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Total earnings from May 2013 to November 2024: $13,624.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,008.00 $10,020.00 $10,028.00 $10,040.00 $10,048.00 $10,060.00 $10,068.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$10,080.00 $10,088.00 $10,100.00 $10,108.00 $10,120.00 $10,136.00 $10,152.00 $10,168.00 $10,180.00 $10,196.00 $10,212.00 $10,224.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$10,236.00 $10,248.00 $10,264.00 $10,276.00 $10,288.00 $10,288.00 $10,288.00 $10,288.00 $10,288.00 $10,288.00 $10,288.00 $10,300.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$10,316.00 $10,328.00 $10,340.00 $10,352.00 $10,368.00 $10,368.00 $10,372.00 $10,372.00 $10,372.00 $10,376.00 $10,376.00 $10,400.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$10,424.00 $10,448.00 $10,472.00 $10,496.00 $10,520.00 $10,536.00 $10,556.00 $10,572.00 $10,588.00 $10,604.00 $10,624.00 $10,644.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$10,668.00 $10,688.00 $10,712.00 $10,732.00 $10,756.00 $10,776.00 $10,796.00 $10,816.00 $10,836.00 $10,856.00 $10,876.00 $10,896.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$10,916.00 $10,940.00 $10,960.00 $10,980.00 $11,004.00 $11,016.00 $11,028.00 $11,044.00 $11,056.00 $11,068.00 $11,080.00 $11,100.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$11,116.00 $11,136.00 $11,156.00 $11,172.00 $11,192.00 $11,200.00 $11,212.00 $11,220.00 $11,232.00 $11,240.00 $11,252.00 $11,268.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$11,284.00 $11,300.00 $11,316.00 $11,332.00 $11,348.00 $11,380.00 $11,416.00 $11,448.00 $11,480.00 $11,516.00 $11,548.00 $11,616.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$11,684.00 $11,752.00 $11,820.00 $11,888.00 $11,960.00 $12,056.00 $12,148.00 $12,244.00 $12,340.00 $12,436.00 $12,536.00 $12,604.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$12,668.00 $12,736.00 $12,804.00 $12,872.00 $12,944.00 $12,980.00 $13,016.00 $13,052.00 $13,088.00 $13,128.00 $13,164.00 $13,208.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 3.94% Composite: 2.96%
$13,248.00 $13,292.00 $13,336.00 $13,380.00 $13,424.00 $13,456.00 $13,488.00 $13,524.00 $13,556.00 $13,588.00 $13,624.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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