Report
Total earnings from November 1998 to December 2024: $45,892.00.
You can now:
- bookmark (🔖) this page to query the performance of this portfolio at later dates
- remodel this portfolio with new parameters
- view the performance tabularly
Remodel this Portfolio
Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | - | Inflation: 0.86% | 1998 | ||||||||||
| Composite: 5.05% | |||||||||||||
| $10,000.00 | $10,040.00 | ||||||||||||
| 1999 | Inflation: 0.86% | Inflation: 1.76% | 1999 | ||||||||||
| Composite: 5.05% | Composite: 6.88% | ||||||||||||
| $10,084.00 | $10,124.00 | $10,168.00 | $10,208.00 | $10,252.00 | $10,296.00 | $10,336.00 | $10,380.00 | $10,424.00 | $10,468.00 | $10,512.00 | $10,572.00 | ||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.88% | Composite: 7.18% | Composite: 6.39% | |||||||||||
| $10,632.00 | $10,692.00 | $10,752.00 | $10,812.00 | $10,872.00 | $10,936.00 | $11,000.00 | $11,064.00 | $11,132.00 | $11,196.00 | $11,264.00 | $11,324.00 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.39% | Composite: 6.23% | Composite: 5.72% | |||||||||||
| $11,384.00 | $11,444.00 | $11,504.00 | $11,564.00 | $11,624.00 | $11,684.00 | $11,744.00 | $11,804.00 | $11,864.00 | $11,924.00 | $11,988.00 | $12,044.00 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.72% | Composite: 3.87% | Composite: 5.80% | |||||||||||
| $12,100.00 | $12,160.00 | $12,216.00 | $12,272.00 | $12,332.00 | $12,372.00 | $12,412.00 | $12,452.00 | $12,492.00 | $12,532.00 | $12,572.00 | $12,632.00 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.80% | Composite: 6.90% | Composite: 4.40% | |||||||||||
| $12,692.00 | $12,752.00 | $12,812.00 | $12,876.00 | $12,936.00 | $13,008.00 | $13,084.00 | $13,156.00 | $13,232.00 | $13,308.00 | $13,384.00 | $13,432.00 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.40% | Composite: 5.72% | Composite: 6.00% | |||||||||||
| $13,480.00 | $13,532.00 | $13,580.00 | $13,628.00 | $13,680.00 | $13,744.00 | $13,808.00 | $13,876.00 | $13,940.00 | $14,004.00 | $14,072.00 | $14,140.00 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.00% | Composite: 6.94% | Composite: 9.09% | |||||||||||
| $14,212.00 | $14,280.00 | $14,352.00 | $14,424.00 | $14,496.00 | $14,580.00 | $14,660.00 | $14,744.00 | $14,828.00 | $14,912.00 | $15,000.00 | $15,112.00 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.09% | Composite: 4.32% | Composite: 6.45% | |||||||||||
| $15,224.00 | $15,336.00 | $15,452.00 | $15,568.00 | $15,680.00 | $15,736.00 | $15,792.00 | $15,848.00 | $15,904.00 | $15,960.00 | $16,020.00 | $16,104.00 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.45% | Composite: 5.76% | Composite: 6.41% | |||||||||||
| $16,192.00 | $16,276.00 | $16,364.00 | $16,448.00 | $16,536.00 | $16,616.00 | $16,692.00 | $16,772.00 | $16,852.00 | $16,932.00 | $17,012.00 | $17,100.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.41% | Composite: 8.22% | Composite: 8.30% | |||||||||||
| $17,192.00 | $17,284.00 | $17,372.00 | $17,464.00 | $17,556.00 | $17,676.00 | $17,792.00 | $17,912.00 | $18,032.00 | $18,156.00 | $18,276.00 | $18,400.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.30% | Composite: 0.00% | Composite: 6.41% | |||||||||||
| $18,524.00 | $18,652.00 | $18,780.00 | $18,904.00 | $19,036.00 | $19,036.00 | $19,036.00 | $19,036.00 | $19,036.00 | $19,036.00 | $19,036.00 | $19,136.00 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.41% | Composite: 4.87% | Composite: 4.05% | |||||||||||
| $19,236.00 | $19,340.00 | $19,440.00 | $19,544.00 | $19,648.00 | $19,728.00 | $19,808.00 | $19,884.00 | $19,964.00 | $20,044.00 | $20,128.00 | $20,196.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.05% | Composite: 7.98% | Composite: 6.41% | |||||||||||
