| Home | Parameters | ||||||||||||||||||||||||||
| Name | HUM | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $886.56 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 5.50% | Purchased Year | 2026 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 27 | Maturity Year | 2053 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 6.387% | YTM (no) | 3.85% | Current Yield | 6.204% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 14 | y- | $1,015.98 | y+ | $780.59 | ||||||||||||||||||||||
| 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 | $1,152.35 | $1,111.31 | $1,072.31 | $1,035.24 | $1,000.00 | $966.48 | $934.58 | $904.22 | $1,152.35 | $1,111.31 | $1,072.31 | $1,035.24 | $1,000.00 | $966.48 | $934.58 | $904.22 | $1,152.35 | $1,111.31 | $1,072.31 | $1,035.24 | $1,000.00 | $966.48 | $934.58 | $904.22 | ||
| 2 | 2028 | $1,149.17 | $1,109.07 | $1,070.91 | $1,034.58 | $1,000.00 | $967.06 | $935.68 | $905.76 | $1,149.17 | $1,109.07 | $1,070.91 | $1,034.58 | $1,000.00 | $967.06 | $935.68 | $905.76 | $1,149.17 | $1,109.07 | $1,070.91 | $1,034.58 | $1,000.00 | $967.06 | $935.68 | $905.76 | ||
| 3 | 2029 | $1,145.85 | $1,106.72 | $1,069.43 | $1,033.89 | $1,000.00 | $967.67 | $936.83 | $907.40 | $1,145.85 | $1,106.72 | $1,069.43 | $1,033.89 | $1,000.00 | $967.67 | $936.83 | $907.40 | $1,145.85 | $1,106.72 | $1,069.43 | $1,033.89 | $1,000.00 | $967.67 | $936.83 | $907.40 | ||
| 4 | 2030 | $1,142.37 | $1,104.26 | $1,067.89 | $1,033.16 | $1,000.00 | $968.33 | $938.06 | $909.14 | $1,142.37 | $1,104.26 | $1,067.89 | $1,033.16 | $1,000.00 | $968.33 | $938.06 | $909.14 | $1,142.37 | $1,104.26 | $1,067.89 | $1,033.16 | $1,000.00 | $968.33 | $938.06 | $909.14 | ||
| 5 | 2031 | $1,138.74 | $1,101.68 | $1,066.26 | $1,032.39 | $1,000.00 | $969.01 | $939.36 | $910.99 | $1,138.74 | $1,101.68 | $1,066.26 | $1,032.39 | $1,000.00 | $969.01 | $939.36 | $910.99 | $1,138.74 | $1,101.68 | $1,066.26 | $1,032.39 | $1,000.00 | $969.01 | $939.36 | $910.99 | ||
| 6 | 2032 | $1,134.94 | $1,098.98 | $1,064.55 | $1,031.58 | $1,000.00 | $969.74 | $940.75 | $912.95 | $1,134.94 | $1,098.98 | $1,064.55 | $1,031.58 | $1,000.00 | $969.74 | $940.75 | $912.95 | $1,134.94 | $1,098.98 | $1,064.55 | $1,031.58 | $1,000.00 | $969.74 | $940.75 | $912.95 | ||
| 7 | 2033 | $1,130.97 | $1,096.15 | $1,062.76 | $1,030.73 | $1,000.00 | $970.51 | $942.21 | $915.04 | $1,130.97 | $1,096.15 | $1,062.76 | $1,030.73 | $1,000.00 | $970.51 | $942.21 | $915.04 | $1,130.97 | $1,096.15 | $1,062.76 | $1,030.73 | $1,000.00 | $970.51 | $942.21 | $915.04 | ||
| 8 | 2034 | $1,126.81 | $1,093.18 | $1,060.87 | $1,029.83 | $1,000.00 | $971.33 | $943.77 | $917.27 | $1,126.81 | $1,093.18 | $1,060.87 | $1,029.83 | $1,000.00 | $971.33 | $943.77 | $917.27 | $1,126.81 | $1,093.18 | $1,060.87 | $1,029.83 | $1,000.00 | $971.33 | $943.77 | $917.27 | ||
