| Home | Parameters | ||||||||||||||||||||||||||
| Name | PBR | Start Yield | 4.50% | 10Y High | 5.00% | Spread | 1.50% | ||||||||||||||||||||
| Price | $767.92 | Increment | 0.25% | 10Y Low | 1.00% | Spread | 2.00% | ||||||||||||||||||||
| Coupon | 5.50% | Purchased Year | 2025 | Suggested High | 6.50% | ||||||||||||||||||||||
| Maturity | 26 | Maturity Year | 2051 | Suggested Low | 3.00% | ||||||||||||||||||||||
| YTM | 7.551% | YTM (no) | 4.48% | Current Yield | 7.162% | ||||||||||||||||||||||
| Investment Horizon | 26 | ||||||||||||||||||||||||||
| ~MacDuration | 13 | y- | $869.59 | y+ | $683.65 | ||||||||||||||||||||||
| 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 | $1,149.17 | $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 | ||
| 2 | 2027 | $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 | ||
| 3 | 2028 | $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 | ||
| 4 | 2029 | $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 | ||
| 5 | 2030 | $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 | ||
| 6 | 2031 | $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 | ||
| 7 | 2032 | $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 | ||
| 8 | 2033 | $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 | ||
| 9 | 2034 | $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 | ||
| 10 | 2035 | $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 | ||
| 11 | 2036 | $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 | ||
| 12 | 2037 | $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 | ||
| 13 | 2038 | $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 | ||
| 14 | 2039 | $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 | ||
| 15 | 2040 | $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 | ||
| 16 | 2041 | $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 | ||
| 17 | 2042 | $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 | ||
| 18 | 2043 | $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 | ||
| 19 | 2044 | $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 | ||
| 20 | 2045 | $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 | ||
| 21 | 2046 | $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 | ||
| 22 | 2047 | $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 | ||
| 23 | 2048 | $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 | ||
| 24 | 2049 | $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 | ||
| 25 | 2050 | $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 | ||
