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Total earnings from November 2001 to December 2024: $28,628.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,036.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 4.40% Composite: 2.57% Composite: 4.48%
$10,072.00 $10,108.00 $10,148.00 $10,184.00 $10,220.00 $10,240.00 $10,264.00 $10,284.00 $10,308.00 $10,328.00 $10,352.00 $10,392.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$10,428.00 $10,468.00 $10,508.00 $10,544.00 $10,584.00 $10,632.00 $10,680.00 $10,732.00 $10,780.00 $10,828.00 $10,880.00 $10,908.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$10,936.00 $10,964.00 $10,992.00 $11,020.00 $11,048.00 $11,088.00 $11,128.00 $11,168.00 $11,208.00 $11,252.00 $11,292.00 $11,336.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$11,380.00 $11,424.00 $11,468.00 $11,512.00 $11,556.00 $11,608.00 $11,664.00 $11,716.00 $11,772.00 $11,824.00 $11,880.00 $11,956.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$12,032.00 $12,108.00 $12,184.00 $12,264.00 $12,340.00 $12,372.00 $12,400.00 $12,432.00 $12,464.00 $12,496.00 $12,524.00 $12,576.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$12,632.00 $12,684.00 $12,736.00 $12,792.00 $12,844.00 $12,892.00 $12,940.00 $12,984.00 $13,032.00 $13,080.00 $13,128.00 $13,184.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$13,240.00 $13,296.00 $13,348.00 $13,404.00 $13,464.00 $13,540.00 $13,616.00 $13,692.00 $13,772.00 $13,848.00 $13,928.00 $14,008.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$14,088.00 $14,168.00 $14,248.00 $14,332.00 $14,412.00 $14,412.00 $14,412.00 $14,412.00 $14,412.00 $14,412.00 $14,412.00 $14,472.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$14,532.00 $14,596.00 $14,656.00 $14,716.00 $14,780.00 $14,824.00 $14,868.00 $14,912.00 $14,956.00 $15,000.00 $15,044.00 $15,080.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$15,112.00 $15,148.00 $15,180.00 $15,216.00 $15,252.00 $15,336.00 $15,420.00 $15,504.00 $15,588.00 $15,672.00 $15,760.00 $15,828.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$15,892.00 $15,960.00 $16,028.00 $16,092.00 $16,160.00 $16,216.00 $16,272.00 $16,328.00 $16,388.00 $16,444.00 $16,500.00 $16,552.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$16,604.00 $16,656.00 $16,708.00 $16,760.00 $16,812.00 $16,856.00 $16,900.00 $16,944.00 $16,992.00 $17,036.00 $17,080.00 $17,124.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$17,172.00 $17,216.00 $17,260.00 $17,308.00 $17,352.00 $17,408.00 $17,464.00 $17,520.00 $17,576.00 $17,632.00 $17,688.00 $17,740.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$17,792.00 $17,840.00 $17,892.00 $17,944.00 $17,996.00 $18,000.00 $18,008.00 $18,012.00 $18,020.00 $18,024.00 $18,032.00 $18,084.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$18,140.00 $18,192.00 $18,244.00 $18,300.00 $18,352.00 $18,384.00 $18,416.00 $18,452.00 $18,484.00 $18,516.00 $18,552.00 $18,624.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$18,700.00 $18,772.00 $18,848.00 $18,920.00 $18,996.00 $19,060.00 $19,120.00 $19,184.00 $19,248.00 $19,312.00 $19,376.00 $19,448.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$19,520.00 $19,592.00 $19,664.00 $19,740.00 $19,812.00 $19,880.00 $19,952.00 $20,020.00 $20,092.00 $20,160.00 $20,232.00 $20,304.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$20,376.00 $20,452.00 $20,524.00 $20,596.00 $20,672.00 $20,732.00 $20,788.00 $20,848.00 $20,908.00 $20,964.00 $21,024.00 $21,096.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$21,164.00 $21,236.00 $21,308.00 $21,376.00 $21,448.00 $21,504.00 $21,556.00 $21,612.00 $21,668.00 $21,724.00 $21,776.00 $21,844.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$21,908.00 $21,976.00 $22,044.00 $22,112.00 $22,180.00 $22,280.00 $22,384.00 $22,488.00 $22,592.00 $22,696.00 $22,800.00 $22,972.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$23,144.00 $23,316.00 $23,492.00 $23,668.00 $23,848.00 $24,076.00 $24,304.00 $24,536.00 $24,772.00 $25,008.00 $25,244.00 $25,420.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$25,600.00 $25,776.00 $25,956.00 $26,140.00 $26,320.00 $26,436.00 $26,556.00 $26,672.00 $26,792.00 $26,912.00 $27,032.00 $27,164.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.98% Composite: 4.99% Composite: 3.92%
$27,300.00 $27,432.00 $27,568.00 $27,704.00 $27,840.00 $27,956.00 $28,068.00 $28,184.00 $28,300.00 $28,416.00 $28,536.00 $28,628.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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