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Total earnings from May 2001 to December 2024: $36,836.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,048.00 $10,096.00 $10,148.00 $10,196.00 $10,248.00 $10,296.00 $10,340.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.42% Composite: 3.57% Composite: 5.50%
$10,388.00 $10,436.00 $10,480.00 $10,528.00 $10,576.00 $10,608.00 $10,640.00 $10,668.00 $10,700.00 $10,732.00 $10,764.00 $10,812.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.50% Composite: 6.59% Composite: 4.10%
$10,860.00 $10,912.00 $10,960.00 $11,012.00 $11,060.00 $11,120.00 $11,180.00 $11,240.00 $11,300.00 $11,364.00 $11,424.00 $11,464.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.10% Composite: 5.42% Composite: 5.70%
$11,500.00 $11,540.00 $11,580.00 $11,620.00 $11,660.00 $11,712.00 $11,764.00 $11,816.00 $11,868.00 $11,924.00 $11,976.00 $12,032.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 5.70% Composite: 6.63% Composite: 8.79%
$12,088.00 $12,144.00 $12,204.00 $12,260.00 $12,316.00 $12,384.00 $12,452.00 $12,520.00 $12,588.00 $12,656.00 $12,724.00 $12,816.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 8.79% Composite: 4.02% Composite: 6.15%
$12,908.00 $13,000.00 $13,096.00 $13,188.00 $13,284.00 $13,328.00 $13,372.00 $13,416.00 $13,460.00 $13,508.00 $13,552.00 $13,620.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.15% Composite: 5.46% Composite: 6.11%
$13,688.00 $13,760.00 $13,828.00 $13,900.00 $13,968.00 $14,032.00 $14,092.00 $14,156.00 $14,220.00 $14,284.00 $14,348.00 $14,420.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.11% Composite: 7.91% Composite: 7.99%
$14,492.00 $14,564.00 $14,640.00 $14,712.00 $14,788.00 $14,884.00 $14,980.00 $15,076.00 $15,176.00 $15,272.00 $15,372.00 $15,472.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 7.99% Composite: 0.00% Composite: 6.11%
$15,576.00 $15,676.00 $15,780.00 $15,884.00 $15,988.00 $15,988.00 $15,988.00 $15,988.00 $15,988.00 $15,988.00 $15,988.00 $16,068.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.11% Composite: 4.56% Composite: 3.75%
$16,148.00 $16,232.00 $16,312.00 $16,396.00 $16,476.00 $16,540.00 $16,600.00 $16,664.00 $16,724.00 $16,788.00 $16,852.00 $16,904.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 3.75% Composite: 7.67% Composite: 6.11%
$16,956.00 $17,008.00 $17,060.00 $17,116.00 $17,168.00 $17,276.00 $17,384.00 $17,496.00 $17,604.00 $17,716.00 $17,828.00 $17,916.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.11% Composite: 5.23% Composite: 4.79%
$18,008.00 $18,100.00 $18,188.00 $18,280.00 $18,372.00 $18,452.00 $18,532.00 $18,612.00 $18,692.00 $18,772.00 $18,852.00 $18,928.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 4.79% Composite: 4.20%
$19,000.00 $19,076.00 $19,152.00 $19,228.00 $19,304.00 $19,372.00 $19,440.00 $19,504.00 $19,572.00 $19,640.00 $19,708.00 $19,776.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.20% Composite: 4.87% Composite: 4.50%
$19,844.00 $19,912.00 $19,984.00 $20,052.00 $20,120.00 $20,200.00 $20,280.00 $20,364.00 $20,444.00 $20,528.00 $20,608.00 $20,684.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.50% Composite: 1.38% Composite: 4.56%
$20,760.00 $20,840.00 $20,916.00 $20,992.00 $21,072.00 $21,096.00 $21,120.00 $21,144.00 $21,168.00 $21,192.00 $21,216.00 $21,296.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.56% Composite: 3.16% Composite: 5.80%
$21,376.00 $21,456.00 $21,536.00 $21,620.00 $21,700.00 $21,756.00 $21,812.00 $21,872.00 $21,928.00 $21,984.00 $22,044.00 $22,148.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 5.80% Composite: 4.99% Composite: 5.52%
$22,256.00 $22,360.00 $22,468.00 $22,576.00 $22,684.00 $22,776.00 $22,872.00 $22,964.00 $23,060.00 $23,156.00 $23,248.00 $23,352.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.52% Composite: 5.25% Composite: 5.35%
$23,460.00 $23,568.00 $23,672.00 $23,780.00 $23,888.00 $23,992.00 $24,096.00 $24,200.00 $24,304.00 $24,408.00 $24,516.00 $24,624.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.35% Composite: 4.42% Composite: 5.05%
$24,732.00 $24,840.00 $24,952.00 $25,060.00 $25,172.00 $25,264.00 $25,356.00 $25,448.00 $25,540.00 $25,636.00 $25,728.00 $25,836.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.05% Composite: 4.08% Composite: 4.71%
$25,944.00 $26,052.00 $26,160.00 $26,268.00 $26,376.00 $26,464.00 $26,556.00 $26,644.00 $26,732.00 $26,824.00 $26,916.00 $27,020.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 4.71% Composite: 6.59% Composite: 10.23%
$27,124.00 $27,232.00 $27,336.00 $27,444.00 $27,548.00 $27,696.00 $27,848.00 $28,000.00 $28,148.00 $28,304.00 $28,456.00 $28,692.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.23% Composite: 12.76% Composite: 9.58%
$28,932.00 $29,176.00 $29,420.00 $29,664.00 $29,912.00 $30,220.00 $30,536.00 $30,852.00 $31,172.00 $31,496.00 $31,820.00 $32,068.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.58% Composite: 6.43% Composite: 7.00%
$32,320.00 $32,572.00 $32,828.00 $33,084.00 $33,344.00 $33,520.00 $33,696.00 $33,876.00 $34,056.00 $34,236.00 $34,416.00 $34,612.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 7.00% Composite: 6.00% Composite: 4.93%
$34,812.00 $35,012.00 $35,216.00 $35,416.00 $35,620.00 $35,796.00 $35,972.00 $36,152.00 $36,328.00 $36,508.00 $36,688.00 $36,836.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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