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Total earnings from November 2002 to December 2024: $253.96.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2002
  • Fixed Rate: 1.60%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2002 - Inflation: 1.23% 2002
Composite: 4.08%
$100.00 $100.32
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.08% Composite: 5.17% Composite: 2.69%
$100.68 $101.00 $101.36 $101.68 $102.04 $102.48 $102.92 $103.36 $103.80 $104.24 $104.68 $104.92
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.69% Composite: 4.00% Composite: 4.28%
$105.16 $105.40 $105.60 $105.84 $106.08 $106.44 $106.80 $107.12 $107.48 $107.84 $108.20 $108.60
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.28% Composite: 5.21% Composite: 7.35%
$108.96 $109.36 $109.72 $110.12 $110.52 $111.00 $111.48 $111.96 $112.44 $112.92 $113.40 $114.08
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.35% Composite: 2.61% Composite: 4.72%
$114.76 $115.48 $116.16 $116.88 $117.56 $117.80 $118.08 $118.32 $118.60 $118.84 $119.08 $119.56
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.72% Composite: 4.04% Composite: 4.68%
$120.00 $120.48 $120.96 $121.40 $121.88 $122.28 $122.68 $123.12 $123.52 $123.92 $124.36 $124.84
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.68% Composite: 6.48% Composite: 6.56%
$125.32 $125.80 $126.28 $126.80 $127.28 $127.96 $128.64 $129.32 $130.00 $130.72 $131.40 $132.12
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.56% Composite: 0.00% Composite: 4.68%
$132.84 $133.52 $134.24 $135.00 $135.72 $135.72 $135.72 $135.72 $135.72 $135.72 $135.72 $136.24
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.68% Composite: 3.15% Composite: 2.35%
$136.76 $137.28 $137.84 $138.36 $138.88 $139.24 $139.60 $139.96 $140.32 $140.72 $141.08 $141.36
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.35% Composite: 6.24% Composite: 4.68%
$141.64 $141.92 $142.20 $142.48 $142.72 $143.44 $144.20 $144.92 $145.68 $146.44 $147.16 $147.72
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.68% Composite: 3.82% Composite: 3.37%
$148.28 $148.88 $149.44 $150.04 $150.60 $151.08 $151.56 $152.04 $152.52 $153.00 $153.48 $153.92
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.37% Composite: 2.79%
$154.32 $154.76 $155.20 $155.64 $156.08 $156.44 $156.80 $157.16 $157.52 $157.88 $158.24 $158.60
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.79% Composite: 3.45% Composite: 3.09%
$158.96 $159.32 $159.72 $160.08 $160.44 $160.88 $161.36 $161.80 $162.28 $162.76 $163.20 $163.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.09% Composite: 0.00% Composite: 3.15%
$164.04 $164.44 $164.88 $165.28 $165.72 $165.72 $165.72 $165.72 $165.72 $165.72 $165.72 $166.16
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.15% Composite: 1.76% Composite: 4.38%
$166.60 $167.00 $167.44 $167.88 $168.32 $168.56 $168.80 $169.04 $169.32 $169.56 $169.80 $170.40
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.38% Composite: 3.58% Composite: 4.10%
$171.04 $171.64 $172.28 $172.88 $173.52 $174.04 $174.56 $175.08 $175.60 $176.12 $176.64 $177.24
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.10% Composite: 3.84% Composite: 3.94%
$177.84 $178.44 $179.04 $179.64 $180.28 $180.84 $181.44 $182.00 $182.60 $183.16 $183.76 $184.36
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.94% Composite: 3.01% Composite: 3.64%
$184.96 $185.56 $186.16 $186.76 $187.40 $187.88 $188.32 $188.80 $189.28 $189.76 $190.24 $190.80
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.64% Composite: 2.67% Composite: 3.29%
$191.40 $191.96 $192.56 $193.12 $193.72 $194.16 $194.56 $195.00 $195.44 $195.88 $196.32 $196.84
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.29% Composite: 5.17% Composite: 8.78%
$197.40 $197.92 $198.48 $199.00 $199.56 $200.40 $201.28 $202.12 $203.00 $203.84 $204.72 $206.20
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.78% Composite: 11.30% Composite: 8.13%
$207.68 $209.16 $210.68 $212.20 $213.72 $215.68 $217.68 $219.68 $221.68 $223.72 $225.80 $227.32
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.13% Composite: 5.01% Composite: 5.57%
$228.80 $230.36 $231.88 $233.44 $234.96 $235.92 $236.92 $237.88 $238.88 $239.84 $240.84 $241.96
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.57% Composite: 4.58% Composite: 3.52%
$243.04 $244.16 $245.28 $246.40 $247.56 $248.48 $249.44 $250.36 $251.32 $252.28 $253.24 $253.96
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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