Home Parameters

















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

















Price $966.63
Increment 0.25%
10Y Low 1.00% Spread 2.00%

















Coupon 6.05%
Purchased Year 2025
Suggested High
6.50%

















Maturity 29
Maturity Year 2054
Suggested Low
3.00%

















YTM 6.302% YTM (no) 3.64% Current Yield 6.259%





















Investment Horizon 15

























~MacDuration 14 y- $1,110.15 y+ $849.96





















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 $1,245.37 $1,200.17 $1,157.32 $1,116.67 $1,078.11 $1,041.51 $1,006.74 $973.71
$1,245.37 $1,200.17 $1,157.32 $1,116.67 $1,078.11 $1,041.51 $1,006.74 $973.71
$1,245.37 $1,200.17 $1,157.32 $1,116.67 $1,078.11 $1,041.51 $1,006.74 $973.71
2 2027 $1,240.86 $1,196.63 $1,154.65 $1,114.77 $1,076.89 $1,040.88 $1,006.64 $974.07
$1,240.86 $1,196.63 $1,154.65 $1,114.77 $1,076.89 $1,040.88 $1,006.64 $974.07
$1,240.86 $1,196.63 $1,154.65 $1,114.77 $1,076.89 $1,040.88 $1,006.64 $974.07
3 2028 $1,236.14 $1,192.93 $1,151.85 $1,112.77 $1,075.60 $1,040.22 $1,006.54 $974.46
$1,236.14 $1,192.93 $1,151.85 $1,112.77 $1,075.60 $1,040.22 $1,006.54 $974.46
$1,236.14 $1,192.93 $1,151.85 $1,112.77 $1,075.60 $1,040.22 $1,006.54 $974.46
4 2029 $1,231.22 $1,189.05 $1,148.90 $1,110.67 $1,074.24 $1,039.53 $1,006.43 $974.87
$1,231.22 $1,189.05 $1,148.90 $1,110.67 $1,074.24 $1,039.53 $1,006.43 $974.87
$1,231.22 $1,189.05 $1,148.90 $1,110.67 $1,074.24 $1,039.53 $1,006.43 $974.87
5 2030 $1,226.06 $1,184.98 $1,145.81 $1,108.45 $1,072.81 $1,038.79 $1,006.32 $975.31
$1,226.06 $1,184.98 $1,145.81 $1,108.45 $1,072.81 $1,038.79 $1,006.32 $975.31
$1,226.06 $1,184.98 $1,145.81 $1,108.45 $1,072.81 $1,038.79 $1,006.32 $975.31
6 2031 $1,220.68 $1,180.72 $1,142.56 $1,106.11 $1,071.29 $1,038.01 $1,006.19 $975.77
$1,220.68 $1,180.72 $1,142.56 $1,106.11 $1,071.29 $1,038.01 $1,006.19 $975.77
$1,220.68 $1,180.72 $1,142.56 $1,106.11 $1,071.29 $1,038.01 $1,006.19 $975.77
7 2032 $1,215.04 $1,176.25 $1,139.15 $1,103.65 $1,069.69 $1,037.18 $1,006.06 $976.26
$1,215.04 $1,176.25 $1,139.15 $1,103.65 $1,069.69 $1,037.18 $1,006.06 $976.26
$1,215.04 $1,176.25 $1,139.15 $1,103.65 $1,069.69 $1,037.18 $1,006.06 $976.26
8 2033 $1,209.16 $1,171.57 $1,135.56 $1,101.06 $1,068.00 $1,036.31 $1,005.93 $976.79
$1,209.16 $1,171.57 $1,135.56 $1,101.06 $1,068.00 $1,036.31 $1,005.93 $976.79
