Report
Total earnings from November 1998 to December 2024: $4,589.20.
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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% | |||||||||||||
| $1,000.00 | $1,004.00 | ||||||||||||
| 1999 | Inflation: 0.86% | Inflation: 1.76% | 1999 | ||||||||||
| Composite: 5.05% | Composite: 6.88% | ||||||||||||
| $1,008.40 | $1,012.40 | $1,016.80 | $1,020.80 | $1,025.20 | $1,029.60 | $1,033.60 | $1,038.00 | $1,042.40 | $1,046.80 | $1,051.20 | $1,057.20 | ||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.88% | Composite: 7.18% | Composite: 6.39% | |||||||||||
| $1,063.20 | $1,069.20 | $1,075.20 | $1,081.20 | $1,087.20 | $1,093.60 | $1,100.00 | $1,106.40 | $1,113.20 | $1,119.60 | $1,126.40 | $1,132.40 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.39% | Composite: 6.23% | Composite: 5.72% | |||||||||||
| $1,138.40 | $1,144.40 | $1,150.40 | $1,156.40 | $1,162.40 | $1,168.40 | $1,174.40 | $1,180.40 | $1,186.40 | $1,192.40 | $1,198.80 | $1,204.40 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.72% | Composite: 3.87% | Composite: 5.80% | |||||||||||
| $1,210.00 | $1,216.00 | $1,221.60 | $1,227.20 | $1,233.20 | $1,237.20 | $1,241.20 | $1,245.20 | $1,249.20 | $1,253.20 | $1,257.20 | $1,263.20 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.80% | Composite: 6.90% | Composite: 4.40% | |||||||||||
| $1,269.20 | $1,275.20 | $1,281.20 | $1,287.60 | $1,293.60 | $1,300.80 | $1,308.40 | $1,315.60 | $1,323.20 | $1,330.80 | $1,338.40 | $1,343.20 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.40% | Composite: 5.72% | Composite: 6.00% | |||||||||||
| $1,348.00 | $1,353.20 | $1,358.00 | $1,362.80 | $1,368.00 | $1,374.40 | $1,380.80 | $1,387.60 | $1,394.00 | $1,400.40 | $1,407.20 | $1,414.00 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.00% | Composite: 6.94% | Composite: 9.09% | |||||||||||
| $1,421.20 | $1,428.00 | $1,435.20 | $1,442.40 | $1,449.60 | $1,458.00 | $1,466.00 | $1,474.40 | $1,482.80 | $1,491.20 | $1,500.00 | $1,511.20 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.09% | Composite: 4.32% | Composite: 6.45% | |||||||||||
| $1,522.40 | $1,533.60 | $1,545.20 | $1,556.80 | $1,568.00 | $1,573.60 | $1,579.20 | $1,584.80 | $1,590.40 | $1,596.00 | $1,602.00 | $1,610.40 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.45% | Composite: 5.76% | Composite: 6.41% | |||||||||||
| $1,619.20 | $1,627.60 | $1,636.40 | $1,644.80 | $1,653.60 | $1,661.60 | $1,669.20 | $1,677.20 | $1,685.20 | $1,693.20 | $1,701.20 | $1,710.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.41% | Composite: 8.22% | Composite: 8.30% | |||||||||||
| $1,719.20 | $1,728.40 | $1,737.20 | $1,746.40 | $1,755.60 | $1,767.60 | $1,779.20 | $1,791.20 | $1,803.20 | $1,815.60 | $1,827.60 | $1,840.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.30% | Composite: 0.00% | Composite: 6.41% | |||||||||||
| $1,852.40 | $1,865.20 | $1,878.00 | $1,890.40 | $1,903.60 | $1,903.60 | $1,903.60 | $1,903.60 | $1,903.60 | $1,903.60 | $1,903.60 | $1,913.60 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.41% | Composite: 4.87% | Composite: 4.05% | |||||||||||
| $1,923.60 | $1,934.00 | $1,944.00 | $1,954.40 | $1,964.80 | $1,972.80 | $1,980.80 | $1,988.40 | $1,996.40 | $2,004.40 | $2,012.80 | $2,019.60 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.05% | Composite: 7.98% | Composite: 6.41% | |||||||||||
