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Total earnings from November 2005 to December 2024: $50.27.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.14
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$25.28 $25.42 $25.56 $25.70 $25.84 $25.88 $25.93 $25.97 $26.01 $26.06 $26.10 $26.19
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$26.28 $26.37 $26.46 $26.55 $26.64 $26.72 $26.79 $26.87 $26.94 $27.02 $27.10 $27.19
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$27.28 $27.38 $27.47 $27.56 $27.65 $27.78 $27.92 $28.05 $28.19 $28.32 $28.46 $28.60
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$28.74 $28.88 $29.02 $29.16 $29.31 $29.31 $29.31 $29.31 $29.31 $29.31 $29.31 $29.41
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$29.51 $29.61 $29.71 $29.81 $29.91 $29.97 $30.04 $30.10 $30.16 $30.23 $30.29 $30.33
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$30.38 $30.42 $30.47 $30.51 $30.55 $30.69 $30.83 $30.98 $31.12 $31.26 $31.41 $31.52
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$31.62 $31.73 $31.84 $31.94 $32.05 $32.14 $32.22 $32.31 $32.39 $32.48 $32.56 $32.63
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$32.71 $32.78 $32.86 $32.94 $33.01 $33.07 $33.13 $33.19 $33.25 $33.31 $33.37 $33.43
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$33.49 $33.55 $33.61 $33.67 $33.74 $33.82 $33.90 $33.98 $34.06 $34.14 $34.22 $34.29
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$34.36 $34.43 $34.50 $34.57 $34.65 $34.65 $34.65 $34.65 $34.65 $34.65 $34.65 $34.72
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$34.80 $34.87 $34.94 $35.02 $35.09 $35.12 $35.16 $35.19 $35.23 $35.26 $35.29 $35.40
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$35.51 $35.62 $35.73 $35.84 $35.96 $36.05 $36.14 $36.23 $36.32 $36.40 $36.49 $36.60
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$36.70 $36.81 $36.91 $37.02 $37.13 $37.23 $37.33 $37.43 $37.53 $37.63 $37.73 $37.83
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$37.94 $38.04 $38.15 $38.25 $38.36 $38.44 $38.51 $38.59 $38.67 $38.74 $38.82 $38.92
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$39.02 $39.11 $39.21 $39.31 $39.41 $39.48 $39.55 $39.61 $39.68 $39.75 $39.82 $39.91
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$40.00 $40.09 $40.18 $40.27 $40.36 $40.51 $40.66 $40.82 $40.97 $41.13 $41.28 $41.56
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$41.83 $42.11 $42.40 $42.68 $42.96 $43.33 $43.71 $44.09 $44.47 $44.86 $45.25 $45.53
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$45.81 $46.09 $46.38 $46.66 $46.95 $47.12 $47.29 $47.46 $47.64 $47.81 $47.98 $48.18
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 4.96% Composite: 3.97% Composite: 2.91%
$48.37 $48.57 $48.77 $48.97 $49.17 $49.33 $49.49 $49.66 $49.82 $49.98 $50.15 $50.27
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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