$1,209.16 $1,171.57 $1,135.56 $1,101.06 $1,068.00 $1,036.31 $1,005.93 $976.79
9 2034 $1,203.00 $1,166.66 $1,131.79 $1,098.33 $1,066.21 $1,035.38 $1,005.78 $977.35
$1,203.00 $1,166.66 $1,131.79 $1,098.33 $1,066.21 $1,035.38 $1,005.78 $977.35
$1,203.00 $1,166.66 $1,131.79 $1,098.33 $1,066.21 $1,035.38 $1,005.78 $977.35
10 2035 $1,196.56 $1,161.51 $1,127.83 $1,095.46 $1,064.33 $1,034.40 $1,005.62 $977.94
$1,196.56 $1,161.51 $1,127.83 $1,095.46 $1,064.33 $1,034.40 $1,005.62 $977.94
$1,196.56 $1,161.51 $1,127.83 $1,095.46 $1,064.33 $1,034.40 $1,005.62 $977.94
11 2036 $1,189.83 $1,156.12 $1,123.67 $1,092.43 $1,062.34 $1,033.37 $1,005.46 $978.57
$1,189.83 $1,156.12 $1,123.67 $1,092.43 $1,062.34 $1,033.37 $1,005.46 $978.57
$1,189.83 $1,156.12 $1,123.67 $1,092.43 $1,062.34 $1,033.37 $1,005.46 $978.57
12 2037 $1,182.80 $1,150.47 $1,119.30 $1,089.24 $1,060.24 $1,032.27 $1,005.28 $979.24
$1,182.80 $1,150.47 $1,119.30 $1,089.24 $1,060.24 $1,032.27 $1,005.28 $979.24
$1,182.80 $1,150.47 $1,119.30 $1,089.24 $1,060.24 $1,032.27 $1,005.28 $979.24
13 2038 $1,175.44 $1,144.55 $1,114.71 $1,085.88 $1,058.03 $1,031.11 $1,005.10 $979.95
$1,175.44 $1,144.55 $1,114.71 $1,085.88 $1,058.03 $1,031.11 $1,005.10 $979.95
$1,175.44 $1,144.55 $1,114.71 $1,085.88 $1,058.03 $1,031.11 $1,005.10 $979.95
14 2039 $1,167.75 $1,138.34 $1,109.88 $1,082.34 $1,055.69 $1,029.88 $1,004.90 $980.71
$1,167.75 $1,138.34 $1,109.88 $1,082.34 $1,055.69 $1,029.88 $1,004.90 $980.71
$1,167.75 $1,138.34 $1,109.88 $1,082.34 $1,055.69 $1,029.88 $1,004.90 $980.71
15 2040 $1,159.71 $1,131.84 $1,104.82 $1,078.62 $1,053.21 $1,028.58 $1,004.69 $981.52
$1,159.71 $1,131.84 $1,104.82 $1,078.62 $1,053.21 $1,028.58 $1,004.69 $981.52
$1,159.71 $1,131.84 $1,104.82 $1,078.62 $1,053.21 $1,028.58 $1,004.69 $981.52
16 2041 $1,151.30 $1,125.02 $1,099.49 $1,074.69 $1,050.61 $1,027.21 $1,004.47 $982.38
$1,151.30 $1,125.02 $1,099.49 $1,074.69 $1,050.61 $1,027.21 $1,004.47 $982.38
$1,151.30 $1,125.02 $1,099.49 $1,074.69 $1,050.61 $1,027.21 $1,004.47 $982.38
17 2042 $1,142.52 $1,117.87 $1,093.90 $1,070.56 $1,047.85 $1,025.75 $1,004.23 $983.29
$1,142.52 $1,117.87 $1,093.90 $1,070.56 $1,047.85 $1,025.75 $1,004.23 $983.29
$1,142.52 $1,117.87 $1,093.90 $1,070.56 $1,047.85 $1,025.75 $1,004.23 $983.29
18 2043 $1,133.33 $1,110.39 $1,088.02 $1,066.21 $1,044.94 $1,024.21 $1,003.98 $984.26