| 26 | 2051 | $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 | $1,204.79 | $1,164.72 | $1,126.59 | $1,090.31 | $1,055.76 | $1,022.85 | $991.50 | $961.62 | $1,204.17 | $1,164.07 | $1,125.91 | $1,089.58 | $1,055.00 | $1,022.06 | $990.68 | $960.76 | $1,204.17 | $1,164.07 | $1,125.91 | $1,089.58 | $1,055.00 | $1,022.06 | $990.68 | $960.76 | ||
| 2 | 2027 | $1,259.62 | $1,220.70 | $1,183.63 | $1,148.30 | $1,114.62 | $1,082.51 | $1,051.88 | $1,022.66 | $1,255.85 | $1,216.72 | $1,179.43 | $1,143.89 | $1,110.00 | $1,077.67 | $1,046.83 | $1,017.40 | $1,255.85 | $1,216.72 | $1,179.43 | $1,143.89 | $1,110.00 | $1,077.67 | $1,046.83 | $1,017.40 | ||
| 3 | 2028 | $1,316.94 | $1,279.37 | $1,243.55 | $1,209.37 | $1,176.77 | $1,145.65 | $1,115.94 | $1,087.58 | $1,307.37 | $1,269.26 | $1,232.89 | $1,198.16 | $1,165.00 | $1,133.33 | $1,103.06 | $1,074.14 | $1,307.37 | $1,269.26 | $1,232.89 | $1,198.16 | $1,165.00 | $1,133.33 | $1,103.06 | $1,074.14 | ||
| 4 | 2029 | $1,376.87 | $1,340.86 | $1,306.50 | $1,273.70 | $1,242.38 | $1,212.47 | $1,183.90 | $1,156.61 | $1,358.74 | $1,321.68 | $1,286.26 | $1,252.39 | $1,220.00 | $1,189.01 | $1,159.36 | $1,130.99 | $1,358.74 | $1,321.68 | $1,286.26 | $1,252.39 | $1,220.00 | $1,189.01 | $1,159.36 | $1,130.99 | ||
| 5 | 2030 | $1,439.52 | $1,405.31 | $1,372.64 | $1,341.45 | $1,311.65 | $1,283.19 | $1,256.00 | $1,230.03 | $1,409.94 | $1,373.98 | $1,339.55 | $1,306.58 | $1,275.00 | $1,244.74 | $1,215.75 | $1,187.95 | $1,409.94 | $1,373.98 | $1,339.55 | $1,306.58 | $1,275.00 | $1,244.74 | $1,215.75 | $1,187.95 | ||
| 6 | 2031 | $1,505.03 | $1,472.86 | $1,442.13 | $1,412.80 | $1,384.78 | $1,358.03 | $1,332.49 | $1,308.11 | $1,460.97 | $1,426.15 | $1,392.76 | $1,360.73 | $1,330.00 | $1,300.51 | $1,272.21 | $1,245.04 | $1,460.97 | $1,426.15 | $1,392.76 | $1,360.73 | $1,330.00 | $1,300.51 | $1,272.21 | $1,245.04 | ||
| 7 | 2032 | $1,573.52 | $1,543.65 | $1,515.14 | $1,487.94 | $1,461.99 | $1,437.24 | $1,413.64 | $1,391.14 | $1,511.81 | $1,478.18 | $1,445.87 | $1,414.83 | $1,385.00 | $1,356.33 | $1,328.77 | $1,302.27 | $1,511.81 | $1,478.18 | $1,445.87 | $1,414.83 | $1,385.00 | $1,356.33 | $1,328.77 | $1,302.27 | ||
| 8 | 2033 | $1,645.12 | $1,617.84 | $1,591.85 | $1,567.09 | $1,543.51 | $1,521.07 | $1,499.73 | $1,479.45 | $1,562.47 | $1,530.07 | $1,498.89 | $1,468.88 | $1,440.00 | $1,412.19 | $1,385.42 | $1,359.63 | $1,562.47 | $1,530.07 | $1,498.89 | $1,468.88 | $1,440.00 | $1,412.19 | $1,385.42 | $1,359.63 | ||
| 9 | 2034 | $1,719.99 | $1,695.60 | $1,672.43 | $1,650.44 | $1,629.57 | $1,609.79 | $1,591.07 | $1,573.36 | $1,612.93 | $1,581.81 | $1,551.81 | $1,522.89 | $1,495.00 | $1,468.11 | $1,442.17 | $1,417.15 | $1,612.93 | $1,581.81 | $1,551.81 | $1,522.89 | $1,495.00 | $1,468.11 | $1,442.17 | $1,417.15 | ||
