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Fixed Income

Data cutoff
All research on Fixed Income
Modeled fair value
BND · US Broad Bond Market
+1.6Cheap
406080100120140160FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 23.6th percentile of modeled fair value 76% of modeled scenarios put fair value above the market.

Median fair value
103.1
index, market = 100
Upside to median
+3.1%
Last close
$71.40
2026-09-21
Confidence
high
80/100
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
+13.1%
P75
+9.4%
Median
+5.4%
P25
+1.4%
P10
-2.3%

82% of modeled scenarios end positive.

Starting-yield carry (about 5.0% aggregate yield) plus modest duration gain from partial yield normalization, less expected credit losses; 1-year dispersion from duration-scaled yield volatility.

Three years, annualised

modeled
P90
+9.7%
P75
+7.6%
Median
+5.2%
P25
+2.8%
P10
+0.7%

Starting-yield anchor with partial yield mean reversion over three years; dispersion narrows as carry dominates.

Against the Treasury hurdle

1y Treasury
4.45%
Expected excess
+1.0%
Basis
proxy

Modeled spread of the 1-year median expected return over the 1-year Treasury par yield; not a guaranteed excess return.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
BND
US Broad Bond Market
+1.6Cheap103.1$71.40+5.4%
HYG
High-Yield Corporate Bonds
Unavailable$78.68
IEF
Intermediate US Treasuries
Unavailable$91.15
LQD
Investment-Grade Corporate Bonds
Unavailable$105.09
SHY
Short-Term US Treasuries
Unavailable$81.29
TIP
Inflation-Protected Treasuries
Unavailable$105.68
TLT
Long-Term US Treasuries
Unavailable$81.80