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Total earnings from November 1998 to November 2024: $45,696.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,040.00
1999 Inflation: 0.86% Inflation: 1.76% 1999
Composite: 5.05% Composite: 6.88%
$10,084.00 $10,124.00 $10,168.00 $10,208.00 $10,252.00 $10,296.00 $10,336.00 $10,380.00 $10,424.00 $10,468.00 $10,512.00 $10,572.00
2000 Inflation: 1.76% Inflation: 1.91% Inflation: 1.52% 2000
Composite: 6.88% Composite: 7.18% Composite: 6.39%
$10,632.00 $10,692.00 $10,752.00 $10,812.00 $10,872.00 $10,936.00 $11,000.00 $11,064.00 $11,132.00 $11,196.00 $11,264.00 $11,324.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.39% Composite: 6.23% Composite: 5.72%
$11,384.00 $11,444.00 $11,504.00 $11,564.00 $11,624.00 $11,684.00 $11,744.00 $11,804.00 $11,864.00 $11,924.00 $11,988.00 $12,044.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.72% Composite: 3.87% Composite: 5.80%
$12,100.00 $12,160.00 $12,216.00 $12,272.00 $12,332.00 $12,372.00 $12,412.00 $12,452.00 $12,492.00 $12,532.00 $12,572.00 $12,632.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.80% Composite: 6.90% Composite: 4.40%
$12,692.00 $12,752.00 $12,812.00 $12,876.00 $12,936.00 $13,008.00 $13,084.00 $13,156.00 $13,232.00 $13,308.00 $13,384.00 $13,432.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.40% Composite: 5.72% Composite: 6.00%
$13,480.00 $13,532.00 $13,580.00 $13,628.00 $13,680.00 $13,744.00 $13,808.00 $13,876.00 $13,940.00 $14,004.00 $14,072.00 $14,140.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.00% Composite: 6.94% Composite: 9.09%
$14,212.00 $14,280.00 $14,352.00 $14,424.00 $14,496.00 $14,580.00 $14,660.00 $14,744.00 $14,828.00 $14,912.00 $15,000.00 $15,112.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.09% Composite: 4.32% Composite: 6.45%
$15,224.00 $15,336.00 $15,452.00 $15,568.00 $15,680.00 $15,736.00 $15,792.00 $15,848.00 $15,904.00 $15,960.00 $16,020.00 $16,104.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.45% Composite: 5.76% Composite: 6.41%
$16,192.00 $16,276.00 $16,364.00 $16,448.00 $16,536.00 $16,616.00 $16,692.00 $16,772.00 $16,852.00 $16,932.00 $17,012.00 $17,100.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.41% Composite: 8.22% Composite: 8.30%
$17,192.00 $17,284.00 $17,372.00 $17,464.00 $17,556.00 $17,676.00 $17,792.00 $17,912.00 $18,032.00 $18,156.00 $18,276.00 $18,400.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.30% Composite: 0.00% Composite: 6.41%
$18,524.00 $18,652.00 $18,780.00 $18,904.00 $19,036.00 $19,036.00 $19,036.00 $19,036.00 $19,036.00 $19,036.00 $19,036.00 $19,136.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.41% Composite: 4.87% Composite: 4.05%
$19,236.00 $19,340.00 $19,440.00 $19,544.00 $19,648.00 $19,728.00 $19,808.00 $19,884.00 $19,964.00 $20,044.00 $20,128.00 $20,196.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.05% Composite: 7.98% Composite: 6.41%
$20,264.00 $20,332.00 $20,400.00 $20,468.00 $20,536.00 $20,672.00 $20,804.00 $20,940.00 $21,080.00 $21,216.00 $21,356.00 $21,468.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.41% Composite: 5.54% Composite: 5.09%
$21,580.00 $21,696.00 $21,808.00 $21,924.00 $22,040.00 $22,140.00 $22,240.00 $22,344.00 $22,444.00 $22,548.00 $22,652.00 $22,748.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.09% Composite: 4.50%
$22,844.00 $22,940.00 $23,036.00 $23,132.00 $23,228.00 $23,316.00 $23,400.00 $23,488.00 $23,576.00 $23,664.00 $23,752.00 $23,840.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.50% Composite: 5.17% Composite: 4.80%
$23,928.00 $24,016.00 $24,108.00 $24,196.00 $24,288.00 $24,392.00 $24,496.00 $24,600.00 $24,704.00 $24,812.00 $24,916.00 $25,016.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.80% Composite: 1.67% Composite: 4.87%
$25,112.00 $25,212.00 $25,312.00 $25,412.00 $25,512.00 $25,548.00 $25,584.00 $25,620.00 $25,652.00 $25,688.00 $25,724.00 $25,828.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.87% Composite: 3.46% Composite: 6.11%
$25,932.00 $26,036.00 $26,140.00 $26,244.00 $26,352.00 $26,428.00 $26,504.00 $26,580.00 $26,656.00 $26,732.00 $26,808.00 $26,944.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.11% Composite: 5.29% Composite: 5.82%
$27,080.00 $27,216.00 $27,352.00 $27,488.00 $27,628.00 $27,748.00 $27,868.00 $27,992.00 $28,112.00 $28,236.00 $28,360.00 $28,496.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.82% Composite: 5.56% Composite: 5.66%
$28,632.00 $28,768.00 $28,908.00 $29,048.00 $29,184.00 $29,316.00 $29,452.00 $29,588.00 $29,724.00 $29,860.00 $29,996.00 $30,136.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.66% Composite: 4.72% Composite: 5.35%
$30,276.00 $30,416.00 $30,560.00 $30,700.00 $30,844.00 $30,964.00 $31,084.00 $31,204.00 $31,328.00 $31,448.00 $31,572.00 $31,712.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.35% Composite: 4.38% Composite: 5.01%
$31,852.00 $31,992.00 $32,132.00 $32,276.00 $32,416.00 $32,532.00 $32,652.00 $32,768.00 $32,888.00 $33,008.00 $33,124.00 $33,260.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.01% Composite: 6.90% Composite: 10.54%
$33,400.00 $33,536.00 $33,676.00 $33,816.00 $33,952.00 $34,144.00 $34,340.00 $34,532.00 $34,728.00 $34,924.00 $35,124.00 $35,424.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.54% Composite: 13.08% Composite: 9.89%
$35,732.00 $36,036.00 $36,348.00 $36,660.00 $36,976.00 $37,368.00 $37,764.00 $38,164.00 $38,572.00 $38,980.00 $39,396.00 $39,716.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.89% Composite: 6.74% Composite: 7.31%
$40,036.00 $40,360.00 $40,684.00 $41,012.00 $41,344.00 $41,572.00 $41,804.00 $42,036.00 $42,268.00 $42,500.00 $42,736.00 $42,992.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 7.31% Composite: 6.31%
$43,252.00 $43,508.00 $43,772.00 $44,032.00 $44,300.00 $44,528.00 $44,760.00 $44,992.00 $45,228.00 $45,460.00 $45,696.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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