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Total earnings from May 1999 to December 2024: $22,374.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,020.00 $5,042.00 $5,062.00 $5,084.00 $5,104.00 $5,126.00 $5,154.00
2000 Inflation: 1.76% Inflation: 1.91% Inflation: 1.52% 2000
Composite: 6.88% Composite: 7.18% Composite: 6.39%
$5,184.00 $5,214.00 $5,242.00 $5,272.00 $5,302.00 $5,334.00 $5,364.00 $5,396.00 $5,428.00 $5,460.00 $5,492.00 $5,520.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.39% Composite: 6.23% Composite: 5.72%
$5,550.00 $5,580.00 $5,608.00 $5,638.00 $5,668.00 $5,698.00 $5,726.00 $5,756.00 $5,786.00 $5,814.00 $5,844.00 $5,872.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.72% Composite: 3.87% Composite: 5.80%
$5,900.00 $5,926.00 $5,954.00 $5,982.00 $6,012.00 $6,032.00 $6,050.00 $6,070.00 $6,090.00 $6,108.00 $6,128.00 $6,158.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.80% Composite: 6.90% Composite: 4.40%
$6,186.00 $6,216.00 $6,246.00 $6,276.00 $6,306.00 $6,342.00 $6,378.00 $6,414.00 $6,450.00 $6,486.00 $6,524.00 $6,548.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.40% Composite: 5.72% Composite: 6.00%
$6,572.00 $6,596.00 $6,620.00 $6,644.00 $6,668.00 $6,700.00 $6,730.00 $6,762.00 $6,794.00 $6,826.00 $6,858.00 $6,892.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.00% Composite: 6.94% Composite: 9.09%
$6,926.00 $6,960.00 $6,994.00 $7,030.00 $7,064.00 $7,104.00 $7,144.00 $7,186.00 $7,226.00 $7,268.00 $7,310.00 $7,364.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.09% Composite: 4.32% Composite: 6.45%
$7,420.00 $7,474.00 $7,530.00 $7,586.00 $7,642.00 $7,670.00 $7,696.00 $7,724.00 $7,752.00 $7,780.00 $7,808.00 $7,850.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.45% Composite: 5.76% Composite: 6.41%
$7,892.00 $7,932.00 $7,974.00 $8,018.00 $8,060.00 $8,098.00 $8,136.00 $8,176.00 $8,214.00 $8,252.00 $8,292.00 $8,336.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.41% Composite: 8.22% Composite: 8.30%
$8,380.00 $8,424.00 $8,468.00 $8,512.00 $8,558.00 $8,616.00 $8,674.00 $8,732.00 $8,790.00 $8,850.00 $8,910.00 $8,970.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.30% Composite: 0.00% Composite: 6.41%
$9,032.00 $9,094.00 $9,154.00 $9,218.00 $9,280.00 $9,280.00 $9,280.00 $9,280.00 $9,280.00 $9,280.00 $9,280.00 $9,328.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.41% Composite: 4.87% Composite: 4.05%
$9,378.00 $9,428.00 $9,478.00 $9,528.00 $9,578.00 $9,616.00 $9,656.00 $9,694.00 $9,732.00 $9,772.00 $9,812.00 $9,844.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.05% Composite: 7.98% Composite: 6.41%
$9,878.00 $9,910.00 $9,944.00 $9,978.00 $10,010.00 $10,076.00 $10,142.00 $10,208.00 $10,274.00 $10,342.00 $10,410.00 $10,464.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.41% Composite: 5.54% Composite: 5.09%
$10,520.00 $10,576.00 $10,632.00 $10,688.00 $10,744.00 $10,794.00 $10,842.00 $10,892.00 $10,942.00 $10,992.00 $11,042.00 $11,088.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.09% Composite: 4.50%
$11,134.00 $11,182.00 $11,228.00 $11,276.00 $11,324.00 $11,366.00 $11,408.00 $11,450.00 $11,494.00 $11,536.00 $11,578.00 $11,622.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.50% Composite: 5.17% Composite: 4.80%
$11,664.00 $11,708.00 $11,752.00 $11,794.00 $11,838.00 $11,888.00 $11,940.00 $11,990.00 $12,042.00 $12,092.00 $12,144.00 $12,192.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.80% Composite: 1.67% Composite: 4.87%
$12,240.00 $12,288.00 $12,338.00 $12,386.00 $12,436.00 $12,454.00 $12,470.00 $12,488.00 $12,506.00 $12,522.00 $12,540.00 $12,590.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.87% Composite: 3.46% Composite: 6.11%
$12,640.00 $12,692.00 $12,742.00 $12,794.00 $12,846.00 $12,882.00 $12,920.00 $12,956.00 $12,994.00 $13,030.00 $13,068.00 $13,134.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.11% Composite: 5.29% Composite: 5.82%
$13,200.00 $13,266.00 $13,332.00 $13,400.00 $13,468.00 $13,526.00 $13,586.00 $13,644.00 $13,704.00 $13,764.00 $13,824.00 $13,890.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.82% Composite: 5.56% Composite: 5.66%
$13,956.00 $14,024.00 $14,090.00 $14,158.00 $14,226.00 $14,292.00 $14,356.00 $14,422.00 $14,488.00 $14,554.00 $14,622.00 $14,690.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.66% Composite: 4.72% Composite: 5.35%
$14,758.00 $14,828.00 $14,896.00 $14,966.00 $15,036.00 $15,094.00 $15,154.00 $15,212.00 $15,272.00 $15,332.00 $15,390.00 $15,458.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.35% Composite: 4.38% Composite: 5.01%
$15,526.00 $15,594.00 $15,664.00 $15,732.00 $15,802.00 $15,860.00 $15,916.00 $15,974.00 $16,032.00 $16,090.00 $16,148.00 $16,214.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.01% Composite: 6.90% Composite: 10.54%
$16,282.00 $16,350.00 $16,416.00 $16,484.00 $16,552.00 $16,646.00 $16,740.00 $16,836.00 $16,930.00 $17,026.00 $17,124.00 $17,272.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.54% Composite: 13.08% Composite: 9.89%
$17,420.00 $17,570.00 $17,720.00 $17,872.00 $18,026.00 $18,218.00 $18,410.00 $18,606.00 $18,804.00 $19,004.00 $19,204.00 $19,360.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.89% Composite: 6.74% Composite: 7.31%
$19,516.00 $19,674.00 $19,832.00 $19,992.00 $20,154.00 $20,266.00 $20,378.00 $20,490.00 $20,604.00 $20,718.00 $20,834.00 $20,960.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 7.31% Composite: 6.31% Composite: 5.23%
$21,084.00 $21,212.00 $21,338.00 $21,466.00 $21,596.00 $21,708.00 $21,820.00 $21,934.00 $22,048.00 $22,162.00 $22,278.00 $22,374.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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