| Home | Parameters | ||||||||||||||||||||||||||
| Name | ORCL | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $900.35 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 5.55% | Purchased Year | 2025 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 28 | Maturity Year | 2053 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 6.313% | YTM (no) | 3.76% | Current Yield | 6.164% | ||||||||||||||||||||||
| Investment Horizon | 15 | ||||||||||||||||||||||||||
| ~MacDuration | 14 | y- | $1,034.33 | y+ | $791.19 | ||||||||||||||||||||||
| 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 | $1,163.16 | $1,121.01 | $1,081.01 | $1,043.04 | $1,006.99 | $972.74 | $940.20 | $909.26 | $1,163.16 | $1,121.01 | $1,081.01 | $1,043.04 | $1,006.99 | $972.74 | $940.20 | $909.26 | $1,163.16 | $1,121.01 | $1,081.01 | $1,043.04 | $1,006.99 | $972.74 | $940.20 | $909.26 | ||
| 2 | 2027 | $1,159.97 | $1,118.73 | $1,079.54 | $1,042.29 | $1,006.87 | $973.18 | $941.13 | $910.61 | $1,159.97 | $1,118.73 | $1,079.54 | $1,042.29 | $1,006.87 | $973.18 | $941.13 | $910.61 | $1,159.97 | $1,118.73 | $1,079.54 | $1,042.29 | $1,006.87 | $973.18 | $941.13 | $910.61 | ||
| 3 | 2028 | $1,156.63 | $1,116.34 | $1,078.00 | $1,041.50 | $1,006.75 | $973.65 | $942.11 | $912.04 | $1,156.63 | $1,116.34 | $1,078.00 | $1,041.50 | $1,006.75 | $973.65 | $942.11 | $912.04 | $1,156.63 | $1,116.34 | $1,078.00 | $1,041.50 | $1,006.75 | $973.65 | $942.11 | $912.04 | ||
| 4 | 2029 | $1,153.14 | $1,113.83 | $1,076.38 | $1,040.67 | $1,006.62 | $974.14 | $943.15 | $913.57 | $1,153.14 | $1,113.83 | $1,076.38 | $1,040.67 | $1,006.62 | $974.14 | $943.15 | $913.57 | $1,153.14 | $1,113.83 | $1,076.38 | $1,040.67 | $1,006.62 | $974.14 | $943.15 | $913.57 | ||
| 5 | 2030 | $1,149.49 | $1,111.21 | $1,074.67 | $1,039.79 | $1,006.48 | $974.66 | $944.26 | $915.19 | $1,149.49 | $1,111.21 | $1,074.67 | $1,039.79 | $1,006.48 | $974.66 | $944.26 | $915.19 | $1,149.49 | $1,111.21 | $1,074.67 | $1,039.79 | $1,006.48 | $974.66 | $944.26 | $915.19 | ||
| 6 | 2031 | $1,145.68 | $1,108.46 | $1,072.89 | $1,038.87 | $1,006.34 | $975.21 | $945.43 | $916.92 | $1,145.68 | $1,108.46 | $1,072.89 | $1,038.87 | $1,006.34 | $975.21 | $945.43 | $916.92 | $1,145.68 | $1,108.46 | $1,072.89 | $1,038.87 | $1,006.34 | $975.21 | $945.43 | $916.92 | ||
| 7 | 2032 | $1,141.69 | $1,105.58 | $1,071.01 | $1,037.90 | $1,006.18 | $975.79 | $946.67 | $918.76 | $1,141.69 | $1,105.58 | $1,071.01 | $1,037.90 | $1,006.18 | $975.79 | $946.67 | $918.76 | $1,141.69 | $1,105.58 | $1,071.01 | $1,037.90 | $1,006.18 | $975.79 | $946.67 | $918.76 | ||
| 8 | 2033 | $1,137.52 | $1,102.56 | $1,069.03 | $1,036.87 | $1,006.02 | $976.41 | $947.99 | $920.71 | $1,137.52 | $1,102.56 | $1,069.03 | $1,036.87 | $1,006.02 | $976.41 | $947.99 | $920.71 | $1,137.52 | $1,102.56 | $1,069.03 | $1,036.87 | $1,006.02 | $976.41 | $947.99 | $920.71 | ||
