Report
Total earnings from September 1998 to November 2024: $117.17.
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: 0.62% | 1998 | ||||||||||
| Composite: 4.66% | |||||||||||||
| $25.00 | $25.10 | $25.19 | $25.29 | ||||||||||
| 1999 | Inflation: 0.62% | Inflation: 0.86% | 1999 | ||||||||||
| Composite: 4.66% | Composite: 5.15% | ||||||||||||
| $25.39 | $25.48 | $25.58 | $25.69 | $25.80 | $25.91 | $26.02 | $26.13 | $26.24 | $26.35 | $26.46 | $26.58 | ||
| 2000 | Inflation: 0.86% | Inflation: 1.76% | Inflation: 1.91% | 2000 | |||||||||
| Composite: 5.15% | Composite: 6.98% | Composite: 7.28% | |||||||||||
| $26.69 | $26.80 | $26.92 | $27.07 | $27.23 | $27.39 | $27.54 | $27.70 | $27.86 | $28.03 | $28.19 | $28.36 | ||
| 2001 | Inflation: 1.91% | Inflation: 1.52% | Inflation: 1.44% | 2001 | |||||||||
| Composite: 7.28% | Composite: 6.49% | Composite: 6.33% | |||||||||||
| $28.53 | $28.70 | $28.87 | $29.02 | $29.18 | $29.33 | $29.49 | $29.65 | $29.81 | $29.97 | $30.12 | $30.28 | ||
| 2002 | Inflation: 1.44% | Inflation: 1.19% | Inflation: 0.28% | 2002 | |||||||||
| Composite: 6.33% | Composite: 5.82% | Composite: 3.97% | |||||||||||
| $30.44 | $30.59 | $30.75 | $30.90 | $31.05 | $31.19 | $31.34 | $31.49 | $31.64 | $31.74 | $31.85 | $31.95 | ||
| 2003 | Inflation: 0.28% | Inflation: 1.23% | Inflation: 1.77% | 2003 | |||||||||
| Composite: 3.97% | Composite: 5.90% | Composite: 7.00% | |||||||||||
| $32.06 | $32.16 | $32.27 | $32.43 | $32.58 | $32.74 | $32.90 | $33.06 | $33.22 | $33.41 | $33.60 | $33.80 | ||
| 2004 | Inflation: 1.77% | Inflation: 0.54% | Inflation: 1.19% | 2004 | |||||||||
| Composite: 7.00% | Composite: 4.50% | Composite: 5.82% | |||||||||||
| $33.99 | $34.19 | $34.38 | $34.51 | $34.64 | $34.76 | $34.89 | $35.02 | $35.15 | $35.32 | $35.49 | $35.66 | ||
| 2005 | Inflation: 1.19% | Inflation: 1.33% | Inflation: 1.79% | 2005 | |||||||||
| Composite: 5.82% | Composite: 6.11% | Composite: 7.04% | |||||||||||
| $35.83 | $36.00 | $36.17 | $36.35 | $36.53 | $36.72 | $36.90 | $37.09 | $37.27 | $37.49 | $37.70 | $37.92 | ||
| 2006 | Inflation: 1.79% | Inflation: 2.85% | Inflation: 0.50% | 2006 | |||||||||
| Composite: 7.04% | Composite: 9.20% | Composite: 4.42% | |||||||||||
| $38.14 | $38.36 | $38.58 | $38.87 | $39.16 | $39.46 | $39.75 | $40.05 | $40.35 | $40.50 | $40.65 | $40.79 | ||
| 2007 | Inflation: 0.50% | Inflation: 1.55% | Inflation: 1.21% | 2007 | |||||||||
| Composite: 4.42% | Composite: 6.55% | Composite: 5.86% | |||||||||||
| $40.94 | $41.09 | $41.24 | $41.46 | $41.69 | $41.91 | $42.14 | $42.36 | $42.59 | $42.80 | $43.00 | $43.21 | ||
| 2008 | Inflation: 1.21% | Inflation: 1.53% | Inflation: 2.42% | 2008 | |||||||||
| Composite: 5.86% | Composite: 6.51% | Composite: 8.32% | |||||||||||
| $43.42 | $43.63 | $43.84 | $44.07 | $44.31 | $44.55 | $44.79 | $45.03 | $45.27 | $45.58 | $45.89 | $46.20 | ||
| 2009 | Inflation: 2.42% | Inflation: 2.46% | Inflation: -2.78% | 2009 | |||||||||
| Composite: 8.32% | Composite: 8.40% | Composite: 0.00% | |||||||||||
| $46.52 | $46.83 | $47.15 | $47.47 | $47.80 | $48.13 | $48.46 | $48.79 | $49.13 | $49.13 | $49.13 | $49.13 | ||
| 2010 | Inflation: -2.78% | Inflation: 1.53% | Inflation: 0.77% | 2010 | |||||||||
| Composite: 0.00% | Composite: 6.51% | Composite: 4.97% | |||||||||||
| $49.13 | $49.13 | $49.13 | $49.39 | $49.66 | $49.92 | $50.19 | $50.46 | $50.73 | $50.94 | $51.15 | $51.36 | ||
| 2011 | Inflation: 0.77% | Inflation: 0.37% | Inflation: 2.30% | 2011 | |||||||||
| Composite: 4.97% | Composite: 4.15% | Composite: 8.08% | |||||||||||
