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Total earnings from November 2001 to November 2024: $14,268.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,018.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 4.40% Composite: 2.57% Composite: 4.48%
$5,036.00 $5,054.00 $5,074.00 $5,092.00 $5,110.00 $5,120.00 $5,132.00 $5,142.00 $5,154.00 $5,164.00 $5,176.00 $5,196.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$5,214.00 $5,234.00 $5,254.00 $5,272.00 $5,292.00 $5,316.00 $5,340.00 $5,366.00 $5,390.00 $5,414.00 $5,440.00 $5,454.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$5,468.00 $5,482.00 $5,496.00 $5,510.00 $5,524.00 $5,544.00 $5,564.00 $5,584.00 $5,604.00 $5,626.00 $5,646.00 $5,668.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$5,690.00 $5,712.00 $5,734.00 $5,756.00 $5,778.00 $5,804.00 $5,832.00 $5,858.00 $5,886.00 $5,912.00 $5,940.00 $5,978.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$6,016.00 $6,054.00 $6,092.00 $6,132.00 $6,170.00 $6,186.00 $6,200.00 $6,216.00 $6,232.00 $6,248.00 $6,262.00 $6,288.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$6,316.00 $6,342.00 $6,368.00 $6,396.00 $6,422.00 $6,446.00 $6,470.00 $6,492.00 $6,516.00 $6,540.00 $6,564.00 $6,592.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$6,620.00 $6,648.00 $6,674.00 $6,702.00 $6,732.00 $6,770.00 $6,808.00 $6,846.00 $6,886.00 $6,924.00 $6,964.00 $7,004.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$7,044.00 $7,084.00 $7,124.00 $7,166.00 $7,206.00 $7,206.00 $7,206.00 $7,206.00 $7,206.00 $7,206.00 $7,206.00 $7,236.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$7,266.00 $7,298.00 $7,328.00 $7,358.00 $7,390.00 $7,412.00 $7,434.00 $7,456.00 $7,478.00 $7,500.00 $7,522.00 $7,540.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$7,556.00 $7,574.00 $7,590.00 $7,608.00 $7,626.00 $7,668.00 $7,710.00 $7,752.00 $7,794.00 $7,836.00 $7,880.00 $7,914.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$7,946.00 $7,980.00 $8,014.00 $8,046.00 $8,080.00 $8,108.00 $8,136.00 $8,164.00 $8,194.00 $8,222.00 $8,250.00 $8,276.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$8,302.00 $8,328.00 $8,354.00 $8,380.00 $8,406.00 $8,428.00 $8,450.00 $8,472.00 $8,496.00 $8,518.00 $8,540.00 $8,562.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$8,586.00 $8,608.00 $8,630.00 $8,654.00 $8,676.00 $8,704.00 $8,732.00 $8,760.00 $8,788.00 $8,816.00 $8,844.00 $8,870.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$8,896.00 $8,920.00 $8,946.00 $8,972.00 $8,998.00 $9,000.00 $9,004.00 $9,006.00 $9,010.00 $9,012.00 $9,016.00 $9,042.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$9,070.00 $9,096.00 $9,122.00 $9,150.00 $9,176.00 $9,192.00 $9,208.00 $9,226.00 $9,242.00 $9,258.00 $9,276.00 $9,312.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$9,350.00 $9,386.00 $9,424.00 $9,460.00 $9,498.00 $9,530.00 $9,560.00 $9,592.00 $9,624.00 $9,656.00 $9,688.00 $9,724.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$9,760.00 $9,796.00 $9,832.00 $9,870.00 $9,906.00 $9,940.00 $9,976.00 $10,010.00 $10,046.00 $10,080.00 $10,116.00 $10,152.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$10,188.00 $10,226.00 $10,262.00 $10,298.00 $10,336.00 $10,366.00 $10,394.00 $10,424.00 $10,454.00 $10,482.00 $10,512.00 $10,548.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$10,582.00 $10,618.00 $10,654.00 $10,688.00 $10,724.00 $10,752.00 $10,778.00 $10,806.00 $10,834.00 $10,862.00 $10,888.00 $10,922.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$10,954.00 $10,988.00 $11,022.00 $11,056.00 $11,090.00 $11,140.00 $11,192.00 $11,244.00 $11,296.00 $11,348.00 $11,400.00 $11,486.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$11,572.00 $11,658.00 $11,746.00 $11,834.00 $11,924.00 $12,038.00 $12,152.00 $12,268.00 $12,386.00 $12,504.00 $12,622.00 $12,710.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$12,800.00 $12,888.00 $12,978.00 $13,070.00 $13,160.00 $13,218.00 $13,278.00 $13,336.00 $13,396.00 $13,456.00 $13,516.00 $13,582.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 5.98% Composite: 4.99%
$13,650.00 $13,716.00 $13,784.00 $13,852.00 $13,920.00 $13,978.00 $14,034.00 $14,092.00 $14,150.00 $14,208.00 $14,268.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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