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Total earnings from November 2003 to December 2024: $21,944.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,020.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$10,036.00 $10,056.00 $10,072.00 $10,092.00 $10,108.00 $10,136.00 $10,168.00 $10,196.00 $10,224.00 $10,256.00 $10,284.00 $10,316.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$10,348.00 $10,380.00 $10,412.00 $10,444.00 $10,476.00 $10,516.00 $10,556.00 $10,600.00 $10,640.00 $10,680.00 $10,724.00 $10,784.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$10,844.00 $10,904.00 $10,968.00 $11,028.00 $11,092.00 $11,112.00 $11,132.00 $11,152.00 $11,168.00 $11,188.00 $11,208.00 $11,248.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$11,288.00 $11,324.00 $11,364.00 $11,404.00 $11,444.00 $11,476.00 $11,512.00 $11,544.00 $11,580.00 $11,612.00 $11,644.00 $11,684.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$11,724.00 $11,764.00 $11,804.00 $11,848.00 $11,888.00 $11,948.00 $12,004.00 $12,064.00 $12,124.00 $12,184.00 $12,244.00 $12,304.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$12,368.00 $12,428.00 $12,488.00 $12,552.00 $12,616.00 $12,616.00 $12,616.00 $12,616.00 $12,616.00 $12,616.00 $12,616.00 $12,660.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$12,704.00 $12,748.00 $12,792.00 $12,836.00 $12,880.00 $12,908.00 $12,936.00 $12,964.00 $12,992.00 $13,024.00 $13,052.00 $13,072.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$13,092.00 $13,112.00 $13,132.00 $13,152.00 $13,172.00 $13,236.00 $13,296.00 $13,360.00 $13,424.00 $13,484.00 $13,548.00 $13,596.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$13,640.00 $13,688.00 $13,736.00 $13,784.00 $13,832.00 $13,868.00 $13,908.00 $13,944.00 $13,984.00 $14,024.00 $14,060.00 $14,092.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$14,128.00 $14,160.00 $14,196.00 $14,228.00 $14,260.00 $14,288.00 $14,316.00 $14,340.00 $14,368.00 $14,396.00 $14,424.00 $14,452.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$14,480.00 $14,508.00 $14,532.00 $14,560.00 $14,588.00 $14,624.00 $14,660.00 $14,696.00 $14,732.00 $14,768.00 $14,804.00 $14,836.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$14,868.00 $14,900.00 $14,932.00 $14,964.00 $14,996.00 $14,996.00 $14,996.00 $14,996.00 $14,996.00 $14,996.00 $14,996.00 $15,028.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$15,060.00 $15,096.00 $15,128.00 $15,160.00 $15,196.00 $15,212.00 $15,228.00 $15,244.00 $15,260.00 $15,276.00 $15,292.00 $15,340.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$15,392.00 $15,440.00 $15,488.00 $15,540.00 $15,588.00 $15,628.00 $15,668.00 $15,708.00 $15,748.00 $15,788.00 $15,828.00 $15,876.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$15,924.00 $15,968.00 $16,016.00 $16,064.00 $16,112.00 $16,156.00 $16,200.00 $16,244.00 $16,292.00 $16,336.00 $16,380.00 $16,428.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$16,472.00 $16,520.00 $16,568.00 $16,612.00 $16,660.00 $16,696.00 $16,728.00 $16,764.00 $16,800.00 $16,836.00 $16,868.00 $16,912.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$16,956.00 $17,000.00 $17,044.00 $17,088.00 $17,132.00 $17,164.00 $17,192.00 $17,224.00 $17,256.00 $17,288.00 $17,316.00 $17,356.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$17,396.00 $17,436.00 $17,476.00 $17,516.00 $17,556.00 $17,624.00 $17,692.00 $17,760.00 $17,828.00 $17,896.00 $17,964.00 $18,084.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$18,208.00 $18,332.00 $18,456.00 $18,580.00 $18,704.00 $18,868.00 $19,032.00 $19,200.00 $19,368.00 $19,540.00 $19,712.00 $19,836.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$19,960.00 $20,084.00 $20,208.00 $20,336.00 $20,464.00 $20,540.00 $20,616.00 $20,692.00 $20,768.00 $20,848.00 $20,924.00 $21,012.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.06% Composite: 4.08% Composite: 3.01%
$21,100.00 $21,188.00 $21,276.00 $21,364.00 $21,452.00 $21,524.00 $21,596.00 $21,668.00 $21,744.00 $21,816.00 $21,888.00 $21,944.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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