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Total earnings from May 2001 to November 2024: $3,668.80.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: May 2001
  • Fixed Rate: 3.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2001 - Inflation: 1.44% Inflation: 1.19% 2001
Composite: 5.92% Composite: 5.42%
$1,000.00 $1,004.80 $1,009.60 $1,014.80 $1,019.60 $1,024.80 $1,029.60 $1,034.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.42% Composite: 3.57% Composite: 5.50%
$1,038.80 $1,043.60 $1,048.00 $1,052.80 $1,057.60 $1,060.80 $1,064.00 $1,066.80 $1,070.00 $1,073.20 $1,076.40 $1,081.20
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.50% Composite: 6.59% Composite: 4.10%
$1,086.00 $1,091.20 $1,096.00 $1,101.20 $1,106.00 $1,112.00 $1,118.00 $1,124.00 $1,130.00 $1,136.40 $1,142.40 $1,146.40
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.10% Composite: 5.42% Composite: 5.70%
$1,150.00 $1,154.00 $1,158.00 $1,162.00 $1,166.00 $1,171.20 $1,176.40 $1,181.60 $1,186.80 $1,192.40 $1,197.60 $1,203.20
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 5.70% Composite: 6.63% Composite: 8.79%
$1,208.80 $1,214.40 $1,220.40 $1,226.00 $1,231.60 $1,238.40 $1,245.20 $1,252.00 $1,258.80 $1,265.60 $1,272.40 $1,281.60
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 8.79% Composite: 4.02% Composite: 6.15%
$1,290.80 $1,300.00 $1,309.60 $1,318.80 $1,328.40 $1,332.80 $1,337.20 $1,341.60 $1,346.00 $1,350.80 $1,355.20 $1,362.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.15% Composite: 5.46% Composite: 6.11%
$1,368.80 $1,376.00 $1,382.80 $1,390.00 $1,396.80 $1,403.20 $1,409.20 $1,415.60 $1,422.00 $1,428.40 $1,434.80 $1,442.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.11% Composite: 7.91% Composite: 7.99%
$1,449.20 $1,456.40 $1,464.00 $1,471.20 $1,478.80 $1,488.40 $1,498.00 $1,507.60 $1,517.60 $1,527.20 $1,537.20 $1,547.20
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 7.99% Composite: 0.00% Composite: 6.11%
$1,557.60 $1,567.60 $1,578.00 $1,588.40 $1,598.80 $1,598.80 $1,598.80 $1,598.80 $1,598.80 $1,598.80 $1,598.80 $1,606.80
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.11% Composite: 4.56% Composite: 3.75%
$1,614.80 $1,623.20 $1,631.20 $1,639.60 $1,647.60 $1,654.00 $1,660.00 $1,666.40 $1,672.40 $1,678.80 $1,685.20 $1,690.40
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 3.75% Composite: 7.67% Composite: 6.11%
$1,695.60 $1,700.80 $1,706.00 $1,711.60 $1,716.80 $1,727.60 $1,738.40 $1,749.60 $1,760.40 $1,771.60 $1,782.80 $1,791.60
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.11% Composite: 5.23% Composite: 4.79%
$1,800.80 $1,810.00 $1,818.80 $1,828.00 $1,837.20 $1,845.20 $1,853.20 $1,861.20 $1,869.20 $1,877.20 $1,885.20 $1,892.80
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 4.79% Composite: 4.20%
$1,900.00 $1,907.60 $1,915.20 $1,922.80 $1,930.40 $1,937.20 $1,944.00 $1,950.40 $1,957.20 $1,964.00 $1,970.80 $1,977.60
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.20% Composite: 4.87% Composite: 4.50%
$1,984.40 $1,991.20 $1,998.40 $2,005.20 $2,012.00 $2,020.00 $2,028.00 $2,036.40 $2,044.40 $2,052.80 $2,060.80 $2,068.40
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.50% Composite: 1.38% Composite: 4.56%
$2,076.00 $2,084.00 $2,091.60 $2,099.20 $2,107.20 $2,109.60 $2,112.00 $2,114.40 $2,116.80 $2,119.20 $2,121.60 $2,129.60
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.56% Composite: 3.16% Composite: 5.80%
$2,137.60 $2,145.60 $2,153.60 $2,162.00 $2,170.00 $2,175.60 $2,181.20 $2,187.20 $2,192.80 $2,198.40 $2,204.40 $2,214.80
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 5.80% Composite: 4.99% Composite: 5.52%
$2,225.60 $2,236.00 $2,246.80 $2,257.60 $2,268.40 $2,277.60 $2,287.20 $2,296.40 $2,306.00 $2,315.60 $2,324.80 $2,335.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.52% Composite: 5.25% Composite: 5.35%
$2,346.00 $2,356.80 $2,367.20 $2,378.00 $2,388.80 $2,399.20 $2,409.60 $2,420.00 $2,430.40 $2,440.80 $2,451.60 $2,462.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.35% Composite: 4.42% Composite: 5.05%
$2,473.20 $2,484.00 $2,495.20 $2,506.00 $2,517.20 $2,526.40 $2,535.60 $2,544.80 $2,554.00 $2,563.60 $2,572.80 $2,583.60
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.05% Composite: 4.08% Composite: 4.71%
$2,594.40 $2,605.20 $2,616.00 $2,626.80 $2,637.60 $2,646.40 $2,655.60 $2,664.40 $2,673.20 $2,682.40 $2,691.60 $2,702.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 4.71% Composite: 6.59% Composite: 10.23%
$2,712.40 $2,723.20 $2,733.60 $2,744.40 $2,754.80 $2,769.60 $2,784.80 $2,800.00 $2,814.80 $2,830.40 $2,845.60 $2,869.20
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.23% Composite: 12.76% Composite: 9.58%
$2,893.20 $2,917.60 $2,942.00 $2,966.40 $2,991.20 $3,022.00 $3,053.60 $3,085.20 $3,117.20 $3,149.60 $3,182.00 $3,206.80
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.58% Composite: 6.43% Composite: 7.00%
$3,232.00 $3,257.20 $3,282.80 $3,308.40 $3,334.40 $3,352.00 $3,369.60 $3,387.60 $3,405.60 $3,423.60 $3,441.60 $3,461.20
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 7.00% Composite: 6.00%
$3,481.20 $3,501.20 $3,521.60 $3,541.60 $3,562.00 $3,579.60 $3,597.20 $3,615.20 $3,632.80 $3,650.80 $3,668.80
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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