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Total earnings from May 2021 to December 2024: $120.20.

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Tabular Portfolio Value

Holding 1
  • Cost: $100.00
  • Holding: May 2021
  • Fixed Rate: 0.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2021 - Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.54% Composite: 7.12%
$100.00 $100.28 $100.60 $100.88 $101.16 $101.48 $101.76 $102.36
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 7.12% Composite: 9.62% Composite: 6.48%
$102.96 $103.56 $104.16 $104.76 $105.40 $106.24 $107.08 $107.92 $108.76 $109.60 $110.48 $111.08
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 6.48% Composite: 3.38% Composite: 3.94%
$111.68 $112.24 $112.84 $113.44 $114.04 $114.36 $114.68 $115.00 $115.32 $115.64 $115.96 $116.32
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 3.94% Composite: 2.96% Composite: 1.90%
$116.72 $117.08 $117.48 $117.88 $118.24 $118.52 $118.84 $119.12 $119.40 $119.68 $120.00 $120.20

$119.40†
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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