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Total earnings from November 2006 to November 2024: $205.48.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2006
  • Fixed Rate: 1.40%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2006 - Inflation: 1.55% 2006
Composite: 4.52%
$100.00 $100.36
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.52% Composite: 3.84% Composite: 4.48%
$100.76 $101.12 $101.52 $101.88 $102.24 $102.56 $102.88 $103.20 $103.56 $103.88 $104.20 $104.60
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.48% Composite: 6.27% Composite: 6.35%
$104.96 $105.36 $105.76 $106.16 $106.52 $107.08 $107.64 $108.16 $108.72 $109.28 $109.84 $110.40
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.35% Composite: 0.00% Composite: 4.48%
$111.00 $111.56 $112.16 $112.72 $113.32 $113.32 $113.32 $113.32 $113.32 $113.32 $113.32 $113.72
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.48% Composite: 2.95% Composite: 2.15%
$114.16 $114.60 $115.00 $115.44 $115.84 $116.12 $116.40 $116.68 $116.96 $117.28 $117.56 $117.76
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.15% Composite: 6.03% Composite: 4.48%
$117.96 $118.20 $118.40 $118.60 $118.84 $119.44 $120.04 $120.60 $121.20 $121.80 $122.44 $122.88
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.48% Composite: 3.62% Composite: 3.17%
$123.36 $123.80 $124.28 $124.72 $125.20 $125.56 $125.96 $126.32 $126.72 $127.08 $127.48 $127.80
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.17% Composite: 2.59%
$128.16 $128.48 $128.84 $129.16 $129.52 $129.80 $130.08 $130.36 $130.64 $130.92 $131.20 $131.48
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.59% Composite: 3.25% Composite: 2.89%
$131.76 $132.04 $132.32 $132.60 $132.88 $133.24 $133.60 $133.96 $134.32 $134.68 $135.04 $135.36
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.89% Composite: 0.00% Composite: 2.95%
$135.68 $136.00 $136.32 $136.68 $137.00 $137.00 $137.00 $137.00 $137.00 $137.00 $137.00 $137.32
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.95% Composite: 1.56% Composite: 4.18%
$137.68 $138.00 $138.36 $138.68 $139.04 $139.24 $139.40 $139.60 $139.76 $139.96 $140.12 $140.60
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.18% Composite: 3.37% Composite: 3.90%
$141.08 $141.56 $142.08 $142.56 $143.04 $143.44 $143.84 $144.24 $144.64 $145.04 $145.44 $145.92
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.90% Composite: 3.64% Composite: 3.74%
$146.36 $146.84 $147.32 $147.80 $148.28 $148.72 $149.16 $149.64 $150.08 $150.52 $150.96 $151.44
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.74% Composite: 2.81% Composite: 3.43%
$151.88 $152.36 $152.84 $153.32 $153.80 $154.16 $154.52 $154.88 $155.24 $155.60 $155.96 $156.40
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.43% Composite: 2.47% Composite: 3.09%
$156.84 $157.28 $157.72 $158.20 $158.64 $158.96 $159.28 $159.60 $159.96 $160.28 $160.60 $161.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.09% Composite: 4.96% Composite: 8.57%
$161.44 $161.84 $162.24 $162.68 $163.08 $163.76 $164.40 $165.08 $165.76 $166.44 $167.12 $168.28
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.57% Composite: 11.09% Composite: 7.93%
$169.48 $170.68 $171.88 $173.08 $174.28 $175.84 $177.44 $179.04 $180.68 $182.28 $183.96 $185.16
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.93% Composite: 4.80% Composite: 5.37%
$186.36 $187.56 $188.80 $190.00 $191.24 $192.00 $192.76 $193.52 $194.28 $195.04 $195.84 $196.72
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 5.37% Composite: 4.38%
$197.56 $198.44 $199.32 $200.20 $201.08 $201.80 $202.52 $203.28 $204.00 $204.76 $205.48
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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