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Total earnings from November 2011 to April 2024: $138.44.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2011
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2011 - Inflation: 1.53% 2011
Composite: 3.06%
$100.00 $100.24
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.06% Composite: 2.20% Composite: 1.76%
$100.52 $100.76 $101.00 $101.28 $101.52 $101.72 $101.88 $102.08 $102.28 $102.44 $102.64 $102.80
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$102.96 $103.08 $103.24 $103.40 $103.56 $103.68 $103.76 $103.88 $103.96 $104.08 $104.16 $104.28
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$104.36 $104.48 $104.56 $104.68 $104.76 $104.92 $105.08 $105.24 $105.40 $105.56 $105.72 $105.84
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$106.00 $106.12 $106.24 $106.36 $106.52 $106.52 $106.52 $106.52 $106.52 $106.52 $106.52 $106.64
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$106.80 $106.92 $107.08 $107.20 $107.36 $107.36 $107.40 $107.40 $107.40 $107.44 $107.44 $107.68
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$107.92 $108.16 $108.44 $108.68 $108.92 $109.08 $109.28 $109.44 $109.64 $109.80 $110.00 $110.24
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$110.44 $110.68 $110.92 $111.12 $111.36 $111.56 $111.76 $111.96 $112.20 $112.40 $112.60 $112.80
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$113.04 $113.24 $113.48 $113.68 $113.92 $114.04 $114.20 $114.32 $114.44 $114.60 $114.72 $114.92
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$115.12 $115.28 $115.48 $115.68 $115.88 $116.00 $116.08 $116.20 $116.28 $116.40 $116.48 $116.64
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$116.80 $116.96 $117.12 $117.28 $117.44 $117.80 $118.12 $118.48 $118.84 $119.16 $119.52 $120.20
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$120.92 $121.64 $122.36 $123.04 $123.76 $124.72 $125.72 $126.72 $127.68 $128.72 $129.72 $130.40
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$131.12 $131.80 $132.52 $133.20 $133.92 $134.28 $134.68 $135.04 $135.44 $135.80 $136.20 $136.64
2024 Inflation: 1.97% - 2024
Composite: 3.94%
$137.08 $137.52 $138.00 $138.44
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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