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Total earnings from November 1999 to November 2024: $22,236.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,028.00
2000 Inflation: 1.76% Inflation: 1.91% Inflation: 1.52% 2000
Composite: 6.98% Composite: 7.28% Composite: 6.49%
$5,058.00 $5,086.00 $5,116.00 $5,144.00 $5,174.00 $5,204.00 $5,236.00 $5,268.00 $5,298.00 $5,330.00 $5,362.00 $5,390.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.49% Composite: 6.33% Composite: 5.82%
$5,420.00 $5,448.00 $5,478.00 $5,506.00 $5,536.00 $5,564.00 $5,594.00 $5,622.00 $5,652.00 $5,682.00 $5,712.00 $5,740.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.82% Composite: 3.97% Composite: 5.90%
$5,766.00 $5,794.00 $5,822.00 $5,850.00 $5,878.00 $5,898.00 $5,916.00 $5,936.00 $5,956.00 $5,976.00 $5,994.00 $6,024.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.90% Composite: 7.00% Composite: 4.50%
$6,052.00 $6,082.00 $6,112.00 $6,140.00 $6,170.00 $6,206.00 $6,242.00 $6,278.00 $6,314.00 $6,350.00 $6,386.00 $6,410.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.50% Composite: 5.82% Composite: 6.11%
$6,434.00 $6,458.00 $6,482.00 $6,506.00 $6,530.00 $6,562.00 $6,592.00 $6,624.00 $6,656.00 $6,688.00 $6,720.00 $6,754.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.11% Composite: 7.04% Composite: 9.20%
$6,788.00 $6,822.00 $6,856.00 $6,890.00 $6,926.00 $6,966.00 $7,006.00 $7,046.00 $7,088.00 $7,128.00 $7,170.00 $7,224.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.20% Composite: 4.42% Composite: 6.55%
$7,278.00 $7,334.00 $7,388.00 $7,444.00 $7,500.00 $7,528.00 $7,554.00 $7,582.00 $7,610.00 $7,638.00 $7,666.00 $7,708.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.55% Composite: 5.86% Composite: 6.51%
$7,748.00 $7,790.00 $7,832.00 $7,874.00 $7,918.00 $7,956.00 $7,994.00 $8,034.00 $8,072.00 $8,110.00 $8,150.00 $8,194.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.51% Composite: 8.32% Composite: 8.40%
$8,238.00 $8,282.00 $8,326.00 $8,370.00 $8,416.00 $8,474.00 $8,532.00 $8,590.00 $8,648.00 $8,706.00 $8,766.00 $8,826.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.40% Composite: 0.00% Composite: 6.51%
$8,888.00 $8,948.00 $9,010.00 $9,072.00 $9,134.00 $9,134.00 $9,134.00 $9,134.00 $9,134.00 $9,134.00 $9,134.00 $9,182.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.51% Composite: 4.97% Composite: 4.15%
$9,232.00 $9,282.00 $9,332.00 $9,382.00 $9,432.00 $9,470.00 $9,510.00 $9,548.00 $9,588.00 $9,626.00 $9,666.00 $9,700.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.15% Composite: 8.08% Composite: 6.51%
$9,732.00 $9,766.00 $9,800.00 $9,832.00 $9,866.00 $9,932.00 $9,998.00 $10,064.00 $10,130.00 $10,198.00 $10,264.00 $10,318.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.51% Composite: 5.64% Composite: 5.19%
$10,374.00 $10,430.00 $10,486.00 $10,542.00 $10,598.00 $10,648.00 $10,696.00 $10,746.00 $10,796.00 $10,846.00 $10,896.00 $10,942.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.19% Composite: 4.60%
$10,990.00 $11,036.00 $11,084.00 $11,132.00 $11,178.00 $11,220.00 $11,264.00 $11,306.00 $11,348.00 $11,392.00 $11,436.00 $11,480.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.60% Composite: 5.27% Composite: 4.91%
$11,524.00 $11,566.00 $11,610.00 $11,654.00 $11,700.00 $11,750.00 $11,802.00 $11,854.00 $11,904.00 $11,956.00 $12,008.00 $12,056.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.91% Composite: 1.77% Composite: 4.97%
$12,106.00 $12,154.00 $12,204.00 $12,254.00 $12,302.00 $12,320.00 $12,338.00 $12,356.00 $12,374.00 $12,392.00 $12,410.00 $12,460.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.97% Composite: 3.56% Composite: 6.21%
$12,512.00 $12,564.00 $12,614.00 $12,666.00 $12,718.00 $12,756.00 $12,794.00 $12,830.00 $12,868.00 $12,906.00 $12,944.00 $13,010.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.21% Composite: 5.39% Composite: 5.92%
$13,076.00 $13,144.00 $13,210.00 $13,278.00 $13,346.00 $13,406.00 $13,464.00 $13,524.00 $13,584.00 $13,646.00 $13,706.00 $13,772.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.92% Composite: 5.66% Composite: 5.76%
$13,840.00 $13,908.00 $13,976.00 $14,044.00 $14,112.00 $14,178.00 $14,244.00 $14,310.00 $14,378.00 $14,444.00 $14,512.00 $14,580.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.76% Composite: 4.82% Composite: 5.45%
$14,650.00 $14,720.00 $14,790.00 $14,860.00 $14,930.00 $14,990.00 $15,048.00 $15,108.00 $15,168.00 $15,230.00 $15,290.00 $15,358.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.45% Composite: 4.48% Composite: 5.11%
$15,428.00 $15,496.00 $15,566.00 $15,636.00 $15,706.00 $15,764.00 $15,822.00 $15,880.00 $15,940.00 $15,998.00 $16,058.00 $16,126.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.11% Composite: 7.00% Composite: 10.64%
$16,194.00 $16,262.00 $16,330.00 $16,400.00 $16,468.00 $16,562.00 $16,658.00 $16,754.00 $16,850.00 $16,946.00 $17,044.00 $17,192.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.64% Composite: 13.18% Composite: 9.99%
$17,342.00 $17,492.00 $17,644.00 $17,796.00 $17,950.00 $18,142.00 $18,336.00 $18,532.00 $18,730.00 $18,930.00 $19,132.00 $19,288.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.99% Composite: 6.84% Composite: 7.41%
$19,446.00 $19,604.00 $19,764.00 $19,926.00 $20,088.00 $20,200.00 $20,314.00 $20,428.00 $20,544.00 $20,658.00 $20,776.00 $20,902.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 7.41% Composite: 6.41%
$21,030.00 $21,158.00 $21,286.00 $21,416.00 $21,546.00 $21,660.00 $21,774.00 $21,888.00 $22,004.00 $22,120.00 $22,236.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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