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Total earnings from May 2017 to May 2024: $127.52.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2017
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2017 - Inflation: 0.98% Inflation: 1.24% 2017
Composite: 1.96% Composite: 2.48%
$100.00 $100.16 $100.32 $100.48 $100.64 $100.80 $101.00 $101.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 2.48% Composite: 2.22% Composite: 2.32%
$101.40 $101.64 $101.84 $102.04 $102.24 $102.44 $102.60 $102.80 $103.00 $103.20 $103.36 $103.56
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 2.32% Composite: 1.40% Composite: 2.02%
$103.76 $103.96 $104.16 $104.36 $104.56 $104.68 $104.80 $104.92 $105.04 $105.16 $105.28 $105.44
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 2.02% Composite: 1.06% Composite: 1.68%
$105.64 $105.80 $106.00 $106.16 $106.36 $106.44 $106.56 $106.64 $106.72 $106.84 $106.92 $107.08
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$107.20 $107.36 $107.52 $107.68 $107.80 $108.12 $108.44 $108.76 $109.08 $109.40 $109.72 $110.36
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$111.00 $111.64 $112.32 $112.96 $113.64 $114.52 $115.44 $116.36 $117.24 $118.16 $119.12 $119.76
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$120.40 $121.04 $121.68 $122.32 $122.96 $123.32 $123.64 $124.00 $124.36 $124.68 $125.04 $125.44
2024 Inflation: 1.97% - 2024
Composite: 3.94%
$125.84 $126.28 $126.68 $127.08 $127.52
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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