Report
Total earnings from May 1999 to December 2024: $4,474.80.
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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% | ||||||||||||
| $1,000.00 | $1,004.00 | $1,008.40 | $1,012.40 | $1,016.80 | $1,020.80 | $1,025.20 | $1,030.80 | ||||||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.88% | Composite: 7.18% | Composite: 6.39% | |||||||||||
| $1,036.80 | $1,042.80 | $1,048.40 | $1,054.40 | $1,060.40 | $1,066.80 | $1,072.80 | $1,079.20 | $1,085.60 | $1,092.00 | $1,098.40 | $1,104.00 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.39% | Composite: 6.23% | Composite: 5.72% | |||||||||||
| $1,110.00 | $1,116.00 | $1,121.60 | $1,127.60 | $1,133.60 | $1,139.60 | $1,145.20 | $1,151.20 | $1,157.20 | $1,162.80 | $1,168.80 | $1,174.40 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.72% | Composite: 3.87% | Composite: 5.80% | |||||||||||
| $1,180.00 | $1,185.20 | $1,190.80 | $1,196.40 | $1,202.40 | $1,206.40 | $1,210.00 | $1,214.00 | $1,218.00 | $1,221.60 | $1,225.60 | $1,231.60 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.80% | Composite: 6.90% | Composite: 4.40% | |||||||||||
| $1,237.20 | $1,243.20 | $1,249.20 | $1,255.20 | $1,261.20 | $1,268.40 | $1,275.60 | $1,282.80 | $1,290.00 | $1,297.20 | $1,304.80 | $1,309.60 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.40% | Composite: 5.72% | Composite: 6.00% | |||||||||||
| $1,314.40 | $1,319.20 | $1,324.00 | $1,328.80 | $1,333.60 | $1,340.00 | $1,346.00 | $1,352.40 | $1,358.80 | $1,365.20 | $1,371.60 | $1,378.40 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.00% | Composite: 6.94% | Composite: 9.09% | |||||||||||
| $1,385.20 | $1,392.00 | $1,398.80 | $1,406.00 | $1,412.80 | $1,420.80 | $1,428.80 | $1,437.20 | $1,445.20 | $1,453.60 | $1,462.00 | $1,472.80 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.09% | Composite: 4.32% | Composite: 6.45% | |||||||||||
| $1,484.00 | $1,494.80 | $1,506.00 | $1,517.20 | $1,528.40 | $1,534.00 | $1,539.20 | $1,544.80 | $1,550.40 | $1,556.00 | $1,561.60 | $1,570.00 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.45% | Composite: 5.76% | Composite: 6.41% | |||||||||||
| $1,578.40 | $1,586.40 | $1,594.80 | $1,603.60 | $1,612.00 | $1,619.60 | $1,627.20 | $1,635.20 | $1,642.80 | $1,650.40 | $1,658.40 | $1,667.20 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.41% | Composite: 8.22% | Composite: 8.30% | |||||||||||
| $1,676.00 | $1,684.80 | $1,693.60 | $1,702.40 | $1,711.60 | $1,723.20 | $1,734.80 | $1,746.40 | $1,758.00 | $1,770.00 | $1,782.00 | $1,794.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.30% | Composite: 0.00% | Composite: 6.41% | |||||||||||
| $1,806.40 | $1,818.80 | $1,830.80 | $1,843.60 | $1,856.00 | $1,856.00 | $1,856.00 | $1,856.00 | $1,856.00 | $1,856.00 | $1,856.00 | $1,865.60 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.41% | Composite: 4.87% | Composite: 4.05% | |||||||||||
| $1,875.60 | $1,885.60 | $1,895.60 | $1,905.60 | $1,915.60 | $1,923.20 | $1,931.20 | $1,938.80 | $1,946.40 | $1,954.40 | $1,962.40 | $1,968.80 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.05% | Composite: 7.98% | Composite: 6.41% | |||||||||||
| $1,975.60 | $1,982.00 | $1,988.80 | $1,995.60 | $2,002.00 | $2,015.20 | $2,028.40 | $2,041.60 | $2,054.80 | $2,068.40 | $2,082.00 | $2,092.80 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.41% | Composite: 5.54% | Composite: 5.09% | |||||||||||
