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Total earnings from May 2005 to April 2024: $207.68.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2005
  • Fixed Rate: 1.20%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2005 - Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.80% Composite: 6.93%
$100.00 $100.40 $100.80 $101.20 $101.60 $102.00 $102.40 $103.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.93% Composite: 2.21% Composite: 4.32%
$103.56 $104.16 $104.76 $105.36 $105.96 $106.16 $106.36 $106.56 $106.72 $106.92 $107.12 $107.52
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.32% Composite: 3.63% Composite: 4.28%
$107.88 $108.28 $108.64 $109.04 $109.44 $109.76 $110.08 $110.44 $110.76 $111.08 $111.44 $111.84
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.28% Composite: 6.07% Composite: 6.15%
$112.24 $112.64 $113.04 $113.44 $113.84 $114.40 $115.00 $115.56 $116.12 $116.72 $117.28 $117.88
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.15% Composite: 0.00% Composite: 4.28%
$118.48 $119.08 $119.68 $120.28 $120.88 $120.88 $120.88 $120.88 $120.88 $120.88 $120.88 $121.32
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.28% Composite: 2.75% Composite: 1.94%
$121.72 $122.16 $122.60 $123.04 $123.48 $123.76 $124.04 $124.32 $124.60 $124.88 $125.16 $125.36
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.94% Composite: 5.83% Composite: 4.28%
$125.56 $125.76 $125.96 $126.16 $126.36 $126.96 $127.56 $128.20 $128.80 $129.44 $130.04 $130.48
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.28% Composite: 3.41% Composite: 2.97%
$130.96 $131.44 $131.88 $132.36 $132.84 $133.20 $133.60 $133.96 $134.36 $134.72 $135.12 $135.44
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.97% Composite: 2.39%
$135.80 $136.12 $136.44 $136.80 $137.12 $137.40 $137.68 $137.92 $138.20 $138.48 $138.76 $139.04
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.39% Composite: 3.05% Composite: 2.69%
$139.32 $139.60 $139.88 $140.16 $140.40 $140.76 $141.12 $141.48 $141.84 $142.20 $142.56 $142.88
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.69% Composite: 0.00% Composite: 2.75%
$143.20 $143.52 $143.84 $144.16 $144.48 $144.48 $144.48 $144.48 $144.48 $144.48 $144.48 $144.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.75% Composite: 1.36% Composite: 3.98%
$145.12 $145.48 $145.80 $146.12 $146.48 $146.64 $146.80 $146.96 $147.16 $147.32 $147.48 $147.96
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.98% Composite: 3.17% Composite: 3.69%
$148.44 $148.96 $149.44 $149.92 $150.40 $150.80 $151.20 $151.60 $152.00 $152.40 $152.80 $153.28
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.69% Composite: 3.43% Composite: 3.53%
$153.72 $154.20 $154.68 $155.16 $155.60 $156.04 $156.48 $156.92 $157.36 $157.84 $158.28 $158.76
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.53% Composite: 2.61% Composite: 3.23%
$159.20 $159.68 $160.12 $160.60 $161.08 $161.44 $161.76 $162.12 $162.48 $162.84 $163.20 $163.64
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.23% Composite: 2.27% Composite: 2.89%
$164.08 $164.52 $164.96 $165.40 $165.84 $166.16 $166.48 $166.76 $167.08 $167.40 $167.72 $168.12
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.89% Composite: 4.76% Composite: 8.36%
$168.52 $168.92 $169.32 $169.72 $170.16 $170.84 $171.48 $172.16 $172.84 $173.52 $174.20 $175.40
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.36% Composite: 10.88% Composite: 7.72%
$176.60 $177.80 $179.04 $180.24 $181.48 $183.08 $184.72 $186.36 $188.00 $189.68 $191.36 $192.56
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.72% Composite: 4.60% Composite: 5.16%
$193.80 $195.00 $196.24 $197.48 $198.76 $199.52 $200.28 $201.04 $201.80 $202.56 $203.32 $204.20
2024 Inflation: 1.97% - 2024
Composite: 5.16%
$205.04 $205.92 $206.80 $207.68
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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