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Total earnings from November 2006 to December 2024: $10,316.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • 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%
$5,000.00 $5,018.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 4.52% Composite: 3.84% Composite: 4.48%
$5,038.00 $5,056.00 $5,076.00 $5,094.00 $5,114.00 $5,130.00 $5,146.00 $5,162.00 $5,180.00 $5,196.00 $5,212.00 $5,232.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.48% Composite: 6.27% Composite: 6.35%
$5,250.00 $5,270.00 $5,290.00 $5,310.00 $5,328.00 $5,356.00 $5,384.00 $5,410.00 $5,438.00 $5,466.00 $5,496.00 $5,524.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.35% Composite: 0.00% Composite: 4.48%
$5,554.00 $5,582.00 $5,612.00 $5,642.00 $5,670.00 $5,670.00 $5,670.00 $5,670.00 $5,670.00 $5,670.00 $5,670.00 $5,690.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.48% Composite: 2.95% Composite: 2.15%
$5,712.00 $5,734.00 $5,754.00 $5,776.00 $5,798.00 $5,812.00 $5,826.00 $5,840.00 $5,854.00 $5,870.00 $5,884.00 $5,894.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.15% Composite: 6.03% Composite: 4.48%
$5,906.00 $5,916.00 $5,926.00 $5,936.00 $5,948.00 $5,978.00 $6,008.00 $6,038.00 $6,066.00 $6,098.00 $6,128.00 $6,150.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.48% Composite: 3.62% Composite: 3.17%
$6,174.00 $6,196.00 $6,220.00 $6,242.00 $6,266.00 $6,284.00 $6,304.00 $6,322.00 $6,342.00 $6,360.00 $6,380.00 $6,396.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.17% Composite: 2.59%
$6,414.00 $6,430.00 $6,448.00 $6,464.00 $6,482.00 $6,496.00 $6,510.00 $6,524.00 $6,538.00 $6,552.00 $6,566.00 $6,580.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.59% Composite: 3.25% Composite: 2.89%
$6,594.00 $6,608.00 $6,622.00 $6,636.00 $6,652.00 $6,670.00 $6,688.00 $6,706.00 $6,724.00 $6,742.00 $6,760.00 $6,776.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.89% Composite: 0.00% Composite: 2.95%
$6,792.00 $6,808.00 $6,824.00 $6,842.00 $6,858.00 $6,858.00 $6,858.00 $6,858.00 $6,858.00 $6,858.00 $6,858.00 $6,874.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.95% Composite: 1.56% Composite: 4.18%
$6,892.00 $6,908.00 $6,926.00 $6,942.00 $6,960.00 $6,970.00 $6,978.00 $6,988.00 $6,996.00 $7,006.00 $7,014.00 $7,038.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.18% Composite: 3.37% Composite: 3.90%
$7,062.00 $7,086.00 $7,112.00 $7,136.00 $7,160.00 $7,180.00 $7,200.00 $7,220.00 $7,240.00 $7,260.00 $7,280.00 $7,304.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.90% Composite: 3.64% Composite: 3.74%
$7,328.00 $7,350.00 $7,374.00 $7,398.00 $7,422.00 $7,444.00 $7,466.00 $7,490.00 $7,512.00 $7,534.00 $7,558.00 $7,582.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.74% Composite: 2.81% Composite: 3.43%
$7,604.00 $7,628.00 $7,652.00 $7,676.00 $7,700.00 $7,718.00 $7,736.00 $7,754.00 $7,772.00 $7,790.00 $7,808.00 $7,830.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.43% Composite: 2.47% Composite: 3.09%
$7,852.00 $7,874.00 $7,898.00 $7,920.00 $7,942.00 $7,958.00 $7,974.00 $7,990.00 $8,008.00 $8,024.00 $8,040.00 $8,060.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 3.09% Composite: 4.96% Composite: 8.57%
$8,082.00 $8,102.00 $8,122.00 $8,144.00 $8,164.00 $8,198.00 $8,230.00 $8,264.00 $8,298.00 $8,332.00 $8,366.00 $8,424.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.57% Composite: 11.09% Composite: 7.93%
$8,484.00 $8,544.00 $8,604.00 $8,664.00 $8,724.00 $8,802.00 $8,882.00 $8,962.00 $9,044.00 $9,126.00 $9,208.00 $9,268.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.93% Composite: 4.80% Composite: 5.37%
$9,328.00 $9,388.00 $9,450.00 $9,512.00 $9,574.00 $9,612.00 $9,650.00 $9,688.00 $9,726.00 $9,766.00 $9,804.00 $9,848.00
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.37% Composite: 4.38% Composite: 3.31%
$9,890.00 $9,934.00 $9,978.00 $10,022.00 $10,068.00 $10,104.00 $10,140.00 $10,178.00 $10,214.00 $10,252.00 $10,288.00 $10,316.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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