| 9 | 2035 | $1,122.47 | $1,090.07 | $1,058.89 | $1,028.88 | $1,000.00 | $972.19 | $945.42 | $919.63 | $1,122.47 | $1,090.07 | $1,058.89 | $1,028.88 | $1,000.00 | $972.19 | $945.42 | $919.63 | $1,122.47 | $1,090.07 | $1,058.89 | $1,028.88 | $1,000.00 | $972.19 | $945.42 | $919.63 | ||
| 10 | 2036 | $1,117.93 | $1,086.81 | $1,056.81 | $1,027.89 | $1,000.00 | $973.11 | $947.17 | $922.15 | $1,117.93 | $1,086.81 | $1,056.81 | $1,027.89 | $1,000.00 | $973.11 | $947.17 | $922.15 | $1,117.93 | $1,086.81 | $1,056.81 | $1,027.89 | $1,000.00 | $973.11 | $947.17 | $922.15 | ||
| 11 | 2037 | $1,113.19 | $1,083.39 | $1,054.62 | $1,026.84 | $1,000.00 | $974.07 | $949.03 | $924.83 | $1,113.19 | $1,083.39 | $1,054.62 | $1,026.84 | $1,000.00 | $974.07 | $949.03 | $924.83 | $1,113.19 | $1,083.39 | $1,054.62 | $1,026.84 | $1,000.00 | $974.07 | $949.03 | $924.83 | ||
| 12 | 2038 | $1,108.23 | $1,079.81 | $1,052.33 | $1,025.73 | $1,000.00 | $975.10 | $951.00 | $927.67 | $1,108.23 | $1,079.81 | $1,052.33 | $1,025.73 | $1,000.00 | $975.10 | $951.00 | $927.67 | $1,108.23 | $1,079.81 | $1,052.33 | $1,025.73 | $1,000.00 | $975.10 | $951.00 | $927.67 | ||
| 13 | 2039 | $1,103.04 | $1,076.06 | $1,049.91 | $1,024.57 | $1,000.00 | $976.18 | $953.09 | $930.70 | $1,103.04 | $1,076.06 | $1,049.91 | $1,024.57 | $1,000.00 | $976.18 | $953.09 | $930.70 | $1,103.04 | $1,076.06 | $1,049.91 | $1,024.57 | $1,000.00 | $976.18 | $953.09 | $930.70 | ||
| 14 | 2040 | $1,097.62 | $1,072.13 | $1,047.38 | $1,023.34 | $1,000.00 | $977.33 | $955.31 | $933.92 | $1,097.62 | $1,072.13 | $1,047.38 | $1,023.34 | $1,000.00 | $977.33 | $955.31 | $933.92 | $1,097.62 | $1,072.13 | $1,047.38 | $1,023.34 | $1,000.00 | $977.33 | $955.31 | $933.92 | ||
| 15 | 2041 | $1,091.95 | $1,068.00 | $1,044.71 | $1,022.05 | $1,000.00 | $978.54 | $957.66 | $937.34 | $1,091.95 | $1,068.00 | $1,044.71 | $1,022.05 | $1,000.00 | $978.54 | $957.66 | $937.34 | $1,091.95 | $1,068.00 | $1,044.71 | $1,022.05 | $1,000.00 | $978.54 | $957.66 | $937.34 | ||
| 16 | 2042 | $1,086.02 | $1,063.68 | $1,041.91 | $1,020.69 | $1,000.00 | $979.83 | $960.16 | $940.98 | $1,086.02 | $1,063.68 | $1,041.91 | $1,020.69 | $1,000.00 | $979.83 | $960.16 | $940.98 | $1,086.02 | $1,063.68 | $1,041.91 | $1,020.69 | $1,000.00 | $979.83 | $960.16 | $940.98 | ||
| 17 | 2043 | $1,079.82 | $1,059.16 | $1,038.97 | $1,019.26 | $1,000.00 | $981.19 | $962.81 | $944.85 | $1,079.82 | $1,059.16 | $1,038.97 | $1,019.26 | $1,000.00 | $981.19 | $962.81 | $944.85 | $1,079.82 | $1,059.16 | $1,038.97 | $1,019.26 | $1,000.00 | $981.19 | $962.81 | $944.85 | ||
