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Total earnings from May 2005 to December 2024: $53.37.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.10 $25.20 $25.30 $25.40 $25.50 $25.60 $25.75
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.93% Composite: 2.21% Composite: 4.32%
$25.89 $26.04 $26.19 $26.34 $26.49 $26.54 $26.59 $26.64 $26.68 $26.73 $26.78 $26.88
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.32% Composite: 3.63% Composite: 4.28%
$26.97 $27.07 $27.16 $27.26 $27.36 $27.44 $27.52 $27.61 $27.69 $27.77 $27.86 $27.96
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.28% Composite: 6.07% Composite: 6.15%
$28.06 $28.16 $28.26 $28.36 $28.46 $28.60 $28.75 $28.89 $29.03 $29.18 $29.32 $29.47
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.15% Composite: 0.00% Composite: 4.28%
$29.62 $29.77 $29.92 $30.07 $30.22 $30.22 $30.22 $30.22 $30.22 $30.22 $30.22 $30.33
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.28% Composite: 2.75% Composite: 1.94%
$30.43 $30.54 $30.65 $30.76 $30.87 $30.94 $31.01 $31.08 $31.15 $31.22 $31.29 $31.34
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.94% Composite: 5.83% Composite: 4.28%
$31.39 $31.44 $31.49 $31.54 $31.59 $31.74 $31.89 $32.05 $32.20 $32.36 $32.51 $32.62
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.28% Composite: 3.41% Composite: 2.97%
$32.74 $32.86 $32.97 $33.09 $33.21 $33.30 $33.40 $33.49 $33.59 $33.68 $33.78 $33.86
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.97% Composite: 2.39%
$33.95 $34.03 $34.11 $34.20 $34.28 $34.35 $34.42 $34.48 $34.55 $34.62 $34.69 $34.76
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.39% Composite: 3.05% Composite: 2.69%
$34.83 $34.90 $34.97 $35.04 $35.10 $35.19 $35.28 $35.37 $35.46 $35.55 $35.64 $35.72
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.69% Composite: 0.00% Composite: 2.75%
$35.80 $35.88 $35.96 $36.04 $36.12 $36.12 $36.12 $36.12 $36.12 $36.12 $36.12 $36.20
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.75% Composite: 1.36% Composite: 3.98%
$36.28 $36.37 $36.45 $36.53 $36.62 $36.66 $36.70 $36.74 $36.79 $36.83 $36.87 $36.99
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.98% Composite: 3.17% Composite: 3.69%
$37.11 $37.24 $37.36 $37.48 $37.60 $37.70 $37.80 $37.90 $38.00 $38.10 $38.20 $38.32
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.69% Composite: 3.43% Composite: 3.53%
$38.43 $38.55 $38.67 $38.79 $38.90 $39.01 $39.12 $39.23 $39.34 $39.46 $39.57 $39.69
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.53% Composite: 2.61% Composite: 3.23%
$39.80 $39.92 $40.03 $40.15 $40.27 $40.36 $40.44 $40.53 $40.62 $40.71 $40.80 $40.91
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.23% Composite: 2.27% Composite: 2.89%
$41.02 $41.13 $41.24 $41.35 $41.46 $41.54 $41.62 $41.69 $41.77 $41.85 $41.93 $42.03
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.89% Composite: 4.76% Composite: 8.36%
$42.13 $42.23 $42.33 $42.43 $42.54 $42.71 $42.87 $43.04 $43.21 $43.38 $43.55 $43.85
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.36% Composite: 10.88% Composite: 7.72%
$44.15 $44.45 $44.76 $45.06 $45.37 $45.77 $46.18 $46.59 $47.00 $47.42 $47.84 $48.14
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.72% Composite: 4.60% Composite: 5.16%
$48.45 $48.75 $49.06 $49.37 $49.69 $49.88 $50.07 $50.26 $50.45 $50.64 $50.83 $51.05
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.16% Composite: 4.18% Composite: 3.11%
$51.26 $51.48 $51.70 $51.92 $52.14 $52.32 $52.50 $52.68 $52.86 $53.05 $53.23 $53.37
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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