Report
Total earnings from September 1998 to December 2024: $23,556.00.
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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% | |||||||||||||
| $5,000.00 | $5,020.00 | $5,038.00 | $5,058.00 | ||||||||||
| 1999 | Inflation: 0.62% | Inflation: 0.86% | 1999 | ||||||||||
| Composite: 4.66% | Composite: 5.15% | ||||||||||||
| $5,078.00 | $5,096.00 | $5,116.00 | $5,138.00 | $5,160.00 | $5,182.00 | $5,204.00 | $5,226.00 | $5,248.00 | $5,270.00 | $5,292.00 | $5,316.00 | ||
| 2000 | Inflation: 0.86% | Inflation: 1.76% | Inflation: 1.91% | 2000 | |||||||||
| Composite: 5.15% | Composite: 6.98% | Composite: 7.28% | |||||||||||
| $5,338.00 | $5,360.00 | $5,384.00 | $5,414.00 | $5,446.00 | $5,478.00 | $5,508.00 | $5,540.00 | $5,572.00 | $5,606.00 | $5,638.00 | $5,672.00 | ||
| 2001 | Inflation: 1.91% | Inflation: 1.52% | Inflation: 1.44% | 2001 | |||||||||
| Composite: 7.28% | Composite: 6.49% | Composite: 6.33% | |||||||||||
| $5,706.00 | $5,740.00 | $5,774.00 | $5,804.00 | $5,836.00 | $5,866.00 | $5,898.00 | $5,930.00 | $5,962.00 | $5,994.00 | $6,024.00 | $6,056.00 | ||
| 2002 | Inflation: 1.44% | Inflation: 1.19% | Inflation: 0.28% | 2002 | |||||||||
| Composite: 6.33% | Composite: 5.82% | Composite: 3.97% | |||||||||||
| $6,088.00 | $6,118.00 | $6,150.00 | $6,180.00 | $6,210.00 | $6,238.00 | $6,268.00 | $6,298.00 | $6,328.00 | $6,348.00 | $6,370.00 | $6,390.00 | ||
| 2003 | Inflation: 0.28% | Inflation: 1.23% | Inflation: 1.77% | 2003 | |||||||||
| Composite: 3.97% | Composite: 5.90% | Composite: 7.00% | |||||||||||
| $6,412.00 | $6,432.00 | $6,454.00 | $6,486.00 | $6,516.00 | $6,548.00 | $6,580.00 | $6,612.00 | $6,644.00 | $6,682.00 | $6,720.00 | $6,760.00 | ||
| 2004 | Inflation: 1.77% | Inflation: 0.54% | Inflation: 1.19% | 2004 | |||||||||
| Composite: 7.00% | Composite: 4.50% | Composite: 5.82% | |||||||||||
| $6,798.00 | $6,838.00 | $6,876.00 | $6,902.00 | $6,928.00 | $6,952.00 | $6,978.00 | $7,004.00 | $7,030.00 | $7,064.00 | $7,098.00 | $7,132.00 | ||
| 2005 | Inflation: 1.19% | Inflation: 1.33% | Inflation: 1.79% | 2005 | |||||||||
| Composite: 5.82% | Composite: 6.11% | Composite: 7.04% | |||||||||||
| $7,166.00 | $7,200.00 | $7,234.00 | $7,270.00 | $7,306.00 | $7,344.00 | $7,380.00 | $7,418.00 | $7,454.00 | $7,498.00 | $7,540.00 | $7,584.00 | ||
| 2006 | Inflation: 1.79% | Inflation: 2.85% | Inflation: 0.50% | 2006 | |||||||||
| Composite: 7.04% | Composite: 9.20% | Composite: 4.42% | |||||||||||
| $7,628.00 | $7,672.00 | $7,716.00 | $7,774.00 | $7,832.00 | $7,892.00 | $7,950.00 | $8,010.00 | $8,070.00 | $8,100.00 | $8,130.00 | $8,158.00 | ||
| 2007 | Inflation: 0.50% | Inflation: 1.55% | Inflation: 1.21% | 2007 | |||||||||
| Composite: 4.42% | Composite: 6.55% | Composite: 5.86% | |||||||||||
