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Total earnings from May 2007 to December 2024: $49.55.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.08 $25.15 $25.23 $25.31 $25.39 $25.47 $25.56
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.38% Composite: 6.17% Composite: 6.25%
$25.65 $25.75 $25.84 $25.93 $26.03 $26.16 $26.29 $26.43 $26.56 $26.70 $26.83 $26.97
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.25% Composite: 0.00% Composite: 4.38%
$27.11 $27.25 $27.39 $27.53 $27.67 $27.67 $27.67 $27.67 $27.67 $27.67 $27.67 $27.77
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.38% Composite: 2.85% Composite: 2.04%
$27.87 $27.97 $28.07 $28.17 $28.28 $28.35 $28.41 $28.48 $28.55 $28.62 $28.68 $28.73
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.04% Composite: 5.93% Composite: 4.38%
$28.78 $28.83 $28.87 $28.92 $28.97 $29.11 $29.25 $29.40 $29.54 $29.68 $29.83 $29.94
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.38% Composite: 3.51% Composite: 3.07%
$30.05 $30.15 $30.26 $30.37 $30.48 $30.57 $30.66 $30.75 $30.84 $30.93 $31.01 $31.09
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.07% Composite: 2.49%
$31.17 $31.25 $31.33 $31.41 $31.49 $31.56 $31.62 $31.69 $31.75 $31.82 $31.88 $31.95
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.49% Composite: 3.15% Composite: 2.79%
$32.01 $32.08 $32.14 $32.21 $32.28 $32.36 $32.45 $32.53 $32.62 $32.70 $32.79 $32.87
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.79% Composite: 0.00% Composite: 2.85%
$32.94 $33.02 $33.09 $33.17 $33.25 $33.25 $33.25 $33.25 $33.25 $33.25 $33.25 $33.33
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.85% Composite: 1.46% Composite: 4.08%
$33.41 $33.49 $33.57 $33.64 $33.72 $33.76 $33.80 $33.84 $33.88 $33.93 $33.97 $34.08
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.08% Composite: 3.27% Composite: 3.80%
$34.20 $34.31 $34.43 $34.55 $34.66 $34.75 $34.85 $34.94 $35.04 $35.13 $35.23 $35.34
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.80% Composite: 3.53% Composite: 3.64%
$35.45 $35.56 $35.67 $35.79 $35.90 $36.00 $36.11 $36.22 $36.32 $36.43 $36.53 $36.64
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.64% Composite: 2.71% Composite: 3.33%
$36.75 $36.86 $36.97 $37.08 $37.19 $37.27 $37.36 $37.44 $37.53 $37.61 $37.69 $37.79
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.33% Composite: 2.37% Composite: 2.99%
$37.90 $38.00 $38.11 $38.21 $38.32 $38.40 $38.47 $38.55 $38.62 $38.70 $38.77 $38.87
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.99% Composite: 4.86% Composite: 8.47%
$38.96 $39.06 $39.16 $39.25 $39.35 $39.51 $39.67 $39.83 $39.98 $40.15 $40.31 $40.59
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.47% Composite: 10.98% Composite: 7.82%
$40.87 $41.15 $41.44 $41.73 $42.02 $42.40 $42.78 $43.16 $43.54 $43.93 $44.33 $44.61
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.82% Composite: 4.70% Composite: 5.27%
$44.90 $45.19 $45.48 $45.77 $46.06 $46.24 $46.42 $46.60 $46.78 $46.96 $47.14 $47.34
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.27% Composite: 4.28% Composite: 3.21%
$47.55 $47.76 $47.96 $48.17 $48.38 $48.55 $48.72 $48.89 $49.07 $49.24 $49.42 $49.55
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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