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Total earnings from November 2015 to April 2024: $32.74.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • Holding: November 2015
  • Fixed Rate: 0.10%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2015 - Inflation: 0.77% 2015
Composite: 1.64%
$25.00 $25.03
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 1.64% Composite: 0.26% Composite: 2.86%
$25.07 $25.10 $25.14 $25.17 $25.21 $25.22 $25.22 $25.23 $25.23 $25.24 $25.24 $25.30
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 2.86% Composite: 2.06% Composite: 2.58%
$25.36 $25.42 $25.48 $25.54 $25.60 $25.64 $25.69 $25.73 $25.78 $25.82 $25.86 $25.92
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.58% Composite: 2.32% Composite: 2.42%
$25.97 $26.03 $26.08 $26.14 $26.19 $26.24 $26.29 $26.34 $26.39 $26.44 $26.49 $26.54
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.42% Composite: 1.50% Composite: 2.12%
$26.60 $26.65 $26.70 $26.76 $26.81 $26.84 $26.88 $26.91 $26.94 $26.98 $27.01 $27.06
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.12% Composite: 1.16% Composite: 1.78%
$27.11 $27.15 $27.20 $27.25 $27.30 $27.33 $27.35 $27.38 $27.41 $27.43 $27.46 $27.50
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.78% Composite: 3.64% Composite: 7.22%
$27.54 $27.58 $27.62 $27.66 $27.70 $27.78 $27.87 $27.95 $28.04 $28.12 $28.20 $28.37
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.22% Composite: 9.72% Composite: 6.58%
$28.54 $28.70 $28.87 $29.05 $29.22 $29.45 $29.69 $29.92 $30.16 $30.40 $30.64 $30.81
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.58% Composite: 3.48% Composite: 4.04%
$30.97 $31.14 $31.31 $31.48 $31.65 $31.74 $31.83 $31.92 $32.02 $32.11 $32.20 $32.31
2024 Inflation: 1.97% - 2024
Composite: 4.04%
$32.42 $32.52 $32.63 $32.74
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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