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Total earnings from November 2003 to December 2024: $10,972.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,010.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 2.19% Composite: 3.49% Composite: 3.77%
$5,018.00 $5,028.00 $5,036.00 $5,046.00 $5,054.00 $5,068.00 $5,084.00 $5,098.00 $5,112.00 $5,128.00 $5,142.00 $5,158.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.77% Composite: 4.70% Composite: 6.83%
$5,174.00 $5,190.00 $5,206.00 $5,222.00 $5,238.00 $5,258.00 $5,278.00 $5,300.00 $5,320.00 $5,340.00 $5,362.00 $5,392.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.83% Composite: 2.11% Composite: 4.22%
$5,422.00 $5,452.00 $5,484.00 $5,514.00 $5,546.00 $5,556.00 $5,566.00 $5,576.00 $5,584.00 $5,594.00 $5,604.00 $5,624.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.22% Composite: 3.53% Composite: 4.18%
$5,644.00 $5,662.00 $5,682.00 $5,702.00 $5,722.00 $5,738.00 $5,756.00 $5,772.00 $5,790.00 $5,806.00 $5,822.00 $5,842.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.18% Composite: 5.97% Composite: 6.05%
$5,862.00 $5,882.00 $5,902.00 $5,924.00 $5,944.00 $5,974.00 $6,002.00 $6,032.00 $6,062.00 $6,092.00 $6,122.00 $6,152.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.05% Composite: 0.00% Composite: 4.18%
$6,184.00 $6,214.00 $6,244.00 $6,276.00 $6,308.00 $6,308.00 $6,308.00 $6,308.00 $6,308.00 $6,308.00 $6,308.00 $6,330.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.18% Composite: 2.65% Composite: 1.84%
$6,352.00 $6,374.00 $6,396.00 $6,418.00 $6,440.00 $6,454.00 $6,468.00 $6,482.00 $6,496.00 $6,512.00 $6,526.00 $6,536.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.84% Composite: 5.73% Composite: 4.18%
$6,546.00 $6,556.00 $6,566.00 $6,576.00 $6,586.00 $6,618.00 $6,648.00 $6,680.00 $6,712.00 $6,742.00 $6,774.00 $6,798.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.18% Composite: 3.31% Composite: 2.87%
$6,820.00 $6,844.00 $6,868.00 $6,892.00 $6,916.00 $6,934.00 $6,954.00 $6,972.00 $6,992.00 $7,012.00 $7,030.00 $7,046.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.87% Composite: 2.29%
$7,064.00 $7,080.00 $7,098.00 $7,114.00 $7,130.00 $7,144.00 $7,158.00 $7,170.00 $7,184.00 $7,198.00 $7,212.00 $7,226.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.29% Composite: 2.95% Composite: 2.59%
$7,240.00 $7,254.00 $7,266.00 $7,280.00 $7,294.00 $7,312.00 $7,330.00 $7,348.00 $7,366.00 $7,384.00 $7,402.00 $7,418.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.59% Composite: 0.00% Composite: 2.65%
$7,434.00 $7,450.00 $7,466.00 $7,482.00 $7,498.00 $7,498.00 $7,498.00 $7,498.00 $7,498.00 $7,498.00 $7,498.00 $7,514.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.65% Composite: 1.26% Composite: 3.88%
$7,530.00 $7,548.00 $7,564.00 $7,580.00 $7,598.00 $7,606.00 $7,614.00 $7,622.00 $7,630.00 $7,638.00 $7,646.00 $7,670.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.88% Composite: 3.07% Composite: 3.59%
$7,696.00 $7,720.00 $7,744.00 $7,770.00 $7,794.00 $7,814.00 $7,834.00 $7,854.00 $7,874.00 $7,894.00 $7,914.00 $7,938.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.59% Composite: 3.33% Composite: 3.43%
$7,962.00 $7,984.00 $8,008.00 $8,032.00 $8,056.00 $8,078.00 $8,100.00 $8,122.00 $8,146.00 $8,168.00 $8,190.00 $8,214.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.43% Composite: 2.51% Composite: 3.13%
$8,236.00 $8,260.00 $8,284.00 $8,306.00 $8,330.00 $8,348.00 $8,364.00 $8,382.00 $8,400.00 $8,418.00 $8,434.00 $8,456.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.13% Composite: 2.17% Composite: 2.79%
$8,478.00 $8,500.00 $8,522.00 $8,544.00 $8,566.00 $8,582.00 $8,596.00 $8,612.00 $8,628.00 $8,644.00 $8,658.00 $8,678.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.79% Composite: 4.66% Composite: 8.26%
$8,698.00 $8,718.00 $8,738.00 $8,758.00 $8,778.00 $8,812.00 $8,846.00 $8,880.00 $8,914.00 $8,948.00 $8,982.00 $9,042.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.26% Composite: 10.77% Composite: 7.62%
$9,104.00 $9,166.00 $9,228.00 $9,290.00 $9,352.00 $9,434.00 $9,516.00 $9,600.00 $9,684.00 $9,770.00 $9,856.00 $9,918.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.62% Composite: 4.50% Composite: 5.06%
$9,980.00 $10,042.00 $10,104.00 $10,168.00 $10,232.00 $10,270.00 $10,308.00 $10,346.00 $10,384.00 $10,424.00 $10,462.00 $10,506.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.06% Composite: 4.08% Composite: 3.01%
$10,550.00 $10,594.00 $10,638.00 $10,682.00 $10,726.00 $10,762.00 $10,798.00 $10,834.00 $10,872.00 $10,908.00 $10,944.00 $10,972.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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