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Total earnings from November 2001 to November 2024: $285.36.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2001
  • Fixed Rate: 2.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2001 - Inflation: 1.19% 2001
Composite: 4.40%
$100.00 $100.36
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 4.40% Composite: 2.57% Composite: 4.48%
$100.72 $101.08 $101.48 $101.84 $102.20 $102.40 $102.64 $102.84 $103.08 $103.28 $103.52 $103.92
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$104.28 $104.68 $105.08 $105.44 $105.84 $106.32 $106.80 $107.32 $107.80 $108.28 $108.80 $109.08
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$109.36 $109.64 $109.92 $110.20 $110.48 $110.88 $111.28 $111.68 $112.08 $112.52 $112.92 $113.36
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$113.80 $114.24 $114.68 $115.12 $115.56 $116.08 $116.64 $117.16 $117.72 $118.24 $118.80 $119.56
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$120.32 $121.08 $121.84 $122.64 $123.40 $123.72 $124.00 $124.32 $124.64 $124.96 $125.24 $125.76
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$126.32 $126.84 $127.36 $127.92 $128.44 $128.92 $129.40 $129.84 $130.32 $130.80 $131.28 $131.84
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$132.40 $132.96 $133.48 $134.04 $134.64 $135.40 $136.16 $136.92 $137.72 $138.48 $139.28 $140.08
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$140.88 $141.68 $142.48 $143.32 $144.12 $144.12 $144.12 $144.12 $144.12 $144.12 $144.12 $144.72
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$145.32 $145.96 $146.56 $147.16 $147.80 $148.24 $148.68 $149.12 $149.56 $150.00 $150.44 $150.80
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$151.12 $151.48 $151.80 $152.16 $152.52 $153.36 $154.20 $155.04 $155.88 $156.72 $157.60 $158.28
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$158.92 $159.60 $160.28 $160.92 $161.60 $162.16 $162.72 $163.28 $163.88 $164.44 $165.00 $165.52
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$166.04 $166.56 $167.08 $167.60 $168.12 $168.56 $169.00 $169.44 $169.92 $170.36 $170.80 $171.24
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$171.72 $172.16 $172.60 $173.08 $173.52 $174.08 $174.64 $175.20 $175.76 $176.32 $176.88 $177.40
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$177.92 $178.40 $178.92 $179.44 $179.96 $180.00 $180.08 $180.12 $180.20 $180.24 $180.32 $180.84
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$181.40 $181.92 $182.44 $183.00 $183.52 $183.84 $184.16 $184.52 $184.84 $185.16 $185.52 $186.24
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$187.00 $187.72 $188.48 $189.20 $189.96 $190.60 $191.20 $191.84 $192.48 $193.12 $193.76 $194.48
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$195.20 $195.92 $196.64 $197.40 $198.12 $198.80 $199.52 $200.20 $200.92 $201.60 $202.32 $203.04
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$203.76 $204.52 $205.24 $205.96 $206.72 $207.32 $207.88 $208.48 $209.08 $209.64 $210.24 $210.96
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$211.64 $212.36 $213.08 $213.76 $214.48 $215.04 $215.56 $216.12 $216.68 $217.24 $217.76 $218.44
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$219.08 $219.76 $220.44 $221.12 $221.80 $222.80 $223.84 $224.88 $225.92 $226.96 $228.00 $229.72
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$231.44 $233.16 $234.92 $236.68 $238.48 $240.76 $243.04 $245.36 $247.72 $250.08 $252.44 $254.20
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$256.00 $257.76 $259.56 $261.40 $263.20 $264.36 $265.56 $266.72 $267.92 $269.12 $270.32 $271.64
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 5.98% Composite: 4.99%
$273.00 $274.32 $275.68 $277.04 $278.40 $279.56 $280.68 $281.84 $283.00 $284.16 $285.36
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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