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Total earnings from November 2013 to April 2024: $135.52.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2013
  • Fixed Rate: 0.20%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2013 - Inflation: 0.59% 2013
Composite: 1.38%
$100.00 $100.12
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 1.38% Composite: 2.04% Composite: 1.68%
$100.24 $100.36 $100.44 $100.56 $100.68 $100.84 $101.04 $101.20 $101.36 $101.52 $101.72 $101.88
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.68% Composite: 0.00% Composite: 1.74%
$102.00 $102.16 $102.28 $102.44 $102.56 $102.56 $102.56 $102.56 $102.56 $102.56 $102.56 $102.72
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.74% Composite: 0.36% Composite: 2.96%
$102.84 $103.00 $103.16 $103.32 $103.44 $103.48 $103.52 $103.52 $103.56 $103.60 $103.64 $103.88
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.96% Composite: 2.16% Composite: 2.68%
$104.16 $104.40 $104.68 $104.92 $105.16 $105.36 $105.52 $105.72 $105.92 $106.12 $106.28 $106.52
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.68% Composite: 2.42% Composite: 2.52%
$106.76 $107.00 $107.24 $107.48 $107.72 $107.92 $108.16 $108.36 $108.60 $108.80 $109.04 $109.28
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.52% Composite: 1.60% Composite: 2.22%
$109.48 $109.72 $109.96 $110.20 $110.40 $110.56 $110.68 $110.84 $111.00 $111.12 $111.28 $111.48
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.22% Composite: 1.26% Composite: 1.88%
$111.68 $111.88 $112.12 $112.32 $112.52 $112.64 $112.76 $112.88 $113.00 $113.12 $113.24 $113.40
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.88% Composite: 3.74% Composite: 7.33%
$113.60 $113.76 $113.96 $114.12 $114.32 $114.68 $115.04 $115.40 $115.76 $116.08 $116.44 $117.16
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.33% Composite: 9.83% Composite: 6.69%
$117.84 $118.56 $119.28 $120.00 $120.72 $121.68 $122.68 $123.64 $124.64 $125.64 $126.64 $127.32
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.69% Composite: 3.58% Composite: 4.14%
$128.04 $128.76 $129.44 $130.16 $130.88 $131.28 $131.64 $132.04 $132.44 $132.84 $133.24 $133.68
2024 Inflation: 1.97% - 2024
Composite: 4.14%
$134.16 $134.60 $135.08 $135.52
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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