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Total earnings from November 1999 to April 2024: $4,283.20.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 1999
  • Fixed Rate: 3.40%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
1999 - Inflation: 1.76% 1999
Composite: 6.98%
$1,000.00 $1,005.60
2000 Inflation: 1.76% Inflation: 1.91% Inflation: 1.52% 2000
Composite: 6.98% Composite: 7.28% Composite: 6.49%
$1,011.60 $1,017.20 $1,023.20 $1,028.80 $1,034.80 $1,040.80 $1,047.20 $1,053.60 $1,059.60 $1,066.00 $1,072.40 $1,078.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.49% Composite: 6.33% Composite: 5.82%
$1,084.00 $1,089.60 $1,095.60 $1,101.20 $1,107.20 $1,112.80 $1,118.80 $1,124.40 $1,130.40 $1,136.40 $1,142.40 $1,148.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.82% Composite: 3.97% Composite: 5.90%
$1,153.20 $1,158.80 $1,164.40 $1,170.00 $1,175.60 $1,179.60 $1,183.20 $1,187.20 $1,191.20 $1,195.20 $1,198.80 $1,204.80
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.90% Composite: 7.00% Composite: 4.50%
$1,210.40 $1,216.40 $1,222.40 $1,228.00 $1,234.00 $1,241.20 $1,248.40 $1,255.60 $1,262.80 $1,270.00 $1,277.20 $1,282.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.50% Composite: 5.82% Composite: 6.11%
$1,286.80 $1,291.60 $1,296.40 $1,301.20 $1,306.00 $1,312.40 $1,318.40 $1,324.80 $1,331.20 $1,337.60 $1,344.00 $1,350.80
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.11% Composite: 7.04% Composite: 9.20%
$1,357.60 $1,364.40 $1,371.20 $1,378.00 $1,385.20 $1,393.20 $1,401.20 $1,409.20 $1,417.60 $1,425.60 $1,434.00 $1,444.80
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.20% Composite: 4.42% Composite: 6.55%
$1,455.60 $1,466.80 $1,477.60 $1,488.80 $1,500.00 $1,505.60 $1,510.80 $1,516.40 $1,522.00 $1,527.60 $1,533.20 $1,541.60
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.55% Composite: 5.86% Composite: 6.51%
$1,549.60 $1,558.00 $1,566.40 $1,574.80 $1,583.60 $1,591.20 $1,598.80 $1,606.80 $1,614.40 $1,622.00 $1,630.00 $1,638.80
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.51% Composite: 8.32% Composite: 8.40%
$1,647.60 $1,656.40 $1,665.20 $1,674.00 $1,683.20 $1,694.80 $1,706.40 $1,718.00 $1,729.60 $1,741.20 $1,753.20 $1,765.20
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.40% Composite: 0.00% Composite: 6.51%
$1,777.60 $1,789.60 $1,802.00 $1,814.40 $1,826.80 $1,826.80 $1,826.80 $1,826.80 $1,826.80 $1,826.80 $1,826.80 $1,836.40
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.51% Composite: 4.97% Composite: 4.15%
$1,846.40 $1,856.40 $1,866.40 $1,876.40 $1,886.40 $1,894.00 $1,902.00 $1,909.60 $1,917.60 $1,925.20 $1,933.20 $1,940.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.15% Composite: 8.08% Composite: 6.51%
$1,946.40 $1,953.20 $1,960.00 $1,966.40 $1,973.20 $1,986.40 $1,999.60 $2,012.80 $2,026.00 $2,039.60 $2,052.80 $2,063.60
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.51% Composite: 5.64% Composite: 5.19%
$2,074.80 $2,086.00 $2,097.20 $2,108.40 $2,119.60 $2,129.60 $2,139.20 $2,149.20 $2,159.20 $2,169.20 $2,179.20 $2,188.40
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.19% Composite: 4.60%
$2,198.00 $2,207.20 $2,216.80 $2,226.40 $2,235.60 $2,244.00 $2,252.80 $2,261.20 $2,269.60 $2,278.40 $2,287.20 $2,296.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.60% Composite: 5.27% Composite: 4.91%
$2,304.80 $2,313.20 $2,322.00 $2,330.80 $2,340.00 $2,350.00 $2,360.40 $2,370.80 $2,380.80 $2,391.20 $2,401.60 $2,411.20
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.91% Composite: 1.77% Composite: 4.97%
$2,421.20 $2,430.80 $2,440.80 $2,450.80 $2,460.40 $2,464.00 $2,467.60 $2,471.20 $2,474.80 $2,478.40 $2,482.00 $2,492.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.97% Composite: 3.56% Composite: 6.21%
$2,502.40 $2,512.80 $2,522.80 $2,533.20 $2,543.60 $2,551.20 $2,558.80 $2,566.00 $2,573.60 $2,581.20 $2,588.80 $2,602.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.21% Composite: 5.39% Composite: 5.92%
$2,615.20 $2,628.80 $2,642.00 $2,655.60 $2,669.20 $2,681.20 $2,692.80 $2,704.80 $2,716.80 $2,729.20 $2,741.20 $2,754.40
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.92% Composite: 5.66% Composite: 5.76%
$2,768.00 $2,781.60 $2,795.20 $2,808.80 $2,822.40 $2,835.60 $2,848.80 $2,862.00 $2,875.60 $2,888.80 $2,902.40 $2,916.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.76% Composite: 4.82% Composite: 5.45%
$2,930.00 $2,944.00 $2,958.00 $2,972.00 $2,986.00 $2,998.00 $3,009.60 $3,021.60 $3,033.60 $3,046.00 $3,058.00 $3,071.60
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.45% Composite: 4.48% Composite: 5.11%
$3,085.60 $3,099.20 $3,113.20 $3,127.20 $3,141.20 $3,152.80 $3,164.40 $3,176.00 $3,188.00 $3,199.60 $3,211.60 $3,225.20
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.11% Composite: 7.00% Composite: 10.64%
$3,238.80 $3,252.40 $3,266.00 $3,280.00 $3,293.60 $3,312.40 $3,331.60 $3,350.80 $3,370.00 $3,389.20 $3,408.80 $3,438.40
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.64% Composite: 13.18% Composite: 9.99%
$3,468.40 $3,498.40 $3,528.80 $3,559.20 $3,590.00 $3,628.40 $3,667.20 $3,706.40 $3,746.00 $3,786.00 $3,826.40 $3,857.60
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.99% Composite: 6.84% Composite: 7.41%
$3,889.20 $3,920.80 $3,952.80 $3,985.20 $4,017.60 $4,040.00 $4,062.80 $4,085.60 $4,108.80 $4,131.60 $4,155.20 $4,180.40
2024 Inflation: 1.97% - 2024
Composite: 7.41%
$4,206.00 $4,231.60 $4,257.20 $4,283.20
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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