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Total earnings from May 2009 to November 2024: $150.36.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2009
  • Fixed Rate: 0.10%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2009 - Inflation: -2.78% Inflation: 1.53% 2009
Composite: 0.00% Composite: 3.16%
$100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.28
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 3.16% Composite: 1.64% Composite: 0.84%
$100.52 $100.80 $101.04 $101.32 $101.60 $101.72 $101.88 $102.00 $102.16 $102.28 $102.44 $102.52
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 0.84% Composite: 4.70% Composite: 3.16%
$102.60 $102.64 $102.72 $102.80 $102.88 $103.28 $103.68 $104.08 $104.48 $104.88 $105.28 $105.56
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.16% Composite: 2.30% Composite: 1.86%
$105.84 $106.12 $106.40 $106.68 $106.96 $107.16 $107.36 $107.56 $107.76 $108.00 $108.20 $108.36
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.86% Composite: 1.28%
$108.52 $108.72 $108.88 $109.04 $109.20 $109.32 $109.44 $109.56 $109.68 $109.80 $109.88 $110.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.28% Composite: 1.94% Composite: 1.58%
$110.12 $110.24 $110.36 $110.48 $110.60 $110.76 $110.96 $111.12 $111.32 $111.48 $111.68 $111.84
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.58% Composite: 0.00% Composite: 1.64%
$111.96 $112.12 $112.28 $112.40 $112.56 $112.56 $112.56 $112.56 $112.56 $112.56 $112.56 $112.72
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.64% Composite: 0.26% Composite: 2.86%
$112.88 $113.04 $113.16 $113.32 $113.48 $113.52 $113.52 $113.56 $113.56 $113.60 $113.64 $113.92
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.86% Composite: 2.06% Composite: 2.58%
$114.16 $114.44 $114.72 $115.00 $115.28 $115.48 $115.68 $115.88 $116.08 $116.28 $116.48 $116.72
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.58% Composite: 2.32% Composite: 2.42%
$116.96 $117.24 $117.48 $117.72 $118.00 $118.24 $118.44 $118.68 $118.92 $119.12 $119.36 $119.60
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.42% Composite: 1.50% Composite: 2.12%
$119.84 $120.08 $120.32 $120.56 $120.80 $120.96 $121.12 $121.24 $121.40 $121.56 $121.72 $121.92
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.12% Composite: 1.16% Composite: 1.78%
$122.16 $122.36 $122.56 $122.80 $123.00 $123.12 $123.24 $123.36 $123.48 $123.60 $123.72 $123.92
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.78% Composite: 3.64% Composite: 7.22%
$124.08 $124.28 $124.44 $124.64 $124.84 $125.20 $125.60 $125.96 $126.36 $126.72 $127.12 $127.88
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.22% Composite: 9.72% Composite: 6.58%
$128.64 $129.40 $130.16 $130.92 $131.72 $132.76 $133.84 $134.88 $135.96 $137.04 $138.12 $138.88
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.58% Composite: 3.48% Composite: 4.04%
$139.60 $140.36 $141.12 $141.88 $142.68 $143.08 $143.52 $143.92 $144.32 $144.76 $145.16 $145.64
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 4.04% Composite: 3.06%
$146.12 $146.60 $147.12 $147.60 $148.08 $148.44 $148.84 $149.20 $149.60 $149.96 $150.36
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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