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Total earnings from May 2015 to May 2024: $32.60.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.03
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.54% Composite: 0.16% Composite: 2.76%
$25.06 $25.10 $25.13 $25.16 $25.19 $25.19 $25.20 $25.20 $25.20 $25.21 $25.21 $25.27
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.76% Composite: 1.96% Composite: 2.48%
$25.33 $25.38 $25.44 $25.50 $25.56 $25.60 $25.64 $25.68 $25.73 $25.77 $25.81 $25.86
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$25.92 $25.97 $26.02 $26.08 $26.13 $26.18 $26.23 $26.27 $26.32 $26.37 $26.42 $26.47
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$26.52 $26.57 $26.62 $26.68 $26.73 $26.76 $26.79 $26.82 $26.85 $26.89 $26.92 $26.97
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$27.01 $27.06 $27.10 $27.15 $27.19 $27.21 $27.24 $27.26 $27.29 $27.31 $27.33 $27.37
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$27.41 $27.44 $27.48 $27.52 $27.56 $27.64 $27.72 $27.80 $27.88 $27.97 $28.05 $28.21
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$28.38 $28.54 $28.71 $28.88 $29.05 $29.28 $29.51 $29.74 $29.97 $30.21 $30.45 $30.61
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$30.78 $30.94 $31.10 $31.27 $31.44 $31.53 $31.62 $31.70 $31.79 $31.88 $31.97 $32.07
2024 Inflation: 1.97% - 2024
Composite: 3.94%
$32.18 $32.28 $32.39 $32.49 $32.60
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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