Report
Total earnings from November 1998 to December 2024: $458.92.
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Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | - | Inflation: 0.86% | 1998 | ||||||||||
| Composite: 5.05% | |||||||||||||
| $100.00 | $100.40 | ||||||||||||
| 1999 | Inflation: 0.86% | Inflation: 1.76% | 1999 | ||||||||||
| Composite: 5.05% | Composite: 6.88% | ||||||||||||
| $100.84 | $101.24 | $101.68 | $102.08 | $102.52 | $102.96 | $103.36 | $103.80 | $104.24 | $104.68 | $105.12 | $105.72 | ||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.88% | Composite: 7.18% | Composite: 6.39% | |||||||||||
| $106.32 | $106.92 | $107.52 | $108.12 | $108.72 | $109.36 | $110.00 | $110.64 | $111.32 | $111.96 | $112.64 | $113.24 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.39% | Composite: 6.23% | Composite: 5.72% | |||||||||||
| $113.84 | $114.44 | $115.04 | $115.64 | $116.24 | $116.84 | $117.44 | $118.04 | $118.64 | $119.24 | $119.88 | $120.44 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.72% | Composite: 3.87% | Composite: 5.80% | |||||||||||
| $121.00 | $121.60 | $122.16 | $122.72 | $123.32 | $123.72 | $124.12 | $124.52 | $124.92 | $125.32 | $125.72 | $126.32 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.80% | Composite: 6.90% | Composite: 4.40% | |||||||||||
| $126.92 | $127.52 | $128.12 | $128.76 | $129.36 | $130.08 | $130.84 | $131.56 | $132.32 | $133.08 | $133.84 | $134.32 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.40% | Composite: 5.72% | Composite: 6.00% | |||||||||||
| $134.80 | $135.32 | $135.80 | $136.28 | $136.80 | $137.44 | $138.08 | $138.76 | $139.40 | $140.04 | $140.72 | $141.40 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.00% | Composite: 6.94% | Composite: 9.09% | |||||||||||
| $142.12 | $142.80 | $143.52 | $144.24 | $144.96 | $145.80 | $146.60 | $147.44 | $148.28 | $149.12 | $150.00 | $151.12 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.09% | Composite: 4.32% | Composite: 6.45% | |||||||||||
| $152.24 | $153.36 | $154.52 | $155.68 | $156.80 | $157.36 | $157.92 | $158.48 | $159.04 | $159.60 | $160.20 | $161.04 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.45% | Composite: 5.76% | Composite: 6.41% | |||||||||||
| $161.92 | $162.76 | $163.64 | $164.48 | $165.36 | $166.16 | $166.92 | $167.72 | $168.52 | $169.32 | $170.12 | $171.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.41% | Composite: 8.22% | Composite: 8.30% | |||||||||||
| $171.92 | $172.84 | $173.72 | $174.64 | $175.56 | $176.76 | $177.92 | $179.12 | $180.32 | $181.56 | $182.76 | $184.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.30% | Composite: 0.00% | Composite: 6.41% | |||||||||||
| $185.24 | $186.52 | $187.80 | $189.04 | $190.36 | $190.36 | $190.36 | $190.36 | $190.36 | $190.36 | $190.36 | $191.36 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.41% | Composite: 4.87% | Composite: 4.05% | |||||||||||
| $192.36 | $193.40 | $194.40 | $195.44 | $196.48 | $197.28 | $198.08 | $198.84 | $199.64 | $200.44 | $201.28 | $201.96 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.05% | Composite: 7.98% | Composite: 6.41% | |||||||||||
| $202.64 | $203.32 | $204.00 | $204.68 | $205.36 | $206.72 | $208.04 | $209.40 | $210.80 | $212.16 | $213.56 | $214.68 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.41% | Composite: 5.54% | Composite: 5.09% | |||||||||||
| $215.80 | $216.96 | $218.08 | $219.24 | $220.40 | $221.40 | $222.40 | $223.44 | $224.44 | $225.48 | $226.52 | $227.48 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.09% | Composite: 4.50% | ||||||||||||
| $228.44 | $229.40 | $230.36 | $231.32 | $232.28 | $233.16 | $234.00 | $234.88 | $235.76 | $236.64 | $237.52 | $238.40 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.50% | Composite: 5.17% | Composite: 4.80% | |||||||||||
| $239.28 | $240.16 | $241.08 | $241.96 | $242.88 | $243.92 | $244.96 | $246.00 | $247.04 | $248.12 | $249.16 | $250.16 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.80% | Composite: 1.67% | Composite: 4.87% | |||||||||||
| $251.12 | $252.12 | $253.12 | $254.12 | $255.12 | $255.48 | $255.84 | $256.20 | $256.52 | $256.88 | $257.24 | $258.28 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.87% | Composite: 3.46% | Composite: 6.11% | |||||||||||
| $259.32 | $260.36 | $261.40 | $262.44 | $263.52 | $264.28 | $265.04 | $265.80 | $266.56 | $267.32 | $268.08 | $269.44 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.11% | Composite: 5.29% | Composite: 5.82% | |||||||||||
| $270.80 | $272.16 | $273.52 | $274.88 | $276.28 | $277.48 | $278.68 | $279.92 | $281.12 | $282.36 | $283.60 | $284.96 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.82% | Composite: 5.56% | Composite: 5.66% | |||||||||||
| $286.32 | $287.68 | $289.08 | $290.48 | $291.84 | $293.16 | $294.52 | $295.88 | $297.24 | $298.60 | $299.96 | $301.36 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.66% | Composite: 4.72% | Composite: 5.35% | |||||||||||
| $302.76 | $304.16 | $305.60 | $307.00 | $308.44 | $309.64 | $310.84 | $312.04 | $313.28 | $314.48 | $315.72 | $317.12 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.35% | Composite: 4.38% | Composite: 5.01% | |||||||||||
| $318.52 | $319.92 | $321.32 | $322.76 | $324.16 | $325.32 | $326.52 | $327.68 | $328.88 | $330.08 | $331.24 | $332.60 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.01% | Composite: 6.90% | Composite: 10.54% | |||||||||||
| $334.00 | $335.36 | $336.76 | $338.16 | $339.52 | $341.44 | $343.40 | $345.32 | $347.28 | $349.24 | $351.24 | $354.24 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.54% | Composite: 13.08% | Composite: 9.89% | |||||||||||
| $357.32 | $360.36 | $363.48 | $366.60 | $369.76 | $373.68 | $377.64 | $381.64 | $385.72 | $389.80 | $393.96 | $397.16 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.89% | Composite: 6.74% | Composite: 7.31% | |||||||||||
| $400.36 | $403.60 | $406.84 | $410.12 | $413.44 | $415.72 | $418.04 | $420.36 | $422.68 | $425.00 | $427.36 | $429.92 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.31% | Composite: 6.31% | Composite: 5.23% | |||||||||||
| $432.52 | $435.08 | $437.72 | $440.32 | $443.00 | $445.28 | $447.60 | $449.92 | $452.28 | $454.60 | $456.96 | $458.92 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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