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Total earnings from November 2003 to April 2024: $213.64.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2003
  • Fixed Rate: 1.10%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2003 - Inflation: 0.54% 2003
Composite: 2.19%
$100.00 $100.20
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$100.36 $100.56 $100.72 $100.92 $101.08 $101.36 $101.68 $101.96 $102.24 $102.56 $102.84 $103.16
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$103.48 $103.80 $104.12 $104.44 $104.76 $105.16 $105.56 $106.00 $106.40 $106.80 $107.24 $107.84
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$108.44 $109.04 $109.68 $110.28 $110.92 $111.12 $111.32 $111.52 $111.68 $111.88 $112.08 $112.48
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$112.88 $113.24 $113.64 $114.04 $114.44 $114.76 $115.12 $115.44 $115.80 $116.12 $116.44 $116.84
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$117.24 $117.64 $118.04 $118.48 $118.88 $119.48 $120.04 $120.64 $121.24 $121.84 $122.44 $123.04
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$123.68 $124.28 $124.88 $125.52 $126.16 $126.16 $126.16 $126.16 $126.16 $126.16 $126.16 $126.60
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$127.04 $127.48 $127.92 $128.36 $128.80 $129.08 $129.36 $129.64 $129.92 $130.24 $130.52 $130.72
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$130.92 $131.12 $131.32 $131.52 $131.72 $132.36 $132.96 $133.60 $134.24 $134.84 $135.48 $135.96
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$136.40 $136.88 $137.36 $137.84 $138.32 $138.68 $139.08 $139.44 $139.84 $140.24 $140.60 $140.92
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$141.28 $141.60 $141.96 $142.28 $142.60 $142.88 $143.16 $143.40 $143.68 $143.96 $144.24 $144.52
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$144.80 $145.08 $145.32 $145.60 $145.88 $146.24 $146.60 $146.96 $147.32 $147.68 $148.04 $148.36
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$148.68 $149.00 $149.32 $149.64 $149.96 $149.96 $149.96 $149.96 $149.96 $149.96 $149.96 $150.28
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$150.60 $150.96 $151.28 $151.60 $151.96 $152.12 $152.28 $152.44 $152.60 $152.76 $152.92 $153.40
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$153.92 $154.40 $154.88 $155.40 $155.88 $156.28 $156.68 $157.08 $157.48 $157.88 $158.28 $158.76
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$159.24 $159.68 $160.16 $160.64 $161.12 $161.56 $162.00 $162.44 $162.92 $163.36 $163.80 $164.28
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$164.72 $165.20 $165.68 $166.12 $166.60 $166.96 $167.28 $167.64 $168.00 $168.36 $168.68 $169.12
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$169.56 $170.00 $170.44 $170.88 $171.32 $171.64 $171.92 $172.24 $172.56 $172.88 $173.16 $173.56
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$173.96 $174.36 $174.76 $175.16 $175.56 $176.24 $176.92 $177.60 $178.28 $178.96 $179.64 $180.84
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$182.08 $183.32 $184.56 $185.80 $187.04 $188.68 $190.32 $192.00 $193.68 $195.40 $197.12 $198.36
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$199.60 $200.84 $202.08 $203.36 $204.64 $205.40 $206.16 $206.92 $207.68 $208.48 $209.24 $210.12
2024 Inflation: 1.97% - 2024
Composite: 5.06%
$211.00 $211.88 $212.76 $213.64
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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