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Total earnings from November 2014 to December 2024: $133.48.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: November 2014
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2014 - Inflation: 0.74% 2014
Composite: 1.48%
$100.00 $100.12
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$100.24 $100.36 $100.48 $100.60 $100.76 $100.76 $100.76 $100.76 $100.76 $100.76 $100.76 $100.88
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$101.00 $101.16 $101.28 $101.40 $101.52 $101.52 $101.56 $101.56 $101.56 $101.60 $101.60 $101.84
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$102.08 $102.28 $102.52 $102.76 $103.00 $103.16 $103.32 $103.52 $103.68 $103.84 $104.00 $104.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$104.44 $104.64 $104.84 $105.08 $105.28 $105.48 $105.68 $105.88 $106.04 $106.24 $106.44 $106.64
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$106.84 $107.04 $107.28 $107.48 $107.68 $107.80 $107.92 $108.04 $108.20 $108.32 $108.44 $108.64
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$108.80 $109.00 $109.16 $109.36 $109.52 $109.60 $109.72 $109.80 $109.92 $110.00 $110.12 $110.28
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$110.44 $110.60 $110.72 $110.88 $111.04 $111.36 $111.68 $112.00 $112.36 $112.68 $113.00 $113.68
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$114.32 $115.00 $115.68 $116.36 $117.04 $117.96 $118.88 $119.84 $120.76 $121.72 $122.68 $123.32
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$124.00 $124.64 $125.32 $126.00 $126.64 $127.00 $127.36 $127.72 $128.08 $128.44 $128.80 $129.20
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$129.64 $130.08 $130.48 $130.92 $131.32 $131.64 $131.96 $132.28 $132.60 $132.92 $133.28 $133.48
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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