| 9 | 2034 | $1,133.16 | $1,099.39 | $1,066.96 | $1,035.80 | $1,005.85 | $977.06 | $949.39 | $922.78 | $1,133.16 | $1,099.39 | $1,066.96 | $1,035.80 | $1,005.85 | $977.06 | $949.39 | $922.78 | $1,133.16 | $1,099.39 | $1,066.96 | $1,035.80 | $1,005.85 | $977.06 | $949.39 | $922.78 | ||
| 10 | 2035 | $1,128.60 | $1,096.07 | $1,064.78 | $1,034.66 | $1,005.67 | $977.75 | $950.88 | $924.99 | $1,128.60 | $1,096.07 | $1,064.78 | $1,034.66 | $1,005.67 | $977.75 | $950.88 | $924.99 | $1,128.60 | $1,096.07 | $1,064.78 | $1,034.66 | $1,005.67 | $977.75 | $950.88 | $924.99 | ||
| 11 | 2036 | $1,123.83 | $1,092.60 | $1,062.49 | $1,033.46 | $1,005.48 | $978.49 | $952.45 | $927.34 | $1,123.83 | $1,092.60 | $1,062.49 | $1,033.46 | $1,005.48 | $978.49 | $952.45 | $927.34 | $1,123.83 | $1,092.60 | $1,062.49 | $1,033.46 | $1,005.48 | $978.49 | $952.45 | $927.34 | ||
| 12 | 2037 | $1,118.85 | $1,088.95 | $1,060.09 | $1,032.20 | $1,005.28 | $979.26 | $954.13 | $929.84 | $1,118.85 | $1,088.95 | $1,060.09 | $1,032.20 | $1,005.28 | $979.26 | $954.13 | $929.84 | $1,118.85 | $1,088.95 | $1,060.09 | $1,032.20 | $1,005.28 | $979.26 | $954.13 | $929.84 | ||
| 13 | 2038 | $1,113.64 | $1,085.13 | $1,057.56 | $1,030.88 | $1,005.06 | $980.08 | $955.90 | $932.49 | $1,113.64 | $1,085.13 | $1,057.56 | $1,030.88 | $1,005.06 | $980.08 | $955.90 | $932.49 | $1,113.64 | $1,085.13 | $1,057.56 | $1,030.88 | $1,005.06 | $980.08 | $955.90 | $932.49 | ||
| 14 | 2039 | $1,108.19 | $1,081.13 | $1,054.90 | $1,029.48 | $1,004.84 | $980.95 | $957.78 | $935.32 | $1,108.19 | $1,081.13 | $1,054.90 | $1,029.48 | $1,004.84 | $980.95 | $957.78 | $935.32 | $1,108.19 | $1,081.13 | $1,054.90 | $1,029.48 | $1,004.84 | $980.95 | $957.78 | $935.32 | ||
| 15 | 2040 | $1,102.50 | $1,076.94 | $1,052.11 | $1,028.01 | $1,004.60 | $981.86 | $959.78 | $938.32 | $1,102.50 | $1,076.94 | $1,052.11 | $1,028.01 | $1,004.60 | $981.86 | $959.78 | $938.32 | $1,102.50 | $1,076.94 | $1,052.11 | $1,028.01 | $1,004.60 | $981.86 | $959.78 | $938.32 | ||
| 16 | 2041 | $1,096.54 | $1,072.54 | $1,049.18 | $1,026.46 | $1,004.35 | $982.83 | $961.90 | $941.52 | $1,096.54 | $1,072.54 | $1,049.18 | $1,026.46 | $1,004.35 | $982.83 | $961.90 | $941.52 | $1,096.54 | $1,072.54 | $1,049.18 | $1,026.46 | $1,004.35 | $982.83 | $961.90 | $941.52 | ||
| 17 | 2042 | $1,090.32 | $1,067.93 | $1,046.10 | $1,024.83 | $1,004.09 | $983.86 | $964.14 | $944.91 | $1,090.32 | $1,067.93 | $1,046.10 | $1,024.83 | $1,004.09 | $983.86 | $964.14 | $944.91 | $1,090.32 | $1,067.93 | $1,046.10 | $1,024.83 | $1,004.09 | $983.86 | $964.14 | $944.91 | ||
| 18 | 2043 | $1,083.81 | $1,063.10 | $1,042.87 | $1,023.11 | $1,003.81 | $984.95 | $966.53 | $948.53 | $1,083.81 | $1,063.10 | $1,042.87 | $1,023.11 | $1,003.81 | $984.95 | $966.53 | $948.53 | $1,083.81 | $1,063.10 | $1,042.87 | $1,023.11 | $1,003.81 | $984.95 | $966.53 | $948.53 | ||
