Report
Total earnings from September 1998 to December 2024: $47,112.00.
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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% | |||||||||||||
| $10,000.00 | $10,040.00 | $10,076.00 | $10,116.00 | ||||||||||
| 1999 | Inflation: 0.62% | Inflation: 0.86% | 1999 | ||||||||||
| Composite: 4.66% | Composite: 5.15% | ||||||||||||
| $10,156.00 | $10,192.00 | $10,232.00 | $10,276.00 | $10,320.00 | $10,364.00 | $10,408.00 | $10,452.00 | $10,496.00 | $10,540.00 | $10,584.00 | $10,632.00 | ||
| 2000 | Inflation: 0.86% | Inflation: 1.76% | Inflation: 1.91% | 2000 | |||||||||
| Composite: 5.15% | Composite: 6.98% | Composite: 7.28% | |||||||||||
| $10,676.00 | $10,720.00 | $10,768.00 | $10,828.00 | $10,892.00 | $10,956.00 | $11,016.00 | $11,080.00 | $11,144.00 | $11,212.00 | $11,276.00 | $11,344.00 | ||
| 2001 | Inflation: 1.91% | Inflation: 1.52% | Inflation: 1.44% | 2001 | |||||||||
| Composite: 7.28% | Composite: 6.49% | Composite: 6.33% | |||||||||||
| $11,412.00 | $11,480.00 | $11,548.00 | $11,608.00 | $11,672.00 | $11,732.00 | $11,796.00 | $11,860.00 | $11,924.00 | $11,988.00 | $12,048.00 | $12,112.00 | ||
| 2002 | Inflation: 1.44% | Inflation: 1.19% | Inflation: 0.28% | 2002 | |||||||||
| Composite: 6.33% | Composite: 5.82% | Composite: 3.97% | |||||||||||
| $12,176.00 | $12,236.00 | $12,300.00 | $12,360.00 | $12,420.00 | $12,476.00 | $12,536.00 | $12,596.00 | $12,656.00 | $12,696.00 | $12,740.00 | $12,780.00 | ||
| 2003 | Inflation: 0.28% | Inflation: 1.23% | Inflation: 1.77% | 2003 | |||||||||
| Composite: 3.97% | Composite: 5.90% | Composite: 7.00% | |||||||||||
| $12,824.00 | $12,864.00 | $12,908.00 | $12,972.00 | $13,032.00 | $13,096.00 | $13,160.00 | $13,224.00 | $13,288.00 | $13,364.00 | $13,440.00 | $13,520.00 | ||
| 2004 | Inflation: 1.77% | Inflation: 0.54% | Inflation: 1.19% | 2004 | |||||||||
| Composite: 7.00% | Composite: 4.50% | Composite: 5.82% | |||||||||||
| $13,596.00 | $13,676.00 | $13,752.00 | $13,804.00 | $13,856.00 | $13,904.00 | $13,956.00 | $14,008.00 | $14,060.00 | $14,128.00 | $14,196.00 | $14,264.00 | ||
| 2005 | Inflation: 1.19% | Inflation: 1.33% | Inflation: 1.79% | 2005 | |||||||||
| Composite: 5.82% | Composite: 6.11% | Composite: 7.04% | |||||||||||
| $14,332.00 | $14,400.00 | $14,468.00 | $14,540.00 | $14,612.00 | $14,688.00 | $14,760.00 | $14,836.00 | $14,908.00 | $14,996.00 | $15,080.00 | $15,168.00 | ||
| 2006 | Inflation: 1.79% | Inflation: 2.85% | Inflation: 0.50% | 2006 | |||||||||
| Composite: 7.04% | Composite: 9.20% | Composite: 4.42% | |||||||||||
| $15,256.00 | $15,344.00 | $15,432.00 | $15,548.00 | $15,664.00 | $15,784.00 | $15,900.00 | $16,020.00 | $16,140.00 | $16,200.00 | $16,260.00 | $16,316.00 | ||
| 2007 | Inflation: 0.50% | Inflation: 1.55% | Inflation: 1.21% | 2007 | |||||||||