| 18 | 2044 | $1,073.34 | $1,054.41 | $1,035.88 | $1,017.75 | $1,000.00 | $982.63 | $965.62 | $948.97 | $1,073.34 | $1,054.41 | $1,035.88 | $1,017.75 | $1,000.00 | $982.63 | $965.62 | $948.97 | $1,073.34 | $1,054.41 | $1,035.88 | $1,017.75 | $1,000.00 | $982.63 | $965.62 | $948.97 | ||
| 19 | 2045 | $1,066.56 | $1,049.44 | $1,032.64 | $1,016.16 | $1,000.00 | $984.15 | $968.60 | $953.34 | $1,066.56 | $1,049.44 | $1,032.64 | $1,016.16 | $1,000.00 | $984.15 | $968.60 | $953.34 | $1,066.56 | $1,049.44 | $1,032.64 | $1,016.16 | $1,000.00 | $984.15 | $968.60 | $953.34 | ||
| 20 | 2046 | $1,059.48 | $1,044.22 | $1,029.23 | $1,014.49 | $1,000.00 | $985.76 | $971.76 | $958.00 | $1,059.48 | $1,044.22 | $1,029.23 | $1,014.49 | $1,000.00 | $985.76 | $971.76 | $958.00 | $1,059.48 | $1,044.22 | $1,029.23 | $1,014.49 | $1,000.00 | $985.76 | $971.76 | $958.00 | ||
| 21 | 2047 | $1,052.07 | $1,038.76 | $1,025.64 | $1,012.73 | $1,000.00 | $987.46 | $975.11 | $962.95 | $1,052.07 | $1,038.76 | $1,025.64 | $1,012.73 | $1,000.00 | $987.46 | $975.11 | $962.95 | $1,052.07 | $1,038.76 | $1,025.64 | $1,012.73 | $1,000.00 | $987.46 | $975.11 | $962.95 | ||
| 22 | 2048 | $1,044.33 | $1,033.03 | $1,021.88 | $1,010.87 | $1,000.00 | $989.27 | $978.67 | $968.21 | $1,044.33 | $1,033.03 | $1,021.88 | $1,010.87 | $1,000.00 | $989.27 | $978.67 | $968.21 | $1,044.33 | $1,033.03 | $1,021.88 | $1,010.87 | $1,000.00 | $989.27 | $978.67 | $968.21 | ||
| 23 | 2049 | $1,036.24 | $1,027.03 | $1,017.93 | $1,008.92 | $1,000.00 | $991.18 | $982.45 | $973.81 | $1,036.24 | $1,027.03 | $1,017.93 | $1,008.92 | $1,000.00 | $991.18 | $982.45 | $973.81 | $1,036.24 | $1,027.03 | $1,017.93 | $1,008.92 | $1,000.00 | $991.18 | $982.45 | $973.81 | ||
| 24 | 2050 | $1,027.77 | $1,020.74 | $1,013.77 | $1,006.86 | $1,000.00 | $993.20 | $986.46 | $979.77 | $1,027.77 | $1,020.74 | $1,013.77 | $1,006.86 | $1,000.00 | $993.20 | $986.46 | $979.77 | $1,027.77 | $1,020.74 | $1,013.77 | $1,006.86 | $1,000.00 | $993.20 | $986.46 | $979.77 | ||
| 25 | 2051 | $1,018.92 | $1,014.15 | $1,009.40 | $1,004.69 | $1,000.00 | $995.34 | $990.71 | $986.10 | $1,018.92 | $1,014.15 | $1,009.40 | $1,004.69 | $1,000.00 | $995.34 | $990.71 | $986.10 | $1,018.92 | $1,014.15 | $1,009.40 | $1,004.69 | $1,000.00 | $995.34 | $990.71 | $986.10 | ||
| 26 | 2052 | $1,009.67 | $1,007.24 | $1,004.82 | $1,002.40 | $1,000.00 | $997.60 | $995.22 | $992.84 | $1,009.67 | $1,007.24 | $1,004.82 | $1,002.40 | $1,000.00 | $997.60 | $995.22 | $992.84 | $1,009.67 | $1,007.24 | $1,004.82 | $1,002.40 | $1,000.00 | $997.60 | $995.22 | $992.84 | ||
| 27 | 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 | 2027 | $1,207.97 | $1,166.96 | $1,128.00 | $1,090.96 | $1,055.76 | $1,022.27 | $990.41 | $960.08 | $1,207.35 | $1,166.31 | $1,127.31 | $1,090.24 | $1,055.00 | $1,021.48 | $989.58 | $959.22 | $1,207.35 | $1,166.31 | $1,127.31 | $1,090.24 | $1,055.00 | $1,021.48 | $989.58 | $959.22 | ||
