Fixed-Income Suite for an index fund
Built for k-12 students learning it in middle or high school. Watch the idea come alive with plain-language steps and everyday examples — perfect for projects and homework. Simulate an index fund live below — adjust the inputs and watch it respond, right in your browser.
Controls
Presets
A bond's price is the present value of its coupons and face value, discounted at the yield. Price moves inversely to yield along a convex curve. Duration measures that sensitivity — a modified duration of 8 means roughly an 8% price drop per 1% rise in yield. Educational tool, not investment advice.
Data Inspector
Governing equation
Runs locally in your browser — free forever. Scale to the cloud when reality gets heavy.
Controls
Presets
Value at Risk estimates the loss a portfolio will not exceed over a horizon at a confidence level. Parametric VaR assumes normally distributed returns and scales volatility by √time. Expected shortfall (CVaR) is the average loss in the tail beyond VaR. Educational tool, not investment advice.
Data Inspector
Governing equation
Runs locally in your browser — free forever. Scale to the cloud when reality gets heavy.
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Frequently asked questions
- Is this good for k-12 students?
- Yes — this version of "Fixed-Income Suite for an index fund" is framed for k-12 students learning it in middle or high school. Watch the idea come alive with plain-language steps and everyday examples — perfect for projects and homework.
- Do I need to install anything?
- No. It runs in any modern browser, free, with no account required.