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Total earnings from November 2002 to December 2024: $12,698.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,016.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.08% Composite: 5.17% Composite: 2.69%
$5,034.00 $5,050.00 $5,068.00 $5,084.00 $5,102.00 $5,124.00 $5,146.00 $5,168.00 $5,190.00 $5,212.00 $5,234.00 $5,246.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.69% Composite: 4.00% Composite: 4.28%
$5,258.00 $5,270.00 $5,280.00 $5,292.00 $5,304.00 $5,322.00 $5,340.00 $5,356.00 $5,374.00 $5,392.00 $5,410.00 $5,430.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 4.28% Composite: 5.21% Composite: 7.35%
$5,448.00 $5,468.00 $5,486.00 $5,506.00 $5,526.00 $5,550.00 $5,574.00 $5,598.00 $5,622.00 $5,646.00 $5,670.00 $5,704.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 7.35% Composite: 2.61% Composite: 4.72%
$5,738.00 $5,774.00 $5,808.00 $5,844.00 $5,878.00 $5,890.00 $5,904.00 $5,916.00 $5,930.00 $5,942.00 $5,954.00 $5,978.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.72% Composite: 4.04% Composite: 4.68%
$6,000.00 $6,024.00 $6,048.00 $6,070.00 $6,094.00 $6,114.00 $6,134.00 $6,156.00 $6,176.00 $6,196.00 $6,218.00 $6,242.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.68% Composite: 6.48% Composite: 6.56%
$6,266.00 $6,290.00 $6,314.00 $6,340.00 $6,364.00 $6,398.00 $6,432.00 $6,466.00 $6,500.00 $6,536.00 $6,570.00 $6,606.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.56% Composite: 0.00% Composite: 4.68%
$6,642.00 $6,676.00 $6,712.00 $6,750.00 $6,786.00 $6,786.00 $6,786.00 $6,786.00 $6,786.00 $6,786.00 $6,786.00 $6,812.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.68% Composite: 3.15% Composite: 2.35%
$6,838.00 $6,864.00 $6,892.00 $6,918.00 $6,944.00 $6,962.00 $6,980.00 $6,998.00 $7,016.00 $7,036.00 $7,054.00 $7,068.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.35% Composite: 6.24% Composite: 4.68%
$7,082.00 $7,096.00 $7,110.00 $7,124.00 $7,136.00 $7,172.00 $7,210.00 $7,246.00 $7,284.00 $7,322.00 $7,358.00 $7,386.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.68% Composite: 3.82% Composite: 3.37%
$7,414.00 $7,444.00 $7,472.00 $7,502.00 $7,530.00 $7,554.00 $7,578.00 $7,602.00 $7,626.00 $7,650.00 $7,674.00 $7,696.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.37% Composite: 2.79%
$7,716.00 $7,738.00 $7,760.00 $7,782.00 $7,804.00 $7,822.00 $7,840.00 $7,858.00 $7,876.00 $7,894.00 $7,912.00 $7,930.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.79% Composite: 3.45% Composite: 3.09%
$7,948.00 $7,966.00 $7,986.00 $8,004.00 $8,022.00 $8,044.00 $8,068.00 $8,090.00 $8,114.00 $8,138.00 $8,160.00 $8,180.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 3.09% Composite: 0.00% Composite: 3.15%
$8,202.00 $8,222.00 $8,244.00 $8,264.00 $8,286.00 $8,286.00 $8,286.00 $8,286.00 $8,286.00 $8,286.00 $8,286.00 $8,308.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 3.15% Composite: 1.76% Composite: 4.38%
$8,330.00 $8,350.00 $8,372.00 $8,394.00 $8,416.00 $8,428.00 $8,440.00 $8,452.00 $8,466.00 $8,478.00 $8,490.00 $8,520.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.38% Composite: 3.58% Composite: 4.10%
$8,552.00 $8,582.00 $8,614.00 $8,644.00 $8,676.00 $8,702.00 $8,728.00 $8,754.00 $8,780.00 $8,806.00 $8,832.00 $8,862.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 4.10% Composite: 3.84% Composite: 3.94%
$8,892.00 $8,922.00 $8,952.00 $8,982.00 $9,014.00 $9,042.00 $9,072.00 $9,100.00 $9,130.00 $9,158.00 $9,188.00 $9,218.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.94% Composite: 3.01% Composite: 3.64%
$9,248.00 $9,278.00 $9,308.00 $9,338.00 $9,370.00 $9,394.00 $9,416.00 $9,440.00 $9,464.00 $9,488.00 $9,512.00 $9,540.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.64% Composite: 2.67% Composite: 3.29%
$9,570.00 $9,598.00 $9,628.00 $9,656.00 $9,686.00 $9,708.00 $9,728.00 $9,750.00 $9,772.00 $9,794.00 $9,816.00 $9,842.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.29% Composite: 5.17% Composite: 8.78%
$9,870.00 $9,896.00 $9,924.00 $9,950.00 $9,978.00 $10,020.00 $10,064.00 $10,106.00 $10,150.00 $10,192.00 $10,236.00 $10,310.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.78% Composite: 11.30% Composite: 8.13%
$10,384.00 $10,458.00 $10,534.00 $10,610.00 $10,686.00 $10,784.00 $10,884.00 $10,984.00 $11,084.00 $11,186.00 $11,290.00 $11,366.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 8.13% Composite: 5.01% Composite: 5.57%
$11,440.00 $11,518.00 $11,594.00 $11,672.00 $11,748.00 $11,796.00 $11,846.00 $11,894.00 $11,944.00 $11,992.00 $12,042.00 $12,098.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.57% Composite: 4.58% Composite: 3.52%
$12,152.00 $12,208.00 $12,264.00 $12,320.00 $12,378.00 $12,424.00 $12,472.00 $12,518.00 $12,566.00 $12,614.00 $12,662.00 $12,698.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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