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Total earnings from November 2004 to December 2024: $209.44.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2004
  • Fixed Rate: 1.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2004 - Inflation: 1.33% 2004
Composite: 3.67%
$100.00 $100.32
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$100.60 $100.92 $101.20 $101.52 $101.84 $102.24 $102.60 $103.00 $103.40 $103.80 $104.20 $104.76
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$105.36 $105.92 $106.52 $107.12 $107.72 $107.88 $108.08 $108.24 $108.44 $108.64 $108.80 $109.16
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$109.56 $109.92 $110.28 $110.68 $111.04 $111.36 $111.68 $112.00 $112.32 $112.64 $112.96 $113.36
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$113.72 $114.12 $114.48 $114.88 $115.28 $115.84 $116.40 $116.96 $117.52 $118.08 $118.64 $119.24
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$119.80 $120.40 $120.96 $121.56 $122.16 $122.16 $122.16 $122.16 $122.16 $122.16 $122.16 $122.56
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$123.00 $123.40 $123.80 $124.24 $124.64 $124.92 $125.16 $125.44 $125.68 $125.96 $126.24 $126.44
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$126.60 $126.80 $126.96 $127.16 $127.32 $127.92 $128.52 $129.08 $129.68 $130.28 $130.88 $131.32
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$131.76 $132.20 $132.64 $133.12 $133.56 $133.92 $134.28 $134.64 $135.00 $135.36 $135.72 $136.04
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$136.36 $136.64 $136.96 $137.28 $137.60 $137.84 $138.12 $138.36 $138.60 $138.84 $139.12 $139.36
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$139.64 $139.88 $140.12 $140.40 $140.64 $140.96 $141.32 $141.64 $141.96 $142.32 $142.64 $142.92
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$143.24 $143.52 $143.84 $144.12 $144.40 $144.40 $144.40 $144.40 $144.40 $144.40 $144.40 $144.72
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$145.00 $145.32 $145.64 $145.92 $146.24 $146.40 $146.52 $146.68 $146.80 $146.96 $147.08 $147.52
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$148.00 $148.44 $148.92 $149.40 $149.84 $150.20 $150.56 $150.96 $151.32 $151.68 $152.08 $152.52
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$152.96 $153.40 $153.84 $154.28 $154.72 $155.12 $155.56 $155.96 $156.40 $156.80 $157.20 $157.64
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$158.08 $158.52 $158.96 $159.36 $159.80 $160.12 $160.44 $160.76 $161.08 $161.40 $161.72 $162.12
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$162.52 $162.96 $163.36 $163.76 $164.16 $164.44 $164.72 $165.00 $165.28 $165.56 $165.84 $166.20
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$166.60 $166.96 $167.32 $167.68 $168.08 $168.72 $169.36 $170.00 $170.64 $171.28 $171.92 $173.08
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$174.24 $175.40 $176.56 $177.76 $178.92 $180.48 $182.04 $183.64 $185.24 $186.84 $188.48 $189.64
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$190.80 $192.00 $193.16 $194.36 $195.56 $196.28 $197.00 $197.68 $198.40 $199.12 $199.88 $200.68
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 4.96% Composite: 3.97% Composite: 2.91%
$201.52 $202.36 $203.16 $204.00 $204.84 $205.52 $206.20 $206.88 $207.56 $208.24 $208.92 $209.44
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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