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Total earnings from May 2004 to November 2024: $21,276.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,028.00 $10,056.00 $10,084.00 $10,112.00 $10,140.00 $10,168.00 $10,200.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$10,228.00 $10,260.00 $10,292.00 $10,324.00 $10,356.00 $10,396.00 $10,436.00 $10,476.00 $10,516.00 $10,556.00 $10,596.00 $10,656.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$10,712.00 $10,772.00 $10,832.00 $10,892.00 $10,952.00 $10,972.00 $10,988.00 $11,008.00 $11,024.00 $11,044.00 $11,064.00 $11,100.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$11,140.00 $11,176.00 $11,216.00 $11,252.00 $11,292.00 $11,324.00 $11,356.00 $11,388.00 $11,420.00 $11,452.00 $11,484.00 $11,524.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$11,560.00 $11,600.00 $11,640.00 $11,680.00 $11,720.00 $11,776.00 $11,832.00 $11,892.00 $11,948.00 $12,004.00 $12,064.00 $12,124.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$12,184.00 $12,240.00 $12,300.00 $12,360.00 $12,424.00 $12,424.00 $12,424.00 $12,424.00 $12,424.00 $12,424.00 $12,424.00 $12,464.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$12,508.00 $12,552.00 $12,592.00 $12,636.00 $12,676.00 $12,704.00 $12,728.00 $12,756.00 $12,784.00 $12,812.00 $12,836.00 $12,856.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$12,872.00 $12,892.00 $12,912.00 $12,928.00 $12,948.00 $13,008.00 $13,068.00 $13,128.00 $13,188.00 $13,252.00 $13,312.00 $13,356.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$13,400.00 $13,448.00 $13,492.00 $13,536.00 $13,584.00 $13,620.00 $13,656.00 $13,692.00 $13,728.00 $13,764.00 $13,804.00 $13,836.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$13,868.00 $13,900.00 $13,932.00 $13,964.00 $13,996.00 $14,020.00 $14,048.00 $14,072.00 $14,096.00 $14,124.00 $14,148.00 $14,172.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$14,200.00 $14,224.00 $14,252.00 $14,276.00 $14,304.00 $14,336.00 $14,372.00 $14,404.00 $14,440.00 $14,472.00 $14,508.00 $14,536.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$14,568.00 $14,600.00 $14,628.00 $14,660.00 $14,688.00 $14,688.00 $14,688.00 $14,688.00 $14,688.00 $14,688.00 $14,688.00 $14,720.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$14,752.00 $14,780.00 $14,812.00 $14,844.00 $14,876.00 $14,892.00 $14,904.00 $14,920.00 $14,932.00 $14,948.00 $14,964.00 $15,012.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$15,056.00 $15,104.00 $15,152.00 $15,200.00 $15,248.00 $15,284.00 $15,324.00 $15,360.00 $15,400.00 $15,436.00 $15,476.00 $15,520.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$15,564.00 $15,612.00 $15,656.00 $15,700.00 $15,748.00 $15,792.00 $15,832.00 $15,876.00 $15,916.00 $15,960.00 $16,004.00 $16,048.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$16,092.00 $16,136.00 $16,180.00 $16,224.00 $16,272.00 $16,304.00 $16,336.00 $16,368.00 $16,404.00 $16,436.00 $16,468.00 $16,508.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$16,552.00 $16,592.00 $16,632.00 $16,676.00 $16,716.00 $16,744.00 $16,772.00 $16,804.00 $16,832.00 $16,860.00 $16,888.00 $16,924.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$16,964.00 $17,000.00 $17,040.00 $17,076.00 $17,116.00 $17,180.00 $17,244.00 $17,312.00 $17,376.00 $17,440.00 $17,508.00 $17,624.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$17,744.00 $17,860.00 $17,980.00 $18,100.00 $18,224.00 $18,384.00 $18,544.00 $18,704.00 $18,868.00 $19,032.00 $19,196.00 $19,316.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$19,432.00 $19,552.00 $19,672.00 $19,796.00 $19,916.00 $19,988.00 $20,060.00 $20,132.00 $20,208.00 $20,280.00 $20,356.00 $20,440.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 4.96% Composite: 3.97%
$20,524.00 $20,608.00 $20,692.00 $20,776.00 $20,860.00 $20,928.00 $20,996.00 $21,068.00 $21,136.00 $21,204.00 $21,276.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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