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Total earnings from November 2005 to April 2024: $1,958.80.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2005
  • Fixed Rate: 1.00%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2005 - Inflation: 2.85% 2005
Composite: 6.73%
$1,000.00 $1,005.60
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 6.73% Composite: 2.01% Composite: 4.12%
$1,011.20 $1,016.80 $1,022.40 $1,028.00 $1,033.60 $1,035.20 $1,037.20 $1,038.80 $1,040.40 $1,042.40 $1,044.00 $1,047.60
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.12% Composite: 3.43% Composite: 4.08%
$1,051.20 $1,054.80 $1,058.40 $1,062.00 $1,065.60 $1,068.80 $1,071.60 $1,074.80 $1,077.60 $1,080.80 $1,084.00 $1,087.60
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.08% Composite: 5.86% Composite: 5.94%
$1,091.20 $1,095.20 $1,098.80 $1,102.40 $1,106.00 $1,111.20 $1,116.80 $1,122.00 $1,127.60 $1,132.80 $1,138.40 $1,144.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 5.94% Composite: 0.00% Composite: 4.08%
$1,149.60 $1,155.20 $1,160.80 $1,166.40 $1,172.40 $1,172.40 $1,172.40 $1,172.40 $1,172.40 $1,172.40 $1,172.40 $1,176.40
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.08% Composite: 2.55% Composite: 1.74%
$1,180.40 $1,184.40 $1,188.40 $1,192.40 $1,196.40 $1,198.80 $1,201.60 $1,204.00 $1,206.40 $1,209.20 $1,211.60 $1,213.20
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.74% Composite: 5.62% Composite: 4.08%
$1,215.20 $1,216.80 $1,218.80 $1,220.40 $1,222.00 $1,227.60 $1,233.20 $1,239.20 $1,244.80 $1,250.40 $1,256.40 $1,260.80
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.08% Composite: 3.21% Composite: 2.77%
$1,264.80 $1,269.20 $1,273.60 $1,277.60 $1,282.00 $1,285.60 $1,288.80 $1,292.40 $1,295.60 $1,299.20 $1,302.40 $1,305.20
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.77% Composite: 2.19%
$1,308.40 $1,311.20 $1,314.40 $1,317.60 $1,320.40 $1,322.80 $1,325.20 $1,327.60 $1,330.00 $1,332.40 $1,334.80 $1,337.20
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.19% Composite: 2.85% Composite: 2.49%
$1,339.60 $1,342.00 $1,344.40 $1,346.80 $1,349.60 $1,352.80 $1,356.00 $1,359.20 $1,362.40 $1,365.60 $1,368.80 $1,371.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.49% Composite: 0.00% Composite: 2.55%
$1,374.40 $1,377.20 $1,380.00 $1,382.80 $1,386.00 $1,386.00 $1,386.00 $1,386.00 $1,386.00 $1,386.00 $1,386.00 $1,388.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.55% Composite: 1.16% Composite: 3.77%
$1,392.00 $1,394.80 $1,397.60 $1,400.80 $1,403.60 $1,404.80 $1,406.40 $1,407.60 $1,409.20 $1,410.40 $1,411.60 $1,416.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.77% Composite: 2.97% Composite: 3.49%
$1,420.40 $1,424.80 $1,429.20 $1,433.60 $1,438.40 $1,442.00 $1,445.60 $1,449.20 $1,452.80 $1,456.00 $1,459.60 $1,464.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.49% Composite: 3.23% Composite: 3.33%
$1,468.00 $1,472.40 $1,476.40 $1,480.80 $1,485.20 $1,489.20 $1,493.20 $1,497.20 $1,501.20 $1,505.20 $1,509.20 $1,513.20
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.33% Composite: 2.41% Composite: 3.03%
$1,517.60 $1,521.60 $1,526.00 $1,530.00 $1,534.40 $1,537.60 $1,540.40 $1,543.60 $1,546.80 $1,549.60 $1,552.80 $1,556.80
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.03% Composite: 2.07% Composite: 2.69%
$1,560.80 $1,564.40 $1,568.40 $1,572.40 $1,576.40 $1,579.20 $1,582.00 $1,584.40 $1,587.20 $1,590.00 $1,592.80 $1,596.40
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.69% Composite: 4.56% Composite: 8.16%
$1,600.00 $1,603.60 $1,607.20 $1,610.80 $1,614.40 $1,620.40 $1,626.40 $1,632.80 $1,638.80 $1,645.20 $1,651.20 $1,662.40
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.16% Composite: 10.67% Composite: 7.51%
$1,673.20 $1,684.40 $1,696.00 $1,707.20 $1,718.40 $1,733.20 $1,748.40 $1,763.60 $1,778.80 $1,794.40 $1,810.00 $1,821.20
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.51% Composite: 4.40% Composite: 4.96%
$1,832.40 $1,843.60 $1,855.20 $1,866.40 $1,878.00 $1,884.80 $1,891.60 $1,898.40 $1,905.60 $1,912.40 $1,919.20 $1,927.20
2024 Inflation: 1.97% - 2024
Composite: 4.96%
$1,934.80 $1,942.80 $1,950.80 $1,958.80
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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