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Total earnings from May 2011 to December 2024: $1,444.80.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: May 2011
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2011 - Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.60% Composite: 3.06%
$1,000.00 $1,003.60 $1,007.60 $1,011.60 $1,015.20 $1,019.20 $1,022.80 $1,025.20
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.06% Composite: 2.20% Composite: 1.76%
$1,028.00 $1,030.40 $1,033.20 $1,036.00 $1,038.40 $1,040.40 $1,042.00 $1,044.00 $1,046.00 $1,048.00 $1,050.00 $1,051.60
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$1,053.20 $1,054.80 $1,056.00 $1,057.60 $1,059.20 $1,060.40 $1,061.20 $1,062.40 $1,063.20 $1,064.40 $1,065.60 $1,066.80
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$1,067.60 $1,068.80 $1,069.60 $1,070.80 $1,072.00 $1,073.60 $1,075.20 $1,076.80 $1,078.40 $1,080.40 $1,082.00 $1,083.20
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$1,084.80 $1,086.00 $1,087.20 $1,088.80 $1,090.00 $1,090.00 $1,090.00 $1,090.00 $1,090.00 $1,090.00 $1,090.00 $1,091.20
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$1,092.80 $1,094.00 $1,095.60 $1,096.80 $1,098.40 $1,098.40 $1,098.80 $1,098.80 $1,098.80 $1,099.20 $1,099.20 $1,101.60
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$1,104.40 $1,106.80 $1,109.20 $1,112.00 $1,114.40 $1,116.40 $1,118.00 $1,120.00 $1,121.60 $1,123.60 $1,125.20 $1,127.60
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$1,130.00 $1,132.00 $1,134.40 $1,136.80 $1,139.20 $1,141.20 $1,143.20 $1,145.60 $1,147.60 $1,149.60 $1,152.00 $1,154.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$1,156.40 $1,158.80 $1,160.80 $1,163.20 $1,165.20 $1,166.40 $1,168.00 $1,169.20 $1,170.80 $1,172.00 $1,173.20 $1,175.20
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$1,177.20 $1,179.20 $1,181.20 $1,183.20 $1,185.20 $1,186.40 $1,187.20 $1,188.40 $1,189.20 $1,190.40 $1,191.60 $1,193.20
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$1,194.80 $1,196.40 $1,198.40 $1,200.00 $1,201.60 $1,205.20 $1,208.80 $1,212.00 $1,215.60 $1,219.20 $1,222.80 $1,230.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$1,237.20 $1,244.40 $1,251.60 $1,258.80 $1,266.40 $1,276.40 $1,286.40 $1,296.40 $1,306.80 $1,316.80 $1,327.20 $1,334.40
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$1,341.20 $1,348.40 $1,355.60 $1,362.80 $1,370.40 $1,374.40 $1,378.00 $1,382.00 $1,385.60 $1,389.60 $1,393.60 $1,398.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$1,402.80 $1,407.20 $1,412.00 $1,416.40 $1,421.20 $1,424.80 $1,428.00 $1,431.60 $1,435.20 $1,438.80 $1,442.40 $1,444.80
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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