| 2 | 2028 | $1,262.94 | $1,223.05 | $1,185.10 | $1,148.99 | $1,114.62 | $1,081.90 | $1,050.73 | $1,021.03 | $1,259.17 | $1,219.07 | $1,180.91 | $1,144.58 | $1,110.00 | $1,077.06 | $1,045.68 | $1,015.76 | $1,259.17 | $1,219.07 | $1,180.91 | $1,144.58 | $1,110.00 | $1,077.06 | $1,045.68 | $1,015.76 | ||
| 3 | 2029 | $1,320.41 | $1,281.83 | $1,245.10 | $1,210.11 | $1,176.77 | $1,145.00 | $1,114.71 | $1,085.84 | $1,310.85 | $1,271.72 | $1,234.43 | $1,198.89 | $1,165.00 | $1,132.67 | $1,101.83 | $1,072.40 | $1,310.85 | $1,271.72 | $1,234.43 | $1,198.89 | $1,165.00 | $1,132.67 | $1,101.83 | $1,072.40 | ||
| 4 | 2030 | $1,380.50 | $1,343.44 | $1,308.13 | $1,274.47 | $1,242.38 | $1,211.78 | $1,182.60 | $1,154.76 | $1,362.37 | $1,324.26 | $1,287.89 | $1,253.16 | $1,220.00 | $1,188.33 | $1,158.06 | $1,129.14 | $1,362.37 | $1,324.26 | $1,287.89 | $1,253.16 | $1,220.00 | $1,188.33 | $1,158.06 | $1,129.14 | ||
| 5 | 2031 | $1,443.32 | $1,408.01 | $1,374.35 | $1,342.26 | $1,311.65 | $1,282.46 | $1,254.62 | $1,228.06 | $1,413.74 | $1,376.68 | $1,341.26 | $1,307.39 | $1,275.00 | $1,244.01 | $1,214.36 | $1,185.99 | $1,413.74 | $1,376.68 | $1,341.26 | $1,307.39 | $1,275.00 | $1,244.01 | $1,214.36 | $1,185.99 | ||
| 6 | 2032 | $1,509.00 | $1,475.69 | $1,443.93 | $1,413.65 | $1,384.78 | $1,357.26 | $1,331.03 | $1,306.02 | $1,464.94 | $1,428.98 | $1,394.55 | $1,361.58 | $1,330.00 | $1,299.74 | $1,270.75 | $1,242.95 | $1,464.94 | $1,428.98 | $1,394.55 | $1,361.58 | $1,330.00 | $1,299.74 | $1,270.75 | $1,242.95 | ||
| 7 | 2033 | $1,577.67 | $1,546.62 | $1,517.03 | $1,488.84 | $1,461.99 | $1,436.43 | $1,412.09 | $1,388.92 | $1,515.97 | $1,481.15 | $1,447.76 | $1,415.73 | $1,385.00 | $1,355.51 | $1,327.21 | $1,300.04 | $1,515.97 | $1,481.15 | $1,447.76 | $1,415.73 | $1,385.00 | $1,355.51 | $1,327.21 | $1,300.04 | ||
| 8 | 2034 | $1,649.46 | $1,620.95 | $1,593.83 | $1,568.03 | $1,543.51 | $1,520.21 | $1,498.08 | $1,477.08 | $1,566.81 | $1,533.18 | $1,500.87 | $1,469.83 | $1,440.00 | $1,411.33 | $1,383.77 | $1,357.27 | $1,566.81 | $1,533.18 | $1,500.87 | $1,469.83 | $1,440.00 | $1,411.33 | $1,383.77 | $1,357.27 | ||
| 9 | 2035 | $1,724.52 | $1,698.86 | $1,674.52 | $1,651.43 | $1,629.57 | $1,608.88 | $1,589.32 | $1,570.84 | $1,617.47 | $1,585.07 | $1,553.89 | $1,523.88 | $1,495.00 | $1,467.19 | $1,440.42 | $1,414.63 | $1,617.47 | $1,585.07 | $1,553.89 | $1,523.88 | $1,495.00 | $1,467.19 | $1,440.42 | $1,414.63 | ||
