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Total earnings from May 2013 to December 2024: $34.11.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.02 $25.05 $25.07 $25.10 $25.12 $25.15 $25.17
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.18% Composite: 1.84% Composite: 1.48%
$25.20 $25.22 $25.25 $25.27 $25.30 $25.34 $25.38 $25.42 $25.45 $25.49 $25.53 $25.56
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$25.59 $25.62 $25.66 $25.69 $25.72 $25.72 $25.72 $25.72 $25.72 $25.72 $25.72 $25.75
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$25.79 $25.82 $25.85 $25.88 $25.92 $25.92 $25.93 $25.93 $25.93 $25.94 $25.94 $26.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$26.06 $26.12 $26.18 $26.24 $26.30 $26.34 $26.39 $26.43 $26.47 $26.51 $26.56 $26.61
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$26.67 $26.72 $26.78 $26.83 $26.89 $26.94 $26.99 $27.04 $27.09 $27.14 $27.19 $27.24
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$27.29 $27.35 $27.40 $27.45 $27.51 $27.54 $27.57 $27.61 $27.64 $27.67 $27.70 $27.75
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$27.79 $27.84 $27.89 $27.93 $27.98 $28.00 $28.03 $28.05 $28.08 $28.10 $28.13 $28.17
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$28.21 $28.25 $28.29 $28.33 $28.37 $28.45 $28.54 $28.62 $28.70 $28.79 $28.87 $29.04
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$29.21 $29.38 $29.55 $29.72 $29.90 $30.14 $30.37 $30.61 $30.85 $31.09 $31.34 $31.51
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$31.67 $31.84 $32.01 $32.18 $32.36 $32.45 $32.54 $32.63 $32.72 $32.82 $32.91 $33.02
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$33.12 $33.23 $33.34 $33.45 $33.56 $33.64 $33.72 $33.81 $33.89 $33.97 $34.06 $34.11
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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