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Total earnings from May 2000 to November 2024: $45,068.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • Holding: May 2000
  • Fixed Rate: 3.60%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2000 - Inflation: 1.91% Inflation: 1.52% 2000
Composite: 7.49% Composite: 6.69%
$10,000.00 $10,060.00 $10,124.00 $10,184.00 $10,248.00 $10,312.00 $10,376.00 $10,432.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.69% Composite: 6.53% Composite: 6.02%
$10,492.00 $10,548.00 $10,608.00 $10,664.00 $10,724.00 $10,780.00 $10,840.00 $10,896.00 $10,956.00 $11,016.00 $11,076.00 $11,132.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 6.02% Composite: 4.17% Composite: 6.10%
$11,188.00 $11,240.00 $11,296.00 $11,352.00 $11,408.00 $11,448.00 $11,488.00 $11,528.00 $11,568.00 $11,604.00 $11,644.00 $11,704.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 6.10% Composite: 7.20% Composite: 4.70%
$11,760.00 $11,820.00 $11,880.00 $11,940.00 $12,000.00 $12,072.00 $12,144.00 $12,216.00 $12,288.00 $12,360.00 $12,432.00 $12,480.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.70% Composite: 6.02% Composite: 6.31%
$12,528.00 $12,576.00 $12,628.00 $12,676.00 $12,724.00 $12,788.00 $12,852.00 $12,916.00 $12,980.00 $13,044.00 $13,108.00 $13,176.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.31% Composite: 7.24% Composite: 9.40%
$13,244.00 $13,312.00 $13,384.00 $13,452.00 $13,520.00 $13,600.00 $13,680.00 $13,764.00 $13,844.00 $13,928.00 $14,008.00 $14,116.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.40% Composite: 4.62% Composite: 6.76%
$14,224.00 $14,332.00 $14,444.00 $14,556.00 $14,668.00 $14,724.00 $14,780.00 $14,836.00 $14,892.00 $14,948.00 $15,008.00 $15,092.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.76% Composite: 6.06% Composite: 6.72%
$15,176.00 $15,260.00 $15,344.00 $15,428.00 $15,516.00 $15,592.00 $15,672.00 $15,748.00 $15,828.00 $15,908.00 $15,988.00 $16,076.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.72% Composite: 8.53% Composite: 8.61%
$16,164.00 $16,256.00 $16,344.00 $16,436.00 $16,524.00 $16,640.00 $16,756.00 $16,872.00 $16,992.00 $17,108.00 $17,228.00 $17,348.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.61% Composite: 0.00% Composite: 6.72%
$17,472.00 $17,596.00 $17,720.00 $17,844.00 $17,968.00 $17,968.00 $17,968.00 $17,968.00 $17,968.00 $17,968.00 $17,968.00 $18,068.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.72% Composite: 5.17% Composite: 4.35%
$18,168.00 $18,268.00 $18,368.00 $18,468.00 $18,572.00 $18,652.00 $18,732.00 $18,812.00 $18,892.00 $18,972.00 $19,052.00 $19,120.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.35% Composite: 8.28% Composite: 6.72%
$19,188.00 $19,260.00 $19,328.00 $19,396.00 $19,468.00 $19,600.00 $19,732.00 $19,868.00 $20,000.00 $20,136.00 $20,272.00 $20,384.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.72% Composite: 5.84% Composite: 5.39%
$20,496.00 $20,608.00 $20,724.00 $20,840.00 $20,952.00 $21,052.00 $21,152.00 $21,256.00 $21,356.00 $21,460.00 $21,564.00 $21,660.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.39% Composite: 4.80%
$21,756.00 $21,852.00 $21,948.00 $22,048.00 $22,144.00 $22,232.00 $22,320.00 $22,408.00 $22,496.00 $22,588.00 $22,676.00 $22,764.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.80% Composite: 5.47% Composite: 5.11%
$22,856.00 $22,948.00 $23,036.00 $23,128.00 $23,220.00 $23,324.00 $23,428.00 $23,536.00 $23,640.00 $23,748.00 $23,856.00 $23,956.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 5.11% Composite: 1.97% Composite: 5.17%
$24,056.00 $24,160.00 $24,260.00 $24,364.00 $24,464.00 $24,504.00 $24,544.00 $24,584.00 $24,624.00 $24,664.00 $24,704.00 $24,808.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 5.17% Composite: 3.76% Composite: 6.41%
$24,916.00 $25,020.00 $25,128.00 $25,236.00 $25,344.00 $25,424.00 $25,500.00 $25,580.00 $25,660.00 $25,740.00 $25,820.00 $25,956.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.41% Composite: 5.60% Composite: 6.12%
$26,092.00 $26,232.00 $26,368.00 $26,508.00 $26,648.00 $26,772.00 $26,896.00 $27,020.00 $27,144.00 $27,268.00 $27,396.00 $27,532.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 6.12% Composite: 5.86% Composite: 5.96%
$27,672.00 $27,812.00 $27,952.00 $28,092.00 $28,236.00 $28,372.00 $28,508.00 $28,648.00 $28,784.00 $28,924.00 $29,064.00 $29,208.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.96% Composite: 5.03% Composite: 5.66%
$29,348.00 $29,492.00 $29,640.00 $29,784.00 $29,932.00 $30,056.00 $30,180.00 $30,308.00 $30,432.00 $30,560.00 $30,684.00 $30,828.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.66% Composite: 4.68% Composite: 5.31%
$30,972.00 $31,116.00 $31,260.00 $31,404.00 $31,552.00 $31,672.00 $31,796.00 $31,920.00 $32,044.00 $32,168.00 $32,292.00 $32,432.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.31% Composite: 7.20% Composite: 10.85%
$32,576.00 $32,716.00 $32,860.00 $33,004.00 $33,148.00 $33,344.00 $33,540.00 $33,740.00 $33,940.00 $34,140.00 $34,340.00 $34,644.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.85% Composite: 13.39% Composite: 10.20%
$34,952.00 $35,260.00 $35,572.00 $35,884.00 $36,204.00 $36,596.00 $36,996.00 $37,396.00 $37,804.00 $38,212.00 $38,628.00 $38,948.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 10.20% Composite: 7.04% Composite: 7.61%
$39,272.00 $39,600.00 $39,932.00 $40,264.00 $40,600.00 $40,836.00 $41,072.00 $41,308.00 $41,548.00 $41,788.00 $42,028.00 $42,292.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 7.61% Composite: 6.61%
$42,556.00 $42,820.00 $43,088.00 $43,356.00 $43,628.00 $43,864.00 $44,104.00 $44,344.00 $44,584.00 $44,828.00 $45,068.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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