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Total earnings from November 2010 to April 2024: $142.12.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2010
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2010 - Inflation: 0.37% 2010
Composite: 0.74%
$100.00 $100.08
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 0.74% Composite: 4.60% Composite: 3.06%
$100.12 $100.20 $100.24 $100.32 $100.36 $100.76 $101.12 $101.52 $101.88 $102.28 $102.68 $102.96
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.06% Composite: 2.20% Composite: 1.76%
$103.20 $103.48 $103.72 $104.00 $104.24 $104.44 $104.64 $104.80 $105.00 $105.20 $105.40 $105.56
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$105.72 $105.88 $106.00 $106.16 $106.32 $106.44 $106.52 $106.64 $106.72 $106.84 $106.96 $107.08
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$107.16 $107.28 $107.40 $107.48 $107.60 $107.76 $107.92 $108.08 $108.24 $108.44 $108.60 $108.72
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$108.88 $109.00 $109.12 $109.28 $109.40 $109.40 $109.40 $109.40 $109.40 $109.40 $109.40 $109.52
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$109.68 $109.84 $109.96 $110.12 $110.24 $110.24 $110.28 $110.28 $110.28 $110.32 $110.32 $110.56
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$110.84 $111.08 $111.32 $111.60 $111.84 $112.04 $112.20 $112.40 $112.56 $112.76 $112.92 $113.16
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$113.40 $113.60 $113.84 $114.08 $114.32 $114.52 $114.76 $114.96 $115.16 $115.36 $115.60 $115.84
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$116.04 $116.28 $116.48 $116.72 $116.96 $117.08 $117.24 $117.36 $117.52 $117.64 $117.76 $117.96
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$118.16 $118.36 $118.56 $118.76 $118.96 $119.08 $119.16 $119.28 $119.36 $119.48 $119.60 $119.76
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$119.92 $120.12 $120.28 $120.44 $120.60 $120.96 $121.32 $121.68 $122.00 $122.36 $122.72 $123.44
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$124.16 $124.88 $125.60 $126.36 $127.08 $128.08 $129.08 $130.12 $131.12 $132.16 $133.20 $133.92
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$134.64 $135.36 $136.08 $136.80 $137.52 $137.92 $138.28 $138.68 $139.08 $139.44 $139.84 $140.28
2024 Inflation: 1.97% - 2024
Composite: 3.94%
$140.76 $141.20 $141.68 $142.12
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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