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Total earnings from May 2003 to April 2024: $54.74.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.10 $25.19 $25.29 $25.39 $25.48 $25.58 $25.63
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$25.67 $25.72 $25.77 $25.81 $25.86 $25.93 $26.01 $26.08 $26.16 $26.24 $26.31 $26.39
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$26.47 $26.56 $26.64 $26.72 $26.81 $26.91 $27.02 $27.12 $27.23 $27.33 $27.44 $27.59
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$27.75 $27.90 $28.06 $28.22 $28.38 $28.43 $28.48 $28.53 $28.58 $28.63 $28.68 $28.78
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$28.88 $28.98 $29.08 $29.18 $29.29 $29.38 $29.46 $29.55 $29.63 $29.72 $29.81 $29.91
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$30.02 $30.12 $30.22 $30.33 $30.43 $30.58 $30.73 $30.88 $31.03 $31.19 $31.34 $31.50
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$31.65 $31.81 $31.97 $32.13 $32.29 $32.29 $32.29 $32.29 $32.29 $32.29 $32.29 $32.40
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$32.51 $32.63 $32.74 $32.85 $32.96 $33.03 $33.10 $33.18 $33.25 $33.32 $33.40 $33.45
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$33.50 $33.55 $33.60 $33.66 $33.71 $33.87 $34.03 $34.19 $34.35 $34.51 $34.68 $34.80
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$34.92 $35.04 $35.16 $35.28 $35.40 $35.50 $35.59 $35.69 $35.79 $35.89 $35.99 $36.08
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$36.16 $36.25 $36.33 $36.42 $36.51 $36.58 $36.65 $36.72 $36.79 $36.86 $36.93 $37.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$37.07 $37.14 $37.21 $37.28 $37.35 $37.44 $37.53 $37.62 $37.72 $37.81 $37.90 $37.98
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$38.06 $38.14 $38.23 $38.31 $38.39 $38.39 $38.39 $38.39 $38.39 $38.39 $38.39 $38.47
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$38.56 $38.64 $38.73 $38.81 $38.90 $38.94 $38.98 $39.02 $39.06 $39.10 $39.15 $39.28
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$39.40 $39.53 $39.65 $39.78 $39.91 $40.01 $40.11 $40.22 $40.32 $40.42 $40.52 $40.64
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$40.76 $40.88 $41.00 $41.13 $41.25 $41.36 $41.48 $41.59 $41.71 $41.82 $41.94 $42.06
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$42.18 $42.30 $42.42 $42.54 $42.66 $42.75 $42.84 $42.93 $43.02 $43.11 $43.20 $43.31
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$43.42 $43.54 $43.65 $43.76 $43.88 $43.96 $44.04 $44.12 $44.20 $44.28 $44.36 $44.46
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$44.57 $44.67 $44.77 $44.88 $44.98 $45.15 $45.33 $45.50 $45.68 $45.85 $46.03 $46.34
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$46.66 $46.97 $47.29 $47.61 $47.93 $48.35 $48.78 $49.20 $49.64 $50.07 $50.51 $50.83
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$51.14 $51.46 $51.78 $52.11 $52.43 $52.62 $52.82 $53.02 $53.21 $53.41 $53.61 $53.83
2024 Inflation: 1.97% - 2024
Composite: 5.06%
$54.06 $54.28 $54.51 $54.74
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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