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Total earnings from November 2004 to May 2024: $20,484.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $10,000.00
  • 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%
$10,000.00 $10,032.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$10,060.00 $10,092.00 $10,120.00 $10,152.00 $10,184.00 $10,224.00 $10,260.00 $10,300.00 $10,340.00 $10,380.00 $10,420.00 $10,476.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$10,536.00 $10,592.00 $10,652.00 $10,712.00 $10,772.00 $10,788.00 $10,808.00 $10,824.00 $10,844.00 $10,864.00 $10,880.00 $10,916.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$10,956.00 $10,992.00 $11,028.00 $11,068.00 $11,104.00 $11,136.00 $11,168.00 $11,200.00 $11,232.00 $11,264.00 $11,296.00 $11,336.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$11,372.00 $11,412.00 $11,448.00 $11,488.00 $11,528.00 $11,584.00 $11,640.00 $11,696.00 $11,752.00 $11,808.00 $11,864.00 $11,924.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$11,980.00 $12,040.00 $12,096.00 $12,156.00 $12,216.00 $12,216.00 $12,216.00 $12,216.00 $12,216.00 $12,216.00 $12,216.00 $12,256.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$12,300.00 $12,340.00 $12,380.00 $12,424.00 $12,464.00 $12,492.00 $12,516.00 $12,544.00 $12,568.00 $12,596.00 $12,624.00 $12,644.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$12,660.00 $12,680.00 $12,696.00 $12,716.00 $12,732.00 $12,792.00 $12,852.00 $12,908.00 $12,968.00 $13,028.00 $13,088.00 $13,132.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$13,176.00 $13,220.00 $13,264.00 $13,312.00 $13,356.00 $13,392.00 $13,428.00 $13,464.00 $13,500.00 $13,536.00 $13,572.00 $13,604.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$13,636.00 $13,664.00 $13,696.00 $13,728.00 $13,760.00 $13,784.00 $13,812.00 $13,836.00 $13,860.00 $13,884.00 $13,912.00 $13,936.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$13,964.00 $13,988.00 $14,012.00 $14,040.00 $14,064.00 $14,096.00 $14,132.00 $14,164.00 $14,196.00 $14,232.00 $14,264.00 $14,292.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$14,324.00 $14,352.00 $14,384.00 $14,412.00 $14,440.00 $14,440.00 $14,440.00 $14,440.00 $14,440.00 $14,440.00 $14,440.00 $14,472.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$14,500.00 $14,532.00 $14,564.00 $14,592.00 $14,624.00 $14,640.00 $14,652.00 $14,668.00 $14,680.00 $14,696.00 $14,708.00 $14,752.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$14,800.00 $14,844.00 $14,892.00 $14,940.00 $14,984.00 $15,020.00 $15,056.00 $15,096.00 $15,132.00 $15,168.00 $15,208.00 $15,252.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$15,296.00 $15,340.00 $15,384.00 $15,428.00 $15,472.00 $15,512.00 $15,556.00 $15,596.00 $15,640.00 $15,680.00 $15,720.00 $15,764.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$15,808.00 $15,852.00 $15,896.00 $15,936.00 $15,980.00 $16,012.00 $16,044.00 $16,076.00 $16,108.00 $16,140.00 $16,172.00 $16,212.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$16,252.00 $16,296.00 $16,336.00 $16,376.00 $16,416.00 $16,444.00 $16,472.00 $16,500.00 $16,528.00 $16,556.00 $16,584.00 $16,620.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$16,660.00 $16,696.00 $16,732.00 $16,768.00 $16,808.00 $16,872.00 $16,936.00 $17,000.00 $17,064.00 $17,128.00 $17,192.00 $17,308.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$17,424.00 $17,540.00 $17,656.00 $17,776.00 $17,892.00 $18,048.00 $18,204.00 $18,364.00 $18,524.00 $18,684.00 $18,848.00 $18,964.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$19,080.00 $19,200.00 $19,316.00 $19,436.00 $19,556.00 $19,628.00 $19,700.00 $19,768.00 $19,840.00 $19,912.00 $19,988.00 $20,068.00
2024 Inflation: 1.97% - 2024
Composite: 4.96%
$20,152.00 $20,236.00 $20,316.00 $20,400.00 $20,484.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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