| Composite: 4.42% | Composite: 6.55% | Composite: 5.86% | |||||||||||
| $16,376.00 | $16,436.00 | $16,496.00 | $16,584.00 | $16,676.00 | $16,764.00 | $16,856.00 | $16,944.00 | $17,036.00 | $17,120.00 | $17,200.00 | $17,284.00 | ||
| 2008 | Inflation: 1.21% | Inflation: 1.53% | Inflation: 2.42% | 2008 | |||||||||
| Composite: 5.86% | Composite: 6.51% | Composite: 8.32% | |||||||||||
| $17,368.00 | $17,452.00 | $17,536.00 | $17,628.00 | $17,724.00 | $17,820.00 | $17,916.00 | $18,012.00 | $18,108.00 | $18,232.00 | $18,356.00 | $18,480.00 | ||
| 2009 | Inflation: 2.42% | Inflation: 2.46% | Inflation: -2.78% | 2009 | |||||||||
| Composite: 8.32% | Composite: 8.40% | Composite: 0.00% | |||||||||||
| $18,608.00 | $18,732.00 | $18,860.00 | $18,988.00 | $19,120.00 | $19,252.00 | $19,384.00 | $19,516.00 | $19,652.00 | $19,652.00 | $19,652.00 | $19,652.00 | ||
| 2010 | Inflation: -2.78% | Inflation: 1.53% | Inflation: 0.77% | 2010 | |||||||||
| Composite: 0.00% | Composite: 6.51% | Composite: 4.97% | |||||||||||
| $19,652.00 | $19,652.00 | $19,652.00 | $19,756.00 | $19,864.00 | $19,968.00 | $20,076.00 | $20,184.00 | $20,292.00 | $20,376.00 | $20,460.00 | $20,544.00 | ||
| 2011 | Inflation: 0.77% | Inflation: 0.37% | Inflation: 2.30% | 2011 | |||||||||
| Composite: 4.97% | Composite: 4.15% | Composite: 8.08% | |||||||||||
| $20,628.00 | $20,712.00 | $20,796.00 | $20,868.00 | $20,940.00 | $21,012.00 | $21,084.00 | $21,156.00 | $21,228.00 | $21,368.00 | $21,512.00 | $21,652.00 | ||
| 2012 | Inflation: 2.30% | Inflation: 1.53% | Inflation: 1.10% | 2012 | |||||||||
| Composite: 8.08% | Composite: 6.51% | Composite: 5.64% | |||||||||||
| $21,796.00 | $21,940.00 | $22,084.00 | $22,204.00 | $22,320.00 | $22,440.00 | $22,560.00 | $22,680.00 | $22,804.00 | $22,908.00 | $23,016.00 | $23,124.00 | ||
| 2013 | Inflation: 1.10% | Inflation: 0.88% | Inflation: 0.59% | 2013 | |||||||||
| Composite: 5.64% | Composite: 5.19% | Composite: 4.60% | |||||||||||
| $23,232.00 | $23,340.00 | $23,448.00 | $23,548.00 | $23,648.00 | $23,752.00 | $23,852.00 | $23,952.00 | $24,056.00 | $24,148.00 | $24,240.00 | $24,332.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | 2014 | ||||||||||
| Composite: 4.60% | Composite: 5.27% | ||||||||||||
| $24,424.00 | $24,516.00 | $24,608.00 | $24,700.00 | $24,796.00 | $24,888.00 | $24,984.00 | $25,080.00 | $25,172.00 | $25,280.00 | $25,392.00 | $25,500.00 | ||
| 2015 | Inflation: 0.92% | Inflation: 0.74% | Inflation: -0.80% | 2015 | |||||||||
| Composite: 5.27% | Composite: 4.91% | Composite: 1.77% | |||||||||||
| $25,612.00 | $25,724.00 | $25,836.00 | $25,940.00 | $26,044.00 | $26,152.00 | $26,256.00 | $26,364.00 | $26,472.00 | $26,512.00 | $26,548.00 | $26,588.00 | ||
| 2016 | Inflation: -0.80% | Inflation: 0.77% | Inflation: 0.08% | 2016 | |||||||||