$1,133.33 $1,110.39 $1,088.02 $1,066.21 $1,044.94 $1,024.21 $1,003.98 $984.26
$1,133.33 $1,110.39 $1,088.02 $1,066.21 $1,044.94 $1,024.21 $1,003.98 $984.26
19 2044 $1,123.72 $1,102.54 $1,081.84 $1,061.63 $1,041.87 $1,022.58 $1,003.72 $985.29
$1,123.72 $1,102.54 $1,081.84 $1,061.63 $1,041.87 $1,022.58 $1,003.72 $985.29
$1,123.72 $1,102.54 $1,081.84 $1,061.63 $1,041.87 $1,022.58 $1,003.72 $985.29
20 2045 $1,113.67 $1,094.31 $1,075.36 $1,056.80 $1,038.63 $1,020.85 $1,003.44 $986.39
$1,113.67 $1,094.31 $1,075.36 $1,056.80 $1,038.63 $1,020.85 $1,003.44 $986.39
$1,113.67 $1,094.31 $1,075.36 $1,056.80 $1,038.63 $1,020.85 $1,003.44 $986.39
21 2046 $1,103.17 $1,085.69 $1,068.54 $1,051.72 $1,035.21 $1,019.02 $1,003.14 $987.56
$1,103.17 $1,085.69 $1,068.54 $1,051.72 $1,035.21 $1,019.02 $1,003.14 $987.56
$1,103.17 $1,085.69 $1,068.54 $1,051.72 $1,035.21 $1,019.02 $1,003.14 $987.56
22 2047 $1,092.19 $1,076.65 $1,061.38 $1,046.36 $1,031.60 $1,017.09 $1,002.82 $988.80
$1,092.19 $1,076.65 $1,061.38 $1,046.36 $1,031.60 $1,017.09 $1,002.82 $988.80
$1,092.19 $1,076.65 $1,061.38 $1,046.36 $1,031.60 $1,017.09 $1,002.82 $988.80
23 2048 $1,080.71 $1,067.18 $1,053.85 $1,040.72 $1,027.79 $1,015.04 $1,002.49 $990.12
$1,080.71 $1,067.18 $1,053.85 $1,040.72 $1,027.79 $1,015.04 $1,002.49 $990.12
$1,080.71 $1,067.18 $1,053.85 $1,040.72 $1,027.79 $1,015.04 $1,002.49 $990.12
24 2049 $1,068.71 $1,057.26 $1,045.95 $1,034.78 $1,023.76 $1,012.88 $1,002.13 $991.52
$1,068.71 $1,057.26 $1,045.95 $1,034.78 $1,023.76 $1,012.88 $1,002.13 $991.52
$1,068.71 $1,057.26 $1,045.95 $1,034.78 $1,023.76 $1,012.88 $1,002.13 $991.52
25 2050 $1,056.17 $1,046.86 $1,037.64 $1,028.53 $1,019.51 $1,010.59 $1,001.75 $993.02
$1,056.17 $1,046.86 $1,037.64 $1,028.53 $1,019.51 $1,010.59 $1,001.75 $993.02
$1,056.17 $1,046.86 $1,037.64 $1,028.53 $1,019.51 $1,010.59 $1,001.75 $993.02
26 2051 $1,043.05 $1,035.95 $1,028.92 $1,021.94 $1,015.02 $1,008.16 $1,001.35 $994.61
$1,043.05 $1,035.95 $1,028.92 $1,021.94 $1,015.02 $1,008.16 $1,001.35 $994.61
$1,043.05 $1,035.95 $1,028.92 $1,021.94 $1,015.02 $1,008.16 $1,001.35 $994.61
27 2052 $1,029.33 $1,024.53 $1,019.75 $1,015.00 $1,010.28 $1,005.59 $1,000.93 $996.29
$1,029.33 $1,024.53 $1,019.75 $1,015.00 $1,010.28 $1,005.59 $1,000.93 $996.29
$1,029.33 $1,024.53 $1,019.75 $1,015.00 $1,010.28 $1,005.59 $1,000.93 $996.29
28 2053 $1,014.99 $1,012.55 $1,010.12 $1,007.70 $1,005.28 $1,002.88 $1,000.48 $998.09
