EDHEC-Princeton Goal Price Index – Retirement Wealth – 2033

This version of the EDHEC-Princeton Retirement Goal Price Indices represents the minimum capital needed to secure a capital of $1, plus possibly an adjustment for the cost of living, in January 2033. In other words, the index is the price of a zero-coupon bond that pays $1, plus possibly an adjustment for the cost of living, in January 2033.

The index moves every month as the retirement date approaches and as interest rates fluctuate. As a general rule, lower rates imply greater index values, meaning that securing capital is more costly, while higher rates result in lower index values.

The index value can be used to measure the capital that can be secured with a given amount of savings: the purchasing power of savings is obtained by dividing the capital by the index value.

 

Historical values

This figure displays the values of two Goal Price Indices since January 2018. The index with no adjustment is the present value of a capital equal to $1. The index with a cost-of-living adjustment is the present value of a capital equal to $1 plus an annual 2% cost-of-living adjustment.

 

Monthly values
2018


Not adjusted
Cost-of-Living-adjusted
January
0.68
0.92
February
0.65
0.88
March
0.65
0.87
April
0.66
0.88
May
0.64
0.86
June
0.65
0.87
July
0.65
0.87
August
0.64
0.86
September
0.66
0.87
October
0.64
0.85
November
n.a.
n.a.
December
n.a.
n.a.

 

Retirement Wealth Calculator

An EDHEC-Princeton Goal Price Index - Retirement Wealth can be used to measure the purchasing power of retirement savings in terms of retirement wealth.

Enter retirement savings here: $

Based on the latest index values, the retirement wealth that can be financed with these savings is estimated to be:

Either $ 0 in January 2033;

Or      $ 0 in January 2033 plus an annual 2% cost-of-living adjustment.

Disclaimer: The retirement wealth is an estimate based on the values of the EDHEC-Princeton Goal Price Index - Retirement Wealth - 2033. The index is itself based on a model, and it does not represent the actual price of a zero-coupon bond.

 

Data download
Monthly values

Document download
Index construction rules

Disclaimer

 

 

EDHEC-Princeton Goal Price Indices
Retirement Income
October 2018 Values
Zone, Retirement year
Not adjusted
Cost-of-Living-adjusted
US, 2023
13.20
17.07
US, 2028
11.19
15.98
US, 2033
9.48
14.94
US, 2038
8.03
13.98
US, 2043
6.81
13.09
US, 2048
5.79
12.28
US, 2053
4.92
11.53
US, 2058
4.18
10.82

EDHEC-Princeton Goal Price Indices
Retirement Wealth
October 2018 Values
Zone, Retirement year
Not adjusted
Cost-of-Living-adjusted
US, 2023
0.88
0.96
US, 2028
0.75
0.90
US, 2033
0.64
0.85
US, 2038
0.54
0.79
US, 2043
0.46
0.74
US, 2048
0.39
0.69
US, 2053
0.33
0.65
US, 2058
0.28
0.61

 

 

 

 

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