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Total earnings from November 2000 to November 2024: $41,480.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,052.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.49% Composite: 6.33% Composite: 5.82%
$10,108.00 $10,160.00 $10,216.00 $10,268.00 $10,324.00 $10,376.00 $10,432.00 $10,488.00 $10,540.00 $10,596.00 $10,652.00 $10,704.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.82% Composite: 3.97% Composite: 5.90%
$10,756.00 $10,804.00 $10,856.00 $10,908.00 $10,960.00 $10,996.00 $11,032.00 $11,068.00 $11,104.00 $11,140.00 $11,176.00 $11,232.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.90% Composite: 7.00% Composite: 4.50%
$11,284.00 $11,340.00 $11,396.00 $11,452.00 $11,504.00 $11,572.00 $11,636.00 $11,704.00 $11,772.00 $11,840.00 $11,908.00 $11,952.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.50% Composite: 5.82% Composite: 6.11%
$11,996.00 $12,040.00 $12,084.00 $12,132.00 $12,176.00 $12,236.00 $12,292.00 $12,352.00 $12,412.00 $12,472.00 $12,532.00 $12,596.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.11% Composite: 7.04% Composite: 9.20%
$12,660.00 $12,720.00 $12,784.00 $12,852.00 $12,916.00 $12,992.00 $13,064.00 $13,140.00 $13,216.00 $13,292.00 $13,372.00 $13,472.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.20% Composite: 4.42% Composite: 6.55%
$13,572.00 $13,676.00 $13,780.00 $13,884.00 $13,988.00 $14,040.00 $14,092.00 $14,140.00 $14,192.00 $14,244.00 $14,296.00 $14,372.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.55% Composite: 5.86% Composite: 6.51%
$14,452.00 $14,528.00 $14,608.00 $14,684.00 $14,764.00 $14,836.00 $14,908.00 $14,980.00 $15,052.00 $15,124.00 $15,196.00 $15,276.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.51% Composite: 8.32% Composite: 8.40%
$15,360.00 $15,440.00 $15,524.00 $15,608.00 $15,692.00 $15,800.00 $15,908.00 $16,016.00 $16,124.00 $16,236.00 $16,344.00 $16,456.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.40% Composite: 0.00% Composite: 6.51%
$16,568.00 $16,684.00 $16,800.00 $16,916.00 $17,032.00 $17,032.00 $17,032.00 $17,032.00 $17,032.00 $17,032.00 $17,032.00 $17,124.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.51% Composite: 4.97% Composite: 4.15%
$17,216.00 $17,308.00 $17,400.00 $17,492.00 $17,588.00 $17,660.00 $17,732.00 $17,804.00 $17,880.00 $17,952.00 $18,024.00 $18,084.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.15% Composite: 8.08% Composite: 6.51%
$18,148.00 $18,212.00 $18,272.00 $18,336.00 $18,396.00 $18,516.00 $18,640.00 $18,764.00 $18,888.00 $19,012.00 $19,140.00 $19,244.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.51% Composite: 5.64% Composite: 5.19%
$19,344.00 $19,448.00 $19,552.00 $19,656.00 $19,764.00 $19,856.00 $19,948.00 $20,040.00 $20,132.00 $20,228.00 $20,320.00 $20,408.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.19% Composite: 4.60%
$20,496.00 $20,580.00 $20,672.00 $20,760.00 $20,848.00 $20,928.00 $21,008.00 $21,088.00 $21,168.00 $21,248.00 $21,328.00 $21,408.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.60% Composite: 5.27% Composite: 4.91%
$21,492.00 $21,572.00 $21,652.00 $21,736.00 $21,820.00 $21,916.00 $22,008.00 $22,104.00 $22,200.00 $22,300.00 $22,396.00 $22,488.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.91% Composite: 1.77% Composite: 4.97%
$22,576.00 $22,668.00 $22,760.00 $22,852.00 $22,944.00 $22,976.00 $23,012.00 $23,044.00 $23,080.00 $23,112.00 $23,148.00 $23,244.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.97% Composite: 3.56% Composite: 6.21%
$23,340.00 $23,432.00 $23,528.00 $23,628.00 $23,724.00 $23,792.00 $23,864.00 $23,936.00 $24,004.00 $24,076.00 $24,148.00 $24,272.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.21% Composite: 5.39% Composite: 5.92%
$24,396.00 $24,520.00 $24,644.00 $24,772.00 $24,896.00 $25,008.00 $25,116.00 $25,228.00 $25,340.00 $25,452.00 $25,568.00 $25,692.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.92% Composite: 5.66% Composite: 5.76%
$25,816.00 $25,944.00 $26,072.00 $26,196.00 $26,324.00 $26,448.00 $26,572.00 $26,692.00 $26,820.00 $26,944.00 $27,068.00 $27,196.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.76% Composite: 4.82% Composite: 5.45%
$27,324.00 $27,456.00 $27,584.00 $27,716.00 $27,848.00 $27,960.00 $28,068.00 $28,180.00 $28,292.00 $28,408.00 $28,520.00 $28,648.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.45% Composite: 4.48% Composite: 5.11%
$28,776.00 $28,904.00 $29,036.00 $29,168.00 $29,296.00 $29,404.00 $29,512.00 $29,624.00 $29,732.00 $29,840.00 $29,952.00 $30,080.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.11% Composite: 7.00% Composite: 10.64%
$30,204.00 $30,332.00 $30,460.00 $30,588.00 $30,716.00 $30,892.00 $31,072.00 $31,248.00 $31,428.00 $31,608.00 $31,792.00 $32,068.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.64% Composite: 13.18% Composite: 9.99%
$32,348.00 $32,628.00 $32,908.00 $33,196.00 $33,484.00 $33,844.00 $34,204.00 $34,568.00 $34,940.00 $35,312.00 $35,692.00 $35,984.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.99% Composite: 6.84% Composite: 7.41%
$36,276.00 $36,572.00 $36,872.00 $37,172.00 $37,476.00 $37,688.00 $37,900.00 $38,112.00 $38,324.00 $38,540.00 $38,756.00 $38,992.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 7.41% Composite: 6.41%
$39,228.00 $39,468.00 $39,708.00 $39,948.00 $40,192.00 $40,404.00 $40,616.00 $40,832.00 $41,048.00 $41,264.00 $41,480.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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