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Total earnings from May 2002 to April 2024: $27,108.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,020.00 $10,044.00 $10,064.00 $10,084.00 $10,108.00 $10,128.00 $10,164.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.48% Composite: 5.58% Composite: 3.09%
$10,204.00 $10,240.00 $10,280.00 $10,316.00 $10,356.00 $10,404.00 $10,452.00 $10,500.00 $10,548.00 $10,596.00 $10,644.00 $10,672.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.09% Composite: 4.40% Composite: 4.69%
$10,700.00 $10,724.00 $10,752.00 $10,780.00 $10,808.00 $10,848.00 $10,888.00 $10,928.00 $10,964.00 $11,004.00 $11,044.00 $11,088.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.69% Composite: 5.62% Composite: 7.76%
$11,128.00 $11,172.00 $11,216.00 $11,260.00 $11,304.00 $11,356.00 $11,408.00 $11,460.00 $11,516.00 $11,568.00 $11,620.00 $11,692.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.76% Composite: 3.01% Composite: 5.13%
$11,768.00 $11,844.00 $11,920.00 $11,996.00 $12,072.00 $12,104.00 $12,132.00 $12,164.00 $12,192.00 $12,224.00 $12,252.00 $12,304.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 5.13% Composite: 4.44% Composite: 5.09%
$12,356.00 $12,408.00 $12,460.00 $12,512.00 $12,568.00 $12,616.00 $12,660.00 $12,708.00 $12,752.00 $12,800.00 $12,848.00 $12,900.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 5.09% Composite: 6.89% Composite: 6.97%
$12,956.00 $13,012.00 $13,064.00 $13,120.00 $13,176.00 $13,252.00 $13,324.00 $13,400.00 $13,476.00 $13,552.00 $13,628.00 $13,708.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.97% Composite: 0.00% Composite: 5.09%
$13,784.00 $13,864.00 $13,944.00 $14,024.00 $14,104.00 $14,104.00 $14,104.00 $14,104.00 $14,104.00 $14,104.00 $14,104.00 $14,164.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 5.09% Composite: 3.56% Composite: 2.75%
$14,224.00 $14,284.00 $14,344.00 $14,404.00 $14,464.00 $14,508.00 $14,548.00 $14,592.00 $14,636.00 $14,680.00 $14,720.00 $14,752.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.75% Composite: 6.65% Composite: 5.09%
$14,788.00 $14,820.00 $14,856.00 $14,888.00 $14,924.00 $15,004.00 $15,088.00 $15,172.00 $15,252.00 $15,336.00 $15,420.00 $15,484.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 5.09% Composite: 4.22% Composite: 3.78%
$15,548.00 $15,616.00 $15,680.00 $15,748.00 $15,812.00 $15,868.00 $15,924.00 $15,976.00 $16,032.00 $16,088.00 $16,144.00 $16,196.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.78% Composite: 3.19%
$16,244.00 $16,296.00 $16,348.00 $16,396.00 $16,448.00 $16,492.00 $16,536.00 $16,580.00 $16,624.00 $16,668.00 $16,712.00 $16,756.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 3.19% Composite: 3.86% Composite: 3.49%
$16,800.00 $16,844.00 $16,888.00 $16,932.00 $16,980.00 $17,036.00 $17,088.00 $17,144.00 $17,196.00 $17,252.00 $17,308.00 $17,356.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.49% Composite: 0.38% Composite: 3.56%
$17,408.00 $17,460.00 $17,508.00 $17,560.00 $17,612.00 $17,616.00 $17,624.00 $17,628.00 $17,636.00 $17,640.00 $17,644.00 $17,696.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.56% Composite: 2.16% Composite: 4.79%
$17,748.00 $17,800.00 $17,852.00 $17,904.00 $17,960.00 $17,992.00 $18,024.00 $18,056.00 $18,088.00 $18,120.00 $18,152.00 $18,224.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.79% Composite: 3.98% Composite: 4.50%
$18,296.00 $18,368.00 $18,440.00 $18,512.00 $18,588.00 $18,648.00 $18,712.00 $18,772.00 $18,832.00 $18,896.00 $18,956.00 $19,028.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.50% Composite: 4.24% Composite: 4.34%
$19,096.00 $19,168.00 $19,240.00 $19,312.00 $19,384.00 $19,452.00 $19,520.00 $19,588.00 $19,656.00 $19,724.00 $19,796.00 $19,868.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 4.34% Composite: 3.41% Composite: 4.04%
$19,940.00 $20,008.00 $20,080.00 $20,152.00 $20,224.00 $20,280.00 $20,340.00 $20,396.00 $20,452.00 $20,512.00 $20,568.00 $20,636.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 4.04% Composite: 3.07% Composite: 3.70%
$20,704.00 $20,776.00 $20,844.00 $20,912.00 $20,984.00 $21,036.00 $21,092.00 $21,144.00 $21,200.00 $21,252.00 $21,308.00 $21,372.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.70% Composite: 5.58% Composite: 9.19%
$21,440.00 $21,504.00 $21,568.00 $21,636.00 $21,704.00 $21,804.00 $21,904.00 $22,004.00 $22,104.00 $22,208.00 $22,308.00 $22,476.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 9.19% Composite: 11.72% Composite: 8.54%
$22,644.00 $22,816.00 $22,988.00 $23,160.00 $23,332.00 $23,556.00 $23,780.00 $24,004.00 $24,236.00 $24,464.00 $24,700.00 $24,872.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.54% Composite: 5.41% Composite: 5.98%
$25,048.00 $25,220.00 $25,400.00 $25,576.00 $25,756.00 $25,872.00 $25,988.00 $26,104.00 $26,220.00 $26,336.00 $26,452.00 $26,584.00
2024 Inflation: 1.97% - 2024
Composite: 5.98%
$26,712.00 $26,844.00 $26,976.00 $27,108.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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