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Total earnings from May 2002 to December 2024: $280.16.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2002
  • Fixed Rate: 2.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2002 - Inflation: 0.28% Inflation: 1.23% 2002
Composite: 2.57% Composite: 4.48%
$100.00 $100.20 $100.44 $100.64 $100.84 $101.08 $101.28 $101.64
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$102.04 $102.40 $102.80 $103.16 $103.56 $104.04 $104.52 $105.00 $105.48 $105.96 $106.44 $106.72
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$107.00 $107.24 $107.52 $107.80 $108.08 $108.48 $108.88 $109.28 $109.64 $110.04 $110.44 $110.88
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$111.28 $111.72 $112.16 $112.60 $113.04 $113.56 $114.08 $114.60 $115.16 $115.68 $116.20 $116.92
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$117.68 $118.44 $119.20 $119.96 $120.72 $121.04 $121.32 $121.64 $121.92 $122.24 $122.52 $123.04
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$123.56 $124.08 $124.60 $125.12 $125.68 $126.16 $126.60 $127.08 $127.52 $128.00 $128.48 $129.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$129.56 $130.12 $130.64 $131.20 $131.76 $132.52 $133.24 $134.00 $134.76 $135.52 $136.28 $137.08
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$137.84 $138.64 $139.44 $140.24 $141.04 $141.04 $141.04 $141.04 $141.04 $141.04 $141.04 $141.64
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$142.24 $142.84 $143.44 $144.04 $144.64 $145.08 $145.48 $145.92 $146.36 $146.80 $147.20 $147.52
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$147.88 $148.20 $148.56 $148.88 $149.24 $150.04 $150.88 $151.72 $152.52 $153.36 $154.20 $154.84
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$155.48 $156.16 $156.80 $157.48 $158.12 $158.68 $159.24 $159.76 $160.32 $160.88 $161.44 $161.96
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$162.44 $162.96 $163.48 $163.96 $164.48 $164.92 $165.36 $165.80 $166.24 $166.68 $167.12 $167.56
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$168.00 $168.44 $168.88 $169.32 $169.80 $170.36 $170.88 $171.44 $171.96 $172.52 $173.08 $173.56
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$174.08 $174.60 $175.08 $175.60 $176.12 $176.16 $176.24 $176.28 $176.36 $176.40 $176.44 $176.96
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$177.48 $178.00 $178.52 $179.04 $179.60 $179.92 $180.24 $180.56 $180.88 $181.20 $181.52 $182.24
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$182.96 $183.68 $184.40 $185.12 $185.88 $186.48 $187.12 $187.72 $188.32 $188.96 $189.56 $190.28
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$190.96 $191.68 $192.40 $193.12 $193.84 $194.52 $195.20 $195.88 $196.56 $197.24 $197.96 $198.68
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$199.40 $200.08 $200.80 $201.52 $202.24 $202.80 $203.40 $203.96 $204.52 $205.12 $205.68 $206.36
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$207.04 $207.76 $208.44 $209.12 $209.84 $210.36 $210.92 $211.44 $212.00 $212.52 $213.08 $213.72
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$214.40 $215.04 $215.68 $216.36 $217.04 $218.04 $219.04 $220.04 $221.04 $222.08 $223.08 $224.76
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$226.44 $228.16 $229.88 $231.60 $233.32 $235.56 $237.80 $240.04 $242.36 $244.64 $247.00 $248.72
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$250.48 $252.20 $254.00 $255.76 $257.56 $258.72 $259.88 $261.04 $262.20 $263.36 $264.52 $265.84
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.98% Composite: 4.99% Composite: 3.92%
$267.12 $268.44 $269.76 $271.08 $272.44 $273.56 $274.68 $275.80 $276.96 $278.08 $279.24 $280.16
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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