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Total earnings from May 2001 to December 2024: $18,418.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,024.00 $5,048.00 $5,074.00 $5,098.00 $5,124.00 $5,148.00 $5,170.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.42% Composite: 3.57% Composite: 5.50%
$5,194.00 $5,218.00 $5,240.00 $5,264.00 $5,288.00 $5,304.00 $5,320.00 $5,334.00 $5,350.00 $5,366.00 $5,382.00 $5,406.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.50% Composite: 6.59% Composite: 4.10%
$5,430.00 $5,456.00 $5,480.00 $5,506.00 $5,530.00 $5,560.00 $5,590.00 $5,620.00 $5,650.00 $5,682.00 $5,712.00 $5,732.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.10% Composite: 5.42% Composite: 5.70%
$5,750.00 $5,770.00 $5,790.00 $5,810.00 $5,830.00 $5,856.00 $5,882.00 $5,908.00 $5,934.00 $5,962.00 $5,988.00 $6,016.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 5.70% Composite: 6.63% Composite: 8.79%
$6,044.00 $6,072.00 $6,102.00 $6,130.00 $6,158.00 $6,192.00 $6,226.00 $6,260.00 $6,294.00 $6,328.00 $6,362.00 $6,408.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 8.79% Composite: 4.02% Composite: 6.15%
$6,454.00 $6,500.00 $6,548.00 $6,594.00 $6,642.00 $6,664.00 $6,686.00 $6,708.00 $6,730.00 $6,754.00 $6,776.00 $6,810.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.15% Composite: 5.46% Composite: 6.11%
$6,844.00 $6,880.00 $6,914.00 $6,950.00 $6,984.00 $7,016.00 $7,046.00 $7,078.00 $7,110.00 $7,142.00 $7,174.00 $7,210.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.11% Composite: 7.91% Composite: 7.99%
$7,246.00 $7,282.00 $7,320.00 $7,356.00 $7,394.00 $7,442.00 $7,490.00 $7,538.00 $7,588.00 $7,636.00 $7,686.00 $7,736.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 7.99% Composite: 0.00% Composite: 6.11%
$7,788.00 $7,838.00 $7,890.00 $7,942.00 $7,994.00 $7,994.00 $7,994.00 $7,994.00 $7,994.00 $7,994.00 $7,994.00 $8,034.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.11% Composite: 4.56% Composite: 3.75%
$8,074.00 $8,116.00 $8,156.00 $8,198.00 $8,238.00 $8,270.00 $8,300.00 $8,332.00 $8,362.00 $8,394.00 $8,426.00 $8,452.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 3.75% Composite: 7.67% Composite: 6.11%
$8,478.00 $8,504.00 $8,530.00 $8,558.00 $8,584.00 $8,638.00 $8,692.00 $8,748.00 $8,802.00 $8,858.00 $8,914.00 $8,958.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.11% Composite: 5.23% Composite: 4.79%
$9,004.00 $9,050.00 $9,094.00 $9,140.00 $9,186.00 $9,226.00 $9,266.00 $9,306.00 $9,346.00 $9,386.00 $9,426.00 $9,464.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 4.79% Composite: 4.20%
$9,500.00 $9,538.00 $9,576.00 $9,614.00 $9,652.00 $9,686.00 $9,720.00 $9,752.00 $9,786.00 $9,820.00 $9,854.00 $9,888.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.20% Composite: 4.87% Composite: 4.50%
$9,922.00 $9,956.00 $9,992.00 $10,026.00 $10,060.00 $10,100.00 $10,140.00 $10,182.00 $10,222.00 $10,264.00 $10,304.00 $10,342.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.50% Composite: 1.38% Composite: 4.56%
$10,380.00 $10,420.00 $10,458.00 $10,496.00 $10,536.00 $10,548.00 $10,560.00 $10,572.00 $10,584.00 $10,596.00 $10,608.00 $10,648.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.56% Composite: 3.16% Composite: 5.80%
$10,688.00 $10,728.00 $10,768.00 $10,810.00 $10,850.00 $10,878.00 $10,906.00 $10,936.00 $10,964.00 $10,992.00 $11,022.00 $11,074.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 5.80% Composite: 4.99% Composite: 5.52%
$11,128.00 $11,180.00 $11,234.00 $11,288.00 $11,342.00 $11,388.00 $11,436.00 $11,482.00 $11,530.00 $11,578.00 $11,624.00 $11,676.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.52% Composite: 5.25% Composite: 5.35%
$11,730.00 $11,784.00 $11,836.00 $11,890.00 $11,944.00 $11,996.00 $12,048.00 $12,100.00 $12,152.00 $12,204.00 $12,258.00 $12,312.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.35% Composite: 4.42% Composite: 5.05%
$12,366.00 $12,420.00 $12,476.00 $12,530.00 $12,586.00 $12,632.00 $12,678.00 $12,724.00 $12,770.00 $12,818.00 $12,864.00 $12,918.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.05% Composite: 4.08% Composite: 4.71%
$12,972.00 $13,026.00 $13,080.00 $13,134.00 $13,188.00 $13,232.00 $13,278.00 $13,322.00 $13,366.00 $13,412.00 $13,458.00 $13,510.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 4.71% Composite: 6.59% Composite: 10.23%
$13,562.00 $13,616.00 $13,668.00 $13,722.00 $13,774.00 $13,848.00 $13,924.00 $14,000.00 $14,074.00 $14,152.00 $14,228.00 $14,346.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.23% Composite: 12.76% Composite: 9.58%
$14,466.00 $14,588.00 $14,710.00 $14,832.00 $14,956.00 $15,110.00 $15,268.00 $15,426.00 $15,586.00 $15,748.00 $15,910.00 $16,034.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.58% Composite: 6.43% Composite: 7.00%
$16,160.00 $16,286.00 $16,414.00 $16,542.00 $16,672.00 $16,760.00 $16,848.00 $16,938.00 $17,028.00 $17,118.00 $17,208.00 $17,306.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 7.00% Composite: 6.00% Composite: 4.93%
$17,406.00 $17,506.00 $17,608.00 $17,708.00 $17,810.00 $17,898.00 $17,986.00 $18,076.00 $18,164.00 $18,254.00 $18,344.00 $18,418.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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