Report
Total earnings from May 1999 to December 2024: $447.48.
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Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | - | Inflation: 0.86% | Inflation: 1.76% | 1999 | |||||||||
| Composite: 5.05% | Composite: 6.88% | ||||||||||||
| $100.00 | $100.40 | $100.84 | $101.24 | $101.68 | $102.08 | $102.52 | $103.08 | ||||||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.88% | Composite: 7.18% | Composite: 6.39% | |||||||||||
| $103.68 | $104.28 | $104.84 | $105.44 | $106.04 | $106.68 | $107.28 | $107.92 | $108.56 | $109.20 | $109.84 | $110.40 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.39% | Composite: 6.23% | Composite: 5.72% | |||||||||||
| $111.00 | $111.60 | $112.16 | $112.76 | $113.36 | $113.96 | $114.52 | $115.12 | $115.72 | $116.28 | $116.88 | $117.44 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.72% | Composite: 3.87% | Composite: 5.80% | |||||||||||
| $118.00 | $118.52 | $119.08 | $119.64 | $120.24 | $120.64 | $121.00 | $121.40 | $121.80 | $122.16 | $122.56 | $123.16 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.80% | Composite: 6.90% | Composite: 4.40% | |||||||||||
| $123.72 | $124.32 | $124.92 | $125.52 | $126.12 | $126.84 | $127.56 | $128.28 | $129.00 | $129.72 | $130.48 | $130.96 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.40% | Composite: 5.72% | Composite: 6.00% | |||||||||||
| $131.44 | $131.92 | $132.40 | $132.88 | $133.36 | $134.00 | $134.60 | $135.24 | $135.88 | $136.52 | $137.16 | $137.84 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.00% | Composite: 6.94% | Composite: 9.09% | |||||||||||
| $138.52 | $139.20 | $139.88 | $140.60 | $141.28 | $142.08 | $142.88 | $143.72 | $144.52 | $145.36 | $146.20 | $147.28 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.09% | Composite: 4.32% | Composite: 6.45% | |||||||||||
| $148.40 | $149.48 | $150.60 | $151.72 | $152.84 | $153.40 | $153.92 | $154.48 | $155.04 | $155.60 | $156.16 | $157.00 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.45% | Composite: 5.76% | Composite: 6.41% | |||||||||||
| $157.84 | $158.64 | $159.48 | $160.36 | $161.20 | $161.96 | $162.72 | $163.52 | $164.28 | $165.04 | $165.84 | $166.72 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.41% | Composite: 8.22% | Composite: 8.30% | |||||||||||
| $167.60 | $168.48 | $169.36 | $170.24 | $171.16 | $172.32 | $173.48 | $174.64 | $175.80 | $177.00 | $178.20 | $179.40 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.30% | Composite: 0.00% | Composite: 6.41% | |||||||||||
| $180.64 | $181.88 | $183.08 | $184.36 | $185.60 | $185.60 | $185.60 | $185.60 | $185.60 | $185.60 | $185.60 | $186.56 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.41% | Composite: 4.87% | Composite: 4.05% | |||||||||||
| $187.56 | $188.56 | $189.56 | $190.56 | $191.56 | $192.32 | $193.12 | $193.88 | $194.64 | $195.44 | $196.24 | $196.88 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.05% | Composite: 7.98% | Composite: 6.41% | |||||||||||
| $197.56 | $198.20 | $198.88 | $199.56 | $200.20 | $201.52 | $202.84 | $204.16 | $205.48 | $206.84 | $208.20 | $209.28 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.41% | Composite: 5.54% | Composite: 5.09% | |||||||||||
| $210.40 | $211.52 | $212.64 | $213.76 | $214.88 | $215.88 | $216.84 | $217.84 | $218.84 | $219.84 | $220.84 | $221.76 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.09% | Composite: 4.50% | ||||||||||||
| $222.68 | $223.64 | $224.56 | $225.52 | $226.48 | $227.32 | $228.16 | $229.00 | $229.88 | $230.72 | $231.56 | $232.44 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.50% | Composite: 5.17% | Composite: 4.80% | |||||||||||
| $233.28 | $234.16 | $235.04 | $235.88 | $236.76 | $237.76 | $238.80 | $239.80 | $240.84 | $241.84 | $242.88 | $243.84 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.80% | Composite: 1.67% | Composite: 4.87% | |||||||||||
| $244.80 | $245.76 | $246.76 | $247.72 | $248.72 | $249.08 | $249.40 | $249.76 | $250.12 | $250.44 | $250.80 | $251.80 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.87% | Composite: 3.46% | Composite: 6.11% | |||||||||||
| $252.80 | $253.84 | $254.84 | $255.88 | $256.92 | $257.64 | $258.40 | $259.12 | $259.88 | $260.60 | $261.36 | $262.68 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.11% | Composite: 5.29% | Composite: 5.82% | |||||||||||
| $264.00 | $265.32 | $266.64 | $268.00 | $269.36 | $270.52 | $271.72 | $272.88 | $274.08 | $275.28 | $276.48 | $277.80 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.82% | Composite: 5.56% | Composite: 5.66% | |||||||||||
| $279.12 | $280.48 | $281.80 | $283.16 | $284.52 | $285.84 | $287.12 | $288.44 | $289.76 | $291.08 | $292.44 | $293.80 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.66% | Composite: 4.72% | Composite: 5.35% | |||||||||||
| $295.16 | $296.56 | $297.92 | $299.32 | $300.72 | $301.88 | $303.08 | $304.24 | $305.44 | $306.64 | $307.80 | $309.16 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.35% | Composite: 4.38% | Composite: 5.01% | |||||||||||
| $310.52 | $311.88 | $313.28 | $314.64 | $316.04 | $317.20 | $318.32 | $319.48 | $320.64 | $321.80 | $322.96 | $324.28 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.01% | Composite: 6.90% | Composite: 10.54% | |||||||||||
| $325.64 | $327.00 | $328.32 | $329.68 | $331.04 | $332.92 | $334.80 | $336.72 | $338.60 | $340.52 | $342.48 | $345.44 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.54% | Composite: 13.08% | Composite: 9.89% | |||||||||||
| $348.40 | $351.40 | $354.40 | $357.44 | $360.52 | $364.36 | $368.20 | $372.12 | $376.08 | $380.08 | $384.08 | $387.20 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.89% | Composite: 6.74% | Composite: 7.31% | |||||||||||
| $390.32 | $393.48 | $396.64 | $399.84 | $403.08 | $405.32 | $407.56 | $409.80 | $412.08 | $414.36 | $416.68 | $419.20 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.31% | Composite: 6.31% | Composite: 5.23% | |||||||||||
| $421.68 | $424.24 | $426.76 | $429.32 | $431.92 | $434.16 | $436.40 | $438.68 | $440.96 | $443.24 | $445.56 | $447.48 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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