| 10 | 2036 | $1,803.00 | $1,780.52 | $1,759.29 | $1,739.27 | $1,720.43 | $1,702.72 | $1,686.11 | $1,670.55 | $1,667.93 | $1,636.81 | $1,606.81 | $1,577.89 | $1,550.00 | $1,523.11 | $1,497.17 | $1,472.15 | $1,667.93 | $1,636.81 | $1,606.81 | $1,577.89 | $1,550.00 | $1,523.11 | $1,497.17 | $1,472.15 | ||
| 11 | 2037 | $1,885.05 | $1,866.10 | $1,848.35 | $1,831.78 | $1,816.35 | $1,802.03 | $1,788.79 | $1,776.59 | $1,718.19 | $1,688.39 | $1,659.62 | $1,631.84 | $1,605.00 | $1,579.07 | $1,554.03 | $1,529.83 | $1,718.19 | $1,688.39 | $1,659.62 | $1,631.84 | $1,605.00 | $1,579.07 | $1,554.03 | $1,529.83 | ||
| 12 | 2038 | $1,970.83 | $1,955.79 | $1,941.92 | $1,929.21 | $1,917.63 | $1,907.14 | $1,897.73 | $1,889.37 | $1,768.23 | $1,739.81 | $1,712.33 | $1,685.73 | $1,660.00 | $1,635.10 | $1,611.00 | $1,587.67 | $1,768.23 | $1,739.81 | $1,712.33 | $1,685.73 | $1,660.00 | $1,635.10 | $1,611.00 | $1,587.67 | ||
| 13 | 2039 | $2,060.52 | $2,049.79 | $2,040.23 | $2,031.83 | $2,024.55 | $2,018.38 | $2,013.30 | $2,009.30 | $1,818.04 | $1,791.06 | $1,764.91 | $1,739.57 | $1,715.00 | $1,691.18 | $1,668.09 | $1,645.70 | $1,818.04 | $1,791.06 | $1,764.91 | $1,739.57 | $1,715.00 | $1,691.18 | $1,668.09 | $1,645.70 | ||
| 14 | 2040 | $2,154.28 | $2,148.31 | $2,143.52 | $2,139.90 | $2,137.43 | $2,136.10 | $2,135.91 | $2,136.84 | $1,867.62 | $1,842.13 | $1,817.38 | $1,793.34 | $1,770.00 | $1,747.33 | $1,725.31 | $1,703.92 | $1,867.62 | $1,842.13 | $1,817.38 | $1,793.34 | $1,770.00 | $1,747.33 | $1,725.31 | $1,703.92 | ||
| 15 | 2041 | $2,252.31 | $2,251.57 | $2,252.04 | $2,253.72 | $2,256.60 | $2,260.69 | $2,265.99 | $2,272.48 | $1,916.95 | $1,893.00 | $1,869.71 | $1,847.05 | $1,825.00 | $1,803.54 | $1,782.66 | $1,762.34 | $1,916.95 | $1,893.00 | $1,869.71 | $1,847.05 | $1,825.00 | $1,803.54 | $1,782.66 | $1,762.34 | ||
| 16 | 2042 | $2,354.81 | $2,359.79 | $2,366.05 | $2,373.59 | $2,382.42 | $2,392.55 | $2,403.98 | $2,416.73 | $1,966.02 | $1,943.68 | $1,921.91 | $1,900.69 | $1,880.00 | $1,859.83 | $1,840.16 | $1,820.98 | $1,966.02 | $1,943.68 | $1,921.91 | $1,900.69 | $1,880.00 | $1,859.83 | $1,840.16 | $1,820.98 | ||
| 17 | 2043 | $2,461.97 | $2,473.21 | $2,485.83 | $2,499.84 | $2,515.26 | $2,532.10 | $2,550.39 | $2,570.14 | $2,014.82 | $1,994.16 | $1,973.97 | $1,954.26 | $1,935.00 | $1,916.19 | $1,897.81 | $1,879.85 | $2,014.82 | $1,994.16 | $1,973.97 | $1,954.26 | $1,935.00 | $1,916.19 | $1,897.81 | $1,879.85 | ||
| 18 | 2044 | $2,574.00 | $2,592.08 | $2,611.67 | $2,632.80 | $2,655.50 | $2,679.79 | $2,705.70 | $2,733.28 | $2,063.34 | $2,044.41 | $2,025.88 | $2,007.75 | $1,990.00 | $1,972.63 | $1,955.62 | $1,938.97 | $2,063.34 | $2,044.41 | $2,025.88 | $2,007.75 | $1,990.00 | $1,972.63 | $1,955.62 | $1,938.97 | ||
