.80 $4,602.00 $4,748.40 $4,902.36 $5,064.29 $5,234.61 $5,413.77
$2,708.39 $2,703.58 $2,698.81 $2,694.07 $2,689.35 $2,684.66 $2,680.00 $2,675.37
$2,708.39 $2,703.58 $2,698.81 $2,694.07 $2,689.35 $2,684.66 $2,680.00 $2,675.37
29 2054 $4,527.48 $4,677.30 $4,834.98 $5,000.96 $5,175.70 $5,359.67 $5,553.40 $5,757.41
$2,754.51 $2,752.07 $2,749.64 $2,747.21 $2,744.80 $2,742.40 $2,740.00 $2,737.61
$2,754.51 $2,752.07 $2,749.64 $2,747.21 $2,744.80 $2,742.40 $2,740.00 $2,737.61
30 2055 $4,733.51 $4,902.11 $5,079.75 $5,266.95 $5,464.27 $5,672.29 $5,891.60 $6,122.88
$2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00
$2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00 $2,800.00




























Investment Horizon
Total Return
Total Return
Total Return
1 2026 35.94% 31.15% 26.62% 22.33% 18.26% 14.40% 10.74% 7.27%
35.87% 31.08% 26.54% 22.24% 18.17% 14.31% 10.65% 7.18%
35.87% 31.08% 26.54% 22.24% 18.17% 14.31% 10.65% 7.18%
2 2027 19.22% 17.24% 15.34% 13.50% 11.74% 10.03% 8.39% 6.81%
19.04% 17.05% 15.13% 13.28% 11.50% 9.78% 8.13% 6.53%
19.04% 17.05% 15.13% 13.28% 11.50% 9.78% 8.13% 6.53%
3 2028 14.11% 12.94% 11.81% 10.71% 9.64% 8.62% 7.62% 6.66%
13.83% 12.64% 11.48% 10.36% 9.27% 8.22% 7.20% 6.20%
13.83% 12.64% 11.48% 10.36% 9.27% 8.22% 7.20% 6.20%
4 2029 11.64% 10.85% 10.08% 9.34% 8.61% 7.91% 7.23% 6.58%
11.27% 10.45% 9.65% 8.87% 8.11% 7.38% 6.66% 5.97%
11.27% 10.45% 9.65% 8.87% 8.11% 7.38% 6.66% 5.97%
5 2030 10.19% 9.61% 9.06% 8.52% 8.00% 7.49% 7.00% 6.53%
9.73% 9.12% 8.52% 7.94% 7.38% 6.83% 6.30% 5.78%
9.73% 9.12% 8.52% 7.94% 7.38% 6.83% 6.30% 5.78%
6 2031 9.23% 8.80% 8.38% 7.98% 7.59% 7.21% 6.85% 6.50%
8.68% 8.21% 7.75% 7.30% 6.86% 6.43% 6.01% 5.61%
8.68% 8.21% 7.75% 7.30% 6.86% 6.43% 6.01% 5.61%
7 2032 8.55% 8.22% 7.90% 7.60% 7.30% 7.02% 6.74% 6.48%
7.92% 7.54% 7.17% 6.81% 6.46% 6.12% 5.78% 5.46%
7.92% 7.54% 7.17% 6.81% 6.46% 6.12% 5.78% 5.46%
8 2033 8.04% 7.79% 7.54% 7.31% 7.08% 6.87% 6.66% 6.46%
7.34% 7.03% 6.73% 6.43% 6.14% 5.86% 5.59% 5.32%
7.34% 7.03% 6.73% 6.43% 6.14% 5.86% 5.59% 5.32%
9 2034 7.65% 7.45% 7.26% 7.09% 6.91% 6.75% 6.60% 6.45%
6.87% 6.61% 6.36% 6.12% 5.88% 5.64% 5.42% 5.19%
6.87% 6.61% 6.36% 6.12% 5.88% 5.64% 5.42% 5.19%
10 2035 7.33% 7.18% 7.04% 6.91% 6.78% 6.66% 6.55% 6.44%
6.49% 6.27% 6.06% 5.85% 5.65% 5.46% 5.26% 5.08%
6.49% 6.27% 6.06% 5.85% 5.65% 5.46% 5.26% 5.08%
11 2036 7.08% 6.97% 6.86% 6.76% 6.67% 6.58% 6.50% 6.43%
6.17% 5.98% 5.80% 5.63% 5.46% 5.29% 5.12% 4.96%
6.17% 5.98% 5.80% 5.63% 5.46% 5.29% 5.12% 4.96%
12 2037 6.86% 6.78% 6.71% 6.64% 6.58% 6.52% 6.47% 6.42%
5.89% 5.73% 5.58% 5.43% 5.28% 5.14% 5.00% 4.86%
5.89% 5.73% 5.58% 5.43% 5.28% 5.14% 5.00% 4.86%
13 2038 6.68% 6.63% 6.58% 6.54% 6.50% 6.47% 6.44% 6.42%
