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Total earnings from May 1999 to November 2024: $44,556.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • Holding: May 1999
  • Fixed Rate: 3.30%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
1999 - Inflation: 0.86% Inflation: 1.76% 1999
Composite: 5.05% Composite: 6.88%
$10,000.00 $10,040.00 $10,084.00 $10,124.00 $10,168.00 $10,208.00 $10,252.00 $10,308.00
2000 Inflation: 1.76% Inflation: 1.91% Inflation: 1.52% 2000
Composite: 6.88% Composite: 7.18% Composite: 6.39%
$10,368.00 $10,428.00 $10,484.00 $10,544.00 $10,604.00 $10,668.00 $10,728.00 $10,792.00 $10,856.00 $10,920.00 $10,984.00 $11,040.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.39% Composite: 6.23% Composite: 5.72%
$11,100.00 $11,160.00 $11,216.00 $11,276.00 $11,336.00 $11,396.00 $11,452.00 $11,512.00 $11,572.00 $11,628.00 $11,688.00 $11,744.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.72% Composite: 3.87% Composite: 5.80%
$11,800.00 $11,852.00 $11,908.00 $11,964.00 $12,024.00 $12,064.00 $12,100.00 $12,140.00 $12,180.00 $12,216.00 $12,256.00 $12,316.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.80% Composite: 6.90% Composite: 4.40%
$12,372.00 $12,432.00 $12,492.00 $12,552.00 $12,612.00 $12,684.00 $12,756.00 $12,828.00 $12,900.00 $12,972.00 $13,048.00 $13,096.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.40% Composite: 5.72% Composite: 6.00%
$13,144.00 $13,192.00 $13,240.00 $13,288.00 $13,336.00 $13,400.00 $13,460.00 $13,524.00 $13,588.00 $13,652.00 $13,716.00 $13,784.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.00% Composite: 6.94% Composite: 9.09%
$13,852.00 $13,920.00 $13,988.00 $14,060.00 $14,128.00 $14,208.00 $14,288.00 $14,372.00 $14,452.00 $14,536.00 $14,620.00 $14,728.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.09% Composite: 4.32% Composite: 6.45%
$14,840.00 $14,948.00 $15,060.00 $15,172.00 $15,284.00 $15,340.00 $15,392.00 $15,448.00 $15,504.00 $15,560.00 $15,616.00 $15,700.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.45% Composite: 5.76% Composite: 6.41%
$15,784.00 $15,864.00 $15,948.00 $16,036.00 $16,120.00 $16,196.00 $16,272.00 $16,352.00 $16,428.00 $16,504.00 $16,584.00 $16,672.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.41% Composite: 8.22% Composite: 8.30%
$16,760.00 $16,848.00 $16,936.00 $17,024.00 $17,116.00 $17,232.00 $17,348.00 $17,464.00 $17,580.00 $17,700.00 $17,820.00 $17,940.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.30% Composite: 0.00% Composite: 6.41%
$18,064.00 $18,188.00 $18,308.00 $18,436.00 $18,560.00 $18,560.00 $18,560.00 $18,560.00 $18,560.00 $18,560.00 $18,560.00 $18,656.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.41% Composite: 4.87% Composite: 4.05%
$18,756.00 $18,856.00 $18,956.00 $19,056.00 $19,156.00 $19,232.00 $19,312.00 $19,388.00 $19,464.00 $19,544.00 $19,624.00 $19,688.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.05% Composite: 7.98% Composite: 6.41%
$19,756.00 $19,820.00 $19,888.00 $19,956.00 $20,020.00 $20,152.00 $20,284.00 $20,416.00 $20,548.00 $20,684.00 $20,820.00 $20,928.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.41% Composite: 5.54% Composite: 5.09%
$21,040.00 $21,152.00 $21,264.00 $21,376.00 $21,488.00 $21,588.00 $21,684.00 $21,784.00 $21,884.00 $21,984.00 $22,084.00 $22,176.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.09% Composite: 4.50%
$22,268.00 $22,364.00 $22,456.00 $22,552.00 $22,648.00 $22,732.00 $22,816.00 $22,900.00 $22,988.00 $23,072.00 $23,156.00 $23,244.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.50% Composite: 5.17% Composite: 4.80%
$23,328.00 $23,416.00 $23,504.00 $23,588.00 $23,676.00 $23,776.00 $23,880.00 $23,980.00 $24,084.00 $24,184.00 $24,288.00 $24,384.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.80% Composite: 1.67% Composite: 4.87%
$24,480.00 $24,576.00 $24,676.00 $24,772.00 $24,872.00 $24,908.00 $24,940.00 $24,976.00 $25,012.00 $25,044.00 $25,080.00 $25,180.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.87% Composite: 3.46% Composite: 6.11%
$25,280.00 $25,384.00 $25,484.00 $25,588.00 $25,692.00 $25,764.00 $25,840.00 $25,912.00 $25,988.00 $26,060.00 $26,136.00 $26,268.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.11% Composite: 5.29% Composite: 5.82%
$26,400.00 $26,532.00 $26,664.00 $26,800.00 $26,936.00 $27,052.00 $27,172.00 $27,288.00 $27,408.00 $27,528.00 $27,648.00 $27,780.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.82% Composite: 5.56% Composite: 5.66%
$27,912.00 $28,048.00 $28,180.00 $28,316.00 $28,452.00 $28,584.00 $28,712.00 $28,844.00 $28,976.00 $29,108.00 $29,244.00 $29,380.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.66% Composite: 4.72% Composite: 5.35%
$29,516.00 $29,656.00 $29,792.00 $29,932.00 $30,072.00 $30,188.00 $30,308.00 $30,424.00 $30,544.00 $30,664.00 $30,780.00 $30,916.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.35% Composite: 4.38% Composite: 5.01%
$31,052.00 $31,188.00 $31,328.00 $31,464.00 $31,604.00 $31,720.00 $31,832.00 $31,948.00 $32,064.00 $32,180.00 $32,296.00 $32,428.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.01% Composite: 6.90% Composite: 10.54%
$32,564.00 $32,700.00 $32,832.00 $32,968.00 $33,104.00 $33,292.00 $33,480.00 $33,672.00 $33,860.00 $34,052.00 $34,248.00 $34,544.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.54% Composite: 13.08% Composite: 9.89%
$34,840.00 $35,140.00 $35,440.00 $35,744.00 $36,052.00 $36,436.00 $36,820.00 $37,212.00 $37,608.00 $38,008.00 $38,408.00 $38,720.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.89% Composite: 6.74% Composite: 7.31%
$39,032.00 $39,348.00 $39,664.00 $39,984.00 $40,308.00 $40,532.00 $40,756.00 $40,980.00 $41,208.00 $41,436.00 $41,668.00 $41,920.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 7.31% Composite: 6.31%
$42,168.00 $42,424.00 $42,676.00 $42,932.00 $43,192.00 $43,416.00 $43,640.00 $43,868.00 $44,096.00 $44,324.00 $44,556.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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