$1,014.99 $1,012.55 $1,010.12 $1,007.70 $1,005.28 $1,002.88 $1,000.48 $998.09
$1,014.99 $1,012.55 $1,010.12 $1,007.70 $1,005.28 $1,002.88 $1,000.48 $998.09
29 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 2026 $1,306.55 $1,261.39 $1,218.57 $1,177.97 $1,139.44 $1,102.88 $1,068.15 $1,035.16
$1,305.87 $1,260.67 $1,217.82 $1,177.17 $1,138.61 $1,102.01 $1,067.24 $1,034.21
$1,305.87 $1,260.67 $1,217.82 $1,177.17 $1,138.61 $1,102.01 $1,067.24 $1,034.21
2 2027 $1,366.00 $1,322.01 $1,280.26 $1,240.62 $1,202.97 $1,167.20 $1,133.20 $1,100.87
$1,361.86 $1,317.63 $1,275.65 $1,235.77 $1,197.89 $1,161.88 $1,127.64 $1,095.07
$1,361.86 $1,317.63 $1,275.65 $1,235.77 $1,197.89 $1,161.88 $1,127.64 $1,095.07
3 2028 $1,428.17 $1,385.55 $1,345.08 $1,306.61 $1,270.05 $1,235.28 $1,202.21 $1,170.74
$1,417.64 $1,374.43 $1,333.35 $1,294.27 $1,257.10 $1,221.72 $1,188.04 $1,155.96
$1,417.64 $1,374.43 $1,333.35 $1,294.27 $1,257.10 $1,221.72 $1,188.04 $1,155.96
4 2029 $1,493.16 $1,452.15 $1,413.17 $1,376.11 $1,340.86 $1,307.33 $1,275.43 $1,245.06
$1,473.22 $1,431.05 $1,390.90 $1,352.67 $1,316.24 $1,281.53 $1,248.43 $1,216.87
$1,473.22 $1,431.05 $1,390.90 $1,352.67 $1,316.24 $1,281.53 $1,248.43 $1,216.87
5 2030 $1,561.10 $1,521.95 $1,484.71 $1,449.30 $1,415.62 $1,383.58 $1,353.10 $1,324.09
$1,528.56 $1,487.48 $1,448.31 $1,410.95 $1,375.31 $1,341.29 $1,308.82 $1,277.81
$1,528.56 $1,487.48 $1,448.31 $1,410.95 $1,375.31 $1,341.29 $1,308.82 $1,277.81
6 2031 $1,632.14 $1,595.10 $1,559.87 $1,526.39 $1,494.55 $1,464.28 $1,435.50 $1,408.14
$1,583.68 $1,543.72 $1,505.56 $1,469.11 $1,434.29 $1,401.01 $1,369.19 $1,338.77
$1,583.68 $1,543.72 $1,505.56 $1,469.11 $1,434.29 $1,401.01 $1,369.19 $1,338.77
7 2032 $1,706.42 $1,671.76 $1,638.84 $1,607.58 $1,577.88 $1,549.69 $1,522.92 $1,497.52
$1,638.54 $1,599.75 $1,562.65 $1,527.15 $1,493.19 $1,460.68 $1,429.56 $1,399.76
$1,638.54 $1,599.75 $1,562.65 $1,527.15 $1,493.19 $1,460.68 $1,429.56 $1,399.76
8 2033 $1,784.07 $1,752.11 $1,721.81 $1,693.08 $1,665.86 $1,640.08 $1,615.67 $1,592.58
$1,693.16 $1,655.57 $1,619.56 $1,585.06 $1,552.00 $1,520.31 $1,489.93 $1,460.79
$1,693.16 $1,655.57 $1,619.56 $1,585.06 $1,552.00 $1,520.31 $1,489.93 $1,460.79
9 2034 $1,865.26 $1,836.33 $1,808.98 $1,783.14 $1,758.74 $1,735.74 $1,714.07 $1,693.67
$1,747.50 $1,711.16 $1,676.29 $1,642.83 $1,610.71 $1,579.88 $1,550.28 $1,521.85
