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Total earnings from May 2006 to December 2024: $208.40.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2006
  • Fixed Rate: 1.40%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2006 - Inflation: 0.50% Inflation: 1.55% 2006
Composite: 2.41% Composite: 4.52%
$100.00 $100.20 $100.40 $100.60 $100.80 $101.00 $101.20 $101.56
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.52% Composite: 3.84% Composite: 4.48%
$101.96 $102.32 $102.72 $103.12 $103.48 $103.80 $104.12 $104.48 $104.80 $105.12 $105.48 $105.88
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.48% Composite: 6.27% Composite: 6.35%
$106.28 $106.64 $107.04 $107.44 $107.84 $108.40 $108.96 $109.52 $110.08 $110.64 $111.24 $111.84
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.35% Composite: 0.00% Composite: 4.48%
$112.40 $113.00 $113.60 $114.16 $114.76 $114.76 $114.76 $114.76 $114.76 $114.76 $114.76 $115.20
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.48% Composite: 2.95% Composite: 2.15%
$115.60 $116.04 $116.48 $116.88 $117.32 $117.60 $117.88 $118.20 $118.48 $118.76 $119.04 $119.24
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.15% Composite: 6.03% Composite: 4.48%
$119.48 $119.68 $119.88 $120.12 $120.32 $120.92 $121.52 $122.12 $122.72 $123.32 $123.96 $124.40
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.48% Composite: 3.62% Composite: 3.17%
$124.88 $125.36 $125.80 $126.28 $126.72 $127.08 $127.48 $127.88 $128.24 $128.64 $129.00 $129.32
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.17% Composite: 2.59%
$129.68 $130.00 $130.36 $130.72 $131.04 $131.32 $131.60 $131.88 $132.16 $132.44 $132.72 $133.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.59% Composite: 3.25% Composite: 2.89%
$133.28 $133.56 $133.88 $134.16 $134.44 $134.80 $135.16 $135.52 $135.88 $136.24 $136.64 $136.96
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.89% Composite: 0.00% Composite: 2.95%
$137.28 $137.64 $137.96 $138.28 $138.60 $138.60 $138.60 $138.60 $138.60 $138.60 $138.60 $138.92
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.95% Composite: 1.56% Composite: 4.18%
$139.28 $139.60 $139.96 $140.32 $140.64 $140.84 $141.00 $141.20 $141.36 $141.56 $141.72 $142.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.18% Composite: 3.37% Composite: 3.90%
$142.72 $143.20 $143.68 $144.20 $144.68 $145.08 $145.48 $145.88 $146.32 $146.72 $147.12 $147.60
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.90% Composite: 3.64% Composite: 3.74%
$148.08 $148.56 $149.04 $149.52 $150.00 $150.44 $150.92 $151.36 $151.80 $152.28 $152.72 $153.20
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.74% Composite: 2.81% Composite: 3.43%
$153.68 $154.16 $154.60 $155.08 $155.56 $155.92 $156.28 $156.64 $157.00 $157.36 $157.76 $158.20
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.43% Composite: 2.47% Composite: 3.09%
$158.64 $159.12 $159.56 $160.00 $160.48 $160.80 $161.12 $161.48 $161.80 $162.12 $162.48 $162.88
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.09% Composite: 4.96% Composite: 8.57%
$163.32 $163.72 $164.16 $164.56 $165.00 $165.68 $166.36 $167.04 $167.72 $168.40 $169.08 $170.28
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.57% Composite: 11.09% Composite: 7.93%
$171.48 $172.68 $173.88 $175.08 $176.32 $177.92 $179.52 $181.16 $182.76 $184.44 $186.08 $187.28
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.93% Composite: 4.80% Composite: 5.37%
$188.52 $189.72 $190.96 $192.20 $193.44 $194.20 $194.96 $195.76 $196.52 $197.32 $198.08 $198.96
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.37% Composite: 4.38% Composite: 3.31%
$199.84 $200.72 $201.60 $202.52 $203.40 $204.12 $204.88 $205.60 $206.36 $207.12 $207.84 $208.40
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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