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Total earnings from May 2003 to April 2024: $218.96.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2003
  • Fixed Rate: 1.10%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2003 - Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.66% Composite: 2.19%
$100.00 $100.40 $100.76 $101.16 $101.56 $101.92 $102.32 $102.52
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$102.68 $102.88 $103.08 $103.24 $103.44 $103.72 $104.04 $104.32 $104.64 $104.96 $105.24 $105.56
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$105.88 $106.24 $106.56 $106.88 $107.24 $107.64 $108.08 $108.48 $108.92 $109.32 $109.76 $110.36
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$111.00 $111.60 $112.24 $112.88 $113.52 $113.72 $113.92 $114.12 $114.32 $114.52 $114.72 $115.12
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$115.52 $115.92 $116.32 $116.72 $117.16 $117.52 $117.84 $118.20 $118.52 $118.88 $119.24 $119.64
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$120.08 $120.48 $120.88 $121.32 $121.72 $122.32 $122.92 $123.52 $124.12 $124.76 $125.36 $126.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$126.60 $127.24 $127.88 $128.52 $129.16 $129.16 $129.16 $129.16 $129.16 $129.16 $129.16 $129.60
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$130.04 $130.52 $130.96 $131.40 $131.84 $132.12 $132.40 $132.72 $133.00 $133.28 $133.60 $133.80
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$134.00 $134.20 $134.40 $134.64 $134.84 $135.48 $136.12 $136.76 $137.40 $138.04 $138.72 $139.20
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$139.68 $140.16 $140.64 $141.12 $141.60 $142.00 $142.36 $142.76 $143.16 $143.56 $143.96 $144.32
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$144.64 $145.00 $145.32 $145.68 $146.04 $146.32 $146.60 $146.88 $147.16 $147.44 $147.72 $148.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$148.28 $148.56 $148.84 $149.12 $149.40 $149.76 $150.12 $150.48 $150.88 $151.24 $151.60 $151.92
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$152.24 $152.56 $152.92 $153.24 $153.56 $153.56 $153.56 $153.56 $153.56 $153.56 $153.56 $153.88
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$154.24 $154.56 $154.92 $155.24 $155.60 $155.76 $155.92 $156.08 $156.24 $156.40 $156.60 $157.12
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$157.60 $158.12 $158.60 $159.12 $159.64 $160.04 $160.44 $160.88 $161.28 $161.68 $162.08 $162.56
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$163.04 $163.52 $164.00 $164.52 $165.00 $165.44 $165.92 $166.36 $166.84 $167.28 $167.76 $168.24
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$168.72 $169.20 $169.68 $170.16 $170.64 $171.00 $171.36 $171.72 $172.08 $172.44 $172.80 $173.24
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$173.68 $174.16 $174.60 $175.04 $175.52 $175.84 $176.16 $176.48 $176.80 $177.12 $177.44 $177.84
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$178.28 $178.68 $179.08 $179.52 $179.92 $180.60 $181.32 $182.00 $182.72 $183.40 $184.12 $185.36
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$186.64 $187.88 $189.16 $190.44 $191.72 $193.40 $195.12 $196.80 $198.56 $200.28 $202.04 $203.32
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$204.56 $205.84 $207.12 $208.44 $209.72 $210.48 $211.28 $212.08 $212.84 $213.64 $214.44 $215.32
2024 Inflation: 1.97% - 2024
Composite: 5.06%
$216.24 $217.12 $218.04 $218.96
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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