| 10 | 2035 | $1,798.26 | $1,777.10 | $1,757.10 | $1,738.22 | $1,720.43 | $1,703.69 | $1,687.96 | $1,673.23 | $1,663.19 | $1,633.39 | $1,604.62 | $1,576.84 | $1,550.00 | $1,524.07 | $1,499.03 | $1,474.83 | $1,663.19 | $1,633.39 | $1,604.62 | $1,576.84 | $1,550.00 | $1,524.07 | $1,499.03 | $1,474.83 | ||
| 11 | 2036 | $1,880.09 | $1,862.51 | $1,846.05 | $1,830.68 | $1,816.35 | $1,803.06 | $1,790.76 | $1,779.44 | $1,713.23 | $1,684.81 | $1,657.33 | $1,630.73 | $1,605.00 | $1,580.10 | $1,556.00 | $1,532.67 | $1,713.23 | $1,684.81 | $1,657.33 | $1,630.73 | $1,605.00 | $1,580.10 | $1,556.00 | $1,532.67 | ||
| 12 | 2037 | $1,965.64 | $1,952.03 | $1,939.51 | $1,928.05 | $1,917.63 | $1,908.22 | $1,899.82 | $1,892.39 | $1,763.04 | $1,736.06 | $1,709.91 | $1,684.57 | $1,660.00 | $1,636.18 | $1,613.09 | $1,590.70 | $1,763.04 | $1,736.06 | $1,709.91 | $1,684.57 | $1,660.00 | $1,636.18 | $1,613.09 | $1,590.70 | ||
| 13 | 2038 | $2,055.09 | $2,045.86 | $2,037.70 | $2,030.60 | $2,024.55 | $2,019.52 | $2,015.52 | $2,012.52 | $1,812.62 | $1,787.13 | $1,762.38 | $1,738.34 | $1,715.00 | $1,692.33 | $1,670.31 | $1,648.92 | $1,812.62 | $1,787.13 | $1,762.38 | $1,738.34 | $1,715.00 | $1,692.33 | $1,670.31 | $1,648.92 | ||
| 14 | 2039 | $2,148.61 | $2,144.19 | $2,140.86 | $2,138.61 | $2,137.43 | $2,137.31 | $2,138.26 | $2,140.26 | $1,861.95 | $1,838.00 | $1,814.71 | $1,792.05 | $1,770.00 | $1,748.54 | $1,727.66 | $1,707.34 | $1,861.95 | $1,838.00 | $1,814.71 | $1,792.05 | $1,770.00 | $1,748.54 | $1,727.66 | $1,707.34 | ||
| 15 | 2040 | $2,246.39 | $2,247.25 | $2,249.24 | $2,252.36 | $2,256.60 | $2,261.98 | $2,268.48 | $2,276.12 | $1,911.02 | $1,888.68 | $1,866.91 | $1,845.69 | $1,825.00 | $1,804.83 | $1,785.16 | $1,765.98 | $1,911.02 | $1,888.68 | $1,866.91 | $1,845.69 | $1,825.00 | $1,804.83 | $1,785.16 | $1,765.98 | ||
| 16 | 2041 | $2,348.61 | $2,355.26 | $2,363.11 | $2,372.16 | $2,382.42 | $2,393.91 | $2,406.63 | $2,420.60 | $1,959.82 | $1,939.16 | $1,918.97 | $1,899.26 | $1,880.00 | $1,861.19 | $1,842.81 | $1,824.85 | $1,959.82 | $1,939.16 | $1,918.97 | $1,899.26 | $1,880.00 | $1,861.19 | $1,842.81 | $1,824.85 | ||
| 17 | 2042 | $2,455.49 | $2,468.46 | $2,482.74 | $2,498.33 | $2,515.26 | $2,533.54 | $2,553.20 | $2,574.25 | $2,008.34 | $1,989.41 | $1,970.88 | $1,952.75 | $1,935.00 | $1,917.63 | $1,900.62 | $1,883.97 | $2,008.34 | $1,989.41 | $1,970.88 | $1,952.75 | $1,935.00 | $1,917.63 | $1,900.62 | $1,883.97 | ||
| 18 | 2043 | $2,567.23 | $2,587.11 | $2,608.43 | $2,631.21 | $2,655.50 | $2,681.31 | $2,708.69 | $2,737.66 | $2,056.56 | $2,039.44 | $2,022.64 | $2,006.16 | $1,990.00 | $1,974.15 | $1,958.60 | $1,943.34 | $2,056.56 | $2,039.44 | $2,022.64 | $2,006.16 | $1,990.00 | $1,974.15 | $1,958.60 | $1,943.34 | ||
