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Fixed Income

Data cutoff
All research on Fixed Income
Modeled fair value
BND · US Broad Bond Market
-0.1Fair
507090110130150170FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 51.2th percentile of modeled fair value 49% of modeled scenarios put fair value above the market.

Median fair value
100.0
index, market = 100
Upside to median
0.0%
Last close
$72.15
2026-08-10
Confidence
high
90/100
Modeled returns

Return distributions, not point forecasts

Percentiles describe the spread of scenario outcomes under the stated method. The width of the range carries as much information as the midpoint.

One year

modeled
P90
+11.0%
P75
+8.0%
Median
+4.7%
P25
+1.0%
P10
-3.0%

79% of modeled scenarios end positive.

Valuation-aware total-return scenario distribution using sustainable economic growth/carry and partial valuation convergence; long-run returns used only as priors.

Three years, annualised

modeled
P90
+8.0%
P75
+6.5%
Median
+4.8%
P25
+3.0%
P10
+1.0%

Annualized multi-year scenario distribution with partial rather than full valuation normalization and asset-specific income/carry assumptions.

Against the Treasury hurdle

1y Treasury
4.01%
Expected excess
+0.7%
Basis
direct

DGS1 is the preferred current investment-basis one-year hurdle; the modeled expected-return edge is not guaranteed excess return.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
BND
US Broad Bond Market
-0.1Fair100.0$72.15+4.7%
TLT
Long-Term US Treasuries
Unavailable$82.06
IEF
Intermediate US Treasuries
Unavailable$92.76
SHY
Short-Term US Treasuries
Unavailable$81.86
TIP
Inflation-Protected Treasuries
Unavailable$106.86
LQD
Investment-Grade Corporate Bonds
Unavailable$105.96
HYG
High-Yield Corporate Bonds
Unavailable$79.48