Report
Total earnings from September 1998 to November 2024: $4,686.80.
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Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | - | Inflation: 0.62% | 1998 | ||||||||||
| Composite: 4.66% | |||||||||||||
| $1,000.00 | $1,004.00 | $1,007.60 | $1,011.60 | ||||||||||
| 1999 | Inflation: 0.62% | Inflation: 0.86% | 1999 | ||||||||||
| Composite: 4.66% | Composite: 5.15% | ||||||||||||
| $1,015.60 | $1,019.20 | $1,023.20 | $1,027.60 | $1,032.00 | $1,036.40 | $1,040.80 | $1,045.20 | $1,049.60 | $1,054.00 | $1,058.40 | $1,063.20 | ||
| 2000 | Inflation: 0.86% | Inflation: 1.76% | Inflation: 1.91% | 2000 | |||||||||
| Composite: 5.15% | Composite: 6.98% | Composite: 7.28% | |||||||||||
| $1,067.60 | $1,072.00 | $1,076.80 | $1,082.80 | $1,089.20 | $1,095.60 | $1,101.60 | $1,108.00 | $1,114.40 | $1,121.20 | $1,127.60 | $1,134.40 | ||
| 2001 | Inflation: 1.91% | Inflation: 1.52% | Inflation: 1.44% | 2001 | |||||||||
| Composite: 7.28% | Composite: 6.49% | Composite: 6.33% | |||||||||||
| $1,141.20 | $1,148.00 | $1,154.80 | $1,160.80 | $1,167.20 | $1,173.20 | $1,179.60 | $1,186.00 | $1,192.40 | $1,198.80 | $1,204.80 | $1,211.20 | ||
| 2002 | Inflation: 1.44% | Inflation: 1.19% | Inflation: 0.28% | 2002 | |||||||||
| Composite: 6.33% | Composite: 5.82% | Composite: 3.97% | |||||||||||
| $1,217.60 | $1,223.60 | $1,230.00 | $1,236.00 | $1,242.00 | $1,247.60 | $1,253.60 | $1,259.60 | $1,265.60 | $1,269.60 | $1,274.00 | $1,278.00 | ||
| 2003 | Inflation: 0.28% | Inflation: 1.23% | Inflation: 1.77% | 2003 | |||||||||
| Composite: 3.97% | Composite: 5.90% | Composite: 7.00% | |||||||||||
| $1,282.40 | $1,286.40 | $1,290.80 | $1,297.20 | $1,303.20 | $1,309.60 | $1,316.00 | $1,322.40 | $1,328.80 | $1,336.40 | $1,344.00 | $1,352.00 | ||
| 2004 | Inflation: 1.77% | Inflation: 0.54% | Inflation: 1.19% | 2004 | |||||||||
| Composite: 7.00% | Composite: 4.50% | Composite: 5.82% | |||||||||||
| $1,359.60 | $1,367.60 | $1,375.20 | $1,380.40 | $1,385.60 | $1,390.40 | $1,395.60 | $1,400.80 | $1,406.00 | $1,412.80 | $1,419.60 | $1,426.40 | ||
| 2005 | Inflation: 1.19% | Inflation: 1.33% | Inflation: 1.79% | 2005 | |||||||||
| Composite: 5.82% | Composite: 6.11% | Composite: 7.04% | |||||||||||
| $1,433.20 | $1,440.00 | $1,446.80 | $1,454.00 | $1,461.20 | $1,468.80 | $1,476.00 | $1,483.60 | $1,490.80 | $1,499.60 | $1,508.00 | $1,516.80 | ||
| 2006 | Inflation: 1.79% | Inflation: 2.85% | Inflation: 0.50% | 2006 | |||||||||
| Composite: 7.04% | Composite: 9.20% | Composite: 4.42% | |||||||||||
| $1,525.60 | $1,534.40 | $1,543.20 | $1,554.80 | $1,566.40 | $1,578.40 | $1,590.00 | $1,602.00 | $1,614.00 | $1,620.00 | $1,626.00 | $1,631.60 | ||
