Report
Total earnings from November 1999 to December 2024: $446.68.
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Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | - | Inflation: 1.76% | 1999 | ||||||||||
| Composite: 6.98% | |||||||||||||
| $100.00 | $100.56 | ||||||||||||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.98% | Composite: 7.28% | Composite: 6.49% | |||||||||||
| $101.16 | $101.72 | $102.32 | $102.88 | $103.48 | $104.08 | $104.72 | $105.36 | $105.96 | $106.60 | $107.24 | $107.80 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.49% | Composite: 6.33% | Composite: 5.82% | |||||||||||
| $108.40 | $108.96 | $109.56 | $110.12 | $110.72 | $111.28 | $111.88 | $112.44 | $113.04 | $113.64 | $114.24 | $114.80 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.82% | Composite: 3.97% | Composite: 5.90% | |||||||||||
| $115.32 | $115.88 | $116.44 | $117.00 | $117.56 | $117.96 | $118.32 | $118.72 | $119.12 | $119.52 | $119.88 | $120.48 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.90% | Composite: 7.00% | Composite: 4.50% | |||||||||||
| $121.04 | $121.64 | $122.24 | $122.80 | $123.40 | $124.12 | $124.84 | $125.56 | $126.28 | $127.00 | $127.72 | $128.20 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.50% | Composite: 5.82% | Composite: 6.11% | |||||||||||
| $128.68 | $129.16 | $129.64 | $130.12 | $130.60 | $131.24 | $131.84 | $132.48 | $133.12 | $133.76 | $134.40 | $135.08 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.11% | Composite: 7.04% | Composite: 9.20% | |||||||||||
| $135.76 | $136.44 | $137.12 | $137.80 | $138.52 | $139.32 | $140.12 | $140.92 | $141.76 | $142.56 | $143.40 | $144.48 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.20% | Composite: 4.42% | Composite: 6.55% | |||||||||||
| $145.56 | $146.68 | $147.76 | $148.88 | $150.00 | $150.56 | $151.08 | $151.64 | $152.20 | $152.76 | $153.32 | $154.16 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.55% | Composite: 5.86% | Composite: 6.51% | |||||||||||
| $154.96 | $155.80 | $156.64 | $157.48 | $158.36 | $159.12 | $159.88 | $160.68 | $161.44 | $162.20 | $163.00 | $163.88 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.51% | Composite: 8.32% | Composite: 8.40% | |||||||||||
| $164.76 | $165.64 | $166.52 | $167.40 | $168.32 | $169.48 | $170.64 | $171.80 | $172.96 | $174.12 | $175.32 | $176.52 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.40% | Composite: 0.00% | Composite: 6.51% | |||||||||||
| $177.76 | $178.96 | $180.20 | $181.44 | $182.68 | $182.68 | $182.68 | $182.68 | $182.68 | $182.68 | $182.68 | $183.64 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.51% | Composite: 4.97% | Composite: 4.15% | |||||||||||
| $184.64 | $185.64 | $186.64 | $187.64 | $188.64 | $189.40 | $190.20 | $190.96 | $191.76 | $192.52 | $193.32 | $194.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.15% | Composite: 8.08% | Composite: 6.51% | |||||||||||
| $194.64 | $195.32 | $196.00 | $196.64 | $197.32 | $198.64 | $199.96 | $201.28 | $202.60 | $203.96 | $205.28 | $206.36 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.51% | Composite: 5.64% | Composite: 5.19% | |||||||||||
| $207.48 | $208.60 | $209.72 | $210.84 | $211.96 | $212.96 | $213.92 | $214.92 | $215.92 | $216.92 | $217.92 | $218.84 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.19% | Composite: 4.60% | ||||||||||||
| $219.80 | $220.72 | $221.68 | $222.64 | $223.56 | $224.40 | $225.28 | $226.12 | $226.96 | $227.84 | $228.72 | $229.60 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.60% | Composite: 5.27% | Composite: 4.91% | |||||||||||
| $230.48 | $231.32 | $232.20 | $233.08 | $234.00 | $235.00 | $236.04 | $237.08 | $238.08 | $239.12 | $240.16 | $241.12 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.91% | Composite: 1.77% | Composite: 4.97% | |||||||||||
| $242.12 | $243.08 | $244.08 | $245.08 | $246.04 | $246.40 | $246.76 | $247.12 | $247.48 | $247.84 | $248.20 | $249.20 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.97% | Composite: 3.56% | Composite: 6.21% | |||||||||||
| $250.24 | $251.28 | $252.28 | $253.32 | $254.36 | $255.12 | $255.88 | $256.60 | $257.36 | $258.12 | $258.88 | $260.20 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.21% | Composite: 5.39% | Composite: 5.92% | |||||||||||
| $261.52 | $262.88 | $264.20 | $265.56 | $266.92 | $268.12 | $269.28 | $270.48 | $271.68 | $272.92 | $274.12 | $275.44 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.92% | Composite: 5.66% | Composite: 5.76% | |||||||||||
| $276.80 | $278.16 | $279.52 | $280.88 | $282.24 | $283.56 | $284.88 | $286.20 | $287.56 | $288.88 | $290.24 | $291.60 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.76% | Composite: 4.82% | Composite: 5.45% | |||||||||||
| $293.00 | $294.40 | $295.80 | $297.20 | $298.60 | $299.80 | $300.96 | $302.16 | $303.36 | $304.60 | $305.80 | $307.16 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.45% | Composite: 4.48% | Composite: 5.11% | |||||||||||
| $308.56 | $309.92 | $311.32 | $312.72 | $314.12 | $315.28 | $316.44 | $317.60 | $318.80 | $319.96 | $321.16 | $322.52 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.11% | Composite: 7.00% | Composite: 10.64% | |||||||||||
| $323.88 | $325.24 | $326.60 | $328.00 | $329.36 | $331.24 | $333.16 | $335.08 | $337.00 | $338.92 | $340.88 | $343.84 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.64% | Composite: 13.18% | Composite: 9.99% | |||||||||||
| $346.84 | $349.84 | $352.88 | $355.92 | $359.00 | $362.84 | $366.72 | $370.64 | $374.60 | $378.60 | $382.64 | $385.76 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.99% | Composite: 6.84% | Composite: 7.41% | |||||||||||
| $388.92 | $392.08 | $395.28 | $398.52 | $401.76 | $404.00 | $406.28 | $408.56 | $410.88 | $413.16 | $415.52 | $418.04 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.41% | Composite: 6.41% | Composite: 5.33% | |||||||||||
| $420.60 | $423.16 | $425.72 | $428.32 | $430.92 | $433.20 | $435.48 | $437.76 | $440.08 | $442.40 | $444.72 | $446.68 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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