$1,747.50 $1,711.16 $1,676.29 $1,642.83 $1,610.71 $1,579.88 $1,550.28 $1,521.85
10 2035 $1,950.14 $1,924.59 $1,900.56 $1,877.98 $1,856.80 $1,836.98 $1,818.45 $1,801.18
$1,801.56 $1,766.51 $1,732.83 $1,700.46 $1,669.33 $1,639.40 $1,610.62 $1,582.94
$1,801.56 $1,766.51 $1,732.83 $1,700.46 $1,669.33 $1,639.40 $1,610.62 $1,582.94
11 2036 $2,038.88 $2,017.09 $1,996.77 $1,977.87 $1,960.33 $1,944.12 $1,929.20 $1,915.51
$1,855.33 $1,821.62 $1,789.17 $1,757.93 $1,727.84 $1,698.87 $1,670.96 $1,644.07
$1,855.33 $1,821.62 $1,789.17 $1,757.93 $1,727.84 $1,698.87 $1,670.96 $1,644.07
12 2037 $2,131.66 $2,114.04 $2,097.86 $2,083.07 $2,069.63 $2,057.51 $2,046.68 $2,037.10
$1,908.80 $1,876.47 $1,845.30 $1,815.24 $1,786.24 $1,758.27 $1,731.28 $1,705.24
$1,908.80 $1,876.47 $1,845.30 $1,815.24 $1,786.24 $1,758.27 $1,731.28 $1,705.24
13 2038 $2,228.67 $2,215.65 $2,204.06 $2,193.86 $2,185.03 $2,177.52 $2,171.33 $2,166.41
$1,961.94 $1,931.05 $1,901.21 $1,872.38 $1,844.53 $1,817.61 $1,791.60 $1,766.45
$1,961.94 $1,931.05 $1,901.21 $1,872.38 $1,844.53 $1,817.61 $1,791.60 $1,766.45
14 2039 $2,330.08 $2,322.15 $2,315.64 $2,310.55 $2,306.86 $2,304.53 $2,303.56 $2,303.93
$2,014.75 $1,985.34 $1,956.88 $1,929.34 $1,902.69 $1,876.88 $1,851.90 $1,827.71
$2,014.75 $1,985.34 $1,956.88 $1,929.34 $1,902.69 $1,876.88 $1,851.90 $1,827.71
15 2040 $2,436.12 $2,433.76 $2,432.87 $2,433.45 $2,435.48 $2,438.95 $2,443.85 $2,450.18
$2,067.21 $2,039.34 $2,012.32 $1,986.12 $1,960.71 $1,936.08 $1,912.19 $1,889.02
$2,067.21 $2,039.34 $2,012.32 $1,986.12 $1,960.71 $1,936.08 $1,912.19 $1,889.02
16 2041 $2,546.98 $2,550.73 $2,556.04 $2,562.88 $2,571.27 $2,581.20 $2,592.68 $2,605.70
$2,119.30 $2,093.02 $2,067.49 $2,042.69 $2,018.61 $1,995.21 $1,972.47 $1,950.38
$2,119.30 $2,093.02 $2,067.49 $2,042.69 $2,018.61 $1,995.21 $1,972.47 $1,950.38
17 2042 $2,662.88 $2,673.33 $2,685.44 $2,699.20 $2,714.63 $2,731.75 $2,750.57 $2,771.11
$2,171.02 $2,146.37 $2,122.40 $2,099.06 $2,076.35 $2,054.25 $2,032.73 $2,011.79
$2,171.02 $2,146.37 $2,122.40 $2,099.06 $2,076.35 $2,054.25 $2,032.73 $2,011.79
18 2043 $2,784.06 $2,801.82 $2,821.39 $2,842.77 $2,865.99 $2,891.09 $2,918.08 $2,947.01
$2,222.33 $2,199.39 $2,177.02 $2,155.21 $2,133.94 $2,113.21 $2,092.98 $2,073.26
$2,222.33 $2,199.39 $2,177.02 $2,155.21 $2,133.94 $2,113.21 $2,092.98 $2,073.26
19 2044 $2,910.75 $2,936.49 $2,964.22 $2,993.97 $3,025.79 $3,059.71 $3,095.79 $3,134.07
