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Total earnings from November 1998 to April 2024: $4,403.20.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 1998
  • Fixed Rate: 3.30%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
1998 - Inflation: 0.86% 1998
Composite: 5.05%
$1,000.00 $1,004.00
1999 Inflation: 0.86% Inflation: 1.76% 1999
Composite: 5.05% Composite: 6.88%
$1,008.40 $1,012.40 $1,016.80 $1,020.80 $1,025.20 $1,029.60 $1,033.60 $1,038.00 $1,042.40 $1,046.80 $1,051.20 $1,057.20
2000 Inflation: 1.76% Inflation: 1.91% Inflation: 1.52% 2000
Composite: 6.88% Composite: 7.18% Composite: 6.39%
$1,063.20 $1,069.20 $1,075.20 $1,081.20 $1,087.20 $1,093.60 $1,100.00 $1,106.40 $1,113.20 $1,119.60 $1,126.40 $1,132.40
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.39% Composite: 6.23% Composite: 5.72%
$1,138.40 $1,144.40 $1,150.40 $1,156.40 $1,162.40 $1,168.40 $1,174.40 $1,180.40 $1,186.40 $1,192.40 $1,198.80 $1,204.40
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.72% Composite: 3.87% Composite: 5.80%
$1,210.00 $1,216.00 $1,221.60 $1,227.20 $1,233.20 $1,237.20 $1,241.20 $1,245.20 $1,249.20 $1,253.20 $1,257.20 $1,263.20
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.80% Composite: 6.90% Composite: 4.40%
$1,269.20 $1,275.20 $1,281.20 $1,287.60 $1,293.60 $1,300.80 $1,308.40 $1,315.60 $1,323.20 $1,330.80 $1,338.40 $1,343.20
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.40% Composite: 5.72% Composite: 6.00%
$1,348.00 $1,353.20 $1,358.00 $1,362.80 $1,368.00 $1,374.40 $1,380.80 $1,387.60 $1,394.00 $1,400.40 $1,407.20 $1,414.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.00% Composite: 6.94% Composite: 9.09%
$1,421.20 $1,428.00 $1,435.20 $1,442.40 $1,449.60 $1,458.00 $1,466.00 $1,474.40 $1,482.80 $1,491.20 $1,500.00 $1,511.20
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.09% Composite: 4.32% Composite: 6.45%
$1,522.40 $1,533.60 $1,545.20 $1,556.80 $1,568.00 $1,573.60 $1,579.20 $1,584.80 $1,590.40 $1,596.00 $1,602.00 $1,610.40
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.45% Composite: 5.76% Composite: 6.41%
$1,619.20 $1,627.60 $1,636.40 $1,644.80 $1,653.60 $1,661.60 $1,669.20 $1,677.20 $1,685.20 $1,693.20 $1,701.20 $1,710.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.41% Composite: 8.22% Composite: 8.30%
$1,719.20 $1,728.40 $1,737.20 $1,746.40 $1,755.60 $1,767.60 $1,779.20 $1,791.20 $1,803.20 $1,815.60 $1,827.60 $1,840.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.30% Composite: 0.00% Composite: 6.41%
$1,852.40 $1,865.20 $1,878.00 $1,890.40 $1,903.60 $1,903.60 $1,903.60 $1,903.60 $1,903.60 $1,903.60 $1,903.60 $1,913.60
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.41% Composite: 4.87% Composite: 4.05%
$1,923.60 $1,934.00 $1,944.00 $1,954.40 $1,964.80 $1,972.80 $1,980.80 $1,988.40 $1,996.40 $2,004.40 $2,012.80 $2,019.60
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.05% Composite: 7.98% Composite: 6.41%
$2,026.40 $2,033.20 $2,040.00 $2,046.80 $2,053.60 $2,067.20 $2,080.40 $2,094.00 $2,108.00 $2,121.60 $2,135.60 $2,146.80
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.41% Composite: 5.54% Composite: 5.09%
$2,158.00 $2,169.60 $2,180.80 $2,192.40 $2,204.00 $2,214.00 $2,224.00 $2,234.40 $2,244.40 $2,254.80 $2,265.20 $2,274.80
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.09% Composite: 4.50%
$2,284.40 $2,294.00 $2,303.60 $2,313.20 $2,322.80 $2,331.60 $2,340.00 $2,348.80 $2,357.60 $2,366.40 $2,375.20 $2,384.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.50% Composite: 5.17% Composite: 4.80%
$2,392.80 $2,401.60 $2,410.80 $2,419.60 $2,428.80 $2,439.20 $2,449.60 $2,460.00 $2,470.40 $2,481.20 $2,491.60 $2,501.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.80% Composite: 1.67% Composite: 4.87%
$2,511.20 $2,521.20 $2,531.20 $2,541.20 $2,551.20 $2,554.80 $2,558.40 $2,562.00 $2,565.20 $2,568.80 $2,572.40 $2,582.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.87% Composite: 3.46% Composite: 6.11%
$2,593.20 $2,603.60 $2,614.00 $2,624.40 $2,635.20 $2,642.80 $2,650.40 $2,658.00 $2,665.60 $2,673.20 $2,680.80 $2,694.40
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.11% Composite: 5.29% Composite: 5.82%
$2,708.00 $2,721.60 $2,735.20 $2,748.80 $2,762.80 $2,774.80 $2,786.80 $2,799.20 $2,811.20 $2,823.60 $2,836.00 $2,849.60
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.82% Composite: 5.56% Composite: 5.66%
$2,863.20 $2,876.80 $2,890.80 $2,904.80 $2,918.40 $2,931.60 $2,945.20 $2,958.80 $2,972.40 $2,986.00 $2,999.60 $3,013.60
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.66% Composite: 4.72% Composite: 5.35%
$3,027.60 $3,041.60 $3,056.00 $3,070.00 $3,084.40 $3,096.40 $3,108.40 $3,120.40 $3,132.80 $3,144.80 $3,157.20 $3,171.20
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.35% Composite: 4.38% Composite: 5.01%
$3,185.20 $3,199.20 $3,213.20 $3,227.60 $3,241.60 $3,253.20 $3,265.20 $3,276.80 $3,288.80 $3,300.80 $3,312.40 $3,326.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.01% Composite: 6.90% Composite: 10.54%
$3,340.00 $3,353.60 $3,367.60 $3,381.60 $3,395.20 $3,414.40 $3,434.00 $3,453.20 $3,472.80 $3,492.40 $3,512.40 $3,542.40
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.54% Composite: 13.08% Composite: 9.89%
$3,573.20 $3,603.60 $3,634.80 $3,666.00 $3,697.60 $3,736.80 $3,776.40 $3,816.40 $3,857.20 $3,898.00 $3,939.60 $3,971.60
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.89% Composite: 6.74% Composite: 7.31%
$4,003.60 $4,036.00 $4,068.40 $4,101.20 $4,134.40 $4,157.20 $4,180.40 $4,203.60 $4,226.80 $4,250.00 $4,273.60 $4,299.20
2024 Inflation: 1.97% - 2024
Composite: 7.31%
$4,325.20 $4,350.80 $4,377.20 $4,403.20
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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