Changes in interest rates can create challenges and opportunities for fixed-income investors.
This calculator is designed to help you explore how laddered municipal and corporate bond portfolios may perform in different interest rate environments. For laddered municipal bond portfolios, the calculator also indicates the potential value of systematic tax-loss harvesting in a rising interest rate environment.
The information presented is hypothetical and for illustrative purposes only, and does not reflect the actual or expected performance of any specific investment strategy.
Corporate Bonds
Market UpdateMunicipal Bonds
Market InsightCumulative Data | Your Ladder5-15 Yrs | 1-8 Yrs | 1-14 Yrs | 5-15 Yrs |
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Starting Yield | |||||
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Cumulative | Annualized |
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Cumulative Data | Your Ladder5-15 Yrs | 1-8 Yrs | 1-14 Yrs | 5-15 Yrs |
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%
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%
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Starting Yield | |||||
Cumulative | Annualized |
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Cumulative | Annualized |
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Cumulative | Annualized |
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