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Total earnings from November 2008 to December 2024: $168.84.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2008
  • Fixed Rate: 0.70%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2008 - Inflation: 2.46% 2008
Composite: 5.64%
$100.00 $100.48
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.64% Composite: 0.00% Composite: 3.77%
$100.92 $101.40 $101.88 $102.36 $102.84 $102.84 $102.84 $102.84 $102.84 $102.84 $102.84 $103.16
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 3.77% Composite: 2.25% Composite: 1.44%
$103.48 $103.80 $104.12 $104.44 $104.76 $104.96 $105.16 $105.36 $105.56 $105.76 $105.92 $106.04
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.44% Composite: 5.32% Composite: 3.77%
$106.16 $106.32 $106.44 $106.56 $106.68 $107.16 $107.60 $108.08 $108.56 $109.04 $109.52 $109.88
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.77% Composite: 2.91% Composite: 2.47%
$110.20 $110.56 $110.88 $111.24 $111.60 $111.88 $112.12 $112.40 $112.68 $112.96 $113.24 $113.48
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.47% Composite: 1.88%
$113.72 $113.92 $114.16 $114.40 $114.64 $114.80 $115.00 $115.16 $115.36 $115.52 $115.72 $115.92
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.88% Composite: 2.55% Composite: 2.19%
$116.08 $116.28 $116.44 $116.64 $116.80 $117.04 $117.28 $117.56 $117.80 $118.04 $118.28 $118.48
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.19% Composite: 0.00% Composite: 2.25%
$118.72 $118.92 $119.16 $119.36 $119.56 $119.56 $119.56 $119.56 $119.56 $119.56 $119.56 $119.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.25% Composite: 0.86% Composite: 3.47%
$120.00 $120.24 $120.44 $120.68 $120.92 $121.00 $121.08 $121.16 $121.28 $121.36 $121.44 $121.80
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.47% Composite: 2.67% Composite: 3.19%
$122.12 $122.48 $122.84 $123.20 $123.56 $123.84 $124.12 $124.40 $124.64 $124.92 $125.20 $125.52
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.19% Composite: 2.93% Composite: 3.03%
$125.88 $126.20 $126.52 $126.88 $127.20 $127.52 $127.80 $128.12 $128.44 $128.76 $129.08 $129.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.03% Composite: 2.10% Composite: 2.73%
$129.72 $130.04 $130.40 $130.72 $131.04 $131.28 $131.48 $131.72 $131.96 $132.20 $132.40 $132.68
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.73% Composite: 1.76% Composite: 2.39%
$133.00 $133.32 $133.60 $133.92 $134.20 $134.40 $134.60 $134.80 $135.00 $135.20 $135.40 $135.68
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.39% Composite: 4.25% Composite: 7.84%
$135.92 $136.20 $136.48 $136.76 $137.00 $137.48 $137.96 $138.44 $138.92 $139.44 $139.92 $140.80
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.84% Composite: 10.35% Composite: 7.20%
$141.72 $142.64 $143.56 $144.48 $145.40 $146.64 $147.88 $149.12 $150.36 $151.64 $152.92 $153.84
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.20% Composite: 4.09% Composite: 4.65%
$154.72 $155.64 $156.56 $157.48 $158.44 $158.96 $159.52 $160.04 $160.60 $161.12 $161.68 $162.32
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 4.65% Composite: 3.67% Composite: 2.61%
$162.92 $163.56 $164.16 $164.80 $165.44 $165.96 $166.44 $166.96 $167.44 $167.96 $168.48 $168.84
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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