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Total earnings from November 2002 to December 2024: $25,396.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,032.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.08% Composite: 5.17% Composite: 2.69%
$10,068.00 $10,100.00 $10,136.00 $10,168.00 $10,204.00 $10,248.00 $10,292.00 $10,336.00 $10,380.00 $10,424.00 $10,468.00 $10,492.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.69% Composite: 4.00% Composite: 4.28%
$10,516.00 $10,540.00 $10,560.00 $10,584.00 $10,608.00 $10,644.00 $10,680.00 $10,712.00 $10,748.00 $10,784.00 $10,820.00 $10,860.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.28% Composite: 5.21% Composite: 7.35%
$10,896.00 $10,936.00 $10,972.00 $11,012.00 $11,052.00 $11,100.00 $11,148.00 $11,196.00 $11,244.00 $11,292.00 $11,340.00 $11,408.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.35% Composite: 2.61% Composite: 4.72%
$11,476.00 $11,548.00 $11,616.00 $11,688.00 $11,756.00 $11,780.00 $11,808.00 $11,832.00 $11,860.00 $11,884.00 $11,908.00 $11,956.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.72% Composite: 4.04% Composite: 4.68%
$12,000.00 $12,048.00 $12,096.00 $12,140.00 $12,188.00 $12,228.00 $12,268.00 $12,312.00 $12,352.00 $12,392.00 $12,436.00 $12,484.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.68% Composite: 6.48% Composite: 6.56%
$12,532.00 $12,580.00 $12,628.00 $12,680.00 $12,728.00 $12,796.00 $12,864.00 $12,932.00 $13,000.00 $13,072.00 $13,140.00 $13,212.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.56% Composite: 0.00% Composite: 4.68%
$13,284.00 $13,352.00 $13,424.00 $13,500.00 $13,572.00 $13,572.00 $13,572.00 $13,572.00 $13,572.00 $13,572.00 $13,572.00 $13,624.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.68% Composite: 3.15% Composite: 2.35%
$13,676.00 $13,728.00 $13,784.00 $13,836.00 $13,888.00 $13,924.00 $13,960.00 $13,996.00 $14,032.00 $14,072.00 $14,108.00 $14,136.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.35% Composite: 6.24% Composite: 4.68%
$14,164.00 $14,192.00 $14,220.00 $14,248.00 $14,272.00 $14,344.00 $14,420.00 $14,492.00 $14,568.00 $14,644.00 $14,716.00 $14,772.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.68% Composite: 3.82% Composite: 3.37%
$14,828.00 $14,888.00 $14,944.00 $15,004.00 $15,060.00 $15,108.00 $15,156.00 $15,204.00 $15,252.00 $15,300.00 $15,348.00 $15,392.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.37% Composite: 2.79%
$15,432.00 $15,476.00 $15,520.00 $15,564.00 $15,608.00 $15,644.00 $15,680.00 $15,716.00 $15,752.00 $15,788.00 $15,824.00 $15,860.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.79% Composite: 3.45% Composite: 3.09%
$15,896.00 $15,932.00 $15,972.00 $16,008.00 $16,044.00 $16,088.00 $16,136.00 $16,180.00 $16,228.00 $16,276.00 $16,320.00 $16,360.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.09% Composite: 0.00% Composite: 3.15%
$16,404.00 $16,444.00 $16,488.00 $16,528.00 $16,572.00 $16,572.00 $16,572.00 $16,572.00 $16,572.00 $16,572.00 $16,572.00 $16,616.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.15% Composite: 1.76% Composite: 4.38%
$16,660.00 $16,700.00 $16,744.00 $16,788.00 $16,832.00 $16,856.00 $16,880.00 $16,904.00 $16,932.00 $16,956.00 $16,980.00 $17,040.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.38% Composite: 3.58% Composite: 4.10%
$17,104.00 $17,164.00 $17,228.00 $17,288.00 $17,352.00 $17,404.00 $17,456.00 $17,508.00 $17,560.00 $17,612.00 $17,664.00 $17,724.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.10% Composite: 3.84% Composite: 3.94%
$17,784.00 $17,844.00 $17,904.00 $17,964.00 $18,028.00 $18,084.00 $18,144.00 $18,200.00 $18,260.00 $18,316.00 $18,376.00 $18,436.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.94% Composite: 3.01% Composite: 3.64%
$18,496.00 $18,556.00 $18,616.00 $18,676.00 $18,740.00 $18,788.00 $18,832.00 $18,880.00 $18,928.00 $18,976.00 $19,024.00 $19,080.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.64% Composite: 2.67% Composite: 3.29%
$19,140.00 $19,196.00 $19,256.00 $19,312.00 $19,372.00 $19,416.00 $19,456.00 $19,500.00 $19,544.00 $19,588.00 $19,632.00 $19,684.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.29% Composite: 5.17% Composite: 8.78%
$19,740.00 $19,792.00 $19,848.00 $19,900.00 $19,956.00 $20,040.00 $20,128.00 $20,212.00 $20,300.00 $20,384.00 $20,472.00 $20,620.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.78% Composite: 11.30% Composite: 8.13%
$20,768.00 $20,916.00 $21,068.00 $21,220.00 $21,372.00 $21,568.00 $21,768.00 $21,968.00 $22,168.00 $22,372.00 $22,580.00 $22,732.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.13% Composite: 5.01% Composite: 5.57%
$22,880.00 $23,036.00 $23,188.00 $23,344.00 $23,496.00 $23,592.00 $23,692.00 $23,788.00 $23,888.00 $23,984.00 $24,084.00 $24,196.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.57% Composite: 4.58% Composite: 3.52%
$24,304.00 $24,416.00 $24,528.00 $24,640.00 $24,756.00 $24,848.00 $24,944.00 $25,036.00 $25,132.00 $25,228.00 $25,324.00 $25,396.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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