| $8,188.00 | $8,218.00 | $8,248.00 | $8,292.00 | $8,338.00 | $8,382.00 | $8,428.00 | $8,472.00 | $8,518.00 | $8,560.00 | $8,600.00 | $8,642.00 | ||
| 2008 | Inflation: 1.21% | Inflation: 1.53% | Inflation: 2.42% | 2008 | |||||||||
| Composite: 5.86% | Composite: 6.51% | Composite: 8.32% | |||||||||||
| $8,684.00 | $8,726.00 | $8,768.00 | $8,814.00 | $8,862.00 | $8,910.00 | $8,958.00 | $9,006.00 | $9,054.00 | $9,116.00 | $9,178.00 | $9,240.00 | ||
| 2009 | Inflation: 2.42% | Inflation: 2.46% | Inflation: -2.78% | 2009 | |||||||||
| Composite: 8.32% | Composite: 8.40% | Composite: 0.00% | |||||||||||
| $9,304.00 | $9,366.00 | $9,430.00 | $9,494.00 | $9,560.00 | $9,626.00 | $9,692.00 | $9,758.00 | $9,826.00 | $9,826.00 | $9,826.00 | $9,826.00 | ||
| 2010 | Inflation: -2.78% | Inflation: 1.53% | Inflation: 0.77% | 2010 | |||||||||
| Composite: 0.00% | Composite: 6.51% | Composite: 4.97% | |||||||||||
| $9,826.00 | $9,826.00 | $9,826.00 | $9,878.00 | $9,932.00 | $9,984.00 | $10,038.00 | $10,092.00 | $10,146.00 | $10,188.00 | $10,230.00 | $10,272.00 | ||
| 2011 | Inflation: 0.77% | Inflation: 0.37% | Inflation: 2.30% | 2011 | |||||||||
| Composite: 4.97% | Composite: 4.15% | Composite: 8.08% | |||||||||||
| $10,314.00 | $10,356.00 | $10,398.00 | $10,434.00 | $10,470.00 | $10,506.00 | $10,542.00 | $10,578.00 | $10,614.00 | $10,684.00 | $10,756.00 | $10,826.00 | ||
| 2012 | Inflation: 2.30% | Inflation: 1.53% | Inflation: 1.10% | 2012 | |||||||||
| Composite: 8.08% | Composite: 6.51% | Composite: 5.64% | |||||||||||
| $10,898.00 | $10,970.00 | $11,042.00 | $11,102.00 | $11,160.00 | $11,220.00 | $11,280.00 | $11,340.00 | $11,402.00 | $11,454.00 | $11,508.00 | $11,562.00 | ||
| 2013 | Inflation: 1.10% | Inflation: 0.88% | Inflation: 0.59% | 2013 | |||||||||
| Composite: 5.64% | Composite: 5.19% | Composite: 4.60% | |||||||||||
| $11,616.00 | $11,670.00 | $11,724.00 | $11,774.00 | $11,824.00 | $11,876.00 | $11,926.00 | $11,976.00 | $12,028.00 | $12,074.00 | $12,120.00 | $12,166.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | 2014 | ||||||||||
| Composite: 4.60% | Composite: 5.27% | ||||||||||||
| $12,212.00 | $12,258.00 | $12,304.00 | $12,350.00 | $12,398.00 | $12,444.00 | $12,492.00 | $12,540.00 | $12,586.00 | $12,640.00 | $12,696.00 | $12,750.00 | ||
| 2015 | Inflation: 0.92% | Inflation: 0.74% | Inflation: -0.80% | 2015 | |||||||||
| Composite: 5.27% | Composite: 4.91% | Composite: 1.77% | |||||||||||
| $12,806.00 | $12,862.00 | $12,918.00 | $12,970.00 | $13,022.00 | $13,076.00 | $13,128.00 | $13,182.00 | $13,236.00 | $13,256.00 | $13,274.00 | $13,294.00 | ||
| 2016 | Inflation: -0.80% | Inflation: 0.77% | Inflation: 0.08% | 2016 | |||||||||
| Composite: 1.77% | Composite: 4.97% | Composite: 3.56% | |||||||||||
