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Total earnings from May 2002 to April 2024: $67.77.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.05 $25.11 $25.16 $25.21 $25.27 $25.32 $25.41
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$25.51 $25.60 $25.70 $25.79 $25.89 $26.01 $26.13 $26.25 $26.37 $26.49 $26.61 $26.68
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$26.75 $26.81 $26.88 $26.95 $27.02 $27.12 $27.22 $27.32 $27.41 $27.51 $27.61 $27.72
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$27.82 $27.93 $28.04 $28.15 $28.26 $28.39 $28.52 $28.65 $28.79 $28.92 $29.05 $29.23
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$29.42 $29.61 $29.80 $29.99 $30.18 $30.26 $30.33 $30.41 $30.48 $30.56 $30.63 $30.76
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$30.89 $31.02 $31.15 $31.28 $31.42 $31.54 $31.65 $31.77 $31.88 $32.00 $32.12 $32.25
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$32.39 $32.53 $32.66 $32.80 $32.94 $33.13 $33.31 $33.50 $33.69 $33.88 $34.07 $34.27
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$34.46 $34.66 $34.86 $35.06 $35.26 $35.26 $35.26 $35.26 $35.26 $35.26 $35.26 $35.41
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$35.56 $35.71 $35.86 $36.01 $36.16 $36.27 $36.37 $36.48 $36.59 $36.70 $36.80 $36.88
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$36.97 $37.05 $37.14 $37.22 $37.31 $37.51 $37.72 $37.93 $38.13 $38.34 $38.55 $38.71
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$38.87 $39.04 $39.20 $39.37 $39.53 $39.67 $39.81 $39.94 $40.08 $40.22 $40.36 $40.49
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$40.61 $40.74 $40.87 $40.99 $41.12 $41.23 $41.34 $41.45 $41.56 $41.67 $41.78 $41.89
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$42.00 $42.11 $42.22 $42.33 $42.45 $42.59 $42.72 $42.86 $42.99 $43.13 $43.27 $43.39
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$43.52 $43.65 $43.77 $43.90 $44.03 $44.04 $44.06 $44.07 $44.09 $44.10 $44.11 $44.24
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$44.37 $44.50 $44.63 $44.76 $44.90 $44.98 $45.06 $45.14 $45.22 $45.30 $45.38 $45.56
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$45.74 $45.92 $46.10 $46.28 $46.47 $46.62 $46.78 $46.93 $47.08 $47.24 $47.39 $47.57
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$47.74 $47.92 $48.10 $48.28 $48.46 $48.63 $48.80 $48.97 $49.14 $49.31 $49.49 $49.67
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$49.85 $50.02 $50.20 $50.38 $50.56 $50.70 $50.85 $50.99 $51.13 $51.28 $51.42 $51.59
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$51.76 $51.94 $52.11 $52.28 $52.46 $52.59 $52.73 $52.86 $53.00 $53.13 $53.27 $53.43
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$53.60 $53.76 $53.92 $54.09 $54.26 $54.51 $54.76 $55.01 $55.26 $55.52 $55.77 $56.19
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$56.61 $57.04 $57.47 $57.90 $58.33 $58.89 $59.45 $60.01 $60.59 $61.16 $61.75 $62.18
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$62.62 $63.05 $63.50 $63.94 $64.39 $64.68 $64.97 $65.26 $65.55 $65.84 $66.13 $66.46
2024 Inflation: 1.97% - 2024
Composite: 5.98%
$66.78 $67.11 $67.44 $67.77
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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