Report
Total earnings from November 1999 to December 2024: $111.67.
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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% | |||||||||||||
| $25.00 | $25.14 | ||||||||||||
| 2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
| Composite: 6.98% | Composite: 7.28% | Composite: 6.49% | |||||||||||
| $25.29 | $25.43 | $25.58 | $25.72 | $25.87 | $26.02 | $26.18 | $26.34 | $26.49 | $26.65 | $26.81 | $26.95 | ||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.49% | Composite: 6.33% | Composite: 5.82% | |||||||||||
| $27.10 | $27.24 | $27.39 | $27.53 | $27.68 | $27.82 | $27.97 | $28.11 | $28.26 | $28.41 | $28.56 | $28.70 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.82% | Composite: 3.97% | Composite: 5.90% | |||||||||||
| $28.83 | $28.97 | $29.11 | $29.25 | $29.39 | $29.49 | $29.58 | $29.68 | $29.78 | $29.88 | $29.97 | $30.12 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.90% | Composite: 7.00% | Composite: 4.50% | |||||||||||
| $30.26 | $30.41 | $30.56 | $30.70 | $30.85 | $31.03 | $31.21 | $31.39 | $31.57 | $31.75 | $31.93 | $32.05 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.50% | Composite: 5.82% | Composite: 6.11% | |||||||||||
| $32.17 | $32.29 | $32.41 | $32.53 | $32.65 | $32.81 | $32.96 | $33.12 | $33.28 | $33.44 | $33.60 | $33.77 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.11% | Composite: 7.04% | Composite: 9.20% | |||||||||||
| $33.94 | $34.11 | $34.28 | $34.45 | $34.63 | $34.83 | $35.03 | $35.23 | $35.44 | $35.64 | $35.85 | $36.12 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.20% | Composite: 4.42% | Composite: 6.55% | |||||||||||
| $36.39 | $36.67 | $36.94 | $37.22 | $37.50 | $37.64 | $37.77 | $37.91 | $38.05 | $38.19 | $38.33 | $38.54 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.55% | Composite: 5.86% | Composite: 6.51% | |||||||||||
| $38.74 | $38.95 | $39.16 | $39.37 | $39.59 | $39.78 | $39.97 | $40.17 | $40.36 | $40.55 | $40.75 | $40.97 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.51% | Composite: 8.32% | Composite: 8.40% | |||||||||||
| $41.19 | $41.41 | $41.63 | $41.85 | $42.08 | $42.37 | $42.66 | $42.95 | $43.24 | $43.53 | $43.83 | $44.13 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.40% | Composite: 0.00% | Composite: 6.51% | |||||||||||
| $44.44 | $44.74 | $45.05 | $45.36 | $45.67 | $45.67 | $45.67 | $45.67 | $45.67 | $45.67 | $45.67 | $45.91 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.51% | Composite: 4.97% | Composite: 4.15% | |||||||||||
| $46.16 | $46.41 | $46.66 | $46.91 | $47.16 | $47.35 | $47.55 | $47.74 | $47.94 | $48.13 | $48.33 | $48.50 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.15% | Composite: 8.08% | Composite: 6.51% | |||||||||||
| $48.66 | $48.83 | $49.00 | $49.16 | $49.33 | $49.66 | $49.99 | $50.32 | $50.65 | $50.99 | $51.32 | $51.59 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.51% | Composite: 5.64% | Composite: 5.19% | |||||||||||
| $51.87 | $52.15 | $52.43 | $52.71 | $52.99 | $53.24 | $53.48 | $53.73 | $53.98 | $54.23 | $54.48 | $54.71 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.19% | Composite: 4.60% | ||||||||||||
| $54.95 | $55.18 | $55.42 | $55.66 | $55.89 | $56.10 | $56.32 | $56.53 | $56.74 | $56.96 | $57.18 | $57.40 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.60% | Composite: 5.27% | Composite: 4.91% | |||||||||||
| $57.62 | $57.83 | $58.05 | $58.27 | $58.50 | $58.75 | $59.01 | $59.27 | $59.52 | $59.78 | $60.04 | $60.28 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.91% | Composite: 1.77% | Composite: 4.97% | |||||||||||
| $60.53 | $60.77 | $61.02 | $61.27 | $61.51 | $61.60 | $61.69 | $61.78 | $61.87 | $61.96 | $62.05 | $62.30 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.97% | Composite: 3.56% | Composite: 6.21% | |||||||||||
| $62.56 | $62.82 | $63.07 | $63.33 | $63.59 | $63.78 | $63.97 | $64.15 | $64.34 | $64.53 | $64.72 | $65.05 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.21% | Composite: 5.39% | Composite: 5.92% | |||||||||||
| $65.38 | $65.72 | $66.05 | $66.39 | $66.73 | $67.03 | $67.32 | $67.62 | $67.92 | $68.23 | $68.53 | $68.86 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.92% | Composite: 5.66% | Composite: 5.76% | |||||||||||
| $69.20 | $69.54 | $69.88 | $70.22 | $70.56 | $70.89 | $71.22 | $71.55 | $71.89 | $72.22 | $72.56 | $72.90 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.76% | Composite: 4.82% | Composite: 5.45% | |||||||||||
| $73.25 | $73.60 | $73.95 | $74.30 | $74.65 | $74.95 | $75.24 | $75.54 | $75.84 | $76.15 | $76.45 | $76.79 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.45% | Composite: 4.48% | Composite: 5.11% | |||||||||||
| $77.14 | $77.48 | $77.83 | $78.18 | $78.53 | $78.82 | $79.11 | $79.40 | $79.70 | $79.99 | $80.29 | $80.63 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.11% | Composite: 7.00% | Composite: 10.64% | |||||||||||
| $80.97 | $81.31 | $81.65 | $82.00 | $82.34 | $82.81 | $83.29 | $83.77 | $84.25 | $84.73 | $85.22 | $85.96 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.64% | Composite: 13.18% | Composite: 9.99% | |||||||||||
| $86.71 | $87.46 | $88.22 | $88.98 | $89.75 | $90.71 | $91.68 | $92.66 | $93.65 | $94.65 | $95.66 | $96.44 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.99% | Composite: 6.84% | Composite: 7.41% | |||||||||||
| $97.23 | $98.02 | $98.82 | $99.63 | $100.44 | $101.00 | $101.57 | $102.14 | $102.72 | $103.29 | $103.88 | $104.51 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.41% | Composite: 6.41% | Composite: 5.33% | |||||||||||
| $105.15 | $105.79 | $106.43 | $107.08 | $107.73 | $108.30 | $108.87 | $109.44 | $110.02 | $110.60 | $111.18 | $111.67 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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