Report
Total earnings from May 1999 to December 2024: $111.87.
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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% | ||||||||||||
| $25.00 | $25.10 | $25.21 | $25.31 | $25.42 | $25.52 | $25.63 | $25.77 | ||||||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.88% | Composite: 7.18% | Composite: 6.39% | |||||||||||
| $25.92 | $26.07 | $26.21 | $26.36 | $26.51 | $26.67 | $26.82 | $26.98 | $27.14 | $27.30 | $27.46 | $27.60 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.39% | Composite: 6.23% | Composite: 5.72% | |||||||||||
| $27.75 | $27.90 | $28.04 | $28.19 | $28.34 | $28.49 | $28.63 | $28.78 | $28.93 | $29.07 | $29.22 | $29.36 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.72% | Composite: 3.87% | Composite: 5.80% | |||||||||||
| $29.50 | $29.63 | $29.77 | $29.91 | $30.06 | $30.16 | $30.25 | $30.35 | $30.45 | $30.54 | $30.64 | $30.79 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.80% | Composite: 6.90% | Composite: 4.40% | |||||||||||
| $30.93 | $31.08 | $31.23 | $31.38 | $31.53 | $31.71 | $31.89 | $32.07 | $32.25 | $32.43 | $32.62 | $32.74 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.40% | Composite: 5.72% | Composite: 6.00% | |||||||||||
| $32.86 | $32.98 | $33.10 | $33.22 | $33.34 | $33.50 | $33.65 | $33.81 | $33.97 | $34.13 | $34.29 | $34.46 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.00% | Composite: 6.94% | Composite: 9.09% | |||||||||||
| $34.63 | $34.80 | $34.97 | $35.15 | $35.32 | $35.52 | $35.72 | $35.93 | $36.13 | $36.34 | $36.55 | $36.82 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.09% | Composite: 4.32% | Composite: 6.45% | |||||||||||
| $37.10 | $37.37 | $37.65 | $37.93 | $38.21 | $38.35 | $38.48 | $38.62 | $38.76 | $38.90 | $39.04 | $39.25 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.45% | Composite: 5.76% | Composite: 6.41% | |||||||||||
| $39.46 | $39.66 | $39.87 | $40.09 | $40.30 | $40.49 | $40.68 | $40.88 | $41.07 | $41.26 | $41.46 | $41.68 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.41% | Composite: 8.22% | Composite: 8.30% | |||||||||||
| $41.90 | $42.12 | $42.34 | $42.56 | $42.79 | $43.08 | $43.37 | $43.66 | $43.95 | $44.25 | $44.55 | $44.85 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.30% | Composite: 0.00% | Composite: 6.41% | |||||||||||
| $45.16 | $45.47 | $45.77 | $46.09 | $46.40 | $46.40 | $46.40 | $46.40 | $46.40 | $46.40 | $46.40 | $46.64 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.41% | Composite: 4.87% | Composite: 4.05% | |||||||||||
| $46.89 | $47.14 | $47.39 | $47.64 | $47.89 | $48.08 | $48.28 | $48.47 | $48.66 | $48.86 | $49.06 | $49.22 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.05% | Composite: 7.98% | Composite: 6.41% | |||||||||||
| $49.39 | $49.55 | $49.72 | $49.89 | $50.05 | $50.38 | $50.71 | $51.04 | $51.37 | $51.71 | $52.05 | $52.32 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.41% | Composite: 5.54% | Composite: 5.09% | |||||||||||
| $52.60 | $52.88 | $53.16 | $53.44 | $53.72 | $53.97 | $54.21 | $54.46 | $54.71 | $54.96 | $55.21 | $55.44 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.09% | Composite: 4.50% | ||||||||||||
| $55.67 | $55.91 | $56.14 | $56.38 | $56.62 | $56.83 | $57.04 | $57.25 | $57.47 | $57.68 | $57.89 | $58.11 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.50% | Composite: 5.17% | Composite: 4.80% | |||||||||||
| $58.32 | $58.54 | $58.76 | $58.97 | $59.19 | $59.44 | $59.70 | $59.95 | $60.21 | $60.46 | $60.72 | $60.96 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.80% | Composite: 1.67% | Composite: 4.87% | |||||||||||
| $61.20 | $61.44 | $61.69 | $61.93 | $62.18 | $62.27 | $62.35 | $62.44 | $62.53 | $62.61 | $62.70 | $62.95 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.87% | Composite: 3.46% | Composite: 6.11% | |||||||||||
| $63.20 | $63.46 | $63.71 | $63.97 | $64.23 | $64.41 | $64.60 | $64.78 | $64.97 | $65.15 | $65.34 | $65.67 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.11% | Composite: 5.29% | Composite: 5.82% | |||||||||||
| $66.00 | $66.33 | $66.66 | $67.00 | $67.34 | $67.63 | $67.93 | $68.22 | $68.52 | $68.82 | $69.12 | $69.45 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.82% | Composite: 5.56% | Composite: 5.66% | |||||||||||
| $69.78 | $70.12 | $70.45 | $70.79 | $71.13 | $71.46 | $71.78 | $72.11 | $72.44 | $72.77 | $73.11 | $73.45 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.66% | Composite: 4.72% | Composite: 5.35% | |||||||||||
| $73.79 | $74.14 | $74.48 | $74.83 | $75.18 | $75.47 | $75.77 | $76.06 | $76.36 | $76.66 | $76.95 | $77.29 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.35% | Composite: 4.38% | Composite: 5.01% | |||||||||||
| $77.63 | $77.97 | $78.32 | $78.66 | $79.01 | $79.30 | $79.58 | $79.87 | $80.16 | $80.45 | $80.74 | $81.07 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.01% | Composite: 6.90% | Composite: 10.54% | |||||||||||
| $81.41 | $81.75 | $82.08 | $82.42 | $82.76 | $83.23 | $83.70 | $84.18 | $84.65 | $85.13 | $85.62 | $86.36 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.54% | Composite: 13.08% | Composite: 9.89% | |||||||||||
| $87.10 | $87.85 | $88.60 | $89.36 | $90.13 | $91.09 | $92.05 | $93.03 | $94.02 | $95.02 | $96.02 | $96.80 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.89% | Composite: 6.74% | Composite: 7.31% | |||||||||||
| $97.58 | $98.37 | $99.16 | $99.96 | $100.77 | $101.33 | $101.89 | $102.45 | $103.02 | $103.59 | $104.17 | $104.80 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.31% | Composite: 6.31% | Composite: 5.23% | |||||||||||
| $105.42 | $106.06 | $106.69 | $107.33 | $107.98 | $108.54 | $109.10 | $109.67 | $110.24 | $110.81 | $111.39 | $111.87 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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