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Total earnings from November 2006 to December 2024: $2,060.40.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2006
  • Fixed Rate: 1.40%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2006 - Inflation: 1.55% 2006
Composite: 4.52%
$1,000.00 $1,003.60
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.52% Composite: 3.84% Composite: 4.48%
$1,007.60 $1,011.20 $1,015.20 $1,018.80 $1,022.40 $1,025.60 $1,028.80 $1,032.00 $1,035.60 $1,038.80 $1,042.00 $1,046.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.48% Composite: 6.27% Composite: 6.35%
$1,049.60 $1,053.60 $1,057.60 $1,061.60 $1,065.20 $1,070.80 $1,076.40 $1,081.60 $1,087.20 $1,092.80 $1,098.40 $1,104.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.35% Composite: 0.00% Composite: 4.48%
$1,110.00 $1,115.60 $1,121.60 $1,127.20 $1,133.20 $1,133.20 $1,133.20 $1,133.20 $1,133.20 $1,133.20 $1,133.20 $1,137.20
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.48% Composite: 2.95% Composite: 2.15%
$1,141.60 $1,146.00 $1,150.00 $1,154.40 $1,158.40 $1,161.20 $1,164.00 $1,166.80 $1,169.60 $1,172.80 $1,175.60 $1,177.60
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.15% Composite: 6.03% Composite: 4.48%
$1,179.60 $1,182.00 $1,184.00 $1,186.00 $1,188.40 $1,194.40 $1,200.40 $1,206.00 $1,212.00 $1,218.00 $1,224.40 $1,228.80
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.48% Composite: 3.62% Composite: 3.17%
$1,233.60 $1,238.00 $1,242.80 $1,247.20 $1,252.00 $1,255.60 $1,259.60 $1,263.20 $1,267.20 $1,270.80 $1,274.80 $1,278.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.17% Composite: 2.59%
$1,281.60 $1,284.80 $1,288.40 $1,291.60 $1,295.20 $1,298.00 $1,300.80 $1,303.60 $1,306.40 $1,309.20 $1,312.00 $1,314.80
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.59% Composite: 3.25% Composite: 2.89%
$1,317.60 $1,320.40 $1,323.20 $1,326.00 $1,328.80 $1,332.40 $1,336.00 $1,339.60 $1,343.20 $1,346.80 $1,350.40 $1,353.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.89% Composite: 0.00% Composite: 2.95%
$1,356.80 $1,360.00 $1,363.20 $1,366.80 $1,370.00 $1,370.00 $1,370.00 $1,370.00 $1,370.00 $1,370.00 $1,370.00 $1,373.20
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.95% Composite: 1.56% Composite: 4.18%
$1,376.80 $1,380.00 $1,383.60 $1,386.80 $1,390.40 $1,392.40 $1,394.00 $1,396.00 $1,397.60 $1,399.60 $1,401.20 $1,406.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.18% Composite: 3.37% Composite: 3.90%
$1,410.80 $1,415.60 $1,420.80 $1,425.60 $1,430.40 $1,434.40 $1,438.40 $1,442.40 $1,446.40 $1,450.40 $1,454.40 $1,459.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.90% Composite: 3.64% Composite: 3.74%
$1,463.60 $1,468.40 $1,473.20 $1,478.00 $1,482.80 $1,487.20 $1,491.60 $1,496.40 $1,500.80 $1,505.20 $1,509.60 $1,514.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.74% Composite: 2.81% Composite: 3.43%
$1,518.80 $1,523.60 $1,528.40 $1,533.20 $1,538.00 $1,541.60 $1,545.20 $1,548.80 $1,552.40 $1,556.00 $1,559.60 $1,564.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.43% Composite: 2.47% Composite: 3.09%
$1,568.40 $1,572.80 $1,577.20 $1,582.00 $1,586.40 $1,589.60 $1,592.80 $1,596.00 $1,599.60 $1,602.80 $1,606.00 $1,610.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.09% Composite: 4.96% Composite: 8.57%
$1,614.40 $1,618.40 $1,622.40 $1,626.80 $1,630.80 $1,637.60 $1,644.00 $1,650.80 $1,657.60 $1,664.40 $1,671.20 $1,682.80
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.57% Composite: 11.09% Composite: 7.93%
$1,694.80 $1,706.80 $1,718.80 $1,730.80 $1,742.80 $1,758.40 $1,774.40 $1,790.40 $1,806.80 $1,822.80 $1,839.60 $1,851.60
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.93% Composite: 4.80% Composite: 5.37%
$1,863.60 $1,875.60 $1,888.00 $1,900.00 $1,912.40 $1,920.00 $1,927.60 $1,935.20 $1,942.80 $1,950.40 $1,958.40 $1,967.20
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.37% Composite: 4.38% Composite: 3.31%
$1,975.60 $1,984.40 $1,993.20 $2,002.00 $2,010.80 $2,018.00 $2,025.20 $2,032.80 $2,040.00 $2,047.60 $2,054.80 $2,060.40
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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