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Total earnings from November 2001 to April 2024: $2,770.40.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2001
  • Fixed Rate: 2.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2001 - Inflation: 1.19% 2001
Composite: 4.40%
$1,000.00 $1,003.60
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 4.40% Composite: 2.57% Composite: 4.48%
$1,007.20 $1,010.80 $1,014.80 $1,018.40 $1,022.00 $1,024.00 $1,026.40 $1,028.40 $1,030.80 $1,032.80 $1,035.20 $1,039.20
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$1,042.80 $1,046.80 $1,050.80 $1,054.40 $1,058.40 $1,063.20 $1,068.00 $1,073.20 $1,078.00 $1,082.80 $1,088.00 $1,090.80
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$1,093.60 $1,096.40 $1,099.20 $1,102.00 $1,104.80 $1,108.80 $1,112.80 $1,116.80 $1,120.80 $1,125.20 $1,129.20 $1,133.60
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$1,138.00 $1,142.40 $1,146.80 $1,151.20 $1,155.60 $1,160.80 $1,166.40 $1,171.60 $1,177.20 $1,182.40 $1,188.00 $1,195.60
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$1,203.20 $1,210.80 $1,218.40 $1,226.40 $1,234.00 $1,237.20 $1,240.00 $1,243.20 $1,246.40 $1,249.60 $1,252.40 $1,257.60
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$1,263.20 $1,268.40 $1,273.60 $1,279.20 $1,284.40 $1,289.20 $1,294.00 $1,298.40 $1,303.20 $1,308.00 $1,312.80 $1,318.40
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$1,324.00 $1,329.60 $1,334.80 $1,340.40 $1,346.40 $1,354.00 $1,361.60 $1,369.20 $1,377.20 $1,384.80 $1,392.80 $1,400.80
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$1,408.80 $1,416.80 $1,424.80 $1,433.20 $1,441.20 $1,441.20 $1,441.20 $1,441.20 $1,441.20 $1,441.20 $1,441.20 $1,447.20
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$1,453.20 $1,459.60 $1,465.60 $1,471.60 $1,478.00 $1,482.40 $1,486.80 $1,491.20 $1,495.60 $1,500.00 $1,504.40 $1,508.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$1,511.20 $1,514.80 $1,518.00 $1,521.60 $1,525.20 $1,533.60 $1,542.00 $1,550.40 $1,558.80 $1,567.20 $1,576.00 $1,582.80
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$1,589.20 $1,596.00 $1,602.80 $1,609.20 $1,616.00 $1,621.60 $1,627.20 $1,632.80 $1,638.80 $1,644.40 $1,650.00 $1,655.20
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$1,660.40 $1,665.60 $1,670.80 $1,676.00 $1,681.20 $1,685.60 $1,690.00 $1,694.40 $1,699.20 $1,703.60 $1,708.00 $1,712.40
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$1,717.20 $1,721.60 $1,726.00 $1,730.80 $1,735.20 $1,740.80 $1,746.40 $1,752.00 $1,757.60 $1,763.20 $1,768.80 $1,774.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$1,779.20 $1,784.00 $1,789.20 $1,794.40 $1,799.60 $1,800.00 $1,800.80 $1,801.20 $1,802.00 $1,802.40 $1,803.20 $1,808.40
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$1,814.00 $1,819.20 $1,824.40 $1,830.00 $1,835.20 $1,838.40 $1,841.60 $1,845.20 $1,848.40 $1,851.60 $1,855.20 $1,862.40
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$1,870.00 $1,877.20 $1,884.80 $1,892.00 $1,899.60 $1,906.00 $1,912.00 $1,918.40 $1,924.80 $1,931.20 $1,937.60 $1,944.80
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$1,952.00 $1,959.20 $1,966.40 $1,974.00 $1,981.20 $1,988.00 $1,995.20 $2,002.00 $2,009.20 $2,016.00 $2,023.20 $2,030.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$2,037.60 $2,045.20 $2,052.40 $2,059.60 $2,067.20 $2,073.20 $2,078.80 $2,084.80 $2,090.80 $2,096.40 $2,102.40 $2,109.60
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$2,116.40 $2,123.60 $2,130.80 $2,137.60 $2,144.80 $2,150.40 $2,155.60 $2,161.20 $2,166.80 $2,172.40 $2,177.60 $2,184.40
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$2,190.80 $2,197.60 $2,204.40 $2,211.20 $2,218.00 $2,228.00 $2,238.40 $2,248.80 $2,259.20 $2,269.60 $2,280.00 $2,297.20
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$2,314.40 $2,331.60 $2,349.20 $2,366.80 $2,384.80 $2,407.60 $2,430.40 $2,453.60 $2,477.20 $2,500.80 $2,524.40 $2,542.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$2,560.00 $2,577.60 $2,595.60 $2,614.00 $2,632.00 $2,643.60 $2,655.60 $2,667.20 $2,679.20 $2,691.20 $2,703.20 $2,716.40
2024 Inflation: 1.97% - 2024
Composite: 5.98%
$2,730.00 $2,743.20 $2,756.80 $2,770.40
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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