$2,273.22 $2,252.04 $2,231.34 $2,211.13 $2,191.37 $2,172.08 $2,153.22 $2,134.79
$2,273.22 $2,252.04 $2,231.34 $2,211.13 $2,191.37 $2,172.08 $2,153.22 $2,134.79
20 2045 $3,043.21 $3,077.63 $3,114.28 $3,153.22 $3,194.50 $3,238.18 $3,284.33 $3,333.01
$2,323.67 $2,304.31 $2,285.36 $2,266.80 $2,248.63 $2,230.85 $2,213.44 $2,196.39
$2,323.67 $2,304.31 $2,285.36 $2,266.80 $2,248.63 $2,230.85 $2,213.44 $2,196.39
21 2046 $3,181.69 $3,225.55 $3,271.94 $3,320.93 $3,372.61 $3,427.05 $3,484.34 $3,544.58
$2,373.67 $2,356.19 $2,339.04 $2,322.22 $2,305.71 $2,289.52 $2,273.64 $2,258.06
$2,373.67 $2,356.19 $2,339.04 $2,322.22 $2,305.71 $2,289.52 $2,273.64 $2,258.06
22 2047 $3,326.48 $3,380.59 $3,437.59 $3,497.57 $3,560.65 $3,626.94 $3,696.54 $3,769.58
$2,423.19 $2,407.65 $2,392.38 $2,377.36 $2,362.60 $2,348.09 $2,333.82 $2,319.80
$2,423.19 $2,407.65 $2,392.38 $2,377.36 $2,362.60 $2,348.09 $2,333.82 $2,319.80
23 2048 $3,477.85 $3,543.07 $3,611.61 $3,683.60 $3,759.18 $3,838.48 $3,921.66 $4,008.86
$2,472.21 $2,458.68 $2,445.35 $2,432.22 $2,419.29 $2,406.54 $2,393.99 $2,381.62
$2,472.21 $2,458.68 $2,445.35 $2,432.22 $2,419.29 $2,406.54 $2,393.99 $2,381.62
24 2049 $3,636.12 $3,713.37 $3,794.45 $3,879.53 $3,968.78 $4,062.37 $4,160.49 $4,263.33
$2,520.71 $2,509.26 $2,497.95 $2,486.78 $2,475.76 $2,464.88 $2,454.13 $2,443.52
$2,520.71 $2,509.26 $2,497.95 $2,486.78 $2,475.76 $2,464.88 $2,454.13 $2,443.52
25 2050 $3,801.58 $3,891.85 $3,986.54 $4,085.88 $4,190.06 $4,299.31 $4,413.86 $4,533.95
$2,568.67 $2,559.36 $2,550.14 $2,541.03 $2,532.01 $2,523.09 $2,514.25 $2,505.52
$2,568.67 $2,559.36 $2,550.14 $2,541.03 $2,532.01 $2,523.09 $2,514.25 $2,505.52
26 2051 $3,974.58 $4,078.90 $4,188.36 $4,303.20 $4,423.69 $4,550.08 $4,682.66 $4,821.75
$2,616.05 $2,608.95 $2,601.92 $2,594.94 $2,588.02 $2,581.16 $2,574.35 $2,567.61
$2,616.05 $2,608.95 $2,601.92 $2,594.94 $2,588.02 $2,581.16 $2,574.35 $2,567.61
27 2052 $4,155.45 $4,274.95 $4,400.40 $4,532.09 $4,670.33 $4,815.47 $4,967.84 $5,127.81
$2,662.83 $2,658.03 $2,653.25 $2,648.50 $2,643.78 $2,639.09 $2,634.43 $2,629.79
$2,662.83 $2,658.03 $2,653.25 $2,648.50 $2,643.78 $2,639.09 $2,634.43 $2,629.79
28 2053 $4,344.55 $4,480.42 $4,623.17 $4,773.15 $4,930.73 $5,096.34 $5,270.38 $5,453.31
$2,708.99 $2,706.55 $2,704.12 $2,701.70 $2,699.28 $2,696.88 $2,694.48 $2,692.09
$2,708.99 $2,706.55 $2,704.12 $2,701.70 $2,699.28 $2,696.88 $2,694.48 $2,692.09
