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Total earnings from November 2011 to December 2024: $35.29.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.06
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 3.06% Composite: 2.20% Composite: 1.76%
$25.13 $25.19 $25.25 $25.32 $25.38 $25.43 $25.47 $25.52 $25.57 $25.61 $25.66 $25.70
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$25.74 $25.77 $25.81 $25.85 $25.89 $25.92 $25.94 $25.97 $25.99 $26.02 $26.04 $26.07
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$26.09 $26.12 $26.14 $26.17 $26.19 $26.23 $26.27 $26.31 $26.35 $26.39 $26.43 $26.46
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$26.50 $26.53 $26.56 $26.59 $26.63 $26.63 $26.63 $26.63 $26.63 $26.63 $26.63 $26.66
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$26.70 $26.73 $26.77 $26.80 $26.84 $26.84 $26.85 $26.85 $26.85 $26.86 $26.86 $26.92
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$26.98 $27.04 $27.11 $27.17 $27.23 $27.27 $27.32 $27.36 $27.41 $27.45 $27.50 $27.56
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$27.61 $27.67 $27.73 $27.78 $27.84 $27.89 $27.94 $27.99 $28.05 $28.10 $28.15 $28.20
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$28.26 $28.31 $28.37 $28.42 $28.48 $28.51 $28.55 $28.58 $28.61 $28.65 $28.68 $28.73
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$28.78 $28.82 $28.87 $28.92 $28.97 $29.00 $29.02 $29.05 $29.07 $29.10 $29.12 $29.16
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$29.20 $29.24 $29.28 $29.32 $29.36 $29.45 $29.53 $29.62 $29.71 $29.79 $29.88 $30.05
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$30.23 $30.41 $30.59 $30.76 $30.94 $31.18 $31.43 $31.68 $31.92 $32.18 $32.43 $32.60
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$32.78 $32.95 $33.13 $33.30 $33.48 $33.57 $33.67 $33.76 $33.86 $33.95 $34.05 $34.16
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$34.27 $34.38 $34.50 $34.61 $34.72 $34.81 $34.89 $34.98 $35.06 $35.15 $35.23 $35.29
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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