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Total earnings from May 2011 to December 2024: $36.13.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.09 $25.19 $25.29 $25.38 $25.48 $25.58 $25.64
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.06% Composite: 2.20% Composite: 1.76%
$25.71 $25.77 $25.84 $25.91 $25.97 $26.02 $26.06 $26.11 $26.16 $26.21 $26.26 $26.30
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$26.34 $26.38 $26.41 $26.45 $26.49 $26.52 $26.54 $26.57 $26.59 $26.62 $26.65 $26.68
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$26.70 $26.73 $26.75 $26.78 $26.81 $26.85 $26.89 $26.93 $26.97 $27.02 $27.06 $27.09
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$27.13 $27.16 $27.19 $27.23 $27.26 $27.26 $27.26 $27.26 $27.26 $27.26 $27.26 $27.29
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$27.33 $27.36 $27.40 $27.43 $27.47 $27.47 $27.48 $27.48 $27.48 $27.49 $27.49 $27.55
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$27.62 $27.68 $27.74 $27.81 $27.87 $27.92 $27.96 $28.01 $28.05 $28.10 $28.14 $28.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$28.26 $28.31 $28.37 $28.43 $28.49 $28.54 $28.60 $28.65 $28.70 $28.75 $28.81 $28.87
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$28.92 $28.98 $29.03 $29.09 $29.14 $29.17 $29.21 $29.24 $29.28 $29.31 $29.34 $29.39
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$29.44 $29.49 $29.54 $29.59 $29.64 $29.67 $29.69 $29.72 $29.74 $29.77 $29.80 $29.84
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$29.88 $29.92 $29.97 $30.01 $30.05 $30.14 $30.23 $30.31 $30.40 $30.49 $30.58 $30.76
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$30.94 $31.12 $31.30 $31.48 $31.67 $31.92 $32.17 $32.42 $32.68 $32.93 $33.19 $33.37
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$33.54 $33.72 $33.90 $34.08 $34.27 $34.37 $34.46 $34.56 $34.66 $34.75 $34.85 $34.96
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$35.08 $35.19 $35.31 $35.42 $35.54 $35.63 $35.71 $35.80 $35.89 $35.98 $36.07 $36.13
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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