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Portfolio History Shock
← Examples
If the 2008 crisis or the 2022 rate surge happened today, what would it do to my portfolio?
Portfolio Results
Market Value
total $
YTW
yield to worst
Mod Duration
years
DV01
per $1M face
Credit Score
wtd avg S&P
Future Return
trailing 30 days
Future UpSide
upside scenario
Future DnSide
downside scenario
US Treasury Zero-Coupon Spot Curve
Spot curve
Shocked spot
Forecast (2007-03-01 → 2010-03-01)
Par (ref)
Securities
Security Rating Market Value YTW Mod Duration DV01 Future Rtn Future Up Future Dn