| 19 | 2044 | $2,684.05 | $2,711.45 | $2,740.48 | $2,771.16 | $2,803.56 | $2,837.70 | $2,873.64 | $2,911.43 | $2,104.48 | $2,089.22 | $2,074.23 | $2,059.49 | $2,045.00 | $2,030.76 | $2,016.76 | $2,003.00 | $2,104.48 | $2,089.22 | $2,074.23 | $2,059.49 | $2,045.00 | $2,030.76 | $2,016.76 | $2,003.00 | ||
| 20 | 2045 | $2,806.19 | $2,841.78 | $2,879.21 | $2,918.56 | $2,959.87 | $3,003.22 | $3,048.65 | $3,096.24 | $2,152.07 | $2,138.76 | $2,125.64 | $2,112.73 | $2,100.00 | $2,087.46 | $2,075.11 | $2,062.95 | $2,152.07 | $2,138.76 | $2,125.64 | $2,112.73 | $2,100.00 | $2,087.46 | $2,075.11 | $2,062.95 | ||
| 21 | 2046 | $2,933.89 | $2,978.37 | $3,024.97 | $3,073.80 | $3,124.91 | $3,178.38 | $3,234.31 | $3,292.78 | $2,199.33 | $2,188.03 | $2,176.88 | $2,165.87 | $2,155.00 | $2,144.27 | $2,133.67 | $2,123.21 | $2,199.33 | $2,188.03 | $2,176.88 | $2,165.87 | $2,155.00 | $2,144.27 | $2,133.67 | $2,123.21 | ||
| 22 | 2047 | $3,067.40 | $3,121.52 | $3,178.11 | $3,237.29 | $3,299.14 | $3,363.77 | $3,431.28 | $3,501.79 | $2,246.24 | $2,237.03 | $2,227.93 | $2,218.92 | $2,210.00 | $2,201.18 | $2,192.45 | $2,183.81 | $2,246.24 | $2,237.03 | $2,227.93 | $2,218.92 | $2,210.00 | $2,201.18 | $2,192.45 | $2,183.81 | ||
| 23 | 2048 | $3,206.99 | $3,271.55 | $3,339.01 | $3,409.48 | $3,483.09 | $3,559.96 | $3,640.25 | $3,724.08 | $2,292.77 | $2,285.74 | $2,278.77 | $2,271.86 | $2,265.00 | $2,258.20 | $2,251.46 | $2,244.77 | $2,292.77 | $2,285.74 | $2,278.77 | $2,271.86 | $2,265.00 | $2,258.20 | $2,251.46 | $2,244.77 | ||
| 24 | 2049 | $3,352.93 | $3,428.79 | $3,508.04 | $3,590.82 | $3,677.29 | $3,767.60 | $3,861.94 | $3,960.47 | $2,338.92 | $2,334.15 | $2,329.40 | $2,324.69 | $2,320.00 | $2,315.34 | $2,310.71 | $2,306.10 | $2,338.92 | $2,334.15 | $2,329.40 | $2,324.69 | $2,320.00 | $2,315.34 | $2,310.71 | $2,306.10 | ||
| 25 | 2050 | $3,505.51 | $3,593.60 | $3,685.64 | $3,781.82 | $3,882.32 | $3,987.36 | $4,097.13 | $4,211.86 | $2,384.67 | $2,382.24 | $2,379.82 | $2,377.40 | $2,375.00 | $2,372.60 | $2,370.22 | $2,367.84 | $2,384.67 | $2,382.24 | $2,379.82 | $2,377.40 | $2,375.00 | $2,372.60 | $2,370.22 | $2,367.84 | ||
| 26 | 2051 | $3,665.03 | $3,766.32 | $3,872.22 | $3,982.97 | $4,098.79 | $4,219.93 | $4,346.65 | $4,479.22 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | $2,430.00 | ||
| Investment Horizon | Total Return | Total Return | Total Return | ||||||||||||||||||||||||
| 1 | 2026 | 56.89% | 51.67% | 46.71% | 41.98% | 37.48% | 33.20% | 29.12% | 25.22% | 56.81% | 51.59% | 46.62% | 41.89% | 37.38% | 33.09% | 29.01% | 25.11% | 56.81% | 51.59% | 46.62% | 41.89% | 37.38% | 33.09% | 29.01% | 25.11% | ||
