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Total earnings from May 2015 to May 2024: $130.40.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2015
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2015 - Inflation: -0.80% Inflation: 0.77% 2015
Composite: 0.00% Composite: 1.54%
$100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.12
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$100.24 $100.40 $100.52 $100.64 $100.76 $100.76 $100.80 $100.80 $100.80 $100.84 $100.84 $101.08
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$101.32 $101.52 $101.76 $102.00 $102.24 $102.40 $102.56 $102.72 $102.92 $103.08 $103.24 $103.44
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$103.68 $103.88 $104.08 $104.32 $104.52 $104.72 $104.92 $105.08 $105.28 $105.48 $105.68 $105.88
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$106.08 $106.28 $106.48 $106.72 $106.92 $107.04 $107.16 $107.28 $107.40 $107.56 $107.68 $107.88
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$108.04 $108.24 $108.40 $108.60 $108.76 $108.84 $108.96 $109.04 $109.16 $109.24 $109.32 $109.48
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$109.64 $109.76 $109.92 $110.08 $110.24 $110.56 $110.88 $111.20 $111.52 $111.88 $112.20 $112.84
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$113.52 $114.16 $114.84 $115.52 $116.20 $117.12 $118.04 $118.96 $119.88 $120.84 $121.80 $122.44
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$123.12 $123.76 $124.40 $125.08 $125.76 $126.12 $126.48 $126.80 $127.16 $127.52 $127.88 $128.28
2024 Inflation: 1.97% - 2024
Composite: 3.94%
$128.72 $129.12 $129.56 $129.96 $130.40
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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