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Fixed Income

Data cutoff
All research on Fixed Income
Modeled fair value
BND · US Broad Bond Market
+1.2Somewhat cheap
4070100130160190220FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 29.7th percentile of modeled fair value 70% of modeled scenarios put fair value above the market.

Median fair value
104.0
index, market = 100
Upside to median
+4.0%
Last close
$72.37
2026-08-24
Confidence
high
91/100
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
+12.0%
P75
+8.5%
Median
+5.2%
P25
+1.5%
P10
-4.0%

79% of modeled scenarios end positive.

Scenario total-return model using economic-output/carry assumptions plus partial valuation convergence; short-horizon momentum is excluded.

Three years, annualised

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

Three-year annualized scenario model with partial valuation normalization and asset-specific income/growth economics.

Against the Treasury hurdle

1y Treasury
4.03%
Expected excess
+1.2%
Basis
direct

DGS1 is the current investment-basis annual hurdle; the expected-return edge is modeled and not guaranteed.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
BND
US Broad Bond Market
+1.2Somewhat cheap104.0$72.37+5.2%
TLT
Long-Term US Treasuries
Unavailable$82.56
IEF
Intermediate US Treasuries
Unavailable$93.01
SHY
Short-Term US Treasuries
Unavailable$82.00
TIP
Inflation-Protected Treasuries
Unavailable$107.25
LQD
Investment-Grade Corporate Bonds
Unavailable$106.18
HYG
High-Yield Corporate Bonds
Unavailable$79.70