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Total earnings from November 2000 to April 2024: $99.87.

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Tabular Portfolio Value

Holding 1
  • Cost: $25.00
  • 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%
$25.00 $25.13
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.49% Composite: 6.33% Composite: 5.82%
$25.27 $25.40 $25.54 $25.67 $25.81 $25.94 $26.08 $26.22 $26.35 $26.49 $26.63 $26.76
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.82% Composite: 3.97% Composite: 5.90%
$26.89 $27.01 $27.14 $27.27 $27.40 $27.49 $27.58 $27.67 $27.76 $27.85 $27.94 $28.08
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.90% Composite: 7.00% Composite: 4.50%
$28.21 $28.35 $28.49 $28.63 $28.76 $28.93 $29.09 $29.26 $29.43 $29.60 $29.77 $29.88
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.50% Composite: 5.82% Composite: 6.11%
$29.99 $30.10 $30.21 $30.33 $30.44 $30.59 $30.73 $30.88 $31.03 $31.18 $31.33 $31.49
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.11% Composite: 7.04% Composite: 9.20%
$31.65 $31.80 $31.96 $32.13 $32.29 $32.48 $32.66 $32.85 $33.04 $33.23 $33.43 $33.68
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.20% Composite: 4.42% Composite: 6.55%
$33.93 $34.19 $34.45 $34.71 $34.97 $35.10 $35.23 $35.35 $35.48 $35.61 $35.74 $35.93
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.55% Composite: 5.86% Composite: 6.51%
$36.13 $36.32 $36.52 $36.71 $36.91 $37.09 $37.27 $37.45 $37.63 $37.81 $37.99 $38.19
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.51% Composite: 8.32% Composite: 8.40%
$38.40 $38.60 $38.81 $39.02 $39.23 $39.50 $39.77 $40.04 $40.31 $40.59 $40.86 $41.14
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.40% Composite: 0.00% Composite: 6.51%
$41.42 $41.71 $42.00 $42.29 $42.58 $42.58 $42.58 $42.58 $42.58 $42.58 $42.58 $42.81
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.51% Composite: 4.97% Composite: 4.15%
$43.04 $43.27 $43.50 $43.73 $43.97 $44.15 $44.33 $44.51 $44.70 $44.88 $45.06 $45.21
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.15% Composite: 8.08% Composite: 6.51%
$45.37 $45.53 $45.68 $45.84 $45.99 $46.29 $46.60 $46.91 $47.22 $47.53 $47.85 $48.11
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.51% Composite: 5.64% Composite: 5.19%
$48.36 $48.62 $48.88 $49.14 $49.41 $49.64 $49.87 $50.10 $50.33 $50.57 $50.80 $51.02
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.19% Composite: 4.60%
$51.24 $51.45 $51.68 $51.90 $52.12 $52.32 $52.52 $52.72 $52.92 $53.12 $53.32 $53.52
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.60% Composite: 5.27% Composite: 4.91%
$53.73 $53.93 $54.13 $54.34 $54.55 $54.79 $55.02 $55.26 $55.50 $55.75 $55.99 $56.22
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.91% Composite: 1.77% Composite: 4.97%
$56.44 $56.67 $56.90 $57.13 $57.36 $57.44 $57.53 $57.61 $57.70 $57.78 $57.87 $58.11
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.97% Composite: 3.56% Composite: 6.21%
$58.35 $58.58 $58.82 $59.07 $59.31 $59.48 $59.66 $59.84 $60.01 $60.19 $60.37 $60.68
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.21% Composite: 5.39% Composite: 5.92%
$60.99 $61.30 $61.61 $61.93 $62.24 $62.52 $62.79 $63.07 $63.35 $63.63 $63.92 $64.23
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.92% Composite: 5.66% Composite: 5.76%
$64.54 $64.86 $65.18 $65.49 $65.81 $66.12 $66.43 $66.73 $67.05 $67.36 $67.67 $67.99
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.76% Composite: 4.82% Composite: 5.45%
$68.31 $68.64 $68.96 $69.29 $69.62 $69.90 $70.17 $70.45 $70.73 $71.02 $71.30 $71.62
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.45% Composite: 4.48% Composite: 5.11%
$71.94 $72.26 $72.59 $72.92 $73.24 $73.51 $73.78 $74.06 $74.33 $74.60 $74.88 $75.20
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.11% Composite: 7.00% Composite: 10.64%
$75.51 $75.83 $76.15 $76.47 $76.79 $77.23 $77.68 $78.12 $78.57 $79.02 $79.48 $80.17
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.64% Composite: 13.18% Composite: 9.99%
$80.87 $81.57 $82.27 $82.99 $83.71 $84.61 $85.51 $86.42 $87.35 $88.28 $89.23 $89.96
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.99% Composite: 6.84% Composite: 7.41%
$90.69 $91.43 $92.18 $92.93 $93.69 $94.22 $94.75 $95.28 $95.81 $96.35 $96.89 $97.48
2024 Inflation: 1.97% - 2024
Composite: 7.41%
$98.07 $98.67 $99.27 $99.87
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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