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Total earnings from November 2005 to April 2024: $195.88.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2005
  • Fixed Rate: 1.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2005 - Inflation: 2.85% 2005
Composite: 6.73%
$100.00 $100.56
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$101.12 $101.68 $102.24 $102.80 $103.36 $103.52 $103.72 $103.88 $104.04 $104.24 $104.40 $104.76
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$105.12 $105.48 $105.84 $106.20 $106.56 $106.88 $107.16 $107.48 $107.76 $108.08 $108.40 $108.76
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$109.12 $109.52 $109.88 $110.24 $110.60 $111.12 $111.68 $112.20 $112.76 $113.28 $113.84 $114.40
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$114.96 $115.52 $116.08 $116.64 $117.24 $117.24 $117.24 $117.24 $117.24 $117.24 $117.24 $117.64
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$118.04 $118.44 $118.84 $119.24 $119.64 $119.88 $120.16 $120.40 $120.64 $120.92 $121.16 $121.32
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$121.52 $121.68 $121.88 $122.04 $122.20 $122.76 $123.32 $123.92 $124.48 $125.04 $125.64 $126.08
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$126.48 $126.92 $127.36 $127.76 $128.20 $128.56 $128.88 $129.24 $129.56 $129.92 $130.24 $130.52
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$130.84 $131.12 $131.44 $131.76 $132.04 $132.28 $132.52 $132.76 $133.00 $133.24 $133.48 $133.72
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$133.96 $134.20 $134.44 $134.68 $134.96 $135.28 $135.60 $135.92 $136.24 $136.56 $136.88 $137.16
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$137.44 $137.72 $138.00 $138.28 $138.60 $138.60 $138.60 $138.60 $138.60 $138.60 $138.60 $138.88
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$139.20 $139.48 $139.76 $140.08 $140.36 $140.48 $140.64 $140.76 $140.92 $141.04 $141.16 $141.60
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$142.04 $142.48 $142.92 $143.36 $143.84 $144.20 $144.56 $144.92 $145.28 $145.60 $145.96 $146.40
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$146.80 $147.24 $147.64 $148.08 $148.52 $148.92 $149.32 $149.72 $150.12 $150.52 $150.92 $151.32
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$151.76 $152.16 $152.60 $153.00 $153.44 $153.76 $154.04 $154.36 $154.68 $154.96 $155.28 $155.68
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$156.08 $156.44 $156.84 $157.24 $157.64 $157.92 $158.20 $158.44 $158.72 $159.00 $159.28 $159.64
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$160.00 $160.36 $160.72 $161.08 $161.44 $162.04 $162.64 $163.28 $163.88 $164.52 $165.12 $166.24
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$167.32 $168.44 $169.60 $170.72 $171.84 $173.32 $174.84 $176.36 $177.88 $179.44 $181.00 $182.12
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$183.24 $184.36 $185.52 $186.64 $187.80 $188.48 $189.16 $189.84 $190.56 $191.24 $191.92 $192.72
2024 Inflation: 1.97% - 2024
Composite: 4.96%
$193.48 $194.28 $195.08 $195.88
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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