| 2007 | Inflation: 0.50% | Inflation: 1.55% | Inflation: 1.21% | 2007 | |||||||||
| Composite: 4.42% | Composite: 6.55% | Composite: 5.86% | |||||||||||
| $1,637.60 | $1,643.60 | $1,649.60 | $1,658.40 | $1,667.60 | $1,676.40 | $1,685.60 | $1,694.40 | $1,703.60 | $1,712.00 | $1,720.00 | $1,728.40 | ||
| 2008 | Inflation: 1.21% | Inflation: 1.53% | Inflation: 2.42% | 2008 | |||||||||
| Composite: 5.86% | Composite: 6.51% | Composite: 8.32% | |||||||||||
| $1,736.80 | $1,745.20 | $1,753.60 | $1,762.80 | $1,772.40 | $1,782.00 | $1,791.60 | $1,801.20 | $1,810.80 | $1,823.20 | $1,835.60 | $1,848.00 | ||
| 2009 | Inflation: 2.42% | Inflation: 2.46% | Inflation: -2.78% | 2009 | |||||||||
| Composite: 8.32% | Composite: 8.40% | Composite: 0.00% | |||||||||||
| $1,860.80 | $1,873.20 | $1,886.00 | $1,898.80 | $1,912.00 | $1,925.20 | $1,938.40 | $1,951.60 | $1,965.20 | $1,965.20 | $1,965.20 | $1,965.20 | ||
| 2010 | Inflation: -2.78% | Inflation: 1.53% | Inflation: 0.77% | 2010 | |||||||||
| Composite: 0.00% | Composite: 6.51% | Composite: 4.97% | |||||||||||
| $1,965.20 | $1,965.20 | $1,965.20 | $1,975.60 | $1,986.40 | $1,996.80 | $2,007.60 | $2,018.40 | $2,029.20 | $2,037.60 | $2,046.00 | $2,054.40 | ||
| 2011 | Inflation: 0.77% | Inflation: 0.37% | Inflation: 2.30% | 2011 | |||||||||
| Composite: 4.97% | Composite: 4.15% | Composite: 8.08% | |||||||||||
| $2,062.80 | $2,071.20 | $2,079.60 | $2,086.80 | $2,094.00 | $2,101.20 | $2,108.40 | $2,115.60 | $2,122.80 | $2,136.80 | $2,151.20 | $2,165.20 | ||
| 2012 | Inflation: 2.30% | Inflation: 1.53% | Inflation: 1.10% | 2012 | |||||||||
| Composite: 8.08% | Composite: 6.51% | Composite: 5.64% | |||||||||||
| $2,179.60 | $2,194.00 | $2,208.40 | $2,220.40 | $2,232.00 | $2,244.00 | $2,256.00 | $2,268.00 | $2,280.40 | $2,290.80 | $2,301.60 | $2,312.40 | ||
| 2013 | Inflation: 1.10% | Inflation: 0.88% | Inflation: 0.59% | 2013 | |||||||||
| Composite: 5.64% | Composite: 5.19% | Composite: 4.60% | |||||||||||
| $2,323.20 | $2,334.00 | $2,344.80 | $2,354.80 | $2,364.80 | $2,375.20 | $2,385.20 | $2,395.20 | $2,405.60 | $2,414.80 | $2,424.00 | $2,433.20 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | 2014 | ||||||||||
| Composite: 4.60% | Composite: 5.27% | ||||||||||||
| $2,442.40 | $2,451.60 | $2,460.80 | $2,470.00 | $2,479.60 | $2,488.80 | $2,498.40 | $2,508.00 | $2,517.20 | $2,528.00 | $2,539.20 | $2,550.00 | ||
| 2015 | Inflation: 0.92% | Inflation: 0.74% | Inflation: -0.80% | 2015 | |||||||||
| Composite: 5.27% | Composite: 4.91% | Composite: 1.77% | |||||||||||
| $2,561.20 | $2,572.40 | $2,583.60 | $2,594.00 | $2,604.40 | $2,615.20 | $2,625.60 | $2,636.40 | $2,647.20 | $2,651.20 | $2,654.80 | $2,658.80 | ||
| 2016 | Inflation: -0.80% | Inflation: 0.77% | Inflation: 0.08% | 2016 | |||||||||
