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Total earnings from November 2002 to December 2024: $2,539.60.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2002
  • Fixed Rate: 1.60%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2002 - Inflation: 1.23% 2002
Composite: 4.08%
$1,000.00 $1,003.20
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.08% Composite: 5.17% Composite: 2.69%
$1,006.80 $1,010.00 $1,013.60 $1,016.80 $1,020.40 $1,024.80 $1,029.20 $1,033.60 $1,038.00 $1,042.40 $1,046.80 $1,049.20
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.69% Composite: 4.00% Composite: 4.28%
$1,051.60 $1,054.00 $1,056.00 $1,058.40 $1,060.80 $1,064.40 $1,068.00 $1,071.20 $1,074.80 $1,078.40 $1,082.00 $1,086.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.28% Composite: 5.21% Composite: 7.35%
$1,089.60 $1,093.60 $1,097.20 $1,101.20 $1,105.20 $1,110.00 $1,114.80 $1,119.60 $1,124.40 $1,129.20 $1,134.00 $1,140.80
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.35% Composite: 2.61% Composite: 4.72%
$1,147.60 $1,154.80 $1,161.60 $1,168.80 $1,175.60 $1,178.00 $1,180.80 $1,183.20 $1,186.00 $1,188.40 $1,190.80 $1,195.60
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.72% Composite: 4.04% Composite: 4.68%
$1,200.00 $1,204.80 $1,209.60 $1,214.00 $1,218.80 $1,222.80 $1,226.80 $1,231.20 $1,235.20 $1,239.20 $1,243.60 $1,248.40
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.68% Composite: 6.48% Composite: 6.56%
$1,253.20 $1,258.00 $1,262.80 $1,268.00 $1,272.80 $1,279.60 $1,286.40 $1,293.20 $1,300.00 $1,307.20 $1,314.00 $1,321.20
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.56% Composite: 0.00% Composite: 4.68%
$1,328.40 $1,335.20 $1,342.40 $1,350.00 $1,357.20 $1,357.20 $1,357.20 $1,357.20 $1,357.20 $1,357.20 $1,357.20 $1,362.40
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.68% Composite: 3.15% Composite: 2.35%
$1,367.60 $1,372.80 $1,378.40 $1,383.60 $1,388.80 $1,392.40 $1,396.00 $1,399.60 $1,403.20 $1,407.20 $1,410.80 $1,413.60
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.35% Composite: 6.24% Composite: 4.68%
$1,416.40 $1,419.20 $1,422.00 $1,424.80 $1,427.20 $1,434.40 $1,442.00 $1,449.20 $1,456.80 $1,464.40 $1,471.60 $1,477.20
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.68% Composite: 3.82% Composite: 3.37%
$1,482.80 $1,488.80 $1,494.40 $1,500.40 $1,506.00 $1,510.80 $1,515.60 $1,520.40 $1,525.20 $1,530.00 $1,534.80 $1,539.20
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.37% Composite: 2.79%
$1,543.20 $1,547.60 $1,552.00 $1,556.40 $1,560.80 $1,564.40 $1,568.00 $1,571.60 $1,575.20 $1,578.80 $1,582.40 $1,586.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.79% Composite: 3.45% Composite: 3.09%
$1,589.60 $1,593.20 $1,597.20 $1,600.80 $1,604.40 $1,608.80 $1,613.60 $1,618.00 $1,622.80 $1,627.60 $1,632.00 $1,636.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.09% Composite: 0.00% Composite: 3.15%
$1,640.40 $1,644.40 $1,648.80 $1,652.80 $1,657.20 $1,657.20 $1,657.20 $1,657.20 $1,657.20 $1,657.20 $1,657.20 $1,661.60
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.15% Composite: 1.76% Composite: 4.38%
$1,666.00 $1,670.00 $1,674.40 $1,678.80 $1,683.20 $1,685.60 $1,688.00 $1,690.40 $1,693.20 $1,695.60 $1,698.00 $1,704.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.38% Composite: 3.58% Composite: 4.10%
$1,710.40 $1,716.40 $1,722.80 $1,728.80 $1,735.20 $1,740.40 $1,745.60 $1,750.80 $1,756.00 $1,761.20 $1,766.40 $1,772.40
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.10% Composite: 3.84% Composite: 3.94%
$1,778.40 $1,784.40 $1,790.40 $1,796.40 $1,802.80 $1,808.40 $1,814.40 $1,820.00 $1,826.00 $1,831.60 $1,837.60 $1,843.60
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.94% Composite: 3.01% Composite: 3.64%
$1,849.60 $1,855.60 $1,861.60 $1,867.60 $1,874.00 $1,878.80 $1,883.20 $1,888.00 $1,892.80 $1,897.60 $1,902.40 $1,908.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.64% Composite: 2.67% Composite: 3.29%
$1,914.00 $1,919.60 $1,925.60 $1,931.20 $1,937.20 $1,941.60 $1,945.60 $1,950.00 $1,954.40 $1,958.80 $1,963.20 $1,968.40
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.29% Composite: 5.17% Composite: 8.78%
$1,974.00 $1,979.20 $1,984.80 $1,990.00 $1,995.60 $2,004.00 $2,012.80 $2,021.20 $2,030.00 $2,038.40 $2,047.20 $2,062.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.78% Composite: 11.30% Composite: 8.13%
$2,076.80 $2,091.60 $2,106.80 $2,122.00 $2,137.20 $2,156.80 $2,176.80 $2,196.80 $2,216.80 $2,237.20 $2,258.00 $2,273.20
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.13% Composite: 5.01% Composite: 5.57%
$2,288.00 $2,303.60 $2,318.80 $2,334.40 $2,349.60 $2,359.20 $2,369.20 $2,378.80 $2,388.80 $2,398.40 $2,408.40 $2,419.60
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.57% Composite: 4.58% Composite: 3.52%
$2,430.40 $2,441.60 $2,452.80 $2,464.00 $2,475.60 $2,484.80 $2,494.40 $2,503.60 $2,513.20 $2,522.80 $2,532.40 $2,539.60
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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