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Total earnings from May 2010 to December 2024: $37.57.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • Holding: May 2010
  • Fixed Rate: 0.20%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2010 - Inflation: 0.77% Inflation: 0.37% 2010
Composite: 1.74% Composite: 0.94%
$25.00 $25.04 $25.07 $25.11 $25.14 $25.18 $25.22 $25.24
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 0.94% Composite: 4.80% Composite: 3.26%
$25.26 $25.28 $25.30 $25.32 $25.34 $25.44 $25.54 $25.64 $25.74 $25.85 $25.95 $26.02
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.26% Composite: 2.40% Composite: 1.96%
$26.09 $26.16 $26.23 $26.30 $26.37 $26.42 $26.48 $26.53 $26.58 $26.63 $26.69 $26.73
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.96% Composite: 1.38%
$26.78 $26.82 $26.86 $26.91 $26.95 $26.98 $27.01 $27.04 $27.07 $27.10 $27.14 $27.17
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.38% Composite: 2.04% Composite: 1.68%
$27.20 $27.23 $27.26 $27.30 $27.33 $27.38 $27.42 $27.47 $27.52 $27.56 $27.61 $27.65
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.68% Composite: 0.00% Composite: 1.74%
$27.69 $27.73 $27.76 $27.80 $27.84 $27.84 $27.84 $27.84 $27.84 $27.84 $27.84 $27.88
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.74% Composite: 0.36% Composite: 2.96%
$27.92 $27.96 $28.00 $28.04 $28.08 $28.09 $28.10 $28.11 $28.11 $28.12 $28.13 $28.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.96% Composite: 2.16% Composite: 2.68%
$28.27 $28.34 $28.41 $28.48 $28.55 $28.60 $28.65 $28.70 $28.76 $28.81 $28.86 $28.92
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.68% Composite: 2.42% Composite: 2.52%
$28.99 $29.05 $29.12 $29.18 $29.25 $29.31 $29.37 $29.43 $29.49 $29.54 $29.60 $29.66
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.52% Composite: 1.60% Composite: 2.22%
$29.72 $29.79 $29.85 $29.91 $29.97 $30.01 $30.05 $30.09 $30.13 $30.17 $30.21 $30.27
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.22% Composite: 1.26% Composite: 1.88%
$30.32 $30.38 $30.43 $30.49 $30.55 $30.58 $30.61 $30.65 $30.68 $30.71 $30.74 $30.79
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.88% Composite: 3.74% Composite: 7.33%
$30.84 $30.88 $30.93 $30.98 $31.03 $31.13 $31.22 $31.32 $31.42 $31.51 $31.61 $31.80
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.33% Composite: 9.83% Composite: 6.69%
$31.99 $32.18 $32.38 $32.57 $32.77 $33.03 $33.30 $33.57 $33.84 $34.11 $34.38 $34.57
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.69% Composite: 3.58% Composite: 4.14%
$34.76 $34.95 $35.14 $35.34 $35.53 $35.64 $35.74 $35.85 $35.95 $36.06 $36.17 $36.29
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 4.14% Composite: 3.16% Composite: 2.10%
$36.42 $36.54 $36.67 $36.79 $36.92 $37.02 $37.11 $37.21 $37.31 $37.41 $37.50 $37.57
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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