| Composite: 1.77% | Composite: 4.97% | Composite: 3.56% | |||||||||||
| $2,662.80 | $2,666.80 | $2,670.80 | $2,681.60 | $2,692.80 | $2,703.60 | $2,714.80 | $2,726.00 | $2,737.20 | $2,745.20 | $2,753.20 | $2,761.60 | ||
| 2017 | Inflation: 0.08% | Inflation: 1.38% | Inflation: 0.98% | 2017 | |||||||||
| Composite: 3.56% | Composite: 6.21% | Composite: 5.39% | |||||||||||
| $2,769.60 | $2,777.60 | $2,786.00 | $2,800.40 | $2,814.40 | $2,828.80 | $2,843.20 | $2,858.00 | $2,872.40 | $2,885.20 | $2,898.00 | $2,910.80 | ||
| 2018 | Inflation: 0.98% | Inflation: 1.24% | Inflation: 1.11% | 2018 | |||||||||
| Composite: 5.39% | Composite: 5.92% | Composite: 5.66% | |||||||||||
| $2,923.60 | $2,936.80 | $2,950.00 | $2,964.40 | $2,978.80 | $2,993.20 | $3,008.00 | $3,022.40 | $3,037.20 | $3,051.20 | $3,065.60 | $3,080.00 | ||
| 2019 | Inflation: 1.11% | Inflation: 1.16% | Inflation: 0.70% | 2019 | |||||||||
| Composite: 5.66% | Composite: 5.76% | Composite: 4.82% | |||||||||||
| $3,094.40 | $3,108.80 | $3,123.20 | $3,138.00 | $3,152.80 | $3,168.00 | $3,182.80 | $3,198.00 | $3,213.20 | $3,226.00 | $3,238.80 | $3,251.60 | ||
| 2020 | Inflation: 0.70% | Inflation: 1.01% | Inflation: 0.53% | 2020 | |||||||||
| Composite: 4.82% | Composite: 5.45% | Composite: 4.48% | |||||||||||
| $3,264.80 | $3,277.60 | $3,290.80 | $3,305.60 | $3,320.40 | $3,335.20 | $3,350.40 | $3,365.20 | $3,380.40 | $3,392.80 | $3,405.60 | $3,418.00 | ||
| 2021 | Inflation: 0.53% | Inflation: 0.84% | Inflation: 1.77% | 2021 | |||||||||
| Composite: 4.48% | Composite: 5.11% | Composite: 7.00% | |||||||||||
| $3,430.80 | $3,443.20 | $3,456.00 | $3,470.40 | $3,485.20 | $3,500.00 | $3,514.80 | $3,529.60 | $3,544.40 | $3,564.80 | $3,585.20 | $3,606.00 | ||
| 2022 | Inflation: 1.77% | Inflation: 3.56% | Inflation: 4.81% | 2022 | |||||||||
| Composite: 7.00% | Composite: 10.64% | Composite: 13.18% | |||||||||||
| $3,626.80 | $3,647.60 | $3,668.40 | $3,700.40 | $3,732.40 | $3,764.80 | $3,797.20 | $3,830.40 | $3,863.60 | $3,904.80 | $3,946.80 | $3,988.80 | ||
| 2023 | Inflation: 4.81% | Inflation: 3.24% | Inflation: 1.69% | 2023 | |||||||||
| Composite: 13.18% | Composite: 9.99% | Composite: 6.84% | |||||||||||
| $4,031.60 | $4,074.80 | $4,118.40 | $4,152.00 | $4,186.00 | $4,220.00 | $4,254.40 | $4,289.20 | $4,324.00 | $4,348.40 | $4,372.80 | $4,397.20 | ||
| 2024 | Inflation: 1.69% | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | ||||||||
| Composite: 6.84% | Composite: 7.41% | Composite: 6.41% | |||||||||||
| $4,422.00 | $4,446.80 | $4,472.00 | $4,499.20 | $4,526.40 | $4,554.00 | $4,581.60 | $4,609.60 | $4,637.60 | $4,662.00 | $4,686.80 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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