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Total earnings from May 2000 to December 2024: $22,636.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,030.00 $5,062.00 $5,092.00 $5,124.00 $5,156.00 $5,188.00 $5,216.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.69% Composite: 6.53% Composite: 6.02%
$5,246.00 $5,274.00 $5,304.00 $5,332.00 $5,362.00 $5,390.00 $5,420.00 $5,448.00 $5,478.00 $5,508.00 $5,538.00 $5,566.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 6.02% Composite: 4.17% Composite: 6.10%
$5,594.00 $5,620.00 $5,648.00 $5,676.00 $5,704.00 $5,724.00 $5,744.00 $5,764.00 $5,784.00 $5,802.00 $5,822.00 $5,852.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 6.10% Composite: 7.20% Composite: 4.70%
$5,880.00 $5,910.00 $5,940.00 $5,970.00 $6,000.00 $6,036.00 $6,072.00 $6,108.00 $6,144.00 $6,180.00 $6,216.00 $6,240.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.70% Composite: 6.02% Composite: 6.31%
$6,264.00 $6,288.00 $6,314.00 $6,338.00 $6,362.00 $6,394.00 $6,426.00 $6,458.00 $6,490.00 $6,522.00 $6,554.00 $6,588.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.31% Composite: 7.24% Composite: 9.40%
$6,622.00 $6,656.00 $6,692.00 $6,726.00 $6,760.00 $6,800.00 $6,840.00 $6,882.00 $6,922.00 $6,964.00 $7,004.00 $7,058.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.40% Composite: 4.62% Composite: 6.76%
$7,112.00 $7,166.00 $7,222.00 $7,278.00 $7,334.00 $7,362.00 $7,390.00 $7,418.00 $7,446.00 $7,474.00 $7,504.00 $7,546.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.76% Composite: 6.06% Composite: 6.72%
$7,588.00 $7,630.00 $7,672.00 $7,714.00 $7,758.00 $7,796.00 $7,836.00 $7,874.00 $7,914.00 $7,954.00 $7,994.00 $8,038.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.72% Composite: 8.53% Composite: 8.61%
$8,082.00 $8,128.00 $8,172.00 $8,218.00 $8,262.00 $8,320.00 $8,378.00 $8,436.00 $8,496.00 $8,554.00 $8,614.00 $8,674.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.61% Composite: 0.00% Composite: 6.72%
$8,736.00 $8,798.00 $8,860.00 $8,922.00 $8,984.00 $8,984.00 $8,984.00 $8,984.00 $8,984.00 $8,984.00 $8,984.00 $9,034.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.72% Composite: 5.17% Composite: 4.35%
$9,084.00 $9,134.00 $9,184.00 $9,234.00 $9,286.00 $9,326.00 $9,366.00 $9,406.00 $9,446.00 $9,486.00 $9,526.00 $9,560.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.35% Composite: 8.28% Composite: 6.72%
$9,594.00 $9,630.00 $9,664.00 $9,698.00 $9,734.00 $9,800.00 $9,866.00 $9,934.00 $10,000.00 $10,068.00 $10,136.00 $10,192.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.72% Composite: 5.84% Composite: 5.39%
$10,248.00 $10,304.00 $10,362.00 $10,420.00 $10,476.00 $10,526.00 $10,576.00 $10,628.00 $10,678.00 $10,730.00 $10,782.00 $10,830.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.39% Composite: 4.80%
$10,878.00 $10,926.00 $10,974.00 $11,024.00 $11,072.00 $11,116.00 $11,160.00 $11,204.00 $11,248.00 $11,294.00 $11,338.00 $11,382.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.80% Composite: 5.47% Composite: 5.11%
$11,428.00 $11,474.00 $11,518.00 $11,564.00 $11,610.00 $11,662.00 $11,714.00 $11,768.00 $11,820.00 $11,874.00 $11,928.00 $11,978.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 5.11% Composite: 1.97% Composite: 5.17%
$12,028.00 $12,080.00 $12,130.00 $12,182.00 $12,232.00 $12,252.00 $12,272.00 $12,292.00 $12,312.00 $12,332.00 $12,352.00 $12,404.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 5.17% Composite: 3.76% Composite: 6.41%
$12,458.00 $12,510.00 $12,564.00 $12,618.00 $12,672.00 $12,712.00 $12,750.00 $12,790.00 $12,830.00 $12,870.00 $12,910.00 $12,978.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.41% Composite: 5.60% Composite: 6.12%
$13,046.00 $13,116.00 $13,184.00 $13,254.00 $13,324.00 $13,386.00 $13,448.00 $13,510.00 $13,572.00 $13,634.00 $13,698.00 $13,766.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 6.12% Composite: 5.86% Composite: 5.96%
$13,836.00 $13,906.00 $13,976.00 $14,046.00 $14,118.00 $14,186.00 $14,254.00 $14,324.00 $14,392.00 $14,462.00 $14,532.00 $14,604.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.96% Composite: 5.03% Composite: 5.66%
$14,674.00 $14,746.00 $14,820.00 $14,892.00 $14,966.00 $15,028.00 $15,090.00 $15,154.00 $15,216.00 $15,280.00 $15,342.00 $15,414.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.66% Composite: 4.68% Composite: 5.31%
$15,486.00 $15,558.00 $15,630.00 $15,702.00 $15,776.00 $15,836.00 $15,898.00 $15,960.00 $16,022.00 $16,084.00 $16,146.00 $16,216.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.31% Composite: 7.20% Composite: 10.85%
$16,288.00 $16,358.00 $16,430.00 $16,502.00 $16,574.00 $16,672.00 $16,770.00 $16,870.00 $16,970.00 $17,070.00 $17,170.00 $17,322.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.85% Composite: 13.39% Composite: 10.20%
$17,476.00 $17,630.00 $17,786.00 $17,942.00 $18,102.00 $18,298.00 $18,498.00 $18,698.00 $18,902.00 $19,106.00 $19,314.00 $19,474.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 10.20% Composite: 7.04% Composite: 7.61%
$19,636.00 $19,800.00 $19,966.00 $20,132.00 $20,300.00 $20,418.00 $20,536.00 $20,654.00 $20,774.00 $20,894.00 $21,014.00 $21,146.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 7.61% Composite: 6.61% Composite: 5.53%
$21,278.00 $21,410.00 $21,544.00 $21,678.00 $21,814.00 $21,932.00 $22,052.00 $22,172.00 $22,292.00 $22,414.00 $22,534.00 $22,636.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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