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Total earnings from November 2003 to May 2024: $53.63.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.05
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$25.09 $25.14 $25.18 $25.23 $25.27 $25.34 $25.42 $25.49 $25.56 $25.64 $25.71 $25.79
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$25.87 $25.95 $26.03 $26.11 $26.19 $26.29 $26.39 $26.50 $26.60 $26.70 $26.81 $26.96
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$27.11 $27.26 $27.42 $27.57 $27.73 $27.78 $27.83 $27.88 $27.92 $27.97 $28.02 $28.12
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$28.22 $28.31 $28.41 $28.51 $28.61 $28.69 $28.78 $28.86 $28.95 $29.03 $29.11 $29.21
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$29.31 $29.41 $29.51 $29.62 $29.72 $29.87 $30.01 $30.16 $30.31 $30.46 $30.61 $30.76
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$30.92 $31.07 $31.22 $31.38 $31.54 $31.54 $31.54 $31.54 $31.54 $31.54 $31.54 $31.65
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$31.76 $31.87 $31.98 $32.09 $32.20 $32.27 $32.34 $32.41 $32.48 $32.56 $32.63 $32.68
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$32.73 $32.78 $32.83 $32.88 $32.93 $33.09 $33.24 $33.40 $33.56 $33.71 $33.87 $33.99
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$34.10 $34.22 $34.34 $34.46 $34.58 $34.67 $34.77 $34.86 $34.96 $35.06 $35.15 $35.23
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$35.32 $35.40 $35.49 $35.57 $35.65 $35.72 $35.79 $35.85 $35.92 $35.99 $36.06 $36.13
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$36.20 $36.27 $36.33 $36.40 $36.47 $36.56 $36.65 $36.74 $36.83 $36.92 $37.01 $37.09
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$37.17 $37.25 $37.33 $37.41 $37.49 $37.49 $37.49 $37.49 $37.49 $37.49 $37.49 $37.57
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$37.65 $37.74 $37.82 $37.90 $37.99 $38.03 $38.07 $38.11 $38.15 $38.19 $38.23 $38.35
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$38.48 $38.60 $38.72 $38.85 $38.97 $39.07 $39.17 $39.27 $39.37 $39.47 $39.57 $39.69
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$39.81 $39.92 $40.04 $40.16 $40.28 $40.39 $40.50 $40.61 $40.73 $40.84 $40.95 $41.07
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$41.18 $41.30 $41.42 $41.53 $41.65 $41.74 $41.82 $41.91 $42.00 $42.09 $42.17 $42.28
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$42.39 $42.50 $42.61 $42.72 $42.83 $42.91 $42.98 $43.06 $43.14 $43.22 $43.29 $43.39
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$43.49 $43.59 $43.69 $43.79 $43.89 $44.06 $44.23 $44.40 $44.57 $44.74 $44.91 $45.21
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$45.52 $45.83 $46.14 $46.45 $46.76 $47.17 $47.58 $48.00 $48.42 $48.85 $49.28 $49.59
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$49.90 $50.21 $50.52 $50.84 $51.16 $51.35 $51.54 $51.73 $51.92 $52.12 $52.31 $52.53
2024 Inflation: 1.97% - 2024
Composite: 5.06%
$52.75 $52.97 $53.19 $53.41 $53.63
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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