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Total earnings from November 2007 to December 2024: $47.88.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.09
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.28% Composite: 6.07% Composite: 6.15%
$25.18 $25.27 $25.36 $25.45 $25.54 $25.67 $25.80 $25.92 $26.05 $26.18 $26.32 $26.45
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.15% Composite: 0.00% Composite: 4.28%
$26.59 $26.72 $26.86 $26.99 $27.13 $27.13 $27.13 $27.13 $27.13 $27.13 $27.13 $27.23
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.28% Composite: 2.75% Composite: 1.94%
$27.32 $27.42 $27.52 $27.61 $27.71 $27.77 $27.84 $27.90 $27.96 $28.03 $28.09 $28.14
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.94% Composite: 5.83% Composite: 4.28%
$28.18 $28.23 $28.27 $28.32 $28.36 $28.50 $28.63 $28.77 $28.91 $29.05 $29.19 $29.29
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.28% Composite: 3.41% Composite: 2.97%
$29.40 $29.50 $29.60 $29.71 $29.81 $29.89 $29.98 $30.06 $30.15 $30.23 $30.32 $30.39
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.97% Composite: 2.39%
$30.47 $30.54 $30.62 $30.69 $30.77 $30.83 $30.89 $30.95 $31.01 $31.08 $31.14 $31.20
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.39% Composite: 3.05% Composite: 2.69%
$31.26 $31.33 $31.39 $31.45 $31.51 $31.59 $31.67 $31.75 $31.83 $31.91 $31.99 $32.06
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.69% Composite: 0.00% Composite: 2.75%
$32.13 $32.20 $32.28 $32.35 $32.42 $32.42 $32.42 $32.42 $32.42 $32.42 $32.42 $32.49
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.75% Composite: 1.36% Composite: 3.98%
$32.57 $32.64 $32.72 $32.79 $32.87 $32.91 $32.94 $32.98 $33.02 $33.06 $33.09 $33.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.98% Composite: 3.17% Composite: 3.69%
$33.31 $33.42 $33.53 $33.64 $33.75 $33.84 $33.93 $34.02 $34.11 $34.20 $34.28 $34.38
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.69% Composite: 3.43% Composite: 3.53%
$34.49 $34.59 $34.70 $34.81 $34.91 $35.01 $35.11 $35.21 $35.31 $35.41 $35.51 $35.61
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.53% Composite: 2.61% Composite: 3.23%
$35.72 $35.82 $35.93 $36.03 $36.14 $36.22 $36.30 $36.38 $36.45 $36.53 $36.61 $36.71
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.23% Composite: 2.27% Composite: 2.89%
$36.81 $36.90 $37.00 $37.10 $37.20 $37.27 $37.34 $37.41 $37.48 $37.55 $37.62 $37.71
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.89% Composite: 4.76% Composite: 8.36%
$37.80 $37.89 $37.98 $38.07 $38.16 $38.31 $38.46 $38.61 $38.76 $38.92 $39.07 $39.34
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.36% Composite: 10.88% Composite: 7.72%
$39.61 $39.88 $40.15 $40.43 $40.70 $41.06 $41.43 $41.79 $42.16 $42.54 $42.91 $43.18
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.72% Composite: 4.60% Composite: 5.16%
$43.46 $43.73 $44.01 $44.29 $44.57 $44.74 $44.91 $45.08 $45.25 $45.42 $45.60 $45.79
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.16% Composite: 4.18% Composite: 3.11%
$45.99 $46.18 $46.38 $46.58 $46.78 $46.94 $47.10 $47.27 $47.43 $47.59 $47.76 $47.88
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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