Report
Total earnings from November 1999 to December 2024: $44,668.00.
You can now:
- bookmark (🔖) this page to query the performance of this portfolio at later dates
- remodel this portfolio with new parameters
- view the performance tabularly
Remodel this Portfolio
Tabular Portfolio Value
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1999 | - | Inflation: 1.76% | 1999 | ||||||||||
Composite: 6.98% | |||||||||||||
$10,000.00 | $10,056.00 | ||||||||||||
2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
Composite: 6.98% | Composite: 7.28% | Composite: 6.49% | |||||||||||
$10,116.00 | $10,172.00 | $10,232.00 | $10,288.00 | $10,348.00 | $10,408.00 | $10,472.00 | $10,536.00 | $10,596.00 | $10,660.00 | $10,724.00 | $10,780.00 | ||
2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
Composite: 6.49% | Composite: 6.33% | Composite: 5.82% | |||||||||||
$10,840.00 | $10,896.00 | $10,956.00 | $11,012.00 | $11,072.00 | $11,128.00 | $11,188.00 | $11,244.00 | $11,304.00 | $11,364.00 | $11,424.00 | $11,480.00 | ||
2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
Composite: 5.82% | Composite: 3.97% | Composite: 5.90% | |||||||||||
$11,532.00 | $11,588.00 | $11,644.00 | $11,700.00 | $11,756.00 | $11,796.00 | $11,832.00 | $11,872.00 | $11,912.00 | $11,952.00 | $11,988.00 | $12,048.00 | ||
2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
Composite: 5.90% | Composite: 7.00% | Composite: 4.50% | |||||||||||
$12,104.00 | $12,164.00 | $12,224.00 | $12,280.00 | $12,340.00 | $12,412.00 | $12,484.00 | $12,556.00 | $12,628.00 | $12,700.00 | $12,772.00 | $12,820.00 | ||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 4.50% | Composite: 5.82% | Composite: 6.11% | |||||||||||
$12,868.00 | $12,916.00 | $12,964.00 | $13,012.00 | $13,060.00 | $13,124.00 | $13,184.00 | $13,248.00 | $13,312.00 | $13,376.00 | $13,440.00 | $13,508.00 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 6.11% | Composite: 7.04% | Composite: 9.20% | |||||||||||
$13,576.00 | $13,644.00 | $13,712.00 | $13,780.00 | $13,852.00 | $13,932.00 | $14,012.00 | $14,092.00 | $14,176.00 | $14,256.00 | $14,340.00 | $14,448.00 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 9.20% | Composite: 4.42% | Composite: 6.55% | |||||||||||
$14,556.00 | $14,668.00 | $14,776.00 | $14,888.00 | $15,000.00 | $15,056.00 | $15,108.00 | $15,164.00 | $15,220.00 | $15,276.00 | $15,332.00 | $15,416.00 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 6.55% | Composite: 5.86% | Composite: 6.51% | |||||||||||
$15,496.00 | $15,580.00 | $15,664.00 | $15,748.00 | $15,836.00 | $15,912.00 | $15,988.00 | $16,068.00 | $16,144.00 | $16,220.00 | $16,300.00 | $16,388.00 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 6.51% | Composite: 8.32% | Composite: 8.40% | |||||||||||
$16,476.00 | $16,564.00 | $16,652.00 | $16,740.00 | $16,832.00 | $16,948.00 | $17,064.00 | $17,180.00 | $17,296.00 | $17,412.00 | $17,532.00 | $17,652.00 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 8.40% | Composite: 0.00% | Composite: 6.51% | |||||||||||
$17,776.00 | $17,896.00 | $18,020.00 | $18,144.00 | $18,268.00 | $18,268.00 | $18,268.00 | $18,268.00 | $18,268.00 | $18,268.00 | $18,268.00 | $18,364.00 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 6.51% | Composite: 4.97% | Composite: 4.15% | |||||||||||
$18,464.00 | $18,564.00 | $18,664.00 | $18,764.00 | $18,864.00 | $18,940.00 | $19,020.00 | $19,096.00 | $19,176.00 | $19,252.00 | $19,332.00 | $19,400.00 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 4.15% | Composite: 8.08% | Composite: 6.51% | |||||||||||
