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Total earnings from November 2004 to December 2024: $10,472.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,016.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 3.67% Composite: 4.60% Composite: 6.73%
$5,030.00 $5,046.00 $5,060.00 $5,076.00 $5,092.00 $5,112.00 $5,130.00 $5,150.00 $5,170.00 $5,190.00 $5,210.00 $5,238.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$5,268.00 $5,296.00 $5,326.00 $5,356.00 $5,386.00 $5,394.00 $5,404.00 $5,412.00 $5,422.00 $5,432.00 $5,440.00 $5,458.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$5,478.00 $5,496.00 $5,514.00 $5,534.00 $5,552.00 $5,568.00 $5,584.00 $5,600.00 $5,616.00 $5,632.00 $5,648.00 $5,668.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$5,686.00 $5,706.00 $5,724.00 $5,744.00 $5,764.00 $5,792.00 $5,820.00 $5,848.00 $5,876.00 $5,904.00 $5,932.00 $5,962.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$5,990.00 $6,020.00 $6,048.00 $6,078.00 $6,108.00 $6,108.00 $6,108.00 $6,108.00 $6,108.00 $6,108.00 $6,108.00 $6,128.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$6,150.00 $6,170.00 $6,190.00 $6,212.00 $6,232.00 $6,246.00 $6,258.00 $6,272.00 $6,284.00 $6,298.00 $6,312.00 $6,322.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$6,330.00 $6,340.00 $6,348.00 $6,358.00 $6,366.00 $6,396.00 $6,426.00 $6,454.00 $6,484.00 $6,514.00 $6,544.00 $6,566.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$6,588.00 $6,610.00 $6,632.00 $6,656.00 $6,678.00 $6,696.00 $6,714.00 $6,732.00 $6,750.00 $6,768.00 $6,786.00 $6,802.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$6,818.00 $6,832.00 $6,848.00 $6,864.00 $6,880.00 $6,892.00 $6,906.00 $6,918.00 $6,930.00 $6,942.00 $6,956.00 $6,968.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$6,982.00 $6,994.00 $7,006.00 $7,020.00 $7,032.00 $7,048.00 $7,066.00 $7,082.00 $7,098.00 $7,116.00 $7,132.00 $7,146.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$7,162.00 $7,176.00 $7,192.00 $7,206.00 $7,220.00 $7,220.00 $7,220.00 $7,220.00 $7,220.00 $7,220.00 $7,220.00 $7,236.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$7,250.00 $7,266.00 $7,282.00 $7,296.00 $7,312.00 $7,320.00 $7,326.00 $7,334.00 $7,340.00 $7,348.00 $7,354.00 $7,376.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$7,400.00 $7,422.00 $7,446.00 $7,470.00 $7,492.00 $7,510.00 $7,528.00 $7,548.00 $7,566.00 $7,584.00 $7,604.00 $7,626.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$7,648.00 $7,670.00 $7,692.00 $7,714.00 $7,736.00 $7,756.00 $7,778.00 $7,798.00 $7,820.00 $7,840.00 $7,860.00 $7,882.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$7,904.00 $7,926.00 $7,948.00 $7,968.00 $7,990.00 $8,006.00 $8,022.00 $8,038.00 $8,054.00 $8,070.00 $8,086.00 $8,106.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$8,126.00 $8,148.00 $8,168.00 $8,188.00 $8,208.00 $8,222.00 $8,236.00 $8,250.00 $8,264.00 $8,278.00 $8,292.00 $8,310.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$8,330.00 $8,348.00 $8,366.00 $8,384.00 $8,404.00 $8,436.00 $8,468.00 $8,500.00 $8,532.00 $8,564.00 $8,596.00 $8,654.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$8,712.00 $8,770.00 $8,828.00 $8,888.00 $8,946.00 $9,024.00 $9,102.00 $9,182.00 $9,262.00 $9,342.00 $9,424.00 $9,482.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$9,540.00 $9,600.00 $9,658.00 $9,718.00 $9,778.00 $9,814.00 $9,850.00 $9,884.00 $9,920.00 $9,956.00 $9,994.00 $10,034.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 4.96% Composite: 3.97% Composite: 2.91%
$10,076.00 $10,118.00 $10,158.00 $10,200.00 $10,242.00 $10,276.00 $10,310.00 $10,344.00 $10,378.00 $10,412.00 $10,446.00 $10,472.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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