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Total earnings from May 2012 to December 2024: $34.77.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • Holding: May 2012
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2012 - Inflation: 1.10% Inflation: 0.88% 2012
Composite: 2.20% Composite: 1.76%
$25.00 $25.05 $25.09 $25.14 $25.18 $25.23 $25.28 $25.32
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 1.76% Composite: 1.18%
$25.35 $25.39 $25.43 $25.47 $25.50 $25.53 $25.55 $25.58 $25.60 $25.63 $25.65 $25.68
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$25.70 $25.73 $25.75 $25.78 $25.80 $25.84 $25.88 $25.92 $25.96 $26.00 $26.04 $26.07
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$26.10 $26.14 $26.17 $26.20 $26.23 $26.23 $26.23 $26.23 $26.23 $26.23 $26.23 $26.26
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$26.30 $26.33 $26.36 $26.40 $26.43 $26.43 $26.44 $26.44 $26.44 $26.45 $26.45 $26.51
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$26.57 $26.63 $26.69 $26.75 $26.82 $26.86 $26.91 $26.95 $26.99 $27.04 $27.08 $27.14
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$27.19 $27.25 $27.30 $27.36 $27.42 $27.47 $27.52 $27.57 $27.62 $27.67 $27.72 $27.77
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$27.83 $27.88 $27.93 $27.99 $28.04 $28.07 $28.11 $28.14 $28.17 $28.20 $28.24 $28.29
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$28.33 $28.38 $28.43 $28.48 $28.53 $28.56 $28.58 $28.61 $28.63 $28.66 $28.68 $28.72
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$28.76 $28.80 $28.84 $28.88 $28.92 $29.00 $29.09 $29.17 $29.26 $29.35 $29.43 $29.60
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$29.78 $29.95 $30.12 $30.30 $30.48 $30.72 $30.96 $31.20 $31.45 $31.70 $31.95 $32.12
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$32.29 $32.46 $32.64 $32.81 $32.99 $33.08 $33.17 $33.27 $33.36 $33.45 $33.55 $33.66
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$33.77 $33.88 $33.99 $34.10 $34.21 $34.29 $34.38 $34.46 $34.55 $34.63 $34.72 $34.77
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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