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Total earnings from May 2007 to July 2024: $194.88.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2007
  • Fixed Rate: 1.30%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2007 - Inflation: 1.21% Inflation: 1.53% 2007
Composite: 3.74% Composite: 4.38%
$100.00 $100.32 $100.60 $100.92 $101.24 $101.56 $101.88 $102.24
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.38% Composite: 6.17% Composite: 6.25%
$102.60 $103.00 $103.36 $103.72 $104.12 $104.64 $105.16 $105.72 $106.24 $106.80 $107.32 $107.88
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.25% Composite: 0.00% Composite: 4.38%
$108.44 $109.00 $109.56 $110.12 $110.68 $110.68 $110.68 $110.68 $110.68 $110.68 $110.68 $111.08
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.38% Composite: 2.85% Composite: 2.04%
$111.48 $111.88 $112.28 $112.68 $113.12 $113.40 $113.64 $113.92 $114.20 $114.48 $114.72 $114.92
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.04% Composite: 5.93% Composite: 4.38%
$115.12 $115.32 $115.48 $115.68 $115.88 $116.44 $117.00 $117.60 $118.16 $118.72 $119.32 $119.76
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.38% Composite: 3.51% Composite: 3.07%
$120.20 $120.60 $121.04 $121.48 $121.92 $122.28 $122.64 $123.00 $123.36 $123.72 $124.04 $124.36
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.07% Composite: 2.49%
$124.68 $125.00 $125.32 $125.64 $125.96 $126.24 $126.48 $126.76 $127.00 $127.28 $127.52 $127.80
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.49% Composite: 3.15% Composite: 2.79%
$128.04 $128.32 $128.56 $128.84 $129.12 $129.44 $129.80 $130.12 $130.48 $130.80 $131.16 $131.48
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.79% Composite: 0.00% Composite: 2.85%
$131.76 $132.08 $132.36 $132.68 $133.00 $133.00 $133.00 $133.00 $133.00 $133.00 $133.00 $133.32
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.85% Composite: 1.46% Composite: 4.08%
$133.64 $133.96 $134.28 $134.56 $134.88 $135.04 $135.20 $135.36 $135.52 $135.72 $135.88 $136.32
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.08% Composite: 3.27% Composite: 3.80%
$136.80 $137.24 $137.72 $138.20 $138.64 $139.00 $139.40 $139.76 $140.16 $140.52 $140.92 $141.36
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.80% Composite: 3.53% Composite: 3.64%
$141.80 $142.24 $142.68 $143.16 $143.60 $144.00 $144.44 $144.88 $145.28 $145.72 $146.12 $146.56
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.64% Composite: 2.71% Composite: 3.33%
$147.00 $147.44 $147.88 $148.32 $148.76 $149.08 $149.44 $149.76 $150.12 $150.44 $150.76 $151.16
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.33% Composite: 2.37% Composite: 2.99%
$151.60 $152.00 $152.44 $152.84 $153.28 $153.60 $153.88 $154.20 $154.48 $154.80 $155.08 $155.48
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.99% Composite: 4.86% Composite: 8.47%
$155.84 $156.24 $156.64 $157.00 $157.40 $158.04 $158.68 $159.32 $159.92 $160.60 $161.24 $162.36
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.47% Composite: 10.98% Composite: 7.82%
$163.48 $164.60 $165.76 $166.92 $168.08 $169.60 $171.12 $172.64 $174.16 $175.72 $177.32 $178.44
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.82% Composite: 4.70% Composite: 5.27%
$179.60 $180.76 $181.92 $183.08 $184.24 $184.96 $185.68 $186.40 $187.12 $187.84 $188.56 $189.36
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 5.27% Composite: 4.28%
$190.20 $191.04 $191.84 $192.68 $193.52 $194.20 $194.88
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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