| $20,264.00 | $20,332.00 | $20,400.00 | $20,468.00 | $20,536.00 | $20,672.00 | $20,804.00 | $20,940.00 | $21,080.00 | $21,216.00 | $21,356.00 | $21,468.00 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.41% | Composite: 5.54% | Composite: 5.09% | |||||||||||
| $21,580.00 | $21,696.00 | $21,808.00 | $21,924.00 | $22,040.00 | $22,140.00 | $22,240.00 | $22,344.00 | $22,444.00 | $22,548.00 | $22,652.00 | $22,748.00 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.09% | Composite: 4.50% | ||||||||||||
| $22,844.00 | $22,940.00 | $23,036.00 | $23,132.00 | $23,228.00 | $23,316.00 | $23,400.00 | $23,488.00 | $23,576.00 | $23,664.00 | $23,752.00 | $23,840.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.50% | Composite: 5.17% | Composite: 4.80% | |||||||||||
| $23,928.00 | $24,016.00 | $24,108.00 | $24,196.00 | $24,288.00 | $24,392.00 | $24,496.00 | $24,600.00 | $24,704.00 | $24,812.00 | $24,916.00 | $25,016.00 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.80% | Composite: 1.67% | Composite: 4.87% | |||||||||||
| $25,112.00 | $25,212.00 | $25,312.00 | $25,412.00 | $25,512.00 | $25,548.00 | $25,584.00 | $25,620.00 | $25,652.00 | $25,688.00 | $25,724.00 | $25,828.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.87% | Composite: 3.46% | Composite: 6.11% | |||||||||||
| $25,932.00 | $26,036.00 | $26,140.00 | $26,244.00 | $26,352.00 | $26,428.00 | $26,504.00 | $26,580.00 | $26,656.00 | $26,732.00 | $26,808.00 | $26,944.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.11% | Composite: 5.29% | Composite: 5.82% | |||||||||||
| $27,080.00 | $27,216.00 | $27,352.00 | $27,488.00 | $27,628.00 | $27,748.00 | $27,868.00 | $27,992.00 | $28,112.00 | $28,236.00 | $28,360.00 | $28,496.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.82% | Composite: 5.56% | Composite: 5.66% | |||||||||||
| $28,632.00 | $28,768.00 | $28,908.00 | $29,048.00 | $29,184.00 | $29,316.00 | $29,452.00 | $29,588.00 | $29,724.00 | $29,860.00 | $29,996.00 | $30,136.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.66% | Composite: 4.72% | Composite: 5.35% | |||||||||||
| $30,276.00 | $30,416.00 | $30,560.00 | $30,700.00 | $30,844.00 | $30,964.00 | $31,084.00 | $31,204.00 | $31,328.00 | $31,448.00 | $31,572.00 | $31,712.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.35% | Composite: 4.38% | Composite: 5.01% | |||||||||||
| $31,852.00 | $31,992.00 | $32,132.00 | $32,276.00 | $32,416.00 | $32,532.00 | $32,652.00 | $32,768.00 | $32,888.00 | $33,008.00 | $33,124.00 | $33,260.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.01% | Composite: 6.90% | Composite: 10.54% | |||||||||||
| $33,400.00 | $33,536.00 | $33,676.00 | $33,816.00 | $33,952.00 | $34,144.00 | $34,340.00 | $34,532.00 | $34,728.00 | $34,924.00 | $35,124.00 | $35,424.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.54% | Composite: 13.08% | Composite: 9.89% | |||||||||||
| $35,732.00 | $36,036.00 | $36,348.00 | $36,660.00 | $36,976.00 | $37,368.00 | $37,764.00 | $38,164.00 | $38,572.00 | $38,980.00 | $39,396.00 | $39,716.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.89% | Composite: 6.74% | Composite: 7.31% | |||||||||||
| $40,036.00 | $40,360.00 | $40,684.00 | $41,012.00 | $41,344.00 | $41,572.00 | $41,804.00 | $42,036.00 | $42,268.00 | $42,500.00 | $42,736.00 | $42,992.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.31% | Composite: 6.31% | Composite: 5.23% | |||||||||||
| $43,252.00 | $43,508.00 | $43,772.00 | $44,032.00 | $44,300.00 | $44,528.00 | $44,760.00 | $44,992.00 | $45,228.00 | $45,460.00 | $45,696.00 | $45,892.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||