| 2 | 2027 | 28.07% | 26.08% | 24.15% | 22.28% | 20.48% | 18.73% | 17.04% | 15.40% | 27.88% | 25.87% | 23.93% | 22.05% | 20.23% | 18.46% | 16.76% | 15.10% | 27.88% | 25.87% | 23.93% | 22.05% | 20.23% | 18.46% | 16.76% | 15.10% | ||
| 3 | 2028 | 19.70% | 18.55% | 17.43% | 16.35% | 15.29% | 14.26% | 13.27% | 12.30% | 19.41% | 18.23% | 17.09% | 15.98% | 14.90% | 13.85% | 12.83% | 11.84% | 19.41% | 18.23% | 17.09% | 15.98% | 14.90% | 13.85% | 12.83% | 11.84% | ||
| 4 | 2029 | 15.72% | 14.95% | 14.21% | 13.48% | 12.78% | 12.10% | 11.43% | 10.78% | 15.33% | 14.54% | 13.76% | 13.01% | 12.27% | 11.55% | 10.85% | 10.16% | 15.33% | 14.54% | 13.76% | 13.01% | 12.27% | 11.55% | 10.85% | 10.16% | ||
| 5 | 2030 | 13.39% | 12.85% | 12.32% | 11.80% | 11.30% | 10.81% | 10.34% | 9.88% | 12.92% | 12.34% | 11.77% | 11.22% | 10.67% | 10.14% | 9.62% | 9.12% | 12.92% | 12.34% | 11.77% | 11.22% | 10.67% | 10.14% | 9.62% | 9.12% | ||
| 6 | 2031 | 11.87% | 11.47% | 11.07% | 10.69% | 10.33% | 9.97% | 9.62% | 9.28% | 11.32% | 10.87% | 10.43% | 10.00% | 9.59% | 9.18% | 8.78% | 8.39% | 11.32% | 10.87% | 10.43% | 10.00% | 9.59% | 9.18% | 8.78% | 8.39% | ||
| 7 | 2032 | 10.79% | 10.49% | 10.20% | 9.91% | 9.63% | 9.37% | 9.11% | 8.86% | 10.16% | 9.81% | 9.46% | 9.12% | 8.79% | 8.47% | 8.15% | 7.84% | 10.16% | 9.81% | 9.46% | 9.12% | 8.79% | 8.47% | 8.15% | 7.84% | ||
| 8 | 2033 | 9.99% | 9.76% | 9.54% | 9.33% | 9.12% | 8.92% | 8.73% | 8.54% | 9.29% | 9.00% | 8.72% | 8.44% | 8.18% | 7.91% | 7.65% | 7.40% | 9.29% | 9.00% | 8.72% | 8.44% | 8.18% | 7.91% | 7.65% | 7.40% | ||
| 9 | 2034 | 9.37% | 9.20% | 9.03% | 8.87% | 8.72% | 8.57% | 8.43% | 8.30% | 8.60% | 8.36% | 8.13% | 7.90% | 7.68% | 7.47% | 7.25% | 7.05% | 8.60% | 8.36% | 8.13% | 7.90% | 7.68% | 7.47% | 7.25% | 7.05% | ||
| 10 | 2035 | 8.88% | 8.75% | 8.63% | 8.51% | 8.40% | 8.29% | 8.19% | 8.10% | 8.03% | 7.84% | 7.65% | 7.46% | 7.28% | 7.09% | 6.92% | 6.74% | 8.03% | 7.84% | 7.65% | 7.46% | 7.28% | 7.09% | 6.92% | 6.74% | ||
| 11 | 2036 | 8.48% | 8.39% | 8.30% | 8.22% | 8.14% | 8.07% | 8.00% | 7.94% | 7.57% | 7.40% | 7.24% | 7.09% | 6.93% | 6.78% | 6.63% | 6.48% | 7.57% | 7.40% | 7.24% | 7.09% | 6.93% | 6.78% | 6.63% | 6.48% | ||
| 12 | 2037 | 8.15% | 8.08% | 8.03% | 7.97% | 7.92% | 7.88% | 7.84% | 7.81% | 7.17% | 7.03% | 6.90% | 6.77% | 6.63% | 6.51% | 6.38% | 6.26% | 7.17% | 7.03% | 6.90% | 6.77% | 6.63% | 6.51% | 6.38% | 6.26% | ||
| 13 | 2038 | 7.87% | 7.83% | 7.80% | 7.77% | 7.74% | 7.72% | 7.71% | 7.69% | 6.83% | 6.71% | 6.60% | 6.49% | 6.38% | 6.27% | 6.16% | 6.05% | 6.83% | 6.71% | 6.60% | 6.49% | 6.38% | 6.27% | 6.16% | 6.05% | ||
