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Total earnings from November 2003 to December 2024: $2,194.40.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2003
  • Fixed Rate: 1.10%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2003 - Inflation: 0.54% 2003
Composite: 2.19%
$1,000.00 $1,002.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$1,003.60 $1,005.60 $1,007.20 $1,009.20 $1,010.80 $1,013.60 $1,016.80 $1,019.60 $1,022.40 $1,025.60 $1,028.40 $1,031.60
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$1,034.80 $1,038.00 $1,041.20 $1,044.40 $1,047.60 $1,051.60 $1,055.60 $1,060.00 $1,064.00 $1,068.00 $1,072.40 $1,078.40
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$1,084.40 $1,090.40 $1,096.80 $1,102.80 $1,109.20 $1,111.20 $1,113.20 $1,115.20 $1,116.80 $1,118.80 $1,120.80 $1,124.80
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$1,128.80 $1,132.40 $1,136.40 $1,140.40 $1,144.40 $1,147.60 $1,151.20 $1,154.40 $1,158.00 $1,161.20 $1,164.40 $1,168.40
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$1,172.40 $1,176.40 $1,180.40 $1,184.80 $1,188.80 $1,194.80 $1,200.40 $1,206.40 $1,212.40 $1,218.40 $1,224.40 $1,230.40
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$1,236.80 $1,242.80 $1,248.80 $1,255.20 $1,261.60 $1,261.60 $1,261.60 $1,261.60 $1,261.60 $1,261.60 $1,261.60 $1,266.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$1,270.40 $1,274.80 $1,279.20 $1,283.60 $1,288.00 $1,290.80 $1,293.60 $1,296.40 $1,299.20 $1,302.40 $1,305.20 $1,307.20
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$1,309.20 $1,311.20 $1,313.20 $1,315.20 $1,317.20 $1,323.60 $1,329.60 $1,336.00 $1,342.40 $1,348.40 $1,354.80 $1,359.60
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$1,364.00 $1,368.80 $1,373.60 $1,378.40 $1,383.20 $1,386.80 $1,390.80 $1,394.40 $1,398.40 $1,402.40 $1,406.00 $1,409.20
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$1,412.80 $1,416.00 $1,419.60 $1,422.80 $1,426.00 $1,428.80 $1,431.60 $1,434.00 $1,436.80 $1,439.60 $1,442.40 $1,445.20
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$1,448.00 $1,450.80 $1,453.20 $1,456.00 $1,458.80 $1,462.40 $1,466.00 $1,469.60 $1,473.20 $1,476.80 $1,480.40 $1,483.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$1,486.80 $1,490.00 $1,493.20 $1,496.40 $1,499.60 $1,499.60 $1,499.60 $1,499.60 $1,499.60 $1,499.60 $1,499.60 $1,502.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$1,506.00 $1,509.60 $1,512.80 $1,516.00 $1,519.60 $1,521.20 $1,522.80 $1,524.40 $1,526.00 $1,527.60 $1,529.20 $1,534.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$1,539.20 $1,544.00 $1,548.80 $1,554.00 $1,558.80 $1,562.80 $1,566.80 $1,570.80 $1,574.80 $1,578.80 $1,582.80 $1,587.60
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$1,592.40 $1,596.80 $1,601.60 $1,606.40 $1,611.20 $1,615.60 $1,620.00 $1,624.40 $1,629.20 $1,633.60 $1,638.00 $1,642.80
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$1,647.20 $1,652.00 $1,656.80 $1,661.20 $1,666.00 $1,669.60 $1,672.80 $1,676.40 $1,680.00 $1,683.60 $1,686.80 $1,691.20
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$1,695.60 $1,700.00 $1,704.40 $1,708.80 $1,713.20 $1,716.40 $1,719.20 $1,722.40 $1,725.60 $1,728.80 $1,731.60 $1,735.60
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$1,739.60 $1,743.60 $1,747.60 $1,751.60 $1,755.60 $1,762.40 $1,769.20 $1,776.00 $1,782.80 $1,789.60 $1,796.40 $1,808.40
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$1,820.80 $1,833.20 $1,845.60 $1,858.00 $1,870.40 $1,886.80 $1,903.20 $1,920.00 $1,936.80 $1,954.00 $1,971.20 $1,983.60
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$1,996.00 $2,008.40 $2,020.80 $2,033.60 $2,046.40 $2,054.00 $2,061.60 $2,069.20 $2,076.80 $2,084.80 $2,092.40 $2,101.20
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.06% Composite: 4.08% Composite: 3.01%
$2,110.00 $2,118.80 $2,127.60 $2,136.40 $2,145.20 $2,152.40 $2,159.60 $2,166.80 $2,174.40 $2,181.60 $2,188.80 $2,194.40
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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