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Total earnings from November 2004 to April 2024: $2,040.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2004
  • Fixed Rate: 1.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2004 - Inflation: 1.33% 2004
Composite: 3.67%
$1,000.00 $1,003.20
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$1,006.00 $1,009.20 $1,012.00 $1,015.20 $1,018.40 $1,022.40 $1,026.00 $1,030.00 $1,034.00 $1,038.00 $1,042.00 $1,047.60
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$1,053.60 $1,059.20 $1,065.20 $1,071.20 $1,077.20 $1,078.80 $1,080.80 $1,082.40 $1,084.40 $1,086.40 $1,088.00 $1,091.60
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$1,095.60 $1,099.20 $1,102.80 $1,106.80 $1,110.40 $1,113.60 $1,116.80 $1,120.00 $1,123.20 $1,126.40 $1,129.60 $1,133.60
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$1,137.20 $1,141.20 $1,144.80 $1,148.80 $1,152.80 $1,158.40 $1,164.00 $1,169.60 $1,175.20 $1,180.80 $1,186.40 $1,192.40
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$1,198.00 $1,204.00 $1,209.60 $1,215.60 $1,221.60 $1,221.60 $1,221.60 $1,221.60 $1,221.60 $1,221.60 $1,221.60 $1,225.60
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$1,230.00 $1,234.00 $1,238.00 $1,242.40 $1,246.40 $1,249.20 $1,251.60 $1,254.40 $1,256.80 $1,259.60 $1,262.40 $1,264.40
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$1,266.00 $1,268.00 $1,269.60 $1,271.60 $1,273.20 $1,279.20 $1,285.20 $1,290.80 $1,296.80 $1,302.80 $1,308.80 $1,313.20
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$1,317.60 $1,322.00 $1,326.40 $1,331.20 $1,335.60 $1,339.20 $1,342.80 $1,346.40 $1,350.00 $1,353.60 $1,357.20 $1,360.40
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$1,363.60 $1,366.40 $1,369.60 $1,372.80 $1,376.00 $1,378.40 $1,381.20 $1,383.60 $1,386.00 $1,388.40 $1,391.20 $1,393.60
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$1,396.40 $1,398.80 $1,401.20 $1,404.00 $1,406.40 $1,409.60 $1,413.20 $1,416.40 $1,419.60 $1,423.20 $1,426.40 $1,429.20
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$1,432.40 $1,435.20 $1,438.40 $1,441.20 $1,444.00 $1,444.00 $1,444.00 $1,444.00 $1,444.00 $1,444.00 $1,444.00 $1,447.20
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$1,450.00 $1,453.20 $1,456.40 $1,459.20 $1,462.40 $1,464.00 $1,465.20 $1,466.80 $1,468.00 $1,469.60 $1,470.80 $1,475.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$1,480.00 $1,484.40 $1,489.20 $1,494.00 $1,498.40 $1,502.00 $1,505.60 $1,509.60 $1,513.20 $1,516.80 $1,520.80 $1,525.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$1,529.60 $1,534.00 $1,538.40 $1,542.80 $1,547.20 $1,551.20 $1,555.60 $1,559.60 $1,564.00 $1,568.00 $1,572.00 $1,576.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$1,580.80 $1,585.20 $1,589.60 $1,593.60 $1,598.00 $1,601.20 $1,604.40 $1,607.60 $1,610.80 $1,614.00 $1,617.20 $1,621.20
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$1,625.20 $1,629.60 $1,633.60 $1,637.60 $1,641.60 $1,644.40 $1,647.20 $1,650.00 $1,652.80 $1,655.60 $1,658.40 $1,662.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$1,666.00 $1,669.60 $1,673.20 $1,676.80 $1,680.80 $1,687.20 $1,693.60 $1,700.00 $1,706.40 $1,712.80 $1,719.20 $1,730.80
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$1,742.40 $1,754.00 $1,765.60 $1,777.60 $1,789.20 $1,804.80 $1,820.40 $1,836.40 $1,852.40 $1,868.40 $1,884.80 $1,896.40
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$1,908.00 $1,920.00 $1,931.60 $1,943.60 $1,955.60 $1,962.80 $1,970.00 $1,976.80 $1,984.00 $1,991.20 $1,998.80 $2,006.80
2024 Inflation: 1.97% - 2024
Composite: 4.96%
$2,015.20 $2,023.60 $2,031.60 $2,040.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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