Report
Total earnings from November 1999 to November 2024: $22,236.00.
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% | |||||||||||||
$5,000.00 | $5,028.00 | ||||||||||||
2000 | Inflation: 1.76% | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
Composite: 6.98% | Composite: 7.28% | Composite: 6.49% | |||||||||||
$5,058.00 | $5,086.00 | $5,116.00 | $5,144.00 | $5,174.00 | $5,204.00 | $5,236.00 | $5,268.00 | $5,298.00 | $5,330.00 | $5,362.00 | $5,390.00 | ||
2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
Composite: 6.49% | Composite: 6.33% | Composite: 5.82% | |||||||||||
$5,420.00 | $5,448.00 | $5,478.00 | $5,506.00 | $5,536.00 | $5,564.00 | $5,594.00 | $5,622.00 | $5,652.00 | $5,682.00 | $5,712.00 | $5,740.00 | ||
2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
Composite: 5.82% | Composite: 3.97% | Composite: 5.90% | |||||||||||
$5,766.00 | $5,794.00 | $5,822.00 | $5,850.00 | $5,878.00 | $5,898.00 | $5,916.00 | $5,936.00 | $5,956.00 | $5,976.00 | $5,994.00 | $6,024.00 | ||
2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
Composite: 5.90% | Composite: 7.00% | Composite: 4.50% | |||||||||||
$6,052.00 | $6,082.00 | $6,112.00 | $6,140.00 | $6,170.00 | $6,206.00 | $6,242.00 | $6,278.00 | $6,314.00 | $6,350.00 | $6,386.00 | $6,410.00 | ||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 4.50% | Composite: 5.82% | Composite: 6.11% | |||||||||||
$6,434.00 | $6,458.00 | $6,482.00 | $6,506.00 | $6,530.00 | $6,562.00 | $6,592.00 | $6,624.00 | $6,656.00 | $6,688.00 | $6,720.00 | $6,754.00 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 6.11% | Composite: 7.04% | Composite: 9.20% | |||||||||||
$6,788.00 | $6,822.00 | $6,856.00 | $6,890.00 | $6,926.00 | $6,966.00 | $7,006.00 | $7,046.00 | $7,088.00 | $7,128.00 | $7,170.00 | $7,224.00 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 9.20% | Composite: 4.42% | Composite: 6.55% | |||||||||||
$7,278.00 | $7,334.00 | $7,388.00 | $7,444.00 | $7,500.00 | $7,528.00 | $7,554.00 | $7,582.00 | $7,610.00 | $7,638.00 | $7,666.00 | $7,708.00 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 6.55% | Composite: 5.86% | Composite: 6.51% | |||||||||||
$7,748.00 | $7,790.00 | $7,832.00 | $7,874.00 | $7,918.00 | $7,956.00 | $7,994.00 | $8,034.00 | $8,072.00 | $8,110.00 | $8,150.00 | $8,194.00 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 6.51% | Composite: 8.32% | Composite: 8.40% | |||||||||||
$8,238.00 | $8,282.00 | $8,326.00 | $8,370.00 | $8,416.00 | $8,474.00 | $8,532.00 | $8,590.00 | $8,648.00 | $8,706.00 | $8,766.00 | $8,826.00 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 8.40% | Composite: 0.00% | Composite: 6.51% | |||||||||||
$8,888.00 | $8,948.00 | $9,010.00 | $9,072.00 | $9,134.00 | $9,134.00 | $9,134.00 | $9,134.00 | $9,134.00 | $9,134.00 | $9,134.00 | $9,182.00 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 6.51% | Composite: 4.97% | Composite: 4.15% | |||||||||||
$9,232.00 | $9,282.00 | $9,332.00 | $9,382.00 | $9,432.00 | $9,470.00 | $9,510.00 | $9,548.00 | $9,588.00 | $9,626.00 | $9,666.00 | $9,700.00 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 4.15% | Composite: 8.08% | Composite: 6.51% | |||||||||||
$9,732.00 | $9,766.00 | $9,800.00 | $9,832.00 | $9,866.00 | $9,932.00 | $9,998.00 | $10,064.00 | $10,130.00 | $10,198.00 | $10,264.00 | $10,318.00 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 6.51% | Composite: 5.64% | Composite: 5.19% | |||||||||||
