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Total earnings from November 2006 to November 2024: $51.37.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.09
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.52% Composite: 3.84% Composite: 4.48%
$25.19 $25.28 $25.38 $25.47 $25.56 $25.64 $25.72 $25.80 $25.89 $25.97 $26.05 $26.15
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.48% Composite: 6.27% Composite: 6.35%
$26.24 $26.34 $26.44 $26.54 $26.63 $26.77 $26.91 $27.04 $27.18 $27.32 $27.46 $27.60
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.35% Composite: 0.00% Composite: 4.48%
$27.75 $27.89 $28.04 $28.18 $28.33 $28.33 $28.33 $28.33 $28.33 $28.33 $28.33 $28.43
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.48% Composite: 2.95% Composite: 2.15%
$28.54 $28.65 $28.75 $28.86 $28.96 $29.03 $29.10 $29.17 $29.24 $29.32 $29.39 $29.44
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.15% Composite: 6.03% Composite: 4.48%
$29.49 $29.55 $29.60 $29.65 $29.71 $29.86 $30.01 $30.15 $30.30 $30.45 $30.61 $30.72
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.48% Composite: 3.62% Composite: 3.17%
$30.84 $30.95 $31.07 $31.18 $31.30 $31.39 $31.49 $31.58 $31.68 $31.77 $31.87 $31.95
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.17% Composite: 2.59%
$32.04 $32.12 $32.21 $32.29 $32.38 $32.45 $32.52 $32.59 $32.66 $32.73 $32.80 $32.87
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.59% Composite: 3.25% Composite: 2.89%
$32.94 $33.01 $33.08 $33.15 $33.22 $33.31 $33.40 $33.49 $33.58 $33.67 $33.76 $33.84
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.89% Composite: 0.00% Composite: 2.95%
$33.92 $34.00 $34.08 $34.17 $34.25 $34.25 $34.25 $34.25 $34.25 $34.25 $34.25 $34.33
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.95% Composite: 1.56% Composite: 4.18%
$34.42 $34.50 $34.59 $34.67 $34.76 $34.81 $34.85 $34.90 $34.94 $34.99 $35.03 $35.15
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.18% Composite: 3.37% Composite: 3.90%
$35.27 $35.39 $35.52 $35.64 $35.76 $35.86 $35.96 $36.06 $36.16 $36.26 $36.36 $36.48
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.90% Composite: 3.64% Composite: 3.74%
$36.59 $36.71 $36.83 $36.95 $37.07 $37.18 $37.29 $37.41 $37.52 $37.63 $37.74 $37.86
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.74% Composite: 2.81% Composite: 3.43%
$37.97 $38.09 $38.21 $38.33 $38.45 $38.54 $38.63 $38.72 $38.81 $38.90 $38.99 $39.10
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.43% Composite: 2.47% Composite: 3.09%
$39.21 $39.32 $39.43 $39.55 $39.66 $39.74 $39.82 $39.90 $39.99 $40.07 $40.15 $40.25
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.09% Composite: 4.96% Composite: 8.57%
$40.36 $40.46 $40.56 $40.67 $40.77 $40.94 $41.10 $41.27 $41.44 $41.61 $41.78 $42.07
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.57% Composite: 11.09% Composite: 7.93%
$42.37 $42.67 $42.97 $43.27 $43.57 $43.96 $44.36 $44.76 $45.17 $45.57 $45.99 $46.29
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.93% Composite: 4.80% Composite: 5.37%
$46.59 $46.89 $47.20 $47.50 $47.81 $48.00 $48.19 $48.38 $48.57 $48.76 $48.96 $49.18
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 5.37% Composite: 4.38%
$49.39 $49.61 $49.83 $50.05 $50.27 $50.45 $50.63 $50.82 $51.00 $51.19 $51.37
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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