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Total earnings from May 2004 to December 2024: $2,132.80.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: May 2004
  • Fixed Rate: 1.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2004 - Inflation: 1.19% Inflation: 1.33% 2004
Composite: 3.39% Composite: 3.67%
$1,000.00 $1,002.80 $1,005.60 $1,008.40 $1,011.20 $1,014.00 $1,016.80 $1,020.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$1,022.80 $1,026.00 $1,029.20 $1,032.40 $1,035.60 $1,039.60 $1,043.60 $1,047.60 $1,051.60 $1,055.60 $1,059.60 $1,065.60
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$1,071.20 $1,077.20 $1,083.20 $1,089.20 $1,095.20 $1,097.20 $1,098.80 $1,100.80 $1,102.40 $1,104.40 $1,106.40 $1,110.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$1,114.00 $1,117.60 $1,121.60 $1,125.20 $1,129.20 $1,132.40 $1,135.60 $1,138.80 $1,142.00 $1,145.20 $1,148.40 $1,152.40
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$1,156.00 $1,160.00 $1,164.00 $1,168.00 $1,172.00 $1,177.60 $1,183.20 $1,189.20 $1,194.80 $1,200.40 $1,206.40 $1,212.40
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$1,218.40 $1,224.00 $1,230.00 $1,236.00 $1,242.40 $1,242.40 $1,242.40 $1,242.40 $1,242.40 $1,242.40 $1,242.40 $1,246.40
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$1,250.80 $1,255.20 $1,259.20 $1,263.60 $1,267.60 $1,270.40 $1,272.80 $1,275.60 $1,278.40 $1,281.20 $1,283.60 $1,285.60
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$1,287.20 $1,289.20 $1,291.20 $1,292.80 $1,294.80 $1,300.80 $1,306.80 $1,312.80 $1,318.80 $1,325.20 $1,331.20 $1,335.60
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$1,340.00 $1,344.80 $1,349.20 $1,353.60 $1,358.40 $1,362.00 $1,365.60 $1,369.20 $1,372.80 $1,376.40 $1,380.40 $1,383.60
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$1,386.80 $1,390.00 $1,393.20 $1,396.40 $1,399.60 $1,402.00 $1,404.80 $1,407.20 $1,409.60 $1,412.40 $1,414.80 $1,417.20
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$1,420.00 $1,422.40 $1,425.20 $1,427.60 $1,430.40 $1,433.60 $1,437.20 $1,440.40 $1,444.00 $1,447.20 $1,450.80 $1,453.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$1,456.80 $1,460.00 $1,462.80 $1,466.00 $1,468.80 $1,468.80 $1,468.80 $1,468.80 $1,468.80 $1,468.80 $1,468.80 $1,472.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$1,475.20 $1,478.00 $1,481.20 $1,484.40 $1,487.60 $1,489.20 $1,490.40 $1,492.00 $1,493.20 $1,494.80 $1,496.40 $1,501.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$1,505.60 $1,510.40 $1,515.20 $1,520.00 $1,524.80 $1,528.40 $1,532.40 $1,536.00 $1,540.00 $1,543.60 $1,547.60 $1,552.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$1,556.40 $1,561.20 $1,565.60 $1,570.00 $1,574.80 $1,579.20 $1,583.20 $1,587.60 $1,591.60 $1,596.00 $1,600.40 $1,604.80
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$1,609.20 $1,613.60 $1,618.00 $1,622.40 $1,627.20 $1,630.40 $1,633.60 $1,636.80 $1,640.40 $1,643.60 $1,646.80 $1,650.80
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$1,655.20 $1,659.20 $1,663.20 $1,667.60 $1,671.60 $1,674.40 $1,677.20 $1,680.40 $1,683.20 $1,686.00 $1,688.80 $1,692.40
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$1,696.40 $1,700.00 $1,704.00 $1,707.60 $1,711.60 $1,718.00 $1,724.40 $1,731.20 $1,737.60 $1,744.00 $1,750.80 $1,762.40
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$1,774.40 $1,786.00 $1,798.00 $1,810.00 $1,822.40 $1,838.40 $1,854.40 $1,870.40 $1,886.80 $1,903.20 $1,919.60 $1,931.60
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$1,943.20 $1,955.20 $1,967.20 $1,979.60 $1,991.60 $1,998.80 $2,006.00 $2,013.20 $2,020.80 $2,028.00 $2,035.60 $2,044.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 4.96% Composite: 3.97% Composite: 2.91%
$2,052.40 $2,060.80 $2,069.20 $2,077.60 $2,086.00 $2,092.80 $2,099.60 $2,106.80 $2,113.60 $2,120.40 $2,127.60 $2,132.80
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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