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Total earnings from November 2009 to April 2024: $151.48.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2009
  • Fixed Rate: 0.30%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2009 - Inflation: 1.53% 2009
Composite: 3.36%
$100.00 $100.28
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 3.36% Composite: 1.84% Composite: 1.04%
$100.56 $100.84 $101.12 $101.40 $101.68 $101.84 $102.00 $102.16 $102.32 $102.44 $102.60 $102.68
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.04% Composite: 4.91% Composite: 3.36%
$102.76 $102.88 $102.96 $103.04 $103.12 $103.52 $103.96 $104.36 $104.80 $105.24 $105.64 $105.92
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.36% Composite: 2.50% Composite: 2.06%
$106.24 $106.52 $106.80 $107.12 $107.40 $107.64 $107.84 $108.08 $108.28 $108.52 $108.76 $108.96
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.06% Composite: 1.48%
$109.12 $109.32 $109.52 $109.68 $109.88 $110.00 $110.16 $110.28 $110.44 $110.56 $110.68 $110.80
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.48% Composite: 2.14% Composite: 1.78%
$110.96 $111.08 $111.24 $111.36 $111.48 $111.68 $111.88 $112.08 $112.28 $112.48 $112.68 $112.84
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.78% Composite: 0.00% Composite: 1.84%
$113.00 $113.20 $113.36 $113.52 $113.68 $113.68 $113.68 $113.68 $113.68 $113.68 $113.68 $113.84
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.84% Composite: 0.46% Composite: 3.06%
$114.04 $114.20 $114.36 $114.56 $114.72 $114.76 $114.80 $114.84 $114.88 $114.92 $115.00 $115.28
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.06% Composite: 2.26% Composite: 2.78%
$115.60 $115.88 $116.16 $116.48 $116.76 $116.96 $117.20 $117.40 $117.64 $117.84 $118.08 $118.36
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.78% Composite: 2.52% Composite: 2.62%
$118.64 $118.88 $119.16 $119.44 $119.72 $119.96 $120.24 $120.48 $120.72 $120.96 $121.24 $121.52
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.62% Composite: 1.70% Composite: 2.32%
$121.76 $122.04 $122.28 $122.56 $122.84 $123.00 $123.20 $123.36 $123.52 $123.72 $123.88 $124.12
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.32% Composite: 1.36% Composite: 1.98%
$124.36 $124.60 $124.84 $125.08 $125.32 $125.48 $125.60 $125.76 $125.88 $126.04 $126.16 $126.36
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.98% Composite: 3.85% Composite: 7.43%
$126.56 $126.80 $127.00 $127.20 $127.40 $127.80 $128.20 $128.64 $129.04 $129.44 $129.84 $130.64
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.43% Composite: 9.93% Composite: 6.79%
$131.44 $132.24 $133.04 $133.84 $134.68 $135.76 $136.88 $138.00 $139.12 $140.24 $141.36 $142.16
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.79% Composite: 3.69% Composite: 4.25%
$142.96 $143.72 $144.56 $145.36 $146.16 $146.60 $147.04 $147.52 $147.96 $148.40 $148.84 $149.36
2024 Inflation: 1.97% - 2024
Composite: 4.25%
$149.88 $150.40 $150.96 $151.48
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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