Rate - Yield Comparison

 Updated Monthly

June 1st of 2025

Interest Rate & Dividend Yield Comparison

30 Year Mortgage Rate 

6.94%

***

VWESX - Vanguard Long Term Investment Grade Bond Fund

Yield - 5.57%

***

5 Year U.S. Treasury note

Yield – 3.96%

***

VUIAX - Vanguard Utilities Index Fund Admiral Shares

Yield – 2.88%

***

VEIPX – Vanguard Equity Income Fund

Yield – 2.53%

***

S&P 500 Index

Yield – 1.29%

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 1.25%  

Current Shiller S&P 500 PE 36.29 and current dividend yield 1.29%  Ending S&P 500 Shiller PE 17.21 (average since 1871)

 

No comments:

Post a Comment