| $51.57 | $51.78 | $51.99 | $52.17 | $52.35 | $52.53 | $52.71 | $52.89 | $53.07 | $53.42 | $53.78 | $54.13 | ||
| 2012 | Inflation: 2.30% | Inflation: 1.53% | Inflation: 1.10% | 2012 | |||||||||
| Composite: 8.08% | Composite: 6.51% | Composite: 5.64% | |||||||||||
| $54.49 | $54.85 | $55.21 | $55.51 | $55.80 | $56.10 | $56.40 | $56.70 | $57.01 | $57.27 | $57.54 | $57.81 | ||
| 2013 | Inflation: 1.10% | Inflation: 0.88% | Inflation: 0.59% | 2013 | |||||||||
| Composite: 5.64% | Composite: 5.19% | Composite: 4.60% | |||||||||||
| $58.08 | $58.35 | $58.62 | $58.87 | $59.12 | $59.38 | $59.63 | $59.88 | $60.14 | $60.37 | $60.60 | $60.83 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | 2014 | ||||||||||
| Composite: 4.60% | Composite: 5.27% | ||||||||||||
| $61.06 | $61.29 | $61.52 | $61.75 | $61.99 | $62.22 | $62.46 | $62.70 | $62.93 | $63.20 | $63.48 | $63.75 | ||
| 2015 | Inflation: 0.92% | Inflation: 0.74% | Inflation: -0.80% | 2015 | |||||||||
| Composite: 5.27% | Composite: 4.91% | Composite: 1.77% | |||||||||||
| $64.03 | $64.31 | $64.59 | $64.85 | $65.11 | $65.38 | $65.64 | $65.91 | $66.18 | $66.28 | $66.37 | $66.47 | ||
| 2016 | Inflation: -0.80% | Inflation: 0.77% | Inflation: 0.08% | 2016 | |||||||||
| Composite: 1.77% | Composite: 4.97% | Composite: 3.56% | |||||||||||
| $66.57 | $66.67 | $66.77 | $67.04 | $67.32 | $67.59 | $67.87 | $68.15 | $68.43 | $68.63 | $68.83 | $69.04 | ||
| 2017 | Inflation: 0.08% | Inflation: 1.38% | Inflation: 0.98% | 2017 | |||||||||
| Composite: 3.56% | Composite: 6.21% | Composite: 5.39% | |||||||||||
| $69.24 | $69.44 | $69.65 | $70.01 | $70.36 | $70.72 | $71.08 | $71.45 | $71.81 | $72.13 | $72.45 | $72.77 | ||
| 2018 | Inflation: 0.98% | Inflation: 1.24% | Inflation: 1.11% | 2018 | |||||||||
| Composite: 5.39% | Composite: 5.92% | Composite: 5.66% | |||||||||||
| $73.09 | $73.42 | $73.75 | $74.11 | $74.47 | $74.83 | $75.20 | $75.56 | $75.93 | $76.28 | $76.64 | $77.00 | ||
| 2019 | Inflation: 1.11% | Inflation: 1.16% | Inflation: 0.70% | 2019 | |||||||||
| Composite: 5.66% | Composite: 5.76% | Composite: 4.82% | |||||||||||
| $77.36 | $77.72 | $78.08 | $78.45 | $78.82 | $79.20 | $79.57 | $79.95 | $80.33 | $80.65 | $80.97 | $81.29 | ||
| 2020 | Inflation: 0.70% | Inflation: 1.01% | Inflation: 0.53% | 2020 | |||||||||
| Composite: 4.82% | Composite: 5.45% | Composite: 4.48% | |||||||||||
| $81.62 | $81.94 | $82.27 | $82.64 | $83.01 | $83.38 | $83.76 | $84.13 | $84.51 | $84.82 | $85.14 | $85.45 | ||
| 2021 | Inflation: 0.53% | Inflation: 0.84% | Inflation: 1.77% | 2021 | |||||||||
| Composite: 4.48% | Composite: 5.11% | Composite: 7.00% | |||||||||||
| $85.77 | $86.08 | $86.40 | $86.76 | $87.13 | $87.50 | $87.87 | $88.24 | $88.61 | $89.12 | $89.63 | $90.15 | ||
| 2022 | Inflation: 1.77% | Inflation: 3.56% | Inflation: 4.81% | 2022 | |||||||||
| Composite: 7.00% | Composite: 10.64% | Composite: 13.18% | |||||||||||
| $90.67 | $91.19 | $91.71 | $92.51 | $93.31 | $94.12 | $94.93 | $95.76 | $96.59 | $97.62 | $98.67 | $99.72 | ||
| 2023 | Inflation: 4.81% | Inflation: 3.24% | Inflation: 1.69% | 2023 | |||||||||
| Composite: 13.18% | Composite: 9.99% | Composite: 6.84% | |||||||||||
| $100.79 | $101.87 | $102.96 | $103.80 | $104.65 | $105.50 | $106.36 | $107.23 | $108.10 | $108.71 | $109.32 | $109.93 | ||
| 2024 | Inflation: 1.69% | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | ||||||||
| Composite: 6.84% | Composite: 7.41% | Composite: 6.41% | |||||||||||
| $110.55 | $111.17 | $111.80 | $112.48 | $113.16 | $113.85 | $114.54 | $115.24 | $115.94 | $116.55 | $117.17 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||