29 2054 $4,542.25 $4,695.77 $4,857.22 $5,027.02 $5,205.65 $5,393.59 $5,591.35 $5,799.47
$2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50
$2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50 $2,754.50




























Investment Horizon
Total Return
Total Return
Total Return
1 2026 35.17% 30.49% 26.06% 21.86% 17.88% 14.10% 10.50% 7.09%
35.10% 30.42% 25.99% 21.78% 17.79% 14.01% 10.41% 6.99%
35.10% 30.42% 25.99% 21.78% 17.79% 14.01% 10.41% 6.99%
2 2027 18.88% 16.95% 15.09% 13.29% 11.56% 9.89% 8.27% 6.72%
18.70% 16.75% 14.88% 13.07% 11.32% 9.64% 8.01% 6.44%
18.70% 16.75% 14.88% 13.07% 11.32% 9.64% 8.01% 6.44%
3 2028 13.90% 12.75% 11.64% 10.57% 9.53% 8.52% 7.54% 6.59%
13.62% 12.45% 11.32% 10.22% 9.15% 8.12% 7.12% 6.14%
13.62% 12.45% 11.32% 10.22% 9.15% 8.12% 7.12% 6.14%
4 2029 11.48% 10.71% 9.96% 9.23% 8.53% 7.84% 7.18% 6.53%
11.11% 10.31% 9.52% 8.76% 8.02% 7.30% 6.60% 5.92%
11.11% 10.31% 9.52% 8.76% 8.02% 7.30% 6.60% 5.92%
5 2030 10.06% 9.50% 8.96% 8.44% 7.93% 7.44% 6.96% 6.50%
9.60% 9.00% 8.42% 7.86% 7.31% 6.77% 6.25% 5.74%
9.60% 9.00% 8.42% 7.86% 7.31% 6.77% 6.25% 5.74%
6 2031 9.12% 8.71% 8.30% 7.91% 7.53% 7.17% 6.81% 6.47%
8.58% 8.11% 7.66% 7.23% 6.80% 6.38% 5.97% 5.58%
8.58% 8.11% 7.66% 7.23% 6.80% 6.38% 5.97% 5.58%
7 2032 8.46% 8.14% 7.83% 7.54% 7.25% 6.98% 6.71% 6.45%
7.83% 7.46% 7.10% 6.75% 6.41% 6.08% 5.75% 5.43%
7.83% 7.46% 7.10% 6.75% 6.41% 6.08% 5.75% 5.43%
8 2033 7.96% 7.72% 7.48% 7.26% 7.04% 6.83% 6.63% 6.44%
7.26% 6.96% 6.66% 6.38% 6.10% 5.82% 5.56% 5.30%
7.26% 6.96% 6.66% 6.38% 6.10% 5.82% 5.56% 5.30%
9 2034 7.58% 7.39% 7.21% 7.04% 6.88% 6.72% 6.57% 6.43%
6.80% 6.55% 6.31% 6.07% 5.84% 5.61% 5.39% 5.17%
6.80% 6.55% 6.31% 6.07% 5.84% 5.61% 5.39% 5.17%
10 2035 7.27% 7.13% 6.99% 6.87% 6.75% 6.63% 6.52% 6.42%
6.42% 6.21% 6.01% 5.81% 5.62% 5.42% 5.24% 5.06%
6.42% 6.21% 6.01% 5.81% 5.62% 5.42% 5.24% 5.06%
11 2036 7.02% 6.92% 6.82% 6.73% 6.64% 6.56% 6.48% 6.41%
6.11% 5.93% 5.76% 5.59% 5.42% 5.26% 5.10% 4.95%
6.11% 5.93% 5.76% 5.59% 5.42% 5.26% 5.10% 4.95%
12 2037 6.81% 6.74% 6.67% 6.61% 6.55% 6.50% 6.45% 6.41%
5.83% 5.68% 5.54% 5.39% 5.25% 5.11% 4.98% 4.84%
5.83% 5.68% 5.54% 5.39% 5.25% 5.11% 4.98% 4.84%
13 2038 6.64% 6.59% 6.55% 6.51% 6.47% 6.45% 6.42% 6.40%
5.60% 5.47% 5.34% 5.22% 5.10% 4.98% 4.86% 4.75%
5.60% 5.47% 5.34% 5.22% 5.10% 4.98% 4.86% 4.75%
14 2039 6.49% 6.46% 6.44% 6.42% 6.41% 6.40% 6.40% 6.40%