$10,374.00 | $10,430.00 | $10,486.00 | $10,542.00 | $10,598.00 | $10,648.00 | $10,696.00 | $10,746.00 | $10,796.00 | $10,846.00 | $10,896.00 | $10,942.00 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 5.19% | Composite: 4.60% | ||||||||||||
$10,990.00 | $11,036.00 | $11,084.00 | $11,132.00 | $11,178.00 | $11,220.00 | $11,264.00 | $11,306.00 | $11,348.00 | $11,392.00 | $11,436.00 | $11,480.00 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 4.60% | Composite: 5.27% | Composite: 4.91% | |||||||||||
$11,524.00 | $11,566.00 | $11,610.00 | $11,654.00 | $11,700.00 | $11,750.00 | $11,802.00 | $11,854.00 | $11,904.00 | $11,956.00 | $12,008.00 | $12,056.00 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 4.91% | Composite: 1.77% | Composite: 4.97% | |||||||||||
$12,106.00 | $12,154.00 | $12,204.00 | $12,254.00 | $12,302.00 | $12,320.00 | $12,338.00 | $12,356.00 | $12,374.00 | $12,392.00 | $12,410.00 | $12,460.00 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 4.97% | Composite: 3.56% | Composite: 6.21% | |||||||||||
$12,512.00 | $12,564.00 | $12,614.00 | $12,666.00 | $12,718.00 | $12,756.00 | $12,794.00 | $12,830.00 | $12,868.00 | $12,906.00 | $12,944.00 | $13,010.00 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 6.21% | Composite: 5.39% | Composite: 5.92% | |||||||||||
$13,076.00 | $13,144.00 | $13,210.00 | $13,278.00 | $13,346.00 | $13,406.00 | $13,464.00 | $13,524.00 | $13,584.00 | $13,646.00 | $13,706.00 | $13,772.00 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 5.92% | Composite: 5.66% | Composite: 5.76% | |||||||||||
$13,840.00 | $13,908.00 | $13,976.00 | $14,044.00 | $14,112.00 | $14,178.00 | $14,244.00 | $14,310.00 | $14,378.00 | $14,444.00 | $14,512.00 | $14,580.00 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 5.76% | Composite: 4.82% | Composite: 5.45% | |||||||||||
$14,650.00 | $14,720.00 | $14,790.00 | $14,860.00 | $14,930.00 | $14,990.00 | $15,048.00 | $15,108.00 | $15,168.00 | $15,230.00 | $15,290.00 | $15,358.00 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 5.45% | Composite: 4.48% | Composite: 5.11% | |||||||||||
$15,428.00 | $15,496.00 | $15,566.00 | $15,636.00 | $15,706.00 | $15,764.00 | $15,822.00 | $15,880.00 | $15,940.00 | $15,998.00 | $16,058.00 | $16,126.00 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 5.11% | Composite: 7.00% | Composite: 10.64% | |||||||||||
$16,194.00 | $16,262.00 | $16,330.00 | $16,400.00 | $16,468.00 | $16,562.00 | $16,658.00 | $16,754.00 | $16,850.00 | $16,946.00 | $17,044.00 | $17,192.00 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 10.64% | Composite: 13.18% | Composite: 9.99% | |||||||||||
$17,342.00 | $17,492.00 | $17,644.00 | $17,796.00 | $17,950.00 | $18,142.00 | $18,336.00 | $18,532.00 | $18,730.00 | $18,930.00 | $19,132.00 | $19,288.00 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 9.99% | Composite: 6.84% | Composite: 7.41% | |||||||||||
$19,446.00 | $19,604.00 | $19,764.00 | $19,926.00 | $20,088.00 | $20,200.00 | $20,314.00 | $20,428.00 | $20,544.00 | $20,658.00 | $20,776.00 | $20,902.00 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
Composite: 7.41% | Composite: 6.41% | ||||||||||||
$21,030.00 | $21,158.00 | $21,286.00 | $21,416.00 | $21,546.00 | $21,660.00 | $21,774.00 | $21,888.00 | $22,004.00 | $22,120.00 | $22,236.00 | |||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|