| 19 | 2044 | $1,077.01 | $1,058.04 | $1,039.47 | $1,021.30 | $1,003.51 | $986.10 | $969.05 | $952.37 | $1,077.01 | $1,058.04 | $1,039.47 | $1,021.30 | $1,003.51 | $986.10 | $969.05 | $952.37 | $1,077.01 | $1,058.04 | $1,039.47 | $1,021.30 | $1,003.51 | $986.10 | $969.05 | $952.37 | ||
| 20 | 2045 | $1,069.89 | $1,052.73 | $1,035.90 | $1,019.39 | $1,003.20 | $987.32 | $971.74 | $956.45 | $1,069.89 | $1,052.73 | $1,035.90 | $1,019.39 | $1,003.20 | $987.32 | $971.74 | $956.45 | $1,069.89 | $1,052.73 | $1,035.90 | $1,019.39 | $1,003.20 | $987.32 | $971.74 | $956.45 | ||
| 21 | 2046 | $1,062.45 | $1,047.17 | $1,032.15 | $1,017.39 | $1,002.87 | $988.61 | $974.58 | $960.80 | $1,062.45 | $1,047.17 | $1,032.15 | $1,017.39 | $1,002.87 | $988.61 | $974.58 | $960.80 | $1,062.45 | $1,047.17 | $1,032.15 | $1,017.39 | $1,002.87 | $988.61 | $974.58 | $960.80 | ||
| 22 | 2047 | $1,054.68 | $1,041.34 | $1,028.21 | $1,015.27 | $1,002.53 | $989.97 | $977.60 | $965.42 | $1,054.68 | $1,041.34 | $1,028.21 | $1,015.27 | $1,002.53 | $989.97 | $977.60 | $965.42 | $1,054.68 | $1,041.34 | $1,028.21 | $1,015.27 | $1,002.53 | $989.97 | $977.60 | $965.42 | ||
| 23 | 2048 | $1,046.55 | $1,035.24 | $1,024.07 | $1,013.04 | $1,002.16 | $991.42 | $980.81 | $970.33 | $1,046.55 | $1,035.24 | $1,024.07 | $1,013.04 | $1,002.16 | $991.42 | $980.81 | $970.33 | $1,046.55 | $1,035.24 | $1,024.07 | $1,013.04 | $1,002.16 | $991.42 | $980.81 | $970.33 | ||
| 24 | 2049 | $1,038.05 | $1,028.83 | $1,019.72 | $1,010.70 | $1,001.77 | $992.94 | $984.21 | $975.56 | $1,038.05 | $1,028.83 | $1,019.72 | $1,010.70 | $1,001.77 | $992.94 | $984.21 | $975.56 | $1,038.05 | $1,028.83 | $1,019.72 | $1,010.70 | $1,001.77 | $992.94 | $984.21 | $975.56 | ||
| 25 | 2050 | $1,029.16 | $1,022.12 | $1,015.15 | $1,008.23 | $1,001.37 | $994.56 | $987.81 | $981.12 | $1,029.16 | $1,022.12 | $1,015.15 | $1,008.23 | $1,001.37 | $994.56 | $987.81 | $981.12 | $1,029.16 | $1,022.12 | $1,015.15 | $1,008.23 | $1,001.37 | $994.56 | $987.81 | $981.12 | ||
| 26 | 2051 | $1,019.87 | $1,015.09 | $1,010.35 | $1,005.63 | $1,000.93 | $996.27 | $991.64 | $987.03 | $1,019.87 | $1,015.09 | $1,010.35 | $1,005.63 | $1,000.93 | $996.27 | $991.64 | $987.03 | $1,019.87 | $1,015.09 | $1,010.35 | $1,005.63 | $1,000.93 | $996.27 | $991.64 | $987.03 | ||
| 27 | 2052 | $1,010.16 | $1,007.72 | $1,005.30 | $1,002.89 | $1,000.48 | $998.08 | $995.69 | $993.31 | $1,010.16 | $1,007.72 | $1,005.30 | $1,002.89 | $1,000.48 | $998.08 | $995.69 | $993.31 | $1,010.16 | $1,007.72 | $1,005.30 | $1,002.89 | $1,000.48 | $998.08 | $995.69 | $993.31 | ||
