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Total earnings from May 2006 to November 2024: $51.96.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.05 $25.10 $25.15 $25.20 $25.25 $25.30 $25.39
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.52% Composite: 3.84% Composite: 4.48%
$25.49 $25.58 $25.68 $25.78 $25.87 $25.95 $26.03 $26.12 $26.20 $26.28 $26.37 $26.47
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.48% Composite: 6.27% Composite: 6.35%
$26.57 $26.66 $26.76 $26.86 $26.96 $27.10 $27.24 $27.38 $27.52 $27.66 $27.81 $27.96
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.35% Composite: 0.00% Composite: 4.48%
$28.10 $28.25 $28.40 $28.54 $28.69 $28.69 $28.69 $28.69 $28.69 $28.69 $28.69 $28.80
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.48% Composite: 2.95% Composite: 2.15%
$28.90 $29.01 $29.12 $29.22 $29.33 $29.40 $29.47 $29.55 $29.62 $29.69 $29.76 $29.81
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.15% Composite: 6.03% Composite: 4.48%
$29.87 $29.92 $29.97 $30.03 $30.08 $30.23 $30.38 $30.53 $30.68 $30.83 $30.99 $31.10
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.48% Composite: 3.62% Composite: 3.17%
$31.22 $31.34 $31.45 $31.57 $31.68 $31.77 $31.87 $31.97 $32.06 $32.16 $32.25 $32.33
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.17% Composite: 2.59%
$32.42 $32.50 $32.59 $32.68 $32.76 $32.83 $32.90 $32.97 $33.04 $33.11 $33.18 $33.25
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.59% Composite: 3.25% Composite: 2.89%
$33.32 $33.39 $33.47 $33.54 $33.61 $33.70 $33.79 $33.88 $33.97 $34.06 $34.16 $34.24
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.89% Composite: 0.00% Composite: 2.95%
$34.32 $34.41 $34.49 $34.57 $34.65 $34.65 $34.65 $34.65 $34.65 $34.65 $34.65 $34.73
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.95% Composite: 1.56% Composite: 4.18%
$34.82 $34.90 $34.99 $35.08 $35.16 $35.21 $35.25 $35.30 $35.34 $35.39 $35.43 $35.55
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.18% Composite: 3.37% Composite: 3.90%
$35.68 $35.80 $35.92 $36.05 $36.17 $36.27 $36.37 $36.47 $36.58 $36.68 $36.78 $36.90
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.90% Composite: 3.64% Composite: 3.74%
$37.02 $37.14 $37.26 $37.38 $37.50 $37.61 $37.73 $37.84 $37.95 $38.07 $38.18 $38.30
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.74% Composite: 2.81% Composite: 3.43%
$38.42 $38.54 $38.65 $38.77 $38.89 $38.98 $39.07 $39.16 $39.25 $39.34 $39.44 $39.55
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.43% Composite: 2.47% Composite: 3.09%
$39.66 $39.78 $39.89 $40.00 $40.12 $40.20 $40.28 $40.37 $40.45 $40.53 $40.62 $40.72
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.09% Composite: 4.96% Composite: 8.57%
$40.83 $40.93 $41.04 $41.14 $41.25 $41.42 $41.59 $41.76 $41.93 $42.10 $42.27 $42.57
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.57% Composite: 11.09% Composite: 7.93%
$42.87 $43.17 $43.47 $43.77 $44.08 $44.48 $44.88 $45.29 $45.69 $46.11 $46.52 $46.82
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.93% Composite: 4.80% Composite: 5.37%
$47.13 $47.43 $47.74 $48.05 $48.36 $48.55 $48.74 $48.94 $49.13 $49.33 $49.52 $49.74
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 5.37% Composite: 4.38%
$49.96 $50.18 $50.40 $50.63 $50.85 $51.03 $51.22 $51.40 $51.59 $51.78 $51.96
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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