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Total earnings from November 2002 to December 2024: $63.49.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.08
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.08% Composite: 5.17% Composite: 2.69%
$25.17 $25.25 $25.34 $25.42 $25.51 $25.62 $25.73 $25.84 $25.95 $26.06 $26.17 $26.23
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.69% Composite: 4.00% Composite: 4.28%
$26.29 $26.35 $26.40 $26.46 $26.52 $26.61 $26.70 $26.78 $26.87 $26.96 $27.05 $27.15
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.28% Composite: 5.21% Composite: 7.35%
$27.24 $27.34 $27.43 $27.53 $27.63 $27.75 $27.87 $27.99 $28.11 $28.23 $28.35 $28.52
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.35% Composite: 2.61% Composite: 4.72%
$28.69 $28.87 $29.04 $29.22 $29.39 $29.45 $29.52 $29.58 $29.65 $29.71 $29.77 $29.89
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.72% Composite: 4.04% Composite: 4.68%
$30.00 $30.12 $30.24 $30.35 $30.47 $30.57 $30.67 $30.78 $30.88 $30.98 $31.09 $31.21
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.68% Composite: 6.48% Composite: 6.56%
$31.33 $31.45 $31.57 $31.70 $31.82 $31.99 $32.16 $32.33 $32.50 $32.68 $32.85 $33.03
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.56% Composite: 0.00% Composite: 4.68%
$33.21 $33.38 $33.56 $33.75 $33.93 $33.93 $33.93 $33.93 $33.93 $33.93 $33.93 $34.06
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.68% Composite: 3.15% Composite: 2.35%
$34.19 $34.32 $34.46 $34.59 $34.72 $34.81 $34.90 $34.99 $35.08 $35.18 $35.27 $35.34
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.35% Composite: 6.24% Composite: 4.68%
$35.41 $35.48 $35.55 $35.62 $35.68 $35.86 $36.05 $36.23 $36.42 $36.61 $36.79 $36.93
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.68% Composite: 3.82% Composite: 3.37%
$37.07 $37.22 $37.36 $37.51 $37.65 $37.77 $37.89 $38.01 $38.13 $38.25 $38.37 $38.48
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.37% Composite: 2.79%
$38.58 $38.69 $38.80 $38.91 $39.02 $39.11 $39.20 $39.29 $39.38 $39.47 $39.56 $39.65
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.79% Composite: 3.45% Composite: 3.09%
$39.74 $39.83 $39.93 $40.02 $40.11 $40.22 $40.34 $40.45 $40.57 $40.69 $40.80 $40.90
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.09% Composite: 0.00% Composite: 3.15%
$41.01 $41.11 $41.22 $41.32 $41.43 $41.43 $41.43 $41.43 $41.43 $41.43 $41.43 $41.54
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.15% Composite: 1.76% Composite: 4.38%
$41.65 $41.75 $41.86 $41.97 $42.08 $42.14 $42.20 $42.26 $42.33 $42.39 $42.45 $42.60
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.38% Composite: 3.58% Composite: 4.10%
$42.76 $42.91 $43.07 $43.22 $43.38 $43.51 $43.64 $43.77 $43.90 $44.03 $44.16 $44.31
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.10% Composite: 3.84% Composite: 3.94%
$44.46 $44.61 $44.76 $44.91 $45.07 $45.21 $45.36 $45.50 $45.65 $45.79 $45.94 $46.09
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.94% Composite: 3.01% Composite: 3.64%
$46.24 $46.39 $46.54 $46.69 $46.85 $46.97 $47.08 $47.20 $47.32 $47.44 $47.56 $47.70
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.64% Composite: 2.67% Composite: 3.29%
$47.85 $47.99 $48.14 $48.28 $48.43 $48.54 $48.64 $48.75 $48.86 $48.97 $49.08 $49.21
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.29% Composite: 5.17% Composite: 8.78%
$49.35 $49.48 $49.62 $49.75 $49.89 $50.10 $50.32 $50.53 $50.75 $50.96 $51.18 $51.55
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.78% Composite: 11.30% Composite: 8.13%
$51.92 $52.29 $52.67 $53.05 $53.43 $53.92 $54.42 $54.92 $55.42 $55.93 $56.45 $56.83
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.13% Composite: 5.01% Composite: 5.57%
$57.20 $57.59 $57.97 $58.36 $58.74 $58.98 $59.23 $59.47 $59.72 $59.96 $60.21 $60.49
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.57% Composite: 4.58% Composite: 3.52%
$60.76 $61.04 $61.32 $61.60 $61.89 $62.12 $62.36 $62.59 $62.83 $63.07 $63.31 $63.49
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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