| 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 | $1,219.29 | $1,177.16 | $1,137.20 | $1,099.27 | $1,063.25 | $1,029.04 | $996.53 | $965.63 | $1,218.66 | $1,176.51 | $1,136.51 | $1,098.54 | $1,062.49 | $1,028.24 | $995.70 | $964.76 | $1,218.66 | $1,176.51 | $1,136.51 | $1,098.54 | $1,062.49 | $1,028.24 | $995.70 | $964.76 | ||
| 2 | 2027 | $1,274.77 | $1,233.74 | $1,194.77 | $1,157.74 | $1,122.54 | $1,089.06 | $1,057.22 | $1,026.92 | $1,270.97 | $1,229.73 | $1,190.54 | $1,153.29 | $1,117.87 | $1,084.18 | $1,052.13 | $1,021.61 | $1,270.97 | $1,229.73 | $1,190.54 | $1,153.29 | $1,117.87 | $1,084.18 | $1,052.13 | $1,021.61 | ||
| 3 | 2028 | $1,332.78 | $1,293.04 | $1,255.26 | $1,219.32 | $1,185.12 | $1,152.58 | $1,121.61 | $1,092.11 | $1,323.13 | $1,282.84 | $1,244.50 | $1,208.00 | $1,173.25 | $1,140.15 | $1,108.61 | $1,078.54 | $1,323.13 | $1,282.84 | $1,244.50 | $1,208.00 | $1,173.25 | $1,140.15 | $1,108.61 | $1,078.54 | ||
| 4 | 2029 | $1,393.43 | $1,355.19 | $1,318.80 | $1,284.17 | $1,251.20 | $1,219.81 | $1,189.91 | $1,161.43 | $1,375.14 | $1,335.83 | $1,298.38 | $1,262.67 | $1,228.62 | $1,196.14 | $1,165.15 | $1,135.57 | $1,375.14 | $1,335.83 | $1,298.38 | $1,262.67 | $1,228.62 | $1,196.14 | $1,165.15 | $1,135.57 | ||
| 5 | 2030 | $1,456.84 | $1,420.33 | $1,385.57 | $1,352.48 | $1,320.97 | $1,290.96 | $1,262.38 | $1,235.15 | $1,426.99 | $1,388.71 | $1,352.17 | $1,317.29 | $1,283.98 | $1,252.16 | $1,221.76 | $1,192.69 | $1,426.99 | $1,388.71 | $1,352.17 | $1,317.29 | $1,283.98 | $1,252.16 | $1,221.76 | $1,192.69 | ||
| 6 | 2031 | $1,523.14 | $1,488.59 | $1,455.71 | $1,424.41 | $1,394.62 | $1,366.25 | $1,339.26 | $1,313.56 | $1,478.68 | $1,441.46 | $1,405.89 | $1,371.87 | $1,339.34 | $1,308.21 | $1,278.43 | $1,249.92 | $1,478.68 | $1,441.46 | $1,405.89 | $1,371.87 | $1,339.34 | $1,308.21 | $1,278.43 | $1,249.92 | ||
| 7 | 2032 | $1,592.45 | $1,560.14 | $1,529.41 | $1,500.18 | $1,472.38 | $1,445.94 | $1,420.82 | $1,396.94 | $1,530.19 | $1,494.08 | $1,459.51 | $1,426.40 | $1,394.68 | $1,364.29 | $1,335.17 | $1,307.26 | $1,530.19 | $1,494.08 | $1,459.51 | $1,426.40 | $1,394.68 | $1,364.29 | $1,335.17 | $1,307.26 | ||
| 8 | 2033 | $1,664.92 | $1,635.13 | $1,606.83 | $1,579.97 | $1,554.47 | $1,530.28 | $1,507.35 | $1,485.61 | $1,581.52 | $1,546.56 | $1,513.03 | $1,480.87 | $1,450.02 | $1,420.41 | $1,391.99 | $1,364.71 | $1,581.52 | $1,546.56 | $1,513.03 | $1,480.87 | $1,450.02 | $1,420.41 | $1,391.99 | $1,364.71 | ||
| 9 | 2034 | $1,740.68 | $1,713.72 | $1,688.18 | $1,664.01 | $1,641.14 | $1,619.54 | $1,599.14 | $1,579.91 | $1,632.66 | $1,598.89 | $1,566.46 | $1,535.30 | $1,505.35 | $1,476.56 | $1,448.89 | $1,422.28 | $1,632.66 | $1,598.89 | $1,566.46 | $1,535.30 | $1,505.35 | $1,476.56 | $1,448.89 | $1,422.28 | ||
| 10 | 2035 | $1,819.89 | $1,796.09 | $1,773.64 | $1,752.51 | $1,732.65 | $1,714.00 | $1,696.53 | $1,680.20 | $1,683.60 | $1,651.07 | $1,619.78 | $1,589.66 | $1,560.67 | $1,532.75 | $1,505.88 | $1,479.99 | $1,683.60 | $1,651.07 | $1,619.78 | $1,589.66 | $1,560.67 | $1,532.75 | $1,505.88 | $1,479.99 | ||
