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Total earnings from November 2007 to December 2024: $191.52.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2007
  • Fixed Rate: 1.20%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2007 - Inflation: 1.53% 2007
Composite: 4.28%
$100.00 $100.36
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.28% Composite: 6.07% Composite: 6.15%
$100.72 $101.08 $101.44 $101.80 $102.16 $102.68 $103.20 $103.68 $104.20 $104.72 $105.28 $105.80
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.15% Composite: 0.00% Composite: 4.28%
$106.36 $106.88 $107.44 $107.96 $108.52 $108.52 $108.52 $108.52 $108.52 $108.52 $108.52 $108.92
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.28% Composite: 2.75% Composite: 1.94%
$109.28 $109.68 $110.08 $110.44 $110.84 $111.08 $111.36 $111.60 $111.84 $112.12 $112.36 $112.56
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.94% Composite: 5.83% Composite: 4.28%
$112.72 $112.92 $113.08 $113.28 $113.44 $114.00 $114.52 $115.08 $115.64 $116.20 $116.76 $117.16
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.28% Composite: 3.41% Composite: 2.97%
$117.60 $118.00 $118.40 $118.84 $119.24 $119.56 $119.92 $120.24 $120.60 $120.92 $121.28 $121.56
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.97% Composite: 2.39%
$121.88 $122.16 $122.48 $122.76 $123.08 $123.32 $123.56 $123.80 $124.04 $124.32 $124.56 $124.80
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.39% Composite: 3.05% Composite: 2.69%
$125.04 $125.32 $125.56 $125.80 $126.04 $126.36 $126.68 $127.00 $127.32 $127.64 $127.96 $128.24
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.69% Composite: 0.00% Composite: 2.75%
$128.52 $128.80 $129.12 $129.40 $129.68 $129.68 $129.68 $129.68 $129.68 $129.68 $129.68 $129.96
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.75% Composite: 1.36% Composite: 3.98%
$130.28 $130.56 $130.88 $131.16 $131.48 $131.64 $131.76 $131.92 $132.08 $132.24 $132.36 $132.80
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.98% Composite: 3.17% Composite: 3.69%
$133.24 $133.68 $134.12 $134.56 $135.00 $135.36 $135.72 $136.08 $136.44 $136.80 $137.12 $137.52
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.69% Composite: 3.43% Composite: 3.53%
$137.96 $138.36 $138.80 $139.24 $139.64 $140.04 $140.44 $140.84 $141.24 $141.64 $142.04 $142.44
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.53% Composite: 2.61% Composite: 3.23%
$142.88 $143.28 $143.72 $144.12 $144.56 $144.88 $145.20 $145.52 $145.80 $146.12 $146.44 $146.84
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.23% Composite: 2.27% Composite: 2.89%
$147.24 $147.60 $148.00 $148.40 $148.80 $149.08 $149.36 $149.64 $149.92 $150.20 $150.48 $150.84
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.89% Composite: 4.76% Composite: 8.36%
$151.20 $151.56 $151.92 $152.28 $152.64 $153.24 $153.84 $154.44 $155.04 $155.68 $156.28 $157.36
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.36% Composite: 10.88% Composite: 7.72%
$158.44 $159.52 $160.60 $161.72 $162.80 $164.24 $165.72 $167.16 $168.64 $170.16 $171.64 $172.72
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.72% Composite: 4.60% Composite: 5.16%
$173.84 $174.92 $176.04 $177.16 $178.28 $178.96 $179.64 $180.32 $181.00 $181.68 $182.40 $183.16
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.16% Composite: 4.18% Composite: 3.11%
$183.96 $184.72 $185.52 $186.32 $187.12 $187.76 $188.40 $189.08 $189.72 $190.36 $191.04 $191.52
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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