$19,464.00 | $19,532.00 | $19,600.00 | $19,664.00 | $19,732.00 | $19,864.00 | $19,996.00 | $20,128.00 | $20,260.00 | $20,396.00 | $20,528.00 | $20,636.00 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 6.51% | Composite: 5.64% | Composite: 5.19% | |||||||||||
$20,748.00 | $20,860.00 | $20,972.00 | $21,084.00 | $21,196.00 | $21,296.00 | $21,392.00 | $21,492.00 | $21,592.00 | $21,692.00 | $21,792.00 | $21,884.00 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 5.19% | Composite: 4.60% | ||||||||||||
$21,980.00 | $22,072.00 | $22,168.00 | $22,264.00 | $22,356.00 | $22,440.00 | $22,528.00 | $22,612.00 | $22,696.00 | $22,784.00 | $22,872.00 | $22,960.00 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 4.60% | Composite: 5.27% | Composite: 4.91% | |||||||||||
$23,048.00 | $23,132.00 | $23,220.00 | $23,308.00 | $23,400.00 | $23,500.00 | $23,604.00 | $23,708.00 | $23,808.00 | $23,912.00 | $24,016.00 | $24,112.00 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 4.91% | Composite: 1.77% | Composite: 4.97% | |||||||||||
$24,212.00 | $24,308.00 | $24,408.00 | $24,508.00 | $24,604.00 | $24,640.00 | $24,676.00 | $24,712.00 | $24,748.00 | $24,784.00 | $24,820.00 | $24,920.00 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 4.97% | Composite: 3.56% | Composite: 6.21% | |||||||||||
$25,024.00 | $25,128.00 | $25,228.00 | $25,332.00 | $25,436.00 | $25,512.00 | $25,588.00 | $25,660.00 | $25,736.00 | $25,812.00 | $25,888.00 | $26,020.00 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 6.21% | Composite: 5.39% | Composite: 5.92% | |||||||||||
$26,152.00 | $26,288.00 | $26,420.00 | $26,556.00 | $26,692.00 | $26,812.00 | $26,928.00 | $27,048.00 | $27,168.00 | $27,292.00 | $27,412.00 | $27,544.00 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 5.92% | Composite: 5.66% | Composite: 5.76% | |||||||||||
$27,680.00 | $27,816.00 | $27,952.00 | $28,088.00 | $28,224.00 | $28,356.00 | $28,488.00 | $28,620.00 | $28,756.00 | $28,888.00 | $29,024.00 | $29,160.00 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 5.76% | Composite: 4.82% | Composite: 5.45% | |||||||||||
$29,300.00 | $29,440.00 | $29,580.00 | $29,720.00 | $29,860.00 | $29,980.00 | $30,096.00 | $30,216.00 | $30,336.00 | $30,460.00 | $30,580.00 | $30,716.00 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 5.45% | Composite: 4.48% | Composite: 5.11% | |||||||||||
$30,856.00 | $30,992.00 | $31,132.00 | $31,272.00 | $31,412.00 | $31,528.00 | $31,644.00 | $31,760.00 | $31,880.00 | $31,996.00 | $32,116.00 | $32,252.00 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 5.11% | Composite: 7.00% | Composite: 10.64% | |||||||||||
$32,388.00 | $32,524.00 | $32,660.00 | $32,800.00 | $32,936.00 | $33,124.00 | $33,316.00 | $33,508.00 | $33,700.00 | $33,892.00 | $34,088.00 | $34,384.00 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 10.64% | Composite: 13.18% | Composite: 9.99% | |||||||||||
$34,684.00 | $34,984.00 | $35,288.00 | $35,592.00 | $35,900.00 | $36,284.00 | $36,672.00 | $37,064.00 | $37,460.00 | $37,860.00 | $38,264.00 | $38,576.00 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 9.99% | Composite: 6.84% | Composite: 7.41% | |||||||||||
$38,892.00 | $39,208.00 | $39,528.00 | $39,852.00 | $40,176.00 | $40,400.00 | $40,628.00 | $40,856.00 | $41,088.00 | $41,316.00 | $41,552.00 | $41,804.00 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
Composite: 7.41% | Composite: 6.41% | Composite: 5.33% | |||||||||||
$42,060.00 | $42,316.00 | $42,572.00 | $42,832.00 | $43,092.00 | $43,320.00 | $43,548.00 | $43,776.00 | $44,008.00 | $44,240.00 | $44,472.00 | $44,668.00 | ||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|