| $2,026.40 | $2,033.20 | $2,040.00 | $2,046.80 | $2,053.60 | $2,067.20 | $2,080.40 | $2,094.00 | $2,108.00 | $2,121.60 | $2,135.60 | $2,146.80 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.41% | Composite: 5.54% | Composite: 5.09% | |||||||||||
| $2,158.00 | $2,169.60 | $2,180.80 | $2,192.40 | $2,204.00 | $2,214.00 | $2,224.00 | $2,234.40 | $2,244.40 | $2,254.80 | $2,265.20 | $2,274.80 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.09% | Composite: 4.50% | ||||||||||||
| $2,284.40 | $2,294.00 | $2,303.60 | $2,313.20 | $2,322.80 | $2,331.60 | $2,340.00 | $2,348.80 | $2,357.60 | $2,366.40 | $2,375.20 | $2,384.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.50% | Composite: 5.17% | Composite: 4.80% | |||||||||||
| $2,392.80 | $2,401.60 | $2,410.80 | $2,419.60 | $2,428.80 | $2,439.20 | $2,449.60 | $2,460.00 | $2,470.40 | $2,481.20 | $2,491.60 | $2,501.60 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.80% | Composite: 1.67% | Composite: 4.87% | |||||||||||
| $2,511.20 | $2,521.20 | $2,531.20 | $2,541.20 | $2,551.20 | $2,554.80 | $2,558.40 | $2,562.00 | $2,565.20 | $2,568.80 | $2,572.40 | $2,582.80 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.87% | Composite: 3.46% | Composite: 6.11% | |||||||||||
| $2,593.20 | $2,603.60 | $2,614.00 | $2,624.40 | $2,635.20 | $2,642.80 | $2,650.40 | $2,658.00 | $2,665.60 | $2,673.20 | $2,680.80 | $2,694.40 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.11% | Composite: 5.29% | Composite: 5.82% | |||||||||||
| $2,708.00 | $2,721.60 | $2,735.20 | $2,748.80 | $2,762.80 | $2,774.80 | $2,786.80 | $2,799.20 | $2,811.20 | $2,823.60 | $2,836.00 | $2,849.60 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.82% | Composite: 5.56% | Composite: 5.66% | |||||||||||
| $2,863.20 | $2,876.80 | $2,890.80 | $2,904.80 | $2,918.40 | $2,931.60 | $2,945.20 | $2,958.80 | $2,972.40 | $2,986.00 | $2,999.60 | $3,013.60 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.66% | Composite: 4.72% | Composite: 5.35% | |||||||||||
| $3,027.60 | $3,041.60 | $3,056.00 | $3,070.00 | $3,084.40 | $3,096.40 | $3,108.40 | $3,120.40 | $3,132.80 | $3,144.80 | $3,157.20 | $3,171.20 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.35% | Composite: 4.38% | Composite: 5.01% | |||||||||||
| $3,185.20 | $3,199.20 | $3,213.20 | $3,227.60 | $3,241.60 | $3,253.20 | $3,265.20 | $3,276.80 | $3,288.80 | $3,300.80 | $3,312.40 | $3,326.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.01% | Composite: 6.90% | Composite: 10.54% | |||||||||||
| $3,340.00 | $3,353.60 | $3,367.60 | $3,381.60 | $3,395.20 | $3,414.40 | $3,434.00 | $3,453.20 | $3,472.80 | $3,492.40 | $3,512.40 | $3,542.40 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.54% | Composite: 13.08% | Composite: 9.89% | |||||||||||
| $3,573.20 | $3,603.60 | $3,634.80 | $3,666.00 | $3,697.60 | $3,736.80 | $3,776.40 | $3,816.40 | $3,857.20 | $3,898.00 | $3,939.60 | $3,971.60 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.89% | Composite: 6.74% | Composite: 7.31% | |||||||||||
| $4,003.60 | $4,036.00 | $4,068.40 | $4,101.20 | $4,134.40 | $4,157.20 | $4,180.40 | $4,203.60 | $4,226.80 | $4,250.00 | $4,273.60 | $4,299.20 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.31% | Composite: 6.31% | Composite: 5.23% | |||||||||||
| $4,325.20 | $4,350.80 | $4,377.20 | $4,403.20 | $4,430.00 | $4,452.80 | $4,476.00 | $4,499.20 | $4,522.80 | $4,546.00 | $4,569.60 | $4,589.20 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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