| Composite: 1.77% | Composite: 4.97% | Composite: 3.56% | |||||||||||
| $26,628.00 | $26,668.00 | $26,708.00 | $26,816.00 | $26,928.00 | $27,036.00 | $27,148.00 | $27,260.00 | $27,372.00 | $27,452.00 | $27,532.00 | $27,616.00 | ||
| 2017 | Inflation: 0.08% | Inflation: 1.38% | Inflation: 0.98% | 2017 | |||||||||
| Composite: 3.56% | Composite: 6.21% | Composite: 5.39% | |||||||||||
| $27,696.00 | $27,776.00 | $27,860.00 | $28,004.00 | $28,144.00 | $28,288.00 | $28,432.00 | $28,580.00 | $28,724.00 | $28,852.00 | $28,980.00 | $29,108.00 | ||
| 2018 | Inflation: 0.98% | Inflation: 1.24% | Inflation: 1.11% | 2018 | |||||||||
| Composite: 5.39% | Composite: 5.92% | Composite: 5.66% | |||||||||||
| $29,236.00 | $29,368.00 | $29,500.00 | $29,644.00 | $29,788.00 | $29,932.00 | $30,080.00 | $30,224.00 | $30,372.00 | $30,512.00 | $30,656.00 | $30,800.00 | ||
| 2019 | Inflation: 1.11% | Inflation: 1.16% | Inflation: 0.70% | 2019 | |||||||||
| Composite: 5.66% | Composite: 5.76% | Composite: 4.82% | |||||||||||
| $30,944.00 | $31,088.00 | $31,232.00 | $31,380.00 | $31,528.00 | $31,680.00 | $31,828.00 | $31,980.00 | $32,132.00 | $32,260.00 | $32,388.00 | $32,516.00 | ||
| 2020 | Inflation: 0.70% | Inflation: 1.01% | Inflation: 0.53% | 2020 | |||||||||
| Composite: 4.82% | Composite: 5.45% | Composite: 4.48% | |||||||||||
| $32,648.00 | $32,776.00 | $32,908.00 | $33,056.00 | $33,204.00 | $33,352.00 | $33,504.00 | $33,652.00 | $33,804.00 | $33,928.00 | $34,056.00 | $34,180.00 | ||
| 2021 | Inflation: 0.53% | Inflation: 0.84% | Inflation: 1.77% | 2021 | |||||||||
| Composite: 4.48% | Composite: 5.11% | Composite: 7.00% | |||||||||||
| $34,308.00 | $34,432.00 | $34,560.00 | $34,704.00 | $34,852.00 | $35,000.00 | $35,148.00 | $35,296.00 | $35,444.00 | $35,648.00 | $35,852.00 | $36,060.00 | ||
| 2022 | Inflation: 1.77% | Inflation: 3.56% | Inflation: 4.81% | 2022 | |||||||||
| Composite: 7.00% | Composite: 10.64% | Composite: 13.18% | |||||||||||
| $36,268.00 | $36,476.00 | $36,684.00 | $37,004.00 | $37,324.00 | $37,648.00 | $37,972.00 | $38,304.00 | $38,636.00 | $39,048.00 | $39,468.00 | $39,888.00 | ||
| 2023 | Inflation: 4.81% | Inflation: 3.24% | Inflation: 1.69% | 2023 | |||||||||
| Composite: 13.18% | Composite: 9.99% | Composite: 6.84% | |||||||||||
| $40,316.00 | $40,748.00 | $41,184.00 | $41,520.00 | $41,860.00 | $42,200.00 | $42,544.00 | $42,892.00 | $43,240.00 | $43,484.00 | $43,728.00 | $43,972.00 | ||
| 2024 | Inflation: 1.69% | Inflation: 1.97% | Inflation: 1.48% | 2024 | |||||||||
| Composite: 6.84% | Composite: 7.41% | Composite: 6.41% | |||||||||||
| $44,220.00 | $44,468.00 | $44,720.00 | $44,992.00 | $45,264.00 | $45,540.00 | $45,816.00 | $46,096.00 | $46,376.00 | $46,620.00 | $46,868.00 | $47,112.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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