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Total earnings from November 2000 to April 2024: $3,994.80.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2000
  • Fixed Rate: 3.40%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2000 - Inflation: 1.52% 2000
Composite: 6.49%
$1,000.00 $1,005.20
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.49% Composite: 6.33% Composite: 5.82%
$1,010.80 $1,016.00 $1,021.60 $1,026.80 $1,032.40 $1,037.60 $1,043.20 $1,048.80 $1,054.00 $1,059.60 $1,065.20 $1,070.40
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.82% Composite: 3.97% Composite: 5.90%
$1,075.60 $1,080.40 $1,085.60 $1,090.80 $1,096.00 $1,099.60 $1,103.20 $1,106.80 $1,110.40 $1,114.00 $1,117.60 $1,123.20
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.90% Composite: 7.00% Composite: 4.50%
$1,128.40 $1,134.00 $1,139.60 $1,145.20 $1,150.40 $1,157.20 $1,163.60 $1,170.40 $1,177.20 $1,184.00 $1,190.80 $1,195.20
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.50% Composite: 5.82% Composite: 6.11%
$1,199.60 $1,204.00 $1,208.40 $1,213.20 $1,217.60 $1,223.60 $1,229.20 $1,235.20 $1,241.20 $1,247.20 $1,253.20 $1,259.60
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.11% Composite: 7.04% Composite: 9.20%
$1,266.00 $1,272.00 $1,278.40 $1,285.20 $1,291.60 $1,299.20 $1,306.40 $1,314.00 $1,321.60 $1,329.20 $1,337.20 $1,347.20
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.20% Composite: 4.42% Composite: 6.55%
$1,357.20 $1,367.60 $1,378.00 $1,388.40 $1,398.80 $1,404.00 $1,409.20 $1,414.00 $1,419.20 $1,424.40 $1,429.60 $1,437.20
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.55% Composite: 5.86% Composite: 6.51%
$1,445.20 $1,452.80 $1,460.80 $1,468.40 $1,476.40 $1,483.60 $1,490.80 $1,498.00 $1,505.20 $1,512.40 $1,519.60 $1,527.60
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.51% Composite: 8.32% Composite: 8.40%
$1,536.00 $1,544.00 $1,552.40 $1,560.80 $1,569.20 $1,580.00 $1,590.80 $1,601.60 $1,612.40 $1,623.60 $1,634.40 $1,645.60
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.40% Composite: 0.00% Composite: 6.51%
$1,656.80 $1,668.40 $1,680.00 $1,691.60 $1,703.20 $1,703.20 $1,703.20 $1,703.20 $1,703.20 $1,703.20 $1,703.20 $1,712.40
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.51% Composite: 4.97% Composite: 4.15%
$1,721.60 $1,730.80 $1,740.00 $1,749.20 $1,758.80 $1,766.00 $1,773.20 $1,780.40 $1,788.00 $1,795.20 $1,802.40 $1,808.40
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.15% Composite: 8.08% Composite: 6.51%
$1,814.80 $1,821.20 $1,827.20 $1,833.60 $1,839.60 $1,851.60 $1,864.00 $1,876.40 $1,888.80 $1,901.20 $1,914.00 $1,924.40
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.51% Composite: 5.64% Composite: 5.19%
$1,934.40 $1,944.80 $1,955.20 $1,965.60 $1,976.40 $1,985.60 $1,994.80 $2,004.00 $2,013.20 $2,022.80 $2,032.00 $2,040.80
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.19% Composite: 4.60%
$2,049.60 $2,058.00 $2,067.20 $2,076.00 $2,084.80 $2,092.80 $2,100.80 $2,108.80 $2,116.80 $2,124.80 $2,132.80 $2,140.80
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.60% Composite: 5.27% Composite: 4.91%
$2,149.20 $2,157.20 $2,165.20 $2,173.60 $2,182.00 $2,191.60 $2,200.80 $2,210.40 $2,220.00 $2,230.00 $2,239.60 $2,248.80
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.91% Composite: 1.77% Composite: 4.97%
$2,257.60 $2,266.80 $2,276.00 $2,285.20 $2,294.40 $2,297.60 $2,301.20 $2,304.40 $2,308.00 $2,311.20 $2,314.80 $2,324.40
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.97% Composite: 3.56% Composite: 6.21%
$2,334.00 $2,343.20 $2,352.80 $2,362.80 $2,372.40 $2,379.20 $2,386.40 $2,393.60 $2,400.40 $2,407.60 $2,414.80 $2,427.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.21% Composite: 5.39% Composite: 5.92%
$2,439.60 $2,452.00 $2,464.40 $2,477.20 $2,489.60 $2,500.80 $2,511.60 $2,522.80 $2,534.00 $2,545.20 $2,556.80 $2,569.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.92% Composite: 5.66% Composite: 5.76%
$2,581.60 $2,594.40 $2,607.20 $2,619.60 $2,632.40 $2,644.80 $2,657.20 $2,669.20 $2,682.00 $2,694.40 $2,706.80 $2,719.60
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.76% Composite: 4.82% Composite: 5.45%
$2,732.40 $2,745.60 $2,758.40 $2,771.60 $2,784.80 $2,796.00 $2,806.80 $2,818.00 $2,829.20 $2,840.80 $2,852.00 $2,864.80
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.45% Composite: 4.48% Composite: 5.11%
$2,877.60 $2,890.40 $2,903.60 $2,916.80 $2,929.60 $2,940.40 $2,951.20 $2,962.40 $2,973.20 $2,984.00 $2,995.20 $3,008.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.11% Composite: 7.00% Composite: 10.64%
$3,020.40 $3,033.20 $3,046.00 $3,058.80 $3,071.60 $3,089.20 $3,107.20 $3,124.80 $3,142.80 $3,160.80 $3,179.20 $3,206.80
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.64% Composite: 13.18% Composite: 9.99%
$3,234.80 $3,262.80 $3,290.80 $3,319.60 $3,348.40 $3,384.40 $3,420.40 $3,456.80 $3,494.00 $3,531.20 $3,569.20 $3,598.40
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.99% Composite: 6.84% Composite: 7.41%
$3,627.60 $3,657.20 $3,687.20 $3,717.20 $3,747.60 $3,768.80 $3,790.00 $3,811.20 $3,832.40 $3,854.00 $3,875.60 $3,899.20
2024 Inflation: 1.97% - 2024
Composite: 7.41%
$3,922.80 $3,946.80 $3,970.80 $3,994.80
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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