| $13,314.00 | $13,334.00 | $13,354.00 | $13,408.00 | $13,464.00 | $13,518.00 | $13,574.00 | $13,630.00 | $13,686.00 | $13,726.00 | $13,766.00 | $13,808.00 | ||
| 2017 | Inflation: 0.08% | Inflation: 1.38% | Inflation: 0.98% | 2017 | |||||||||
| Composite: 3.56% | Composite: 6.21% | Composite: 5.39% | |||||||||||
| $13,848.00 | $13,888.00 | $13,930.00 | $14,002.00 | $14,072.00 | $14,144.00 | $14,216.00 | $14,290.00 | $14,362.00 | $14,426.00 | $14,490.00 | $14,554.00 | ||
| 2018 | Inflation: 0.98% | Inflation: 1.24% | Inflation: 1.11% | 2018 | |||||||||
| Composite: 5.39% | Composite: 5.92% | Composite: 5.66% | |||||||||||
| $14,618.00 | $14,684.00 | $14,750.00 | $14,822.00 | $14,894.00 | $14,966.00 | $15,040.00 | $15,112.00 | $15,186.00 | $15,256.00 | $15,328.00 | $15,400.00 | ||
| 2019 | Inflation: 1.11% | Inflation: 1.16% | Inflation: 0.70% | 2019 | |||||||||
| Composite: 5.66% | Composite: 5.76% | Composite: 4.82% | |||||||||||
| $15,472.00 | $15,544.00 | $15,616.00 | $15,690.00 | $15,764.00 | $15,840.00 | $15,914.00 | $15,990.00 | $16,066.00 | $16,130.00 | $16,194.00 | $16,258.00 | ||
| 2020 | Inflation: 0.70% | Inflation: 1.01% | Inflation: 0.53% | 2020 | |||||||||
| Composite: 4.82% | Composite: 5.45% | Composite: 4.48% | |||||||||||
| $16,324.00 | $16,388.00 | $16,454.00 | $16,528.00 | $16,602.00 | $16,676.00 | $16,752.00 | $16,826.00 | $16,902.00 | $16,964.00 | $17,028.00 | $17,090.00 | ||
| 2021 | Inflation: 0.53% | Inflation: 0.84% | Inflation: 1.77% | 2021 | |||||||||
| Composite: 4.48% | Composite: 5.11% | Composite: 7.00% | |||||||||||
| $17,154.00 | $17,216.00 | $17,280.00 | $17,352.00 | $17,426.00 | $17,500.00 | $17,574.00 | $17,648.00 | $17,722.00 | $17,824.00 | $17,926.00 | $18,030.00 | ||
| 2022 | Inflation: 1.77% | Inflation: 3.56% | Inflation: 4.81% | 2022 | |||||||||
| Composite: 7.00% | Composite: 10.64% | Composite: 13.18% | |||||||||||
| $18,134.00 | $18,238.00 | $18,342.00 | $18,502.00 | $18,662.00 | $18,824.00 | $18,986.00 | $19,152.00 | $19,318.00 | $19,524.00 | $19,734.00 | $19,944.00 | ||
| 2023 | Inflation: 4.81% | Inflation: 3.24% | Inflation: 1.69% | 2023 | |||||||||
| Composite: 13.18% | Composite: 9.99% | Composite: 6.84% | |||||||||||
| $20,158.00 | $20,374.00 | $20,592.00 | $20,760.00 | $20,930.00 | $21,100.00 | $21,272.00 | $21,446.00 | $21,620.00 | $21,742.00 | $21,864.00 | $21,986.00 | ||
| 2024 | Inflation: 1.69% | Inflation: 1.97% | Inflation: 1.48% | 2024 | |||||||||
| Composite: 6.84% | Composite: 7.41% | Composite: 6.41% | |||||||||||
| $22,110.00 | $22,234.00 | $22,360.00 | $22,496.00 | $22,632.00 | $22,770.00 | $22,908.00 | $23,048.00 | $23,188.00 | $23,310.00 | $23,434.00 | $23,556.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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