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Total earnings from November 2009 to November 2024: $38.62.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.07
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 3.36% Composite: 1.84% Composite: 1.04%
$25.14 $25.21 $25.28 $25.35 $25.42 $25.46 $25.50 $25.54 $25.58 $25.61 $25.65 $25.67
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.04% Composite: 4.91% Composite: 3.36%
$25.69 $25.72 $25.74 $25.76 $25.78 $25.88 $25.99 $26.09 $26.20 $26.31 $26.41 $26.48
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.36% Composite: 2.50% Composite: 2.06%
$26.56 $26.63 $26.70 $26.78 $26.85 $26.91 $26.96 $27.02 $27.07 $27.13 $27.19 $27.24
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.06% Composite: 1.48%
$27.28 $27.33 $27.38 $27.42 $27.47 $27.50 $27.54 $27.57 $27.61 $27.64 $27.67 $27.70
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.48% Composite: 2.14% Composite: 1.78%
$27.74 $27.77 $27.81 $27.84 $27.87 $27.92 $27.97 $28.02 $28.07 $28.12 $28.17 $28.21
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.78% Composite: 0.00% Composite: 1.84%
$28.25 $28.30 $28.34 $28.38 $28.42 $28.42 $28.42 $28.42 $28.42 $28.42 $28.42 $28.46
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.84% Composite: 0.46% Composite: 3.06%
$28.51 $28.55 $28.59 $28.64 $28.68 $28.69 $28.70 $28.71 $28.72 $28.73 $28.75 $28.82
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.06% Composite: 2.26% Composite: 2.78%
$28.90 $28.97 $29.04 $29.12 $29.19 $29.24 $29.30 $29.35 $29.41 $29.46 $29.52 $29.59
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.78% Composite: 2.52% Composite: 2.62%
$29.66 $29.72 $29.79 $29.86 $29.93 $29.99 $30.06 $30.12 $30.18 $30.24 $30.31 $30.38
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.62% Composite: 1.70% Composite: 2.32%
$30.44 $30.51 $30.57 $30.64 $30.71 $30.75 $30.80 $30.84 $30.88 $30.93 $30.97 $31.03
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.32% Composite: 1.36% Composite: 1.98%
$31.09 $31.15 $31.21 $31.27 $31.33 $31.37 $31.40 $31.44 $31.47 $31.51 $31.54 $31.59
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.98% Composite: 3.85% Composite: 7.43%
$31.64 $31.70 $31.75 $31.80 $31.85 $31.95 $32.05 $32.16 $32.26 $32.36 $32.46 $32.66
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.43% Composite: 9.93% Composite: 6.79%
$32.86 $33.06 $33.26 $33.46 $33.67 $33.94 $34.22 $34.50 $34.78 $35.06 $35.34 $35.54
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.79% Composite: 3.69% Composite: 4.25%
$35.74 $35.93 $36.14 $36.34 $36.54 $36.65 $36.76 $36.88 $36.99 $37.10 $37.21 $37.34
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 4.25% Composite: 3.26%
$37.47 $37.60 $37.74 $37.87 $38.00 $38.10 $38.21 $38.31 $38.41 $38.52 $38.62
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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