Report
Total earnings from November 1998 to December 2024: $114.73.
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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% | |||||||||||||
| $25.00 | $25.10 | ||||||||||||
| 1999 | Inflation: 0.86% | Inflation: 1.76% | 1999 | ||||||||||
| Composite: 5.05% | Composite: 6.88% | ||||||||||||
| $25.21 | $25.31 | $25.42 | $25.52 | $25.63 | $25.74 | $25.84 | $25.95 | $26.06 | $26.17 | $26.28 | $26.43 | ||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.88% | Composite: 7.18% | Composite: 6.39% | |||||||||||
| $26.58 | $26.73 | $26.88 | $27.03 | $27.18 | $27.34 | $27.50 | $27.66 | $27.83 | $27.99 | $28.16 | $28.31 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.39% | Composite: 6.23% | Composite: 5.72% | |||||||||||
| $28.46 | $28.61 | $28.76 | $28.91 | $29.06 | $29.21 | $29.36 | $29.51 | $29.66 | $29.81 | $29.97 | $30.11 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.72% | Composite: 3.87% | Composite: 5.80% | |||||||||||
| $30.25 | $30.40 | $30.54 | $30.68 | $30.83 | $30.93 | $31.03 | $31.13 | $31.23 | $31.33 | $31.43 | $31.58 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.80% | Composite: 6.90% | Composite: 4.40% | |||||||||||
| $31.73 | $31.88 | $32.03 | $32.19 | $32.34 | $32.52 | $32.71 | $32.89 | $33.08 | $33.27 | $33.46 | $33.58 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.40% | Composite: 5.72% | Composite: 6.00% | |||||||||||
| $33.70 | $33.83 | $33.95 | $34.07 | $34.20 | $34.36 | $34.52 | $34.69 | $34.85 | $35.01 | $35.18 | $35.35 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.00% | Composite: 6.94% | Composite: 9.09% | |||||||||||
| $35.53 | $35.70 | $35.88 | $36.06 | $36.24 | $36.45 | $36.65 | $36.86 | $37.07 | $37.28 | $37.50 | $37.78 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.09% | Composite: 4.32% | Composite: 6.45% | |||||||||||
| $38.06 | $38.34 | $38.63 | $38.92 | $39.20 | $39.34 | $39.48 | $39.62 | $39.76 | $39.90 | $40.05 | $40.26 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.45% | Composite: 5.76% | Composite: 6.41% | |||||||||||
| $40.48 | $40.69 | $40.91 | $41.12 | $41.34 | $41.54 | $41.73 | $41.93 | $42.13 | $42.33 | $42.53 | $42.75 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.41% | Composite: 8.22% | Composite: 8.30% | |||||||||||
| $42.98 | $43.21 | $43.43 | $43.66 | $43.89 | $44.19 | $44.48 | $44.78 | $45.08 | $45.39 | $45.69 | $46.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.30% | Composite: 0.00% | Composite: 6.41% | |||||||||||
| $46.31 | $46.63 | $46.95 | $47.26 | $47.59 | $47.59 | $47.59 | $47.59 | $47.59 | $47.59 | $47.59 | $47.84 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.41% | Composite: 4.87% | Composite: 4.05% | |||||||||||
| $48.09 | $48.35 | $48.60 | $48.86 | $49.12 | $49.32 | $49.52 | $49.71 | $49.91 | $50.11 | $50.32 | $50.49 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.05% | Composite: 7.98% | Composite: 6.41% | |||||||||||
| $50.66 | $50.83 | $51.00 | $51.17 | $51.34 | $51.68 | $52.01 | $52.35 | $52.70 | $53.04 | $53.39 | $53.67 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.41% | Composite: 5.54% | Composite: 5.09% | |||||||||||
| $53.95 | $54.24 | $54.52 | $54.81 | $55.10 | $55.35 | $55.60 | $55.86 | $56.11 | $56.37 | $56.63 | $56.87 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.09% | Composite: 4.50% | ||||||||||||
| $57.11 | $57.35 | $57.59 | $57.83 | $58.07 | $58.29 | $58.50 | $58.72 | $58.94 | $59.16 | $59.38 | $59.60 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.50% | Composite: 5.17% | Composite: 4.80% | |||||||||||
| $59.82 | $60.04 | $60.27 | $60.49 | $60.72 | $60.98 | $61.24 | $61.50 | $61.76 | $62.03 | $62.29 | $62.54 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.80% | Composite: 1.67% | Composite: 4.87% | |||||||||||
| $62.78 | $63.03 | $63.28 | $63.53 | $63.78 | $63.87 | $63.96 | $64.05 | $64.13 | $64.22 | $64.31 | $64.57 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.87% | Composite: 3.46% | Composite: 6.11% | |||||||||||
| $64.83 | $65.09 | $65.35 | $65.61 | $65.88 | $66.07 | $66.26 | $66.45 | $66.64 | $66.83 | $67.02 | $67.36 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.11% | Composite: 5.29% | Composite: 5.82% | |||||||||||
| $67.70 | $68.04 | $68.38 | $68.72 | $69.07 | $69.37 | $69.67 | $69.98 | $70.28 | $70.59 | $70.90 | $71.24 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.82% | Composite: 5.56% | Composite: 5.66% | |||||||||||
| $71.58 | $71.92 | $72.27 | $72.62 | $72.96 | $73.29 | $73.63 | $73.97 | $74.31 | $74.65 | $74.99 | $75.34 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.66% | Composite: 4.72% | Composite: 5.35% | |||||||||||
| $75.69 | $76.04 | $76.40 | $76.75 | $77.11 | $77.41 | $77.71 | $78.01 | $78.32 | $78.62 | $78.93 | $79.28 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.35% | Composite: 4.38% | Composite: 5.01% | |||||||||||
| $79.63 | $79.98 | $80.33 | $80.69 | $81.04 | $81.33 | $81.63 | $81.92 | $82.22 | $82.52 | $82.81 | $83.15 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.01% | Composite: 6.90% | Composite: 10.54% | |||||||||||
| $83.50 | $83.84 | $84.19 | $84.54 | $84.88 | $85.36 | $85.85 | $86.33 | $86.82 | $87.31 | $87.81 | $88.56 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.54% | Composite: 13.08% | Composite: 9.89% | |||||||||||
| $89.33 | $90.09 | $90.87 | $91.65 | $92.44 | $93.42 | $94.41 | $95.41 | $96.43 | $97.45 | $98.49 | $99.29 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.89% | Composite: 6.74% | Composite: 7.31% | |||||||||||
| $100.09 | $100.90 | $101.71 | $102.53 | $103.36 | $103.93 | $104.51 | $105.09 | $105.67 | $106.25 | $106.84 | $107.48 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.31% | Composite: 6.31% | Composite: 5.23% | |||||||||||
| $108.13 | $108.77 | $109.43 | $110.08 | $110.75 | $111.32 | $111.90 | $112.48 | $113.07 | $113.65 | $114.24 | $114.73 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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