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Total earnings from May 2020 to December 2023: $29.49.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.02 $25.04 $25.07 $25.09 $25.11 $25.13 $25.17
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 1.68% Composite: 3.54% Composite: 7.12%
$25.20 $25.24 $25.27 $25.31 $25.34 $25.41 $25.49 $25.56 $25.64 $25.71 $25.79 $25.94
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$26.09 $26.25 $26.40 $26.55 $26.71 $26.92 $27.13 $27.34 $27.56 $27.78 $27.99 $28.14
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$28.29 $28.44 $28.59 $28.74 $28.90 $28.98 $29.06 $29.14 $29.22 $29.31 $29.39 $29.49

$29.22
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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