| 11 | 2036 | $1,902.71 | $1,882.41 | $1,863.43 | $1,845.73 | $1,829.25 | $1,813.97 | $1,799.85 | $1,786.85 | $1,734.33 | $1,703.10 | $1,672.99 | $1,643.96 | $1,615.98 | $1,588.99 | $1,562.95 | $1,537.84 | $1,734.33 | $1,703.10 | $1,672.99 | $1,643.96 | $1,615.98 | $1,588.99 | $1,562.95 | $1,537.84 | ||
| 12 | 2037 | $1,989.29 | $1,972.89 | $1,957.77 | $1,943.90 | $1,931.24 | $1,919.77 | $1,909.46 | $1,900.28 | $1,784.85 | $1,754.95 | $1,726.09 | $1,698.20 | $1,671.28 | $1,645.26 | $1,620.13 | $1,595.84 | $1,784.85 | $1,754.95 | $1,726.09 | $1,698.20 | $1,671.28 | $1,645.26 | $1,620.13 | $1,595.84 | ||
| 13 | 2038 | $2,079.82 | $2,067.72 | $2,056.88 | $2,047.29 | $2,038.92 | $2,031.75 | $2,025.75 | $2,020.90 | $1,835.14 | $1,806.63 | $1,779.06 | $1,752.38 | $1,726.56 | $1,701.58 | $1,677.40 | $1,653.99 | $1,835.14 | $1,806.63 | $1,779.06 | $1,752.38 | $1,726.56 | $1,701.58 | $1,677.40 | $1,653.99 | ||
| 14 | 2039 | $2,174.46 | $2,167.10 | $2,161.01 | $2,156.19 | $2,152.60 | $2,150.25 | $2,149.11 | $2,149.18 | $1,885.19 | $1,858.13 | $1,831.90 | $1,806.48 | $1,781.84 | $1,757.95 | $1,734.78 | $1,712.32 | $1,885.19 | $1,858.13 | $1,831.90 | $1,806.48 | $1,781.84 | $1,757.95 | $1,734.78 | $1,712.32 | ||
| 15 | 2040 | $2,273.41 | $2,271.26 | $2,270.41 | $2,270.87 | $2,272.63 | $2,275.67 | $2,279.99 | $2,285.60 | $1,935.00 | $1,909.44 | $1,884.61 | $1,860.51 | $1,837.10 | $1,814.36 | $1,792.28 | $1,770.82 | $1,935.00 | $1,909.44 | $1,884.61 | $1,860.51 | $1,837.10 | $1,814.36 | $1,792.28 | $1,770.82 | ||
| 16 | 2041 | $2,376.87 | $2,380.42 | $2,385.35 | $2,391.66 | $2,399.34 | $2,408.40 | $2,418.85 | $2,430.68 | $1,984.54 | $1,960.54 | $1,937.18 | $1,914.46 | $1,892.35 | $1,870.83 | $1,849.90 | $1,829.52 | $1,984.54 | $1,960.54 | $1,937.18 | $1,914.46 | $1,892.35 | $1,870.83 | $1,849.90 | $1,829.52 | ||
| 17 | 2042 | $2,485.03 | $2,494.84 | $2,506.11 | $2,518.87 | $2,533.12 | $2,548.87 | $2,566.15 | $2,584.97 | $2,033.82 | $2,011.43 | $1,989.60 | $1,968.33 | $1,947.59 | $1,927.36 | $1,907.64 | $1,888.41 | $2,033.82 | $2,011.43 | $1,989.60 | $1,968.33 | $1,947.59 | $1,927.36 | $1,907.64 | $1,888.41 | ||
| 18 | 2043 | $2,598.12 | $2,614.75 | $2,632.98 | $2,652.84 | $2,674.35 | $2,697.54 | $2,722.43 | $2,749.06 | $2,082.81 | $2,062.10 | $2,041.87 | $2,022.11 | $2,002.81 | $1,983.95 | $1,965.53 | $1,947.53 | $2,082.81 | $2,062.10 | $2,041.87 | $2,022.11 | $2,002.81 | $1,983.95 | $1,965.53 | $1,947.53 | ||
| 19 | 2044 | $2,716.35 | $2,740.43 | $2,766.28 | $2,793.95 | $2,823.47 | $2,854.88 | $2,888.23 | $2,923.56 | $2,131.51 | $2,112.54 | $2,093.97 | $2,075.80 | $2,058.01 | $2,040.60 | $2,023.55 | $2,006.87 | $2,131.51 | $2,112.54 | $2,093.97 | $2,075.80 | $2,058.01 | $2,040.60 | $2,023.55 | $2,006.87 | ||
