Bond Ladders: Long-Term History Bond Ladders: Modern ...

1900-2021

Average Return Minimum Return Maximum Return

1965-1980

Average Return Minimum Return Maximum Return

Bond Ladders: Long-Term History

5-Year 7-Year 10-Year 15-Year 20-Year 4.4% 4.5% 4.7% 4.8% 4.9% -0.1% -0.4% -0.2% -1.6% -2.3%

15.5% 15.7% 16.2% 19.3% 21.0%

1965-2021

Average Return Minimum Return Maximum Return

Bond Ladders: Modern History

5-Year 7-Year 10-Year 15-Year 20-Year 5.8% 6.0% 6.3% 6.6% 6.8% -0.1% -0.4% -0.2% -1.6% -2.3%

15.5% 15.7% 16.2% 19.3% 21.0%

Bond Ladders: Secular Bear Market 5-Year 7-Year 10-Year 15-Year 20-Year

1981-2021

Bond Ladders: Secular Bull Market 5-Year 7-Year 10-Year 15-Year 20-Year

5.5% 5.1% 4.6% 3.7% 3.0% Average Return

5.9% 6.4% 7.0% 7.7% 8.3%

3.2% 2.2% 1.7% -0.3% -1.9% Minimum Return

-0.1% -0.4% -0.2% -1.6% -2.3%

9.6% 10.3% 9.9% 11.0% 11.0% Maximum Return 15.5% 15.7% 16.2% 19.3% 21.0%

Copyright 2004-2022, Crestmont Research ()

25%

BOND LADDER TOTAL RETURN: BY TERM (1900-2021)

20%

15%

Total Return

10%

5%

0%

-5%

1900

1910 1920

20-yr ladder

1930 1940 1950 1960 1970 1980 1990

15-yr ladder

10-yr ladder

7-yr ladder

Copyright 2004-2022, Crestmont Research ()

2000 2010

5-yr ladder

2020

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