5.39% 5.28% 5.17% 5.06% 4.96% 4.85% 4.75% 4.66%
5.39% 5.28% 5.17% 5.06% 4.96% 4.85% 4.75% 4.66%
15 2040 6.36% 6.35% 6.35% 6.35% 6.35% 6.36% 6.38% 6.40%
5.20% 5.10% 5.01% 4.92% 4.83% 4.74% 4.65% 4.57%
5.20% 5.10% 5.01% 4.92% 4.83% 4.74% 4.65% 4.57%
16 2041 6.24% 6.25% 6.27% 6.28% 6.31% 6.33% 6.36% 6.39%
5.03% 4.95% 4.87% 4.79% 4.71% 4.63% 4.56% 4.48%
5.03% 4.95% 4.87% 4.79% 4.71% 4.63% 4.56% 4.48%
17 2042 6.14% 6.17% 6.19% 6.23% 6.26% 6.30% 6.34% 6.39%
4.87% 4.80% 4.74% 4.67% 4.60% 4.53% 4.47% 4.41%
4.87% 4.80% 4.74% 4.67% 4.60% 4.53% 4.47% 4.41%
18 2043 6.05% 6.09% 6.13% 6.18% 6.22% 6.28% 6.33% 6.39%
4.73% 4.67% 4.61% 4.56% 4.50% 4.44% 4.39% 4.33%
4.73% 4.67% 4.61% 4.56% 4.50% 4.44% 4.39% 4.33%
19 2044 5.97% 6.02% 6.08% 6.13% 6.19% 6.25% 6.32% 6.39%
4.60% 4.55% 4.50% 4.45% 4.40% 4.35% 4.31% 4.26%
4.60% 4.55% 4.50% 4.45% 4.40% 4.35% 4.31% 4.26%
20 2045 5.90% 5.96% 6.02% 6.09% 6.16% 6.23% 6.31% 6.38%
4.48% 4.44% 4.40% 4.35% 4.31% 4.27% 4.23% 4.19%
4.48% 4.44% 4.40% 4.35% 4.31% 4.27% 4.23% 4.19%
21 2046 5.84% 5.91% 5.98% 6.05% 6.13% 6.21% 6.30% 6.38%
4.37% 4.33% 4.30% 4.26% 4.23% 4.19% 4.16% 4.12%
4.37% 4.33% 4.30% 4.26% 4.23% 4.19% 4.16% 4.12%
22 2047 5.78% 5.86% 5.94% 6.02% 6.11% 6.19% 6.29% 6.38%
4.27% 4.24% 4.21% 4.18% 4.15% 4.12% 4.09% 4.06%
4.27% 4.24% 4.21% 4.18% 4.15% 4.12% 4.09% 4.06%
23 2048 5.72% 5.81% 5.90% 5.99% 6.08% 6.18% 6.28% 6.38%
4.17% 4.14% 4.12% 4.09% 4.07% 4.05% 4.02% 4.00%
4.17% 4.14% 4.12% 4.09% 4.07% 4.05% 4.02% 4.00%
24 2049 5.68% 5.77% 5.86% 5.96% 6.06% 6.16% 6.27% 6.38%
4.07% 4.05% 4.04% 4.02% 4.00% 3.98% 3.96% 3.94%
4.07% 4.05% 4.04% 4.02% 4.00% 3.98% 3.96% 3.94%
25 2050 5.63% 5.73% 5.83% 5.94% 6.04% 6.15% 6.26% 6.38%
3.99% 3.97% 3.96% 3.94% 3.93% 3.91% 3.90% 3.88%
3.99% 3.97% 3.96% 3.94% 3.93% 3.91% 3.90% 3.88%
26 2051 5.59% 5.69% 5.80% 5.91% 6.02% 6.14% 6.26% 6.38%
3.90% 3.89% 3.88% 3.87% 3.86% 3.85% 3.84% 3.83%
3.90% 3.89% 3.88% 3.87% 3.86% 3.85% 3.84% 3.83%
27 2052 5.55% 5.66% 5.77% 5.89% 6.01% 6.13% 6.25% 6.38%
3.82% 3.82% 3.81% 3.80% 3.80% 3.79% 3.78% 3.78%
3.82% 3.82% 3.81% 3.80% 3.80% 3.79% 3.78% 3.78%
28 2053 5.51% 5.63% 5.75% 5.87% 5.99% 6.12% 6.24% 6.37%
3.75% 3.75% 3.74% 3.74% 3.74% 3.73% 3.73% 3.73%
3.75% 3.75% 3.74% 3.74% 3.74% 3.73% 3.73% 3.73%
29 2054 5.48% 5.60% 5.72% 5.85% 5.98% 6.11% 6.24% 6.37%
3.68% 3.68% 3.68% 3.68% 3.68% 3.68% 3.68% 3.68%
3.68% 3.68% 3.68% 3.68% 3.68% 3.68% 3.68% 3.68%