| 19 | 2045 | $2,691.14 | $2,716.67 | $2,743.89 | $2,772.84 | $2,803.56 | $2,836.09 | $2,870.48 | $2,906.78 | $2,111.56 | $2,094.44 | $2,077.64 | $2,061.16 | $2,045.00 | $2,029.15 | $2,013.60 | $1,998.34 | $2,111.56 | $2,094.44 | $2,077.64 | $2,061.16 | $2,045.00 | $2,029.15 | $2,013.60 | $1,998.34 | ||
| 20 | 2046 | $2,813.60 | $2,847.24 | $2,882.80 | $2,920.32 | $2,959.87 | $3,001.51 | $3,045.29 | $3,091.29 | $2,159.48 | $2,144.22 | $2,129.23 | $2,114.49 | $2,100.00 | $2,085.76 | $2,071.76 | $2,058.00 | $2,159.48 | $2,144.22 | $2,129.23 | $2,114.49 | $2,100.00 | $2,085.76 | $2,071.76 | $2,058.00 | ||
| 21 | 2047 | $2,941.64 | $2,984.09 | $3,028.74 | $3,075.65 | $3,124.91 | $3,176.58 | $3,230.75 | $3,287.51 | $2,207.07 | $2,193.76 | $2,180.64 | $2,167.73 | $2,155.00 | $2,142.46 | $2,130.11 | $2,117.95 | $2,207.07 | $2,193.76 | $2,180.64 | $2,167.73 | $2,155.00 | $2,142.46 | $2,130.11 | $2,117.95 | ||
| 22 | 2048 | $3,075.50 | $3,127.52 | $3,182.07 | $3,239.24 | $3,299.14 | $3,361.86 | $3,427.51 | $3,496.19 | $2,254.33 | $2,243.03 | $2,231.88 | $2,220.87 | $2,210.00 | $2,199.27 | $2,188.67 | $2,178.21 | $2,254.33 | $2,243.03 | $2,231.88 | $2,220.87 | $2,210.00 | $2,199.27 | $2,188.67 | $2,178.21 | ||
| 23 | 2049 | $3,215.45 | $3,277.84 | $3,343.16 | $3,411.54 | $3,483.09 | $3,557.94 | $3,636.24 | $3,718.12 | $2,301.24 | $2,292.03 | $2,282.93 | $2,273.92 | $2,265.00 | $2,256.18 | $2,247.45 | $2,238.81 | $2,301.24 | $2,292.03 | $2,282.93 | $2,273.92 | $2,265.00 | $2,256.18 | $2,247.45 | $2,238.81 | ||
| 24 | 2050 | $3,361.78 | $3,435.39 | $3,512.41 | $3,592.99 | $3,677.29 | $3,765.47 | $3,857.69 | $3,954.13 | $2,347.77 | $2,340.74 | $2,333.77 | $2,326.86 | $2,320.00 | $2,313.20 | $2,306.46 | $2,299.77 | $2,347.77 | $2,340.74 | $2,333.77 | $2,326.86 | $2,320.00 | $2,313.20 | $2,306.46 | $2,299.77 | ||
| 25 | 2051 | $3,514.76 | $3,600.51 | $3,690.22 | $3,784.10 | $3,882.32 | $3,985.09 | $4,092.62 | $4,205.13 | $2,393.92 | $2,389.15 | $2,384.40 | $2,379.69 | $2,375.00 | $2,370.34 | $2,365.71 | $2,361.10 | $2,393.92 | $2,389.15 | $2,384.40 | $2,379.69 | $2,375.00 | $2,370.34 | $2,365.71 | $2,361.10 | ||
| 26 | 2052 | $3,674.70 | $3,773.56 | $3,877.04 | $3,985.37 | $4,098.79 | $4,217.53 | $4,341.86 | $4,472.06 | $2,439.67 | $2,437.24 | $2,434.82 | $2,432.40 | $2,430.00 | $2,427.60 | $2,425.22 | $2,422.84 | $2,439.67 | $2,437.24 | $2,434.82 | $2,432.40 | $2,430.00 | $2,427.60 | $2,425.22 | $2,422.84 | ||
| 27 | 2053 | $3,841.92 | $3,954.93 | $4,073.32 | $4,197.35 | $4,327.32 | $4,463.52 | $4,606.28 | $4,755.93 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | $2,485.00 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2027 | 36.25% | 31.63% | 27.23% | 23.06% | 19.08% | 15.31% | 11.71% | 8.29% | 36.18% | 31.55% | 27.16% | 22.97% | 19.00% | 15.22% | 11.62% | 8.20% | 36.18% | 31.55% | 27.16% | 22.97% | 19.00% | 15.22% | 11.62% | 8.20% | ||
