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Total earnings from May 2007 to December 2024: $1,982.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: May 2007
  • Fixed Rate: 1.30%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2007 - Inflation: 1.21% Inflation: 1.53% 2007
Composite: 3.74% Composite: 4.38%
$1,000.00 $1,003.20 $1,006.00 $1,009.20 $1,012.40 $1,015.60 $1,018.80 $1,022.40
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.38% Composite: 6.17% Composite: 6.25%
$1,026.00 $1,030.00 $1,033.60 $1,037.20 $1,041.20 $1,046.40 $1,051.60 $1,057.20 $1,062.40 $1,068.00 $1,073.20 $1,078.80
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.25% Composite: 0.00% Composite: 4.38%
$1,084.40 $1,090.00 $1,095.60 $1,101.20 $1,106.80 $1,106.80 $1,106.80 $1,106.80 $1,106.80 $1,106.80 $1,106.80 $1,110.80
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.38% Composite: 2.85% Composite: 2.04%
$1,114.80 $1,118.80 $1,122.80 $1,126.80 $1,131.20 $1,134.00 $1,136.40 $1,139.20 $1,142.00 $1,144.80 $1,147.20 $1,149.20
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 2.04% Composite: 5.93% Composite: 4.38%
$1,151.20 $1,153.20 $1,154.80 $1,156.80 $1,158.80 $1,164.40 $1,170.00 $1,176.00 $1,181.60 $1,187.20 $1,193.20 $1,197.60
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.38% Composite: 3.51% Composite: 3.07%
$1,202.00 $1,206.00 $1,210.40 $1,214.80 $1,219.20 $1,222.80 $1,226.40 $1,230.00 $1,233.60 $1,237.20 $1,240.40 $1,243.60
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 3.07% Composite: 2.49%
$1,246.80 $1,250.00 $1,253.20 $1,256.40 $1,259.60 $1,262.40 $1,264.80 $1,267.60 $1,270.00 $1,272.80 $1,275.20 $1,278.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.49% Composite: 3.15% Composite: 2.79%
$1,280.40 $1,283.20 $1,285.60 $1,288.40 $1,291.20 $1,294.40 $1,298.00 $1,301.20 $1,304.80 $1,308.00 $1,311.60 $1,314.80
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.79% Composite: 0.00% Composite: 2.85%
$1,317.60 $1,320.80 $1,323.60 $1,326.80 $1,330.00 $1,330.00 $1,330.00 $1,330.00 $1,330.00 $1,330.00 $1,330.00 $1,333.20
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.85% Composite: 1.46% Composite: 4.08%
$1,336.40 $1,339.60 $1,342.80 $1,345.60 $1,348.80 $1,350.40 $1,352.00 $1,353.60 $1,355.20 $1,357.20 $1,358.80 $1,363.20
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 4.08% Composite: 3.27% Composite: 3.80%
$1,368.00 $1,372.40 $1,377.20 $1,382.00 $1,386.40 $1,390.00 $1,394.00 $1,397.60 $1,401.60 $1,405.20 $1,409.20 $1,413.60
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.80% Composite: 3.53% Composite: 3.64%
$1,418.00 $1,422.40 $1,426.80 $1,431.60 $1,436.00 $1,440.00 $1,444.40 $1,448.80 $1,452.80 $1,457.20 $1,461.20 $1,465.60
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.64% Composite: 2.71% Composite: 3.33%
$1,470.00 $1,474.40 $1,478.80 $1,483.20 $1,487.60 $1,490.80 $1,494.40 $1,497.60 $1,501.20 $1,504.40 $1,507.60 $1,511.60
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.33% Composite: 2.37% Composite: 2.99%
$1,516.00 $1,520.00 $1,524.40 $1,528.40 $1,532.80 $1,536.00 $1,538.80 $1,542.00 $1,544.80 $1,548.00 $1,550.80 $1,554.80
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.99% Composite: 4.86% Composite: 8.47%
$1,558.40 $1,562.40 $1,566.40 $1,570.00 $1,574.00 $1,580.40 $1,586.80 $1,593.20 $1,599.20 $1,606.00 $1,612.40 $1,623.60
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.47% Composite: 10.98% Composite: 7.82%
$1,634.80 $1,646.00 $1,657.60 $1,669.20 $1,680.80 $1,696.00 $1,711.20 $1,726.40 $1,741.60 $1,757.20 $1,773.20 $1,784.40
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.82% Composite: 4.70% Composite: 5.27%
$1,796.00 $1,807.60 $1,819.20 $1,830.80 $1,842.40 $1,849.60 $1,856.80 $1,864.00 $1,871.20 $1,878.40 $1,885.60 $1,893.60
2024 Inflation: 1.97% Inflation: 1.48% Inflation: 0.95% 2024
Composite: 5.27% Composite: 4.28% Composite: 3.21%
$1,902.00 $1,910.40 $1,918.40 $1,926.80 $1,935.20 $1,942.00 $1,948.80 $1,955.60 $1,962.80 $1,969.60 $1,976.80 $1,982.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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