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Total earnings from May 2002 to December 2024: $2,801.60.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: May 2002
  • Fixed Rate: 2.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2002 - Inflation: 0.28% Inflation: 1.23% 2002
Composite: 2.57% Composite: 4.48%
$1,000.00 $1,002.00 $1,004.40 $1,006.40 $1,008.40 $1,010.80 $1,012.80 $1,016.40
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$1,020.40 $1,024.00 $1,028.00 $1,031.60 $1,035.60 $1,040.40 $1,045.20 $1,050.00 $1,054.80 $1,059.60 $1,064.40 $1,067.20
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$1,070.00 $1,072.40 $1,075.20 $1,078.00 $1,080.80 $1,084.80 $1,088.80 $1,092.80 $1,096.40 $1,100.40 $1,104.40 $1,108.80
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$1,112.80 $1,117.20 $1,121.60 $1,126.00 $1,130.40 $1,135.60 $1,140.80 $1,146.00 $1,151.60 $1,156.80 $1,162.00 $1,169.20
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$1,176.80 $1,184.40 $1,192.00 $1,199.60 $1,207.20 $1,210.40 $1,213.20 $1,216.40 $1,219.20 $1,222.40 $1,225.20 $1,230.40
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$1,235.60 $1,240.80 $1,246.00 $1,251.20 $1,256.80 $1,261.60 $1,266.00 $1,270.80 $1,275.20 $1,280.00 $1,284.80 $1,290.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$1,295.60 $1,301.20 $1,306.40 $1,312.00 $1,317.60 $1,325.20 $1,332.40 $1,340.00 $1,347.60 $1,355.20 $1,362.80 $1,370.80
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$1,378.40 $1,386.40 $1,394.40 $1,402.40 $1,410.40 $1,410.40 $1,410.40 $1,410.40 $1,410.40 $1,410.40 $1,410.40 $1,416.40
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$1,422.40 $1,428.40 $1,434.40 $1,440.40 $1,446.40 $1,450.80 $1,454.80 $1,459.20 $1,463.60 $1,468.00 $1,472.00 $1,475.20
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$1,478.80 $1,482.00 $1,485.60 $1,488.80 $1,492.40 $1,500.40 $1,508.80 $1,517.20 $1,525.20 $1,533.60 $1,542.00 $1,548.40
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$1,554.80 $1,561.60 $1,568.00 $1,574.80 $1,581.20 $1,586.80 $1,592.40 $1,597.60 $1,603.20 $1,608.80 $1,614.40 $1,619.60
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$1,624.40 $1,629.60 $1,634.80 $1,639.60 $1,644.80 $1,649.20 $1,653.60 $1,658.00 $1,662.40 $1,666.80 $1,671.20 $1,675.60
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$1,680.00 $1,684.40 $1,688.80 $1,693.20 $1,698.00 $1,703.60 $1,708.80 $1,714.40 $1,719.60 $1,725.20 $1,730.80 $1,735.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$1,740.80 $1,746.00 $1,750.80 $1,756.00 $1,761.20 $1,761.60 $1,762.40 $1,762.80 $1,763.60 $1,764.00 $1,764.40 $1,769.60
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$1,774.80 $1,780.00 $1,785.20 $1,790.40 $1,796.00 $1,799.20 $1,802.40 $1,805.60 $1,808.80 $1,812.00 $1,815.20 $1,822.40
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$1,829.60 $1,836.80 $1,844.00 $1,851.20 $1,858.80 $1,864.80 $1,871.20 $1,877.20 $1,883.20 $1,889.60 $1,895.60 $1,902.80
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$1,909.60 $1,916.80 $1,924.00 $1,931.20 $1,938.40 $1,945.20 $1,952.00 $1,958.80 $1,965.60 $1,972.40 $1,979.60 $1,986.80
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$1,994.00 $2,000.80 $2,008.00 $2,015.20 $2,022.40 $2,028.00 $2,034.00 $2,039.60 $2,045.20 $2,051.20 $2,056.80 $2,063.60
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$2,070.40 $2,077.60 $2,084.40 $2,091.20 $2,098.40 $2,103.60 $2,109.20 $2,114.40 $2,120.00 $2,125.20 $2,130.80 $2,137.20
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$2,144.00 $2,150.40 $2,156.80 $2,163.60 $2,170.40 $2,180.40 $2,190.40 $2,200.40 $2,210.40 $2,220.80 $2,230.80 $2,247.60
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$2,264.40 $2,281.60 $2,298.80 $2,316.00 $2,333.20 $2,355.60 $2,378.00 $2,400.40 $2,423.60 $2,446.40 $2,470.00 $2,487.20
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$2,504.80 $2,522.00 $2,540.00 $2,557.60 $2,575.60 $2,587.20 $2,598.80 $2,610.40 $2,622.00 $2,633.60 $2,645.20 $2,658.40
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.98% Composite: 4.99% Composite: 3.92%
$2,671.20 $2,684.40 $2,697.60 $2,710.80 $2,724.40 $2,735.60 $2,746.80 $2,758.00 $2,769.60 $2,780.80 $2,792.40 $2,801.60
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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