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Total earnings from May 2004 to November 2024: $10,638.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,014.00 $5,028.00 $5,042.00 $5,056.00 $5,070.00 $5,084.00 $5,100.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$5,114.00 $5,130.00 $5,146.00 $5,162.00 $5,178.00 $5,198.00 $5,218.00 $5,238.00 $5,258.00 $5,278.00 $5,298.00 $5,328.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$5,356.00 $5,386.00 $5,416.00 $5,446.00 $5,476.00 $5,486.00 $5,494.00 $5,504.00 $5,512.00 $5,522.00 $5,532.00 $5,550.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$5,570.00 $5,588.00 $5,608.00 $5,626.00 $5,646.00 $5,662.00 $5,678.00 $5,694.00 $5,710.00 $5,726.00 $5,742.00 $5,762.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$5,780.00 $5,800.00 $5,820.00 $5,840.00 $5,860.00 $5,888.00 $5,916.00 $5,946.00 $5,974.00 $6,002.00 $6,032.00 $6,062.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$6,092.00 $6,120.00 $6,150.00 $6,180.00 $6,212.00 $6,212.00 $6,212.00 $6,212.00 $6,212.00 $6,212.00 $6,212.00 $6,232.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$6,254.00 $6,276.00 $6,296.00 $6,318.00 $6,338.00 $6,352.00 $6,364.00 $6,378.00 $6,392.00 $6,406.00 $6,418.00 $6,428.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$6,436.00 $6,446.00 $6,456.00 $6,464.00 $6,474.00 $6,504.00 $6,534.00 $6,564.00 $6,594.00 $6,626.00 $6,656.00 $6,678.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$6,700.00 $6,724.00 $6,746.00 $6,768.00 $6,792.00 $6,810.00 $6,828.00 $6,846.00 $6,864.00 $6,882.00 $6,902.00 $6,918.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$6,934.00 $6,950.00 $6,966.00 $6,982.00 $6,998.00 $7,010.00 $7,024.00 $7,036.00 $7,048.00 $7,062.00 $7,074.00 $7,086.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$7,100.00 $7,112.00 $7,126.00 $7,138.00 $7,152.00 $7,168.00 $7,186.00 $7,202.00 $7,220.00 $7,236.00 $7,254.00 $7,268.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$7,284.00 $7,300.00 $7,314.00 $7,330.00 $7,344.00 $7,344.00 $7,344.00 $7,344.00 $7,344.00 $7,344.00 $7,344.00 $7,360.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$7,376.00 $7,390.00 $7,406.00 $7,422.00 $7,438.00 $7,446.00 $7,452.00 $7,460.00 $7,466.00 $7,474.00 $7,482.00 $7,506.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$7,528.00 $7,552.00 $7,576.00 $7,600.00 $7,624.00 $7,642.00 $7,662.00 $7,680.00 $7,700.00 $7,718.00 $7,738.00 $7,760.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$7,782.00 $7,806.00 $7,828.00 $7,850.00 $7,874.00 $7,896.00 $7,916.00 $7,938.00 $7,958.00 $7,980.00 $8,002.00 $8,024.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$8,046.00 $8,068.00 $8,090.00 $8,112.00 $8,136.00 $8,152.00 $8,168.00 $8,184.00 $8,202.00 $8,218.00 $8,234.00 $8,254.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$8,276.00 $8,296.00 $8,316.00 $8,338.00 $8,358.00 $8,372.00 $8,386.00 $8,402.00 $8,416.00 $8,430.00 $8,444.00 $8,462.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$8,482.00 $8,500.00 $8,520.00 $8,538.00 $8,558.00 $8,590.00 $8,622.00 $8,656.00 $8,688.00 $8,720.00 $8,754.00 $8,812.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$8,872.00 $8,930.00 $8,990.00 $9,050.00 $9,112.00 $9,192.00 $9,272.00 $9,352.00 $9,434.00 $9,516.00 $9,598.00 $9,658.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$9,716.00 $9,776.00 $9,836.00 $9,898.00 $9,958.00 $9,994.00 $10,030.00 $10,066.00 $10,104.00 $10,140.00 $10,178.00 $10,220.00
2024 Inflation: 1.97% Inflation: 1.48% - 2024
Composite: 4.96% Composite: 3.97%
$10,262.00 $10,304.00 $10,346.00 $10,388.00 $10,430.00 $10,464.00 $10,498.00 $10,534.00 $10,568.00 $10,602.00 $10,638.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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