Rate - Yield Comparison

 Updated Monthly

March 1st of 2025

Interest Rate & Dividend Yield Comparison

30 Year Mortgage Rate 

6.97%

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VWESX - Vanguard Long Term Investment Grade Bond Fund

Yield - 5.21%

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5 Year U.S. Treasury note

Yield – 4.03%

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VUIAX - Vanguard Utilities Index Fund Admiral Shares

Yield – 2.89%

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VEIPX – Vanguard Equity Income Fund

Yield – 2.42%

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S&P 500 Index

Yield – 1.25%

S&P 500 Estimated 10 Year Average Annual Return.  

Money invested today - go to sleep like Rip Van Winkle - wake up 10 years from now current average annual return is:  

Negative 1.58%  

Current Shiller S&P 500 PE 37.53 and current dividend yield 1.25%  Ending S&P 500 Shiller PE 17.21 (average since 1871)

 

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