| 14 | 2039 | 7.63% | 7.61% | 7.60% | 7.59% | 7.59% | 7.59% | 7.59% | 7.60% | 6.53% | 6.43% | 6.34% | 6.24% | 6.15% | 6.05% | 5.96% | 5.87% | 6.53% | 6.43% | 6.34% | 6.24% | 6.15% | 6.05% | 5.96% | 5.87% | ||
| 15 | 2040 | 7.42% | 7.42% | 7.43% | 7.44% | 7.45% | 7.47% | 7.49% | 7.51% | 6.27% | 6.18% | 6.10% | 6.02% | 5.94% | 5.86% | 5.78% | 5.71% | 6.27% | 6.18% | 6.10% | 6.02% | 5.94% | 5.86% | 5.78% | 5.71% | ||
| 16 | 2041 | 7.24% | 7.26% | 7.28% | 7.30% | 7.33% | 7.36% | 7.40% | 7.44% | 6.03% | 5.96% | 5.89% | 5.82% | 5.76% | 5.69% | 5.62% | 5.56% | 6.03% | 5.96% | 5.89% | 5.82% | 5.76% | 5.69% | 5.62% | 5.56% | ||
| 17 | 2042 | 7.08% | 7.11% | 7.15% | 7.19% | 7.23% | 7.27% | 7.32% | 7.37% | 5.82% | 5.76% | 5.70% | 5.64% | 5.59% | 5.53% | 5.48% | 5.42% | 5.82% | 5.76% | 5.70% | 5.64% | 5.59% | 5.53% | 5.48% | 5.42% | ||
| 18 | 2043 | 6.93% | 6.98% | 7.03% | 7.08% | 7.14% | 7.19% | 7.25% | 7.32% | 5.63% | 5.58% | 5.53% | 5.48% | 5.43% | 5.39% | 5.34% | 5.29% | 5.63% | 5.58% | 5.53% | 5.48% | 5.43% | 5.39% | 5.34% | 5.29% | ||
| 19 | 2044 | 6.81% | 6.87% | 6.93% | 6.99% | 7.05% | 7.12% | 7.19% | 7.27% | 5.45% | 5.41% | 5.37% | 5.33% | 5.29% | 5.25% | 5.21% | 5.18% | 5.45% | 5.41% | 5.37% | 5.33% | 5.29% | 5.25% | 5.21% | 5.18% | ||
| 20 | 2045 | 6.69% | 6.76% | 6.83% | 6.90% | 6.98% | 7.06% | 7.14% | 7.22% | 5.29% | 5.25% | 5.22% | 5.19% | 5.16% | 5.13% | 5.10% | 5.07% | 5.29% | 5.25% | 5.22% | 5.19% | 5.16% | 5.13% | 5.10% | 5.07% | ||
| 21 | 2046 | 6.59% | 6.67% | 6.75% | 6.83% | 6.91% | 7.00% | 7.09% | 7.18% | 5.14% | 5.11% | 5.09% | 5.06% | 5.04% | 5.01% | 4.99% | 4.96% | 5.14% | 5.11% | 5.09% | 5.06% | 5.04% | 5.01% | 4.99% | 4.96% | ||
| 22 | 2047 | 6.50% | 6.58% | 6.67% | 6.76% | 6.85% | 6.94% | 7.04% | 7.14% | 5.00% | 4.98% | 4.96% | 4.94% | 4.92% | 4.90% | 4.88% | 4.87% | 5.00% | 4.98% | 4.96% | 4.94% | 4.92% | 4.90% | 4.88% | 4.87% | ||
| 23 | 2048 | 6.41% | 6.50% | 6.60% | 6.70% | 6.79% | 6.90% | 7.00% | 7.11% | 4.87% | 4.86% | 4.84% | 4.83% | 4.82% | 4.80% | 4.79% | 4.77% | 4.87% | 4.86% | 4.84% | 4.83% | 4.82% | 4.80% | 4.79% | 4.77% | ||
| 24 | 2049 | 6.33% | 6.43% | 6.53% | 6.64% | 6.74% | 6.85% | 6.96% | 7.07% | 4.75% | 4.74% | 4.73% | 4.72% | 4.71% | 4.71% | 4.70% | 4.69% | 4.75% | 4.74% | 4.73% | 4.72% | 4.71% | 4.71% | 4.70% | 4.69% | ||
| 25 | 2050 | 6.26% | 6.37% | 6.48% | 6.58% | 6.70% | 6.81% | 6.93% | 7.04% | 4.64% | 4.63% | 4.63% | 4.62% | 4.62% | 4.62% | 4.61% | 4.61% | 4.64% | 4.63% | 4.63% | 4.62% | 4.62% | 4.62% | 4.61% | 4.61% | ||
| 26 | 2051 | 6.20% | 6.31% | 6.42% | 6.54% | 6.65% | 6.77% | 6.89% | 7.02% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | 4.53% | ||