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Total earnings from May 2004 to November 2024: $53.19.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.07 $25.14 $25.21 $25.28 $25.35 $25.42 $25.50
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$25.57 $25.65 $25.73 $25.81 $25.89 $25.99 $26.09 $26.19 $26.29 $26.39 $26.49 $26.64
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$26.78 $26.93 $27.08 $27.23 $27.38 $27.43 $27.47 $27.52 $27.56 $27.61 $27.66 $27.75
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$27.85 $27.94 $28.04 $28.13 $28.23 $28.31 $28.39 $28.47 $28.55 $28.63 $28.71 $28.81
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$28.90 $29.00 $29.10 $29.20 $29.30 $29.44 $29.58 $29.73 $29.87 $30.01 $30.16 $30.31
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$30.46 $30.60 $30.75 $30.90 $31.06 $31.06 $31.06 $31.06 $31.06 $31.06 $31.06 $31.16
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$31.27 $31.38 $31.48 $31.59 $31.69 $31.76 $31.82 $31.89 $31.96 $32.03 $32.09 $32.14
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$32.18 $32.23 $32.28 $32.32 $32.37 $32.52 $32.67 $32.82 $32.97 $33.13 $33.28 $33.39
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$33.50 $33.62 $33.73 $33.84 $33.96 $34.05 $34.14 $34.23 $34.32 $34.41 $34.51 $34.59
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$34.67 $34.75 $34.83 $34.91 $34.99 $35.05 $35.12 $35.18 $35.24 $35.31 $35.37 $35.43
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$35.50 $35.56 $35.63 $35.69 $35.76 $35.84 $35.93 $36.01 $36.10 $36.18 $36.27 $36.34
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$36.42 $36.50 $36.57 $36.65 $36.72 $36.72 $36.72 $36.72 $36.72 $36.72 $36.72 $36.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$36.88 $36.95 $37.03 $37.11 $37.19 $37.23 $37.26 $37.30 $37.33 $37.37 $37.41 $37.53
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$37.64 $37.76 $37.88 $38.00 $38.12 $38.21 $38.31 $38.40 $38.50 $38.59 $38.69 $38.80
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$38.91 $39.03 $39.14 $39.25 $39.37 $39.48 $39.58 $39.69 $39.79 $39.90 $40.01 $40.12
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$40.23 $40.34 $40.45 $40.56 $40.68 $40.76 $40.84 $40.92 $41.01 $41.09 $41.17 $41.27
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$41.38 $41.48 $41.58 $41.69 $41.79 $41.86 $41.93 $42.01 $42.08 $42.15 $42.22 $42.31
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$42.41 $42.50 $42.60 $42.69 $42.79 $42.95 $43.11 $43.28 $43.44 $43.60 $43.77 $44.06
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$44.36 $44.65 $44.95 $45.25 $45.56 $45.96 $46.36 $46.76 $47.17 $47.58 $47.99 $48.29
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$48.58 $48.88 $49.18 $49.49 $49.79 $49.97 $50.15 $50.33 $50.52 $50.70 $50.89 $51.10
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 4.96% Composite: 3.97%
$51.31 $51.52 $51.73 $51.94 $52.15 $52.32 $52.49 $52.67 $52.84 $53.01 $53.19
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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