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Fixed Income

Data cutoff
All research on Fixed Income
Modeled fair value
BND · US Broad Bond Market
+0.7Somewhat cheap
406080100120140160FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 38.8th percentile of modeled fair value 61% of modeled scenarios put fair value above the market.

Median fair value
101.0
index, market = 100
Upside to median
+1.0%
Last close
$71.11
2026-09-16
Confidence
high
85/100
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
+11.1%
P75
+8.3%
Median
+5.3%
P25
+2.3%
P10
-0.5%

88% of modeled scenarios end positive.

Starting YTM 5.27% less expected credit losses, plus a duration x yield-change distribution (1-sigma about 80bp over one year) and a small spread-widening drag.

Three years, annualised

modeled
P90
+7.3%
P75
+6.2%
Median
+5.0%
P25
+3.8%
P10
+2.5%

Starting-yield anchor with reinvestment across rate scenarios; dispersion shrinks as the horizon approaches portfolio duration.

Against the Treasury hurdle

1y Treasury
4.45%
Expected excess
+0.9%
Basis
direct

Modeled 1Y median return minus the 1-year Treasury par yield; a modeled spread, not a guaranteed excess return.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
BND
US Broad Bond Market
+0.7Somewhat cheap101.0$71.11+5.3%
HYG
High-Yield Corporate Bonds
Unavailable$78.42
IEF
Intermediate US Treasuries
Unavailable$90.73
LQD
Investment-Grade Corporate Bonds
Unavailable$104.45
SHY
Short-Term US Treasuries
Unavailable$81.24
TIP
Inflation-Protected Treasuries
Unavailable$105.39
TLT
Long-Term US Treasuries
Unavailable$80.88