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Total earnings from May 2020 to December 2024: $121.84.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2020
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2020 - Inflation: 0.53% Inflation: 0.84% 2020
Composite: 1.06% Composite: 1.68%
$100.00 $100.08 $100.16 $100.28 $100.36 $100.44 $100.52 $100.68
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$100.80 $100.96 $101.08 $101.24 $101.36 $101.64 $101.96 $102.24 $102.56 $102.84 $103.16 $103.76
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$104.36 $105.00 $105.60 $106.20 $106.84 $107.68 $108.52 $109.36 $110.24 $111.12 $111.96 $112.56
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$113.16 $113.76 $114.36 $114.96 $115.60 $115.92 $116.24 $116.56 $116.88 $117.24 $117.56 $117.96
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$118.32 $118.72 $119.08 $119.48 $119.88 $120.16 $120.48 $120.76 $121.04 $121.36 $121.64 $121.84

$121.04†
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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