| 20 | 2045 | $2,839.96 | $2,872.14 | $2,906.32 | $2,942.55 | $2,980.89 | $3,021.39 | $3,064.12 | $3,109.14 | $2,179.89 | $2,162.73 | $2,145.90 | $2,129.39 | $2,113.20 | $2,097.32 | $2,081.74 | $2,066.45 | $2,179.89 | $2,162.73 | $2,145.90 | $2,129.39 | $2,113.20 | $2,097.32 | $2,081.74 | $2,066.45 | ||
| 21 | 2046 | $2,969.19 | $3,010.19 | $3,053.45 | $3,099.07 | $3,147.10 | $3,197.62 | $3,250.73 | $3,306.50 | $2,227.95 | $2,212.67 | $2,197.65 | $2,182.89 | $2,168.37 | $2,154.11 | $2,140.08 | $2,126.30 | $2,227.95 | $2,212.67 | $2,197.65 | $2,182.89 | $2,168.37 | $2,154.11 | $2,140.08 | $2,126.30 | ||
| 22 | 2047 | $3,104.31 | $3,154.87 | $3,208.04 | $3,263.90 | $3,322.57 | $3,384.13 | $3,448.70 | $3,516.38 | $2,275.68 | $2,262.34 | $2,249.21 | $2,236.27 | $2,223.53 | $2,210.97 | $2,198.60 | $2,186.42 | $2,275.68 | $2,262.34 | $2,249.21 | $2,236.27 | $2,223.53 | $2,210.97 | $2,198.60 | $2,186.42 | ||
| 23 | 2048 | $3,245.58 | $3,306.51 | $3,370.44 | $3,437.51 | $3,507.82 | $3,581.51 | $3,658.72 | $3,739.59 | $2,323.05 | $2,311.74 | $2,300.57 | $2,289.54 | $2,278.66 | $2,267.92 | $2,257.31 | $2,246.83 | $2,323.05 | $2,311.74 | $2,300.57 | $2,289.54 | $2,278.66 | $2,267.92 | $2,257.31 | $2,246.83 | ||
| 24 | 2049 | $3,393.27 | $3,465.43 | $3,541.07 | $3,620.34 | $3,703.40 | $3,790.41 | $3,881.54 | $3,976.96 | $2,370.05 | $2,360.83 | $2,351.72 | $2,342.70 | $2,333.77 | $2,324.94 | $2,316.21 | $2,307.56 | $2,370.05 | $2,360.83 | $2,351.72 | $2,342.70 | $2,333.77 | $2,324.94 | $2,316.21 | $2,307.56 | ||
| 25 | 2050 | $3,547.68 | $3,631.99 | $3,720.34 | $3,812.91 | $3,909.89 | $4,011.49 | $4,117.92 | $4,229.41 | $2,416.66 | $2,409.62 | $2,402.65 | $2,395.73 | $2,388.87 | $2,382.06 | $2,375.31 | $2,368.62 | $2,416.66 | $2,409.62 | $2,402.65 | $2,395.73 | $2,388.87 | $2,382.06 | $2,375.31 | $2,368.62 | ||
| 26 | 2051 | $3,709.13 | $3,806.56 | $3,908.68 | $4,015.71 | $4,127.89 | $4,245.47 | $4,368.71 | $4,497.88 | $2,462.87 | $2,458.09 | $2,453.35 | $2,448.63 | $2,443.93 | $2,439.27 | $2,434.64 | $2,430.03 | $2,462.87 | $2,458.09 | $2,453.35 | $2,448.63 | $2,443.93 | $2,439.27 | $2,434.64 | $2,430.03 | ||
| 27 | 2052 | $3,877.92 | $3,989.52 | $4,106.56 | $4,229.30 | $4,358.05 | $4,493.09 | $4,634.76 | $4,783.39 | $2,508.66 | $2,506.22 | $2,503.80 | $2,501.39 | $2,498.98 | $2,496.58 | $2,494.19 | $2,491.81 | $2,508.66 | $2,506.22 | $2,503.80 | $2,501.39 | $2,498.98 | $2,496.58 | $2,494.19 | $2,491.81 | ||
| 28 | 2053 | $4,054.38 | $4,181.27 | $4,314.45 | $4,454.26 | $4,601.04 | $4,755.16 | $4,917.02 | $5,087.02 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | $2,554.00 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2026 | 35.42% | 30.75% | 26.31% | 22.09% | 18.09% | 14.29% | 10.68% | 7.25% | 35.35% | 30.67% | 26.23% | 22.01% | 18.01% | 14.21% | 10.59% | 7.15% | 35.35% | 30.67% | 26.23% | 22.01% | 18.01% | 14.21% | 10.59% | 7.15% | ||
