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Total earnings from May 2008 to November 2024: $38.86.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • Holding: May 2008
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2008 - Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.84% Composite: 4.92%
$25.00 $25.10 $25.20 $25.30 $25.40 $25.50 $25.61 $25.71
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 4.92% Composite: 0.00% Composite: 3.06%
$25.82 $25.92 $26.03 $26.13 $26.24 $26.24 $26.24 $26.24 $26.24 $26.24 $26.24 $26.31
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 3.06% Composite: 1.54% Composite: 0.74%
$26.37 $26.44 $26.51 $26.57 $26.64 $26.67 $26.71 $26.74 $26.78 $26.81 $26.85 $26.87
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 0.74% Composite: 4.60% Composite: 3.06%
$26.88 $26.90 $26.92 $26.93 $26.95 $27.05 $27.16 $27.26 $27.36 $27.47 $27.57 $27.64
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.06% Composite: 2.20% Composite: 1.76%
$27.71 $27.78 $27.85 $27.92 $27.99 $28.04 $28.09 $28.14 $28.19 $28.25 $28.30 $28.34
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$28.38 $28.42 $28.47 $28.51 $28.55 $28.58 $28.61 $28.63 $28.66 $28.69 $28.72 $28.75
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$28.78 $28.80 $28.83 $28.86 $28.89 $28.93 $28.98 $29.02 $29.07 $29.11 $29.16 $29.20
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$29.23 $29.27 $29.30 $29.34 $29.38 $29.38 $29.38 $29.38 $29.38 $29.38 $29.38 $29.42
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$29.46 $29.49 $29.53 $29.57 $29.61 $29.61 $29.62 $29.62 $29.63 $29.63 $29.63 $29.70
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$29.77 $29.83 $29.90 $29.97 $30.04 $30.09 $30.14 $30.19 $30.24 $30.29 $30.33 $30.39
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$30.45 $30.52 $30.58 $30.64 $30.71 $30.77 $30.82 $30.88 $30.94 $30.99 $31.05 $31.11
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$31.17 $31.23 $31.29 $31.35 $31.41 $31.45 $31.48 $31.52 $31.56 $31.59 $31.63 $31.68
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$31.74 $31.79 $31.84 $31.90 $31.95 $31.98 $32.01 $32.03 $32.06 $32.09 $32.12 $32.16
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$32.21 $32.25 $32.30 $32.34 $32.39 $32.48 $32.58 $32.68 $32.77 $32.87 $32.96 $33.15
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$33.35 $33.54 $33.74 $33.93 $34.13 $34.40 $34.67 $34.94 $35.22 $35.49 $35.77 $35.96
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$36.15 $36.34 $36.54 $36.73 $36.93 $37.03 $37.14 $37.24 $37.34 $37.45 $37.55 $37.67
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 3.94% Composite: 2.96%
$37.79 $37.92 $38.04 $38.17 $38.29 $38.38 $38.48 $38.57 $38.67 $38.76 $38.86
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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