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Total earnings from November 2010 to April 2024: $35.53.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.02
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 0.74% Composite: 4.60% Composite: 3.06%
$25.03 $25.05 $25.06 $25.08 $25.09 $25.19 $25.28 $25.38 $25.47 $25.57 $25.67 $25.74
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.06% Composite: 2.20% Composite: 1.76%
$25.80 $25.87 $25.93 $26.00 $26.06 $26.11 $26.16 $26.20 $26.25 $26.30 $26.35 $26.39
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$26.43 $26.47 $26.50 $26.54 $26.58 $26.61 $26.63 $26.66 $26.68 $26.71 $26.74 $26.77
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$26.79 $26.82 $26.85 $26.87 $26.90 $26.94 $26.98 $27.02 $27.06 $27.11 $27.15 $27.18
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$27.22 $27.25 $27.28 $27.32 $27.35 $27.35 $27.35 $27.35 $27.35 $27.35 $27.35 $27.38
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$27.42 $27.46 $27.49 $27.53 $27.56 $27.56 $27.57 $27.57 $27.57 $27.58 $27.58 $27.64
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$27.71 $27.77 $27.83 $27.90 $27.96 $28.01 $28.05 $28.10 $28.14 $28.19 $28.23 $28.29
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$28.35 $28.40 $28.46 $28.52 $28.58 $28.63 $28.69 $28.74 $28.79 $28.84 $28.90 $28.96
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$29.01 $29.07 $29.12 $29.18 $29.24 $29.27 $29.31 $29.34 $29.38 $29.41 $29.44 $29.49
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$29.54 $29.59 $29.64 $29.69 $29.74 $29.77 $29.79 $29.82 $29.84 $29.87 $29.90 $29.94
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$29.98 $30.03 $30.07 $30.11 $30.15 $30.24 $30.33 $30.42 $30.50 $30.59 $30.68 $30.86
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$31.04 $31.22 $31.40 $31.59 $31.77 $32.02 $32.27 $32.53 $32.78 $33.04 $33.30 $33.48
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$33.66 $33.84 $34.02 $34.20 $34.38 $34.48 $34.57 $34.67 $34.77 $34.86 $34.96 $35.07
2024 Inflation: 1.97% - 2024
Composite: 3.94%
$35.19 $35.30 $35.42 $35.53
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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