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Total earnings from May 2003 to November 2024: $2,243.60.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: May 2003
  • Fixed Rate: 1.10%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2003 - Inflation: 1.77% Inflation: 0.54% 2003
Composite: 4.66% Composite: 2.19%
$1,000.00 $1,004.00 $1,007.60 $1,011.60 $1,015.60 $1,019.20 $1,023.20 $1,025.20
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$1,026.80 $1,028.80 $1,030.80 $1,032.40 $1,034.40 $1,037.20 $1,040.40 $1,043.20 $1,046.40 $1,049.60 $1,052.40 $1,055.60
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$1,058.80 $1,062.40 $1,065.60 $1,068.80 $1,072.40 $1,076.40 $1,080.80 $1,084.80 $1,089.20 $1,093.20 $1,097.60 $1,103.60
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$1,110.00 $1,116.00 $1,122.40 $1,128.80 $1,135.20 $1,137.20 $1,139.20 $1,141.20 $1,143.20 $1,145.20 $1,147.20 $1,151.20
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$1,155.20 $1,159.20 $1,163.20 $1,167.20 $1,171.60 $1,175.20 $1,178.40 $1,182.00 $1,185.20 $1,188.80 $1,192.40 $1,196.40
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$1,200.80 $1,204.80 $1,208.80 $1,213.20 $1,217.20 $1,223.20 $1,229.20 $1,235.20 $1,241.20 $1,247.60 $1,253.60 $1,260.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$1,266.00 $1,272.40 $1,278.80 $1,285.20 $1,291.60 $1,291.60 $1,291.60 $1,291.60 $1,291.60 $1,291.60 $1,291.60 $1,296.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$1,300.40 $1,305.20 $1,309.60 $1,314.00 $1,318.40 $1,321.20 $1,324.00 $1,327.20 $1,330.00 $1,332.80 $1,336.00 $1,338.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$1,340.00 $1,342.00 $1,344.00 $1,346.40 $1,348.40 $1,354.80 $1,361.20 $1,367.60 $1,374.00 $1,380.40 $1,387.20 $1,392.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$1,396.80 $1,401.60 $1,406.40 $1,411.20 $1,416.00 $1,420.00 $1,423.60 $1,427.60 $1,431.60 $1,435.60 $1,439.60 $1,443.20
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$1,446.40 $1,450.00 $1,453.20 $1,456.80 $1,460.40 $1,463.20 $1,466.00 $1,468.80 $1,471.60 $1,474.40 $1,477.20 $1,480.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$1,482.80 $1,485.60 $1,488.40 $1,491.20 $1,494.00 $1,497.60 $1,501.20 $1,504.80 $1,508.80 $1,512.40 $1,516.00 $1,519.20
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$1,522.40 $1,525.60 $1,529.20 $1,532.40 $1,535.60 $1,535.60 $1,535.60 $1,535.60 $1,535.60 $1,535.60 $1,535.60 $1,538.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$1,542.40 $1,545.60 $1,549.20 $1,552.40 $1,556.00 $1,557.60 $1,559.20 $1,560.80 $1,562.40 $1,564.00 $1,566.00 $1,571.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$1,576.00 $1,581.20 $1,586.00 $1,591.20 $1,596.40 $1,600.40 $1,604.40 $1,608.80 $1,612.80 $1,616.80 $1,620.80 $1,625.60
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$1,630.40 $1,635.20 $1,640.00 $1,645.20 $1,650.00 $1,654.40 $1,659.20 $1,663.60 $1,668.40 $1,672.80 $1,677.60 $1,682.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$1,687.20 $1,692.00 $1,696.80 $1,701.60 $1,706.40 $1,710.00 $1,713.60 $1,717.20 $1,720.80 $1,724.40 $1,728.00 $1,732.40
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$1,736.80 $1,741.60 $1,746.00 $1,750.40 $1,755.20 $1,758.40 $1,761.60 $1,764.80 $1,768.00 $1,771.20 $1,774.40 $1,778.40
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$1,782.80 $1,786.80 $1,790.80 $1,795.20 $1,799.20 $1,806.00 $1,813.20 $1,820.00 $1,827.20 $1,834.00 $1,841.20 $1,853.60
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$1,866.40 $1,878.80 $1,891.60 $1,904.40 $1,917.20 $1,934.00 $1,951.20 $1,968.00 $1,985.60 $2,002.80 $2,020.40 $2,033.20
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$2,045.60 $2,058.40 $2,071.20 $2,084.40 $2,097.20 $2,104.80 $2,112.80 $2,120.80 $2,128.40 $2,136.40 $2,144.40 $2,153.20
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 5.06% Composite: 4.08%
$2,162.40 $2,171.20 $2,180.40 $2,189.60 $2,198.80 $2,206.40 $2,213.60 $2,221.20 $2,228.80 $2,236.00 $2,243.60
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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