| 2 | 2028 | 19.35% | 17.45% | 15.62% | 13.84% | 12.13% | 10.47% | 8.87% | 7.32% | 19.18% | 17.26% | 15.41% | 13.62% | 11.89% | 10.22% | 8.60% | 7.04% | 19.18% | 17.26% | 15.41% | 13.62% | 11.89% | 10.22% | 8.60% | 7.04% | ||
| 3 | 2029 | 14.20% | 13.08% | 11.99% | 10.93% | 9.90% | 8.90% | 7.93% | 6.99% | 13.92% | 12.78% | 11.67% | 10.58% | 9.53% | 8.51% | 7.52% | 6.55% | 13.92% | 12.78% | 11.67% | 10.58% | 9.53% | 8.51% | 7.52% | 6.55% | ||
| 4 | 2030 | 11.71% | 10.95% | 10.21% | 9.50% | 8.80% | 8.13% | 7.47% | 6.83% | 11.34% | 10.55% | 9.78% | 9.04% | 8.31% | 7.60% | 6.91% | 6.23% | 11.34% | 10.55% | 9.78% | 9.04% | 8.31% | 7.60% | 6.91% | 6.23% | ||
| 5 | 2031 | 10.24% | 9.69% | 9.16% | 8.65% | 8.15% | 7.66% | 7.19% | 6.73% | 9.78% | 9.20% | 8.63% | 8.08% | 7.54% | 7.01% | 6.49% | 5.99% | 9.78% | 9.20% | 8.63% | 8.08% | 7.54% | 7.01% | 6.49% | 5.99% | ||
| 6 | 2032 | 9.27% | 8.86% | 8.47% | 8.09% | 7.72% | 7.36% | 7.01% | 6.67% | 8.73% | 8.28% | 7.84% | 7.41% | 6.99% | 6.58% | 6.18% | 5.79% | 8.73% | 8.28% | 7.84% | 7.41% | 6.99% | 6.58% | 6.18% | 5.79% | ||
| 7 | 2033 | 8.58% | 8.27% | 7.98% | 7.69% | 7.41% | 7.14% | 6.88% | 6.62% | 7.97% | 7.61% | 7.26% | 6.92% | 6.58% | 6.25% | 5.93% | 5.62% | 7.97% | 7.61% | 7.26% | 6.92% | 6.58% | 6.25% | 5.93% | 5.62% | ||
| 8 | 2034 | 8.07% | 7.83% | 7.61% | 7.39% | 7.18% | 6.97% | 6.78% | 6.59% | 7.38% | 7.09% | 6.80% | 6.52% | 6.25% | 5.98% | 5.72% | 5.47% | 7.38% | 7.09% | 6.80% | 6.52% | 6.25% | 5.98% | 5.72% | 5.47% | ||
| 9 | 2035 | 7.67% | 7.49% | 7.32% | 7.16% | 7.00% | 6.85% | 6.70% | 6.56% | 6.91% | 6.67% | 6.43% | 6.20% | 5.98% | 5.76% | 5.54% | 5.33% | 6.91% | 6.67% | 6.43% | 6.20% | 5.98% | 5.76% | 5.54% | 5.33% | ||
| 10 | 2036 | 7.36% | 7.22% | 7.09% | 6.97% | 6.85% | 6.74% | 6.64% | 6.54% | 6.52% | 6.32% | 6.13% | 5.93% | 5.75% | 5.56% | 5.38% | 5.20% | 6.52% | 6.32% | 6.13% | 5.93% | 5.75% | 5.56% | 5.38% | 5.20% | ||
| 11 | 2037 | 7.10% | 7.00% | 6.91% | 6.82% | 6.74% | 6.66% | 6.59% | 6.52% | 6.20% | 6.03% | 5.87% | 5.70% | 5.54% | 5.39% | 5.23% | 5.08% | 6.20% | 6.03% | 5.87% | 5.70% | 5.54% | 5.39% | 5.23% | 5.08% | ||
| 12 | 2038 | 6.88% | 6.82% | 6.75% | 6.69% | 6.64% | 6.59% | 6.55% | 6.51% | 5.92% | 5.78% | 5.64% | 5.50% | 5.37% | 5.23% | 5.10% | 4.98% | 5.92% | 5.78% | 5.64% | 5.50% | 5.37% | 5.23% | 5.10% | 4.98% | ||
| 13 | 2039 | 6.70% | 6.66% | 6.62% | 6.59% | 6.56% | 6.53% | 6.51% | 6.50% | 5.68% | 5.56% | 5.44% | 5.32% | 5.21% | 5.09% | 4.98% | 4.87% | 5.68% | 5.56% | 5.44% | 5.32% | 5.21% | 5.09% | 4.98% | 4.87% | ||
| 14 | 2040 | 6.55% | 6.53% | 6.51% | 6.50% | 6.49% | 6.48% | 6.48% | 6.49% | 5.47% | 5.36% | 5.26% | 5.16% | 5.06% | 4.97% | 4.87% | 4.78% | 5.47% | 5.36% | 5.26% | 5.16% | 5.06% | 4.97% | 4.87% | 4.78% | ||