| $2,104.00 | $2,115.20 | $2,126.40 | $2,137.60 | $2,148.80 | $2,158.80 | $2,168.40 | $2,178.40 | $2,188.40 | $2,198.40 | $2,208.40 | $2,217.60 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.09% | Composite: 4.50% | ||||||||||||
| $2,226.80 | $2,236.40 | $2,245.60 | $2,255.20 | $2,264.80 | $2,273.20 | $2,281.60 | $2,290.00 | $2,298.80 | $2,307.20 | $2,315.60 | $2,324.40 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.50% | Composite: 5.17% | Composite: 4.80% | |||||||||||
| $2,332.80 | $2,341.60 | $2,350.40 | $2,358.80 | $2,367.60 | $2,377.60 | $2,388.00 | $2,398.00 | $2,408.40 | $2,418.40 | $2,428.80 | $2,438.40 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.80% | Composite: 1.67% | Composite: 4.87% | |||||||||||
| $2,448.00 | $2,457.60 | $2,467.60 | $2,477.20 | $2,487.20 | $2,490.80 | $2,494.00 | $2,497.60 | $2,501.20 | $2,504.40 | $2,508.00 | $2,518.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.87% | Composite: 3.46% | Composite: 6.11% | |||||||||||
| $2,528.00 | $2,538.40 | $2,548.40 | $2,558.80 | $2,569.20 | $2,576.40 | $2,584.00 | $2,591.20 | $2,598.80 | $2,606.00 | $2,613.60 | $2,626.80 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.11% | Composite: 5.29% | Composite: 5.82% | |||||||||||
| $2,640.00 | $2,653.20 | $2,666.40 | $2,680.00 | $2,693.60 | $2,705.20 | $2,717.20 | $2,728.80 | $2,740.80 | $2,752.80 | $2,764.80 | $2,778.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.82% | Composite: 5.56% | Composite: 5.66% | |||||||||||
| $2,791.20 | $2,804.80 | $2,818.00 | $2,831.60 | $2,845.20 | $2,858.40 | $2,871.20 | $2,884.40 | $2,897.60 | $2,910.80 | $2,924.40 | $2,938.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.66% | Composite: 4.72% | Composite: 5.35% | |||||||||||
| $2,951.60 | $2,965.60 | $2,979.20 | $2,993.20 | $3,007.20 | $3,018.80 | $3,030.80 | $3,042.40 | $3,054.40 | $3,066.40 | $3,078.00 | $3,091.60 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.35% | Composite: 4.38% | Composite: 5.01% | |||||||||||
| $3,105.20 | $3,118.80 | $3,132.80 | $3,146.40 | $3,160.40 | $3,172.00 | $3,183.20 | $3,194.80 | $3,206.40 | $3,218.00 | $3,229.60 | $3,242.80 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.01% | Composite: 6.90% | Composite: 10.54% | |||||||||||
| $3,256.40 | $3,270.00 | $3,283.20 | $3,296.80 | $3,310.40 | $3,329.20 | $3,348.00 | $3,367.20 | $3,386.00 | $3,405.20 | $3,424.80 | $3,454.40 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.54% | Composite: 13.08% | Composite: 9.89% | |||||||||||
| $3,484.00 | $3,514.00 | $3,544.00 | $3,574.40 | $3,605.20 | $3,643.60 | $3,682.00 | $3,721.20 | $3,760.80 | $3,800.80 | $3,840.80 | $3,872.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.89% | Composite: 6.74% | Composite: 7.31% | |||||||||||
| $3,903.20 | $3,934.80 | $3,966.40 | $3,998.40 | $4,030.80 | $4,053.20 | $4,075.60 | $4,098.00 | $4,120.80 | $4,143.60 | $4,166.80 | $4,192.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.31% | Composite: 6.31% | Composite: 5.23% | |||||||||||
| $4,216.80 | $4,242.40 | $4,267.60 | $4,293.20 | $4,319.20 | $4,341.60 | $4,364.00 | $4,386.80 | $4,409.60 | $4,432.40 | $4,455.60 | $4,474.80 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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