| 2 | 2027 | 18.99% | 17.06% | 15.20% | 13.40% | 11.66% | 9.98% | 8.36% | 6.80% | 18.81% | 16.87% | 14.99% | 13.18% | 11.43% | 9.74% | 8.10% | 6.52% | 18.81% | 16.87% | 14.99% | 13.18% | 11.43% | 9.74% | 8.10% | 6.52% | ||
| 3 | 2028 | 13.97% | 12.82% | 11.71% | 10.64% | 9.59% | 8.58% | 7.60% | 6.65% | 13.69% | 12.53% | 11.39% | 10.29% | 9.23% | 8.19% | 7.18% | 6.20% | 13.69% | 12.53% | 11.39% | 10.29% | 9.23% | 8.19% | 7.18% | 6.20% | ||
| 4 | 2029 | 11.54% | 10.76% | 10.01% | 9.28% | 8.57% | 7.89% | 7.22% | 6.57% | 11.17% | 10.37% | 9.58% | 8.82% | 8.08% | 7.36% | 6.66% | 5.97% | 11.17% | 10.37% | 9.58% | 8.82% | 8.08% | 7.36% | 6.66% | 5.97% | ||
| 5 | 2030 | 10.10% | 9.55% | 9.00% | 8.48% | 7.97% | 7.47% | 6.99% | 6.53% | 9.65% | 9.05% | 8.47% | 7.91% | 7.36% | 6.82% | 6.30% | 5.78% | 9.65% | 9.05% | 8.47% | 7.91% | 7.36% | 6.82% | 6.30% | 5.78% | ||
| 6 | 2031 | 9.16% | 8.74% | 8.34% | 7.95% | 7.57% | 7.20% | 6.84% | 6.50% | 8.62% | 8.16% | 7.71% | 7.27% | 6.84% | 6.43% | 6.02% | 5.62% | 8.62% | 8.16% | 7.71% | 7.27% | 6.84% | 6.43% | 6.02% | 5.62% | ||
| 7 | 2032 | 8.49% | 8.17% | 7.86% | 7.57% | 7.28% | 7.00% | 6.73% | 6.48% | 7.87% | 7.50% | 7.14% | 6.79% | 6.45% | 6.12% | 5.79% | 5.47% | 7.87% | 7.50% | 7.14% | 6.79% | 6.45% | 6.12% | 5.79% | 5.47% | ||
| 8 | 2033 | 7.99% | 7.74% | 7.51% | 7.28% | 7.06% | 6.86% | 6.65% | 6.46% | 7.30% | 7.00% | 6.70% | 6.42% | 6.14% | 5.86% | 5.60% | 5.34% | 7.30% | 7.00% | 6.70% | 6.42% | 6.14% | 5.86% | 5.60% | 5.34% | ||
| 9 | 2034 | 7.60% | 7.41% | 7.23% | 7.06% | 6.90% | 6.74% | 6.59% | 6.45% | 6.84% | 6.59% | 6.35% | 6.11% | 5.88% | 5.65% | 5.43% | 5.21% | 6.84% | 6.59% | 6.35% | 6.11% | 5.88% | 5.65% | 5.43% | 5.21% | ||
| 10 | 2035 | 7.29% | 7.15% | 7.02% | 6.89% | 6.77% | 6.65% | 6.54% | 6.44% | 6.46% | 6.25% | 6.05% | 5.85% | 5.66% | 5.46% | 5.28% | 5.10% | 6.46% | 6.25% | 6.05% | 5.85% | 5.66% | 5.46% | 5.28% | 5.10% | ||
| 11 | 2036 | 7.04% | 6.93% | 6.84% | 6.74% | 6.66% | 6.58% | 6.50% | 6.43% | 6.14% | 5.97% | 5.79% | 5.63% | 5.46% | 5.30% | 5.14% | 4.99% | 6.14% | 5.97% | 5.79% | 5.63% | 5.46% | 5.30% | 5.14% | 4.99% | ||
| 12 | 2037 | 6.83% | 6.76% | 6.69% | 6.62% | 6.57% | 6.51% | 6.47% | 6.42% | 5.87% | 5.72% | 5.57% | 5.43% | 5.29% | 5.15% | 5.02% | 4.89% | 5.87% | 5.72% | 5.57% | 5.43% | 5.29% | 5.15% | 5.02% | 4.89% | ||
| 13 | 2038 | 6.65% | 6.60% | 6.56% | 6.52% | 6.49% | 6.46% | 6.44% | 6.42% | 5.63% | 5.50% | 5.38% | 5.26% | 5.14% | 5.02% | 4.90% | 4.79% | 5.63% | 5.50% | 5.38% | 5.26% | 5.14% | 5.02% | 4.90% | 4.79% | ||
| 14 | 2039 | 6.50% | 6.48% | 6.45% | 6.44% | 6.42% | 6.42% | 6.41% | 6.41% | 5.42% | 5.31% | 5.20% | 5.10% | 5.00% | 4.90% | 4.80% | 4.70% | 5.42% | 5.31% | 5.20% | 5.10% | 5.00% | 4.90% | 4.80% | 4.70% | ||