| 15 | 2041 | 6.41% | 6.41% | 6.41% | 6.42% | 6.43% | 6.44% | 6.46% | 6.48% | 5.28% | 5.19% | 5.10% | 5.02% | 4.93% | 4.85% | 4.77% | 4.69% | 5.28% | 5.19% | 5.10% | 5.02% | 4.93% | 4.85% | 4.77% | 4.69% | ||
| 16 | 2042 | 6.30% | 6.31% | 6.33% | 6.35% | 6.37% | 6.40% | 6.43% | 6.47% | 5.10% | 5.03% | 4.95% | 4.88% | 4.81% | 4.74% | 4.67% | 4.60% | 5.10% | 5.03% | 4.95% | 4.88% | 4.81% | 4.74% | 4.67% | 4.60% | ||
| 17 | 2043 | 6.19% | 6.22% | 6.25% | 6.29% | 6.33% | 6.37% | 6.41% | 6.46% | 4.95% | 4.88% | 4.82% | 4.76% | 4.70% | 4.64% | 4.58% | 4.52% | 4.95% | 4.88% | 4.82% | 4.76% | 4.70% | 4.64% | 4.58% | 4.52% | ||
| 18 | 2044 | 6.10% | 6.14% | 6.19% | 6.23% | 6.28% | 6.34% | 6.39% | 6.45% | 4.80% | 4.75% | 4.70% | 4.65% | 4.59% | 4.54% | 4.49% | 4.44% | 4.80% | 4.75% | 4.70% | 4.65% | 4.59% | 4.54% | 4.49% | 4.44% | ||
| 19 | 2045 | 6.02% | 6.07% | 6.13% | 6.19% | 6.25% | 6.31% | 6.38% | 6.45% | 4.67% | 4.63% | 4.58% | 4.54% | 4.50% | 4.45% | 4.41% | 4.37% | 4.67% | 4.63% | 4.58% | 4.54% | 4.50% | 4.45% | 4.41% | 4.37% | ||
| 20 | 2046 | 5.94% | 6.01% | 6.07% | 6.14% | 6.21% | 6.29% | 6.36% | 6.44% | 4.55% | 4.51% | 4.48% | 4.44% | 4.41% | 4.37% | 4.34% | 4.30% | 4.55% | 4.51% | 4.48% | 4.44% | 4.41% | 4.37% | 4.34% | 4.30% | ||
| 21 | 2047 | 5.88% | 5.95% | 6.02% | 6.10% | 6.18% | 6.27% | 6.35% | 6.44% | 4.44% | 4.41% | 4.38% | 4.35% | 4.32% | 4.29% | 4.26% | 4.23% | 4.44% | 4.41% | 4.38% | 4.35% | 4.32% | 4.29% | 4.26% | 4.23% | ||
| 22 | 2048 | 5.82% | 5.90% | 5.98% | 6.07% | 6.16% | 6.25% | 6.34% | 6.44% | 4.33% | 4.31% | 4.29% | 4.26% | 4.24% | 4.22% | 4.19% | 4.17% | 4.33% | 4.31% | 4.29% | 4.26% | 4.24% | 4.22% | 4.19% | 4.17% | ||
| 23 | 2049 | 5.76% | 5.85% | 5.94% | 6.03% | 6.13% | 6.23% | 6.33% | 6.43% | 4.23% | 4.22% | 4.20% | 4.18% | 4.16% | 4.14% | 4.13% | 4.11% | 4.23% | 4.22% | 4.20% | 4.18% | 4.16% | 4.14% | 4.13% | 4.11% | ||
| 24 | 2050 | 5.71% | 5.81% | 5.90% | 6.00% | 6.11% | 6.21% | 6.32% | 6.43% | 4.14% | 4.13% | 4.12% | 4.10% | 4.09% | 4.08% | 4.06% | 4.05% | 4.14% | 4.13% | 4.12% | 4.10% | 4.09% | 4.08% | 4.06% | 4.05% | ||
| 25 | 2051 | 5.66% | 5.77% | 5.87% | 5.98% | 6.09% | 6.20% | 6.31% | 6.42% | 4.05% | 4.05% | 4.04% | 4.03% | 4.02% | 4.01% | 4.00% | 4.00% | 4.05% | 4.05% | 4.04% | 4.03% | 4.02% | 4.01% | 4.00% | 4.00% | ||
| 26 | 2052 | 5.62% | 5.73% | 5.84% | 5.95% | 6.07% | 6.18% | 6.30% | 6.42% | 3.97% | 3.97% | 3.96% | 3.96% | 3.95% | 3.95% | 3.95% | 3.94% | 3.97% | 3.97% | 3.96% | 3.96% | 3.95% | 3.95% | 3.95% | 3.94% | ||
| 27 | 2053 | 5.58% | 5.69% | 5.81% | 5.93% | 6.05% | 6.17% | 6.29% | 6.42% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | 3.89% | ||