Worst-case startLump-sum
Lump-Sum Bond Investment Just Before Rate Hikes
What if you had invested about $7,400 in a long-term bond ETF (TLT) at the rate low in August 2020?
#TLT#bonds#rate hikes#lump-sum
What does this scenario show?
Even bonds can be cut in half
Check it with a live calculation
The actual figures for this scenario are provided live by the calculation engine. Pressing the “Calculate this yourself with the same conditions” button below shows the total invested, ending value, and annualized return along with the maximum drawdown, loss duration, and recovery period.
Data sources and limitations
- Based on adjusted close (dividends and splits reflected); FX effect not reflected
- Based on adjusted close (dividends and splits reflected); unless otherwise noted, the exchange rate (FX effect) is not reflected.
- Trading fees and taxes are not reflected. Your actual after-tax return is lower than this.
- This is a result based on past data and does not guarantee future returns.
📋 Results are based on historical data; past returns do not guarantee future returns.
📋 This service is provided for educational purposes to help you understand investing, not as investment advice.