| 15 | 2040 | 6.37% | 6.36% | 6.36% | 6.36% | 6.37% | 6.38% | 6.39% | 6.41% | 5.23% | 5.14% | 5.05% | 4.96% | 4.87% | 4.78% | 4.70% | 4.61% | 5.23% | 5.14% | 5.05% | 4.96% | 4.87% | 4.78% | 4.70% | 4.61% | ||
| 16 | 2041 | 6.26% | 6.27% | 6.28% | 6.30% | 6.32% | 6.34% | 6.37% | 6.40% | 5.06% | 4.98% | 4.91% | 4.83% | 4.75% | 4.68% | 4.60% | 4.53% | 5.06% | 4.98% | 4.91% | 4.83% | 4.75% | 4.68% | 4.60% | 4.53% | ||
| 17 | 2042 | 6.15% | 6.18% | 6.21% | 6.24% | 6.27% | 6.31% | 6.35% | 6.40% | 4.91% | 4.84% | 4.77% | 4.71% | 4.64% | 4.58% | 4.52% | 4.45% | 4.91% | 4.84% | 4.77% | 4.71% | 4.64% | 4.58% | 4.52% | 4.45% | ||
| 18 | 2043 | 6.06% | 6.10% | 6.14% | 6.19% | 6.23% | 6.29% | 6.34% | 6.40% | 4.77% | 4.71% | 4.65% | 4.60% | 4.54% | 4.49% | 4.43% | 4.38% | 4.77% | 4.71% | 4.65% | 4.60% | 4.54% | 4.49% | 4.43% | 4.38% | ||
| 19 | 2044 | 5.98% | 6.03% | 6.09% | 6.14% | 6.20% | 6.26% | 6.33% | 6.39% | 4.64% | 4.59% | 4.54% | 4.49% | 4.45% | 4.40% | 4.35% | 4.31% | 4.64% | 4.59% | 4.54% | 4.49% | 4.45% | 4.40% | 4.35% | 4.31% | ||
| 20 | 2045 | 5.91% | 5.97% | 6.03% | 6.10% | 6.17% | 6.24% | 6.32% | 6.39% | 4.52% | 4.48% | 4.44% | 4.40% | 4.36% | 4.32% | 4.28% | 4.24% | 4.52% | 4.48% | 4.44% | 4.40% | 4.36% | 4.32% | 4.28% | 4.24% | ||
| 21 | 2046 | 5.85% | 5.92% | 5.99% | 6.06% | 6.14% | 6.22% | 6.30% | 6.39% | 4.41% | 4.37% | 4.34% | 4.31% | 4.27% | 4.24% | 4.21% | 4.18% | 4.41% | 4.37% | 4.34% | 4.31% | 4.27% | 4.24% | 4.21% | 4.18% | ||
| 22 | 2047 | 5.79% | 5.87% | 5.95% | 6.03% | 6.11% | 6.20% | 6.29% | 6.39% | 4.30% | 4.28% | 4.25% | 4.22% | 4.20% | 4.17% | 4.14% | 4.12% | 4.30% | 4.28% | 4.25% | 4.22% | 4.20% | 4.17% | 4.14% | 4.12% | ||
| 23 | 2048 | 5.73% | 5.82% | 5.91% | 6.00% | 6.09% | 6.19% | 6.29% | 6.39% | 4.21% | 4.19% | 4.16% | 4.14% | 4.12% | 4.10% | 4.08% | 4.06% | 4.21% | 4.19% | 4.16% | 4.14% | 4.12% | 4.10% | 4.08% | 4.06% | ||
| 24 | 2049 | 5.68% | 5.78% | 5.87% | 5.97% | 6.07% | 6.17% | 6.28% | 6.39% | 4.12% | 4.10% | 4.08% | 4.06% | 4.05% | 4.03% | 4.02% | 4.00% | 4.12% | 4.10% | 4.08% | 4.06% | 4.05% | 4.03% | 4.02% | 4.00% | ||
| 25 | 2050 | 5.64% | 5.74% | 5.84% | 5.94% | 6.05% | 6.16% | 6.27% | 6.38% | 4.03% | 4.02% | 4.00% | 3.99% | 3.98% | 3.97% | 3.96% | 3.94% | 4.03% | 4.02% | 4.00% | 3.99% | 3.98% | 3.97% | 3.96% | 3.94% | ||
| 26 | 2051 | 5.60% | 5.70% | 5.81% | 5.92% | 6.03% | 6.15% | 6.26% | 6.38% | 3.95% | 3.94% | 3.93% | 3.92% | 3.92% | 3.91% | 3.90% | 3.89% | 3.95% | 3.94% | 3.93% | 3.92% | 3.92% | 3.91% | 3.90% | 3.89% | ||
| 27 | 2052 | 5.56% | 5.67% | 5.78% | 5.90% | 6.01% | 6.13% | 6.26% | 6.38% | 3.87% | 3.86% | 3.86% | 3.86% | 3.85% | 3.85% | 3.85% | 3.84% | 3.87% | 3.86% | 3.86% | 3.86% | 3.85% | 3.85% | 3.85% | 3.84% | ||
| 28 | 2053 | 5.52% | 5.64% | 5.76% | 5.88% | 6.00% | 6.12% | 6.25% | 6.38% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | 3.79% | ||