5.65% 5.51% 5.38% 5.25% 5.13% 5.00% 4.88% 4.76%
5.65% 5.51% 5.38% 5.25% 5.13% 5.00% 4.88% 4.76%
14 2039 6.53% 6.50% 6.47% 6.45% 6.43% 6.42% 6.42% 6.41%
5.44% 5.32% 5.21% 5.09% 4.98% 4.88% 4.77% 4.67%
5.44% 5.32% 5.21% 5.09% 4.98% 4.88% 4.77% 4.67%
15 2040 6.40% 6.39% 6.38% 6.38% 6.38% 6.38% 6.39% 6.41%
5.24% 5.14% 5.05% 4.95% 4.85% 4.76% 4.67% 4.58%
5.24% 5.14% 5.05% 4.95% 4.85% 4.76% 4.67% 4.58%
16 2041 6.28% 6.29% 6.30% 6.31% 6.33% 6.35% 6.38% 6.41%
5.07% 4.99% 4.90% 4.82% 4.74% 4.65% 4.58% 4.50%
5.07% 4.99% 4.90% 4.82% 4.74% 4.65% 4.58% 4.50%
17 2042 6.18% 6.20% 6.22% 6.25% 6.28% 6.32% 6.36% 6.40%
4.92% 4.84% 4.77% 4.70% 4.62% 4.55% 4.49% 4.42%
4.92% 4.84% 4.77% 4.70% 4.62% 4.55% 4.49% 4.42%
18 2043 6.09% 6.12% 6.16% 6.20% 6.24% 6.29% 6.34% 6.40%
4.77% 4.71% 4.65% 4.58% 4.52% 4.46% 4.40% 4.34%
4.77% 4.71% 4.65% 4.58% 4.52% 4.46% 4.40% 4.34%
19 2044 6.01% 6.05% 6.10% 6.15% 6.21% 6.27% 6.33% 6.40%
4.64% 4.59% 4.53% 4.48% 4.42% 4.37% 4.32% 4.27%
4.64% 4.59% 4.53% 4.48% 4.42% 4.37% 4.32% 4.27%
20 2045 5.93% 5.99% 6.05% 6.11% 6.18% 6.25% 6.32% 6.39%
4.52% 4.47% 4.43% 4.38% 4.33% 4.29% 4.24% 4.20%
4.52% 4.47% 4.43% 4.38% 4.33% 4.29% 4.24% 4.20%
21 2046 5.87% 5.93% 6.00% 6.07% 6.15% 6.23% 6.31% 6.39%
4.41% 4.37% 4.33% 4.29% 4.25% 4.21% 4.17% 4.13%
4.41% 4.37% 4.33% 4.29% 4.25% 4.21% 4.17% 4.13%
22 2047 5.81% 5.88% 5.96% 6.04% 6.12% 6.21% 6.30% 6.39%
4.30% 4.27% 4.23% 4.20% 4.17% 4.13% 4.10% 4.07%
4.30% 4.27% 4.23% 4.20% 4.17% 4.13% 4.10% 4.07%
23 2048 5.75% 5.83% 5.92% 6.01% 6.10% 6.19% 6.29% 6.39%
4.20% 4.17% 4.15% 4.12% 4.09% 4.06% 4.04% 4.01%
4.20% 4.17% 4.15% 4.12% 4.09% 4.06% 4.04% 4.01%
24 2049 5.70% 5.79% 5.88% 5.98% 6.08% 6.18% 6.28% 6.39%
4.11% 4.09% 4.06% 4.04% 4.02% 3.99% 3.97% 3.95%
4.11% 4.09% 4.06% 4.04% 4.02% 3.99% 3.97% 3.95%
25 2050 5.65% 5.75% 5.85% 5.95% 6.06% 6.16% 6.27% 6.38%
4.02% 4.00% 3.98% 3.97% 3.95% 3.93% 3.91% 3.89%
4.02% 4.00% 3.98% 3.97% 3.95% 3.93% 3.91% 3.89%
26 2051 5.61% 5.71% 5.82% 5.93% 6.04% 6.15% 6.27% 6.38%
3.94% 3.92% 3.91% 3.89% 3.88% 3.87% 3.85% 3.84%
3.94% 3.92% 3.91% 3.89% 3.88% 3.87% 3.85% 3.84%
27 2052 5.57% 5.68% 5.79% 5.90% 6.02% 6.14% 6.26% 6.38%
3.86% 3.85% 3.84% 3.83% 3.82% 3.81% 3.80% 3.79%
3.86% 3.85% 3.84% 3.83% 3.82% 3.81% 3.80% 3.79%
28 2053 5.54% 5.65% 5.77% 5.88% 6.00% 6.13% 6.25% 6.38%
3.78% 3.77% 3.77% 3.76% 3.76% 3.75% 3.74% 3.74%
3.78% 3.77% 3.77% 3.76% 3.76% 3.75% 3.74% 3.74%
29 2054 5.50% 5.62% 5.74% 5.86% 5.99% 6.12% 6.25% 6.38%
3.71% 3.71% 3.70% 3.70% 3.70% 3.69% 3.69% 3.69%
3.71% 3.71% 3.70% 3.70% 3.70% 3.69% 3.69% 3.69%
30 2055 5.47% 5.59% 5.72% 5.85% 5.98% 6.11% 6.24% 6.38%
3.64% 3.64% 3.64% 3.64% 3.64% 3.64% 3.64% 3.64%
3.64% 3.64% 3.64% 3.64% 3.64% 3.64% 3.64% 3.64%