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Total earnings from May 2013 to December 2024: $136.44.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2013
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2013 - Inflation: 0.59% 2013
Composite: 1.18%
$100.00 $100.08 $100.20 $100.28 $100.40 $100.48 $100.60 $100.68
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$100.80 $100.88 $101.00 $101.08 $101.20 $101.36 $101.52 $101.68 $101.80 $101.96 $102.12 $102.24
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$102.36 $102.48 $102.64 $102.76 $102.88 $102.88 $102.88 $102.88 $102.88 $102.88 $102.88 $103.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$103.16 $103.28 $103.40 $103.52 $103.68 $103.68 $103.72 $103.72 $103.72 $103.76 $103.76 $104.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$104.24 $104.48 $104.72 $104.96 $105.20 $105.36 $105.56 $105.72 $105.88 $106.04 $106.24 $106.44
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$106.68 $106.88 $107.12 $107.32 $107.56 $107.76 $107.96 $108.16 $108.36 $108.56 $108.76 $108.96
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$109.16 $109.40 $109.60 $109.80 $110.04 $110.16 $110.28 $110.44 $110.56 $110.68 $110.80 $111.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$111.16 $111.36 $111.56 $111.72 $111.92 $112.00 $112.12 $112.20 $112.32 $112.40 $112.52 $112.68
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$112.84 $113.00 $113.16 $113.32 $113.48 $113.80 $114.16 $114.48 $114.80 $115.16 $115.48 $116.16
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$116.84 $117.52 $118.20 $118.88 $119.60 $120.56 $121.48 $122.44 $123.40 $124.36 $125.36 $126.04
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$126.68 $127.36 $128.04 $128.72 $129.44 $129.80 $130.16 $130.52 $130.88 $131.28 $131.64 $132.08
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$132.48 $132.92 $133.36 $133.80 $134.24 $134.56 $134.88 $135.24 $135.56 $135.88 $136.24 $136.44
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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