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Total earnings from November 2001 to December 2024: $71.57.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.09
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 4.40% Composite: 2.57% Composite: 4.48%
$25.18 $25.27 $25.37 $25.46 $25.55 $25.60 $25.66 $25.71 $25.77 $25.82 $25.88 $25.98
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$26.07 $26.17 $26.27 $26.36 $26.46 $26.58 $26.70 $26.83 $26.95 $27.07 $27.20 $27.27
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$27.34 $27.41 $27.48 $27.55 $27.62 $27.72 $27.82 $27.92 $28.02 $28.13 $28.23 $28.34
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$28.45 $28.56 $28.67 $28.78 $28.89 $29.02 $29.16 $29.29 $29.43 $29.56 $29.70 $29.89
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$30.08 $30.27 $30.46 $30.66 $30.85 $30.93 $31.00 $31.08 $31.16 $31.24 $31.31 $31.44
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$31.58 $31.71 $31.84 $31.98 $32.11 $32.23 $32.35 $32.46 $32.58 $32.70 $32.82 $32.96
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$33.10 $33.24 $33.37 $33.51 $33.66 $33.85 $34.04 $34.23 $34.43 $34.62 $34.82 $35.02
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$35.22 $35.42 $35.62 $35.83 $36.03 $36.03 $36.03 $36.03 $36.03 $36.03 $36.03 $36.18
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$36.33 $36.49 $36.64 $36.79 $36.95 $37.06 $37.17 $37.28 $37.39 $37.50 $37.61 $37.70
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$37.78 $37.87 $37.95 $38.04 $38.13 $38.34 $38.55 $38.76 $38.97 $39.18 $39.40 $39.57
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$39.73 $39.90 $40.07 $40.23 $40.40 $40.54 $40.68 $40.82 $40.97 $41.11 $41.25 $41.38
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$41.51 $41.64 $41.77 $41.90 $42.03 $42.14 $42.25 $42.36 $42.48 $42.59 $42.70 $42.81
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$42.93 $43.04 $43.15 $43.27 $43.38 $43.52 $43.66 $43.80 $43.94 $44.08 $44.22 $44.35
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$44.48 $44.60 $44.73 $44.86 $44.99 $45.00 $45.02 $45.03 $45.05 $45.06 $45.08 $45.21
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$45.35 $45.48 $45.61 $45.75 $45.88 $45.96 $46.04 $46.13 $46.21 $46.29 $46.38 $46.56
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$46.75 $46.93 $47.12 $47.30 $47.49 $47.65 $47.80 $47.96 $48.12 $48.28 $48.44 $48.62
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$48.80 $48.98 $49.16 $49.35 $49.53 $49.70 $49.88 $50.05 $50.23 $50.40 $50.58 $50.76
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$50.94 $51.13 $51.31 $51.49 $51.68 $51.83 $51.97 $52.12 $52.27 $52.41 $52.56 $52.74
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$52.91 $53.09 $53.27 $53.44 $53.62 $53.76 $53.89 $54.03 $54.17 $54.31 $54.44 $54.61
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$54.77 $54.94 $55.11 $55.28 $55.45 $55.70 $55.96 $56.22 $56.48 $56.74 $57.00 $57.43
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$57.86 $58.29 $58.73 $59.17 $59.62 $60.19 $60.76 $61.34 $61.93 $62.52 $63.11 $63.55
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$64.00 $64.44 $64.89 $65.35 $65.80 $66.09 $66.39 $66.68 $66.98 $67.28 $67.58 $67.91
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.98% Composite: 4.99% Composite: 3.92%
$68.25 $68.58 $68.92 $69.26 $69.60 $69.89 $70.17 $70.46 $70.75 $71.04 $71.34 $71.57
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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