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Total earnings from May 2004 to November 2024: $212.76.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2004
  • Fixed Rate: 1.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2004 - Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.39% Composite: 3.67%
$100.00 $100.28 $100.56 $100.84 $101.12 $101.40 $101.68 $102.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$102.28 $102.60 $102.92 $103.24 $103.56 $103.96 $104.36 $104.76 $105.16 $105.56 $105.96 $106.56
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$107.12 $107.72 $108.32 $108.92 $109.52 $109.72 $109.88 $110.08 $110.24 $110.44 $110.64 $111.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$111.40 $111.76 $112.16 $112.52 $112.92 $113.24 $113.56 $113.88 $114.20 $114.52 $114.84 $115.24
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$115.60 $116.00 $116.40 $116.80 $117.20 $117.76 $118.32 $118.92 $119.48 $120.04 $120.64 $121.24
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$121.84 $122.40 $123.00 $123.60 $124.24 $124.24 $124.24 $124.24 $124.24 $124.24 $124.24 $124.64
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$125.08 $125.52 $125.92 $126.36 $126.76 $127.04 $127.28 $127.56 $127.84 $128.12 $128.36 $128.56
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$128.72 $128.92 $129.12 $129.28 $129.48 $130.08 $130.68 $131.28 $131.88 $132.52 $133.12 $133.56
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$134.00 $134.48 $134.92 $135.36 $135.84 $136.20 $136.56 $136.92 $137.28 $137.64 $138.04 $138.36
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$138.68 $139.00 $139.32 $139.64 $139.96 $140.20 $140.48 $140.72 $140.96 $141.24 $141.48 $141.72
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$142.00 $142.24 $142.52 $142.76 $143.04 $143.36 $143.72 $144.04 $144.40 $144.72 $145.08 $145.36
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$145.68 $146.00 $146.28 $146.60 $146.88 $146.88 $146.88 $146.88 $146.88 $146.88 $146.88 $147.20
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$147.52 $147.80 $148.12 $148.44 $148.76 $148.92 $149.04 $149.20 $149.32 $149.48 $149.64 $150.12
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$150.56 $151.04 $151.52 $152.00 $152.48 $152.84 $153.24 $153.60 $154.00 $154.36 $154.76 $155.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$155.64 $156.12 $156.56 $157.00 $157.48 $157.92 $158.32 $158.76 $159.16 $159.60 $160.04 $160.48
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$160.92 $161.36 $161.80 $162.24 $162.72 $163.04 $163.36 $163.68 $164.04 $164.36 $164.68 $165.08
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$165.52 $165.92 $166.32 $166.76 $167.16 $167.44 $167.72 $168.04 $168.32 $168.60 $168.88 $169.24
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$169.64 $170.00 $170.40 $170.76 $171.16 $171.80 $172.44 $173.12 $173.76 $174.40 $175.08 $176.24
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$177.44 $178.60 $179.80 $181.00 $182.24 $183.84 $185.44 $187.04 $188.68 $190.32 $191.96 $193.16
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$194.32 $195.52 $196.72 $197.96 $199.16 $199.88 $200.60 $201.32 $202.08 $202.80 $203.56 $204.40
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 4.96% Composite: 3.97%
$205.24 $206.08 $206.92 $207.76 $208.60 $209.28 $209.96 $210.68 $211.36 $212.04 $212.76
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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