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Total earnings from November 2000 to November 2024: $20,740.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,026.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.49% Composite: 6.33% Composite: 5.82%
$5,054.00 $5,080.00 $5,108.00 $5,134.00 $5,162.00 $5,188.00 $5,216.00 $5,244.00 $5,270.00 $5,298.00 $5,326.00 $5,352.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.82% Composite: 3.97% Composite: 5.90%
$5,378.00 $5,402.00 $5,428.00 $5,454.00 $5,480.00 $5,498.00 $5,516.00 $5,534.00 $5,552.00 $5,570.00 $5,588.00 $5,616.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.90% Composite: 7.00% Composite: 4.50%
$5,642.00 $5,670.00 $5,698.00 $5,726.00 $5,752.00 $5,786.00 $5,818.00 $5,852.00 $5,886.00 $5,920.00 $5,954.00 $5,976.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.50% Composite: 5.82% Composite: 6.11%
$5,998.00 $6,020.00 $6,042.00 $6,066.00 $6,088.00 $6,118.00 $6,146.00 $6,176.00 $6,206.00 $6,236.00 $6,266.00 $6,298.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.11% Composite: 7.04% Composite: 9.20%
$6,330.00 $6,360.00 $6,392.00 $6,426.00 $6,458.00 $6,496.00 $6,532.00 $6,570.00 $6,608.00 $6,646.00 $6,686.00 $6,736.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.20% Composite: 4.42% Composite: 6.55%
$6,786.00 $6,838.00 $6,890.00 $6,942.00 $6,994.00 $7,020.00 $7,046.00 $7,070.00 $7,096.00 $7,122.00 $7,148.00 $7,186.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.55% Composite: 5.86% Composite: 6.51%
$7,226.00 $7,264.00 $7,304.00 $7,342.00 $7,382.00 $7,418.00 $7,454.00 $7,490.00 $7,526.00 $7,562.00 $7,598.00 $7,638.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.51% Composite: 8.32% Composite: 8.40%
$7,680.00 $7,720.00 $7,762.00 $7,804.00 $7,846.00 $7,900.00 $7,954.00 $8,008.00 $8,062.00 $8,118.00 $8,172.00 $8,228.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.40% Composite: 0.00% Composite: 6.51%
$8,284.00 $8,342.00 $8,400.00 $8,458.00 $8,516.00 $8,516.00 $8,516.00 $8,516.00 $8,516.00 $8,516.00 $8,516.00 $8,562.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.51% Composite: 4.97% Composite: 4.15%
$8,608.00 $8,654.00 $8,700.00 $8,746.00 $8,794.00 $8,830.00 $8,866.00 $8,902.00 $8,940.00 $8,976.00 $9,012.00 $9,042.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.15% Composite: 8.08% Composite: 6.51%
$9,074.00 $9,106.00 $9,136.00 $9,168.00 $9,198.00 $9,258.00 $9,320.00 $9,382.00 $9,444.00 $9,506.00 $9,570.00 $9,622.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.51% Composite: 5.64% Composite: 5.19%
$9,672.00 $9,724.00 $9,776.00 $9,828.00 $9,882.00 $9,928.00 $9,974.00 $10,020.00 $10,066.00 $10,114.00 $10,160.00 $10,204.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.19% Composite: 4.60%
$10,248.00 $10,290.00 $10,336.00 $10,380.00 $10,424.00 $10,464.00 $10,504.00 $10,544.00 $10,584.00 $10,624.00 $10,664.00 $10,704.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.60% Composite: 5.27% Composite: 4.91%
$10,746.00 $10,786.00 $10,826.00 $10,868.00 $10,910.00 $10,958.00 $11,004.00 $11,052.00 $11,100.00 $11,150.00 $11,198.00 $11,244.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.91% Composite: 1.77% Composite: 4.97%
$11,288.00 $11,334.00 $11,380.00 $11,426.00 $11,472.00 $11,488.00 $11,506.00 $11,522.00 $11,540.00 $11,556.00 $11,574.00 $11,622.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.97% Composite: 3.56% Composite: 6.21%
$11,670.00 $11,716.00 $11,764.00 $11,814.00 $11,862.00 $11,896.00 $11,932.00 $11,968.00 $12,002.00 $12,038.00 $12,074.00 $12,136.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.21% Composite: 5.39% Composite: 5.92%
$12,198.00 $12,260.00 $12,322.00 $12,386.00 $12,448.00 $12,504.00 $12,558.00 $12,614.00 $12,670.00 $12,726.00 $12,784.00 $12,846.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.92% Composite: 5.66% Composite: 5.76%
$12,908.00 $12,972.00 $13,036.00 $13,098.00 $13,162.00 $13,224.00 $13,286.00 $13,346.00 $13,410.00 $13,472.00 $13,534.00 $13,598.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.76% Composite: 4.82% Composite: 5.45%
$13,662.00 $13,728.00 $13,792.00 $13,858.00 $13,924.00 $13,980.00 $14,034.00 $14,090.00 $14,146.00 $14,204.00 $14,260.00 $14,324.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.45% Composite: 4.48% Composite: 5.11%
$14,388.00 $14,452.00 $14,518.00 $14,584.00 $14,648.00 $14,702.00 $14,756.00 $14,812.00 $14,866.00 $14,920.00 $14,976.00 $15,040.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.11% Composite: 7.00% Composite: 10.64%
$15,102.00 $15,166.00 $15,230.00 $15,294.00 $15,358.00 $15,446.00 $15,536.00 $15,624.00 $15,714.00 $15,804.00 $15,896.00 $16,034.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.64% Composite: 13.18% Composite: 9.99%
$16,174.00 $16,314.00 $16,454.00 $16,598.00 $16,742.00 $16,922.00 $17,102.00 $17,284.00 $17,470.00 $17,656.00 $17,846.00 $17,992.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.99% Composite: 6.84% Composite: 7.41%
$18,138.00 $18,286.00 $18,436.00 $18,586.00 $18,738.00 $18,844.00 $18,950.00 $19,056.00 $19,162.00 $19,270.00 $19,378.00 $19,496.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 7.41% Composite: 6.41%
$19,614.00 $19,734.00 $19,854.00 $19,974.00 $20,096.00 $20,202.00 $20,308.00 $20,416.00 $20,524.00 $20,632.00 $20,740.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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