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Total earnings from November 2007 to April 2024: $1,863.20.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: November 2007
  • Fixed Rate: 1.20%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2007 - Inflation: 1.53% 2007
Composite: 4.28%
$1,000.00 $1,003.60
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 4.28% Composite: 6.07% Composite: 6.15%
$1,007.20 $1,010.80 $1,014.40 $1,018.00 $1,021.60 $1,026.80 $1,032.00 $1,036.80 $1,042.00 $1,047.20 $1,052.80 $1,058.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 6.15% Composite: 0.00% Composite: 4.28%
$1,063.60 $1,068.80 $1,074.40 $1,079.60 $1,085.20 $1,085.20 $1,085.20 $1,085.20 $1,085.20 $1,085.20 $1,085.20 $1,089.20
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 4.28% Composite: 2.75% Composite: 1.94%
$1,092.80 $1,096.80 $1,100.80 $1,104.40 $1,108.40 $1,110.80 $1,113.60 $1,116.00 $1,118.40 $1,121.20 $1,123.60 $1,125.60
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 1.94% Composite: 5.83% Composite: 4.28%
$1,127.20 $1,129.20 $1,130.80 $1,132.80 $1,134.40 $1,140.00 $1,145.20 $1,150.80 $1,156.40 $1,162.00 $1,167.60 $1,171.60
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 4.28% Composite: 3.41% Composite: 2.97%
$1,176.00 $1,180.00 $1,184.00 $1,188.40 $1,192.40 $1,195.60 $1,199.20 $1,202.40 $1,206.00 $1,209.20 $1,212.80 $1,215.60
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 2.97% Composite: 2.39%
$1,218.80 $1,221.60 $1,224.80 $1,227.60 $1,230.80 $1,233.20 $1,235.60 $1,238.00 $1,240.40 $1,243.20 $1,245.60 $1,248.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 2.39% Composite: 3.05% Composite: 2.69%
$1,250.40 $1,253.20 $1,255.60 $1,258.00 $1,260.40 $1,263.60 $1,266.80 $1,270.00 $1,273.20 $1,276.40 $1,279.60 $1,282.40
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 2.69% Composite: 0.00% Composite: 2.75%
$1,285.20 $1,288.00 $1,291.20 $1,294.00 $1,296.80 $1,296.80 $1,296.80 $1,296.80 $1,296.80 $1,296.80 $1,296.80 $1,299.60
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 2.75% Composite: 1.36% Composite: 3.98%
$1,302.80 $1,305.60 $1,308.80 $1,311.60 $1,314.80 $1,316.40 $1,317.60 $1,319.20 $1,320.80 $1,322.40 $1,323.60 $1,328.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 3.98% Composite: 3.17% Composite: 3.69%
$1,332.40 $1,336.80 $1,341.20 $1,345.60 $1,350.00 $1,353.60 $1,357.20 $1,360.80 $1,364.40 $1,368.00 $1,371.20 $1,375.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 3.69% Composite: 3.43% Composite: 3.53%
$1,379.60 $1,383.60 $1,388.00 $1,392.40 $1,396.40 $1,400.40 $1,404.40 $1,408.40 $1,412.40 $1,416.40 $1,420.40 $1,424.40
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 3.53% Composite: 2.61% Composite: 3.23%
$1,428.80 $1,432.80 $1,437.20 $1,441.20 $1,445.60 $1,448.80 $1,452.00 $1,455.20 $1,458.00 $1,461.20 $1,464.40 $1,468.40
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 3.23% Composite: 2.27% Composite: 2.89%
$1,472.40 $1,476.00 $1,480.00 $1,484.00 $1,488.00 $1,490.80 $1,493.60 $1,496.40 $1,499.20 $1,502.00 $1,504.80 $1,508.40
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 2.89% Composite: 4.76% Composite: 8.36%
$1,512.00 $1,515.60 $1,519.20 $1,522.80 $1,526.40 $1,532.40 $1,538.40 $1,544.40 $1,550.40 $1,556.80 $1,562.80 $1,573.60
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 8.36% Composite: 10.88% Composite: 7.72%
$1,584.40 $1,595.20 $1,606.00 $1,617.20 $1,628.00 $1,642.40 $1,657.20 $1,671.60 $1,686.40 $1,701.60 $1,716.40 $1,727.20
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 7.72% Composite: 4.60% Composite: 5.16%
$1,738.40 $1,749.20 $1,760.40 $1,771.60 $1,782.80 $1,789.60 $1,796.40 $1,803.20 $1,810.00 $1,816.80 $1,824.00 $1,831.60
2024 Inflation: 1.97% - 2024
Composite: 5.16%
$1,839.60 $1,847.20 $1,855.20 $1,863.20
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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