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Total earnings from November 2004 to December 2024: $52.36.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.08
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$25.15 $25.23 $25.30 $25.38 $25.46 $25.56 $25.65 $25.75 $25.85 $25.95 $26.05 $26.19
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$26.34 $26.48 $26.63 $26.78 $26.93 $26.97 $27.02 $27.06 $27.11 $27.16 $27.20 $27.29
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$27.39 $27.48 $27.57 $27.67 $27.76 $27.84 $27.92 $28.00 $28.08 $28.16 $28.24 $28.34
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$28.43 $28.53 $28.62 $28.72 $28.82 $28.96 $29.10 $29.24 $29.38 $29.52 $29.66 $29.81
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$29.95 $30.10 $30.24 $30.39 $30.54 $30.54 $30.54 $30.54 $30.54 $30.54 $30.54 $30.64
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$30.75 $30.85 $30.95 $31.06 $31.16 $31.23 $31.29 $31.36 $31.42 $31.49 $31.56 $31.61
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$31.65 $31.70 $31.74 $31.79 $31.83 $31.98 $32.13 $32.27 $32.42 $32.57 $32.72 $32.83
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$32.94 $33.05 $33.16 $33.28 $33.39 $33.48 $33.57 $33.66 $33.75 $33.84 $33.93 $34.01
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$34.09 $34.16 $34.24 $34.32 $34.40 $34.46 $34.53 $34.59 $34.65 $34.71 $34.78 $34.84
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$34.91 $34.97 $35.03 $35.10 $35.16 $35.24 $35.33 $35.41 $35.49 $35.58 $35.66 $35.73
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$35.81 $35.88 $35.96 $36.03 $36.10 $36.10 $36.10 $36.10 $36.10 $36.10 $36.10 $36.18
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$36.25 $36.33 $36.41 $36.48 $36.56 $36.60 $36.63 $36.67 $36.70 $36.74 $36.77 $36.88
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$37.00 $37.11 $37.23 $37.35 $37.46 $37.55 $37.64 $37.74 $37.83 $37.92 $38.02 $38.13
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$38.24 $38.35 $38.46 $38.57 $38.68 $38.78 $38.89 $38.99 $39.10 $39.20 $39.30 $39.41
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$39.52 $39.63 $39.74 $39.84 $39.95 $40.03 $40.11 $40.19 $40.27 $40.35 $40.43 $40.53
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$40.63 $40.74 $40.84 $40.94 $41.04 $41.11 $41.18 $41.25 $41.32 $41.39 $41.46 $41.55
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$41.65 $41.74 $41.83 $41.92 $42.02 $42.18 $42.34 $42.50 $42.66 $42.82 $42.98 $43.27
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$43.56 $43.85 $44.14 $44.44 $44.73 $45.12 $45.51 $45.91 $46.31 $46.71 $47.12 $47.41
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$47.70 $48.00 $48.29 $48.59 $48.89 $49.07 $49.25 $49.42 $49.60 $49.78 $49.97 $50.17
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 4.96% Composite: 3.97% Composite: 2.91%
$50.38 $50.59 $50.79 $51.00 $51.21 $51.38 $51.55 $51.72 $51.89 $52.06 $52.23 $52.36
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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