Report
Total earnings from May 2000 to November 2024: $45,068.00.
