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Total earnings from November 2014 to April 2024: $32.73.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.03
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 1.48% Composite: 0.00% Composite: 1.54%
$25.06 $25.09 $25.12 $25.15 $25.19 $25.19 $25.19 $25.19 $25.19 $25.19 $25.19 $25.22
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$25.25 $25.29 $25.32 $25.35 $25.38 $25.38 $25.39 $25.39 $25.39 $25.40 $25.40 $25.46
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$25.52 $25.57 $25.63 $25.69 $25.75 $25.79 $25.83 $25.88 $25.92 $25.96 $26.00 $26.05
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$26.11 $26.16 $26.21 $26.27 $26.32 $26.37 $26.42 $26.47 $26.51 $26.56 $26.61 $26.66
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$26.71 $26.76 $26.82 $26.87 $26.92 $26.95 $26.98 $27.01 $27.05 $27.08 $27.11 $27.16
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$27.20 $27.25 $27.29 $27.34 $27.38 $27.40 $27.43 $27.45 $27.48 $27.50 $27.53 $27.57
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$27.61 $27.65 $27.68 $27.72 $27.76 $27.84 $27.92 $28.00 $28.09 $28.17 $28.25 $28.42
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$28.58 $28.75 $28.92 $29.09 $29.26 $29.49 $29.72 $29.96 $30.19 $30.43 $30.67 $30.83
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$31.00 $31.16 $31.33 $31.50 $31.66 $31.75 $31.84 $31.93 $32.02 $32.11 $32.20 $32.30
2024 Inflation: 1.97% - 2024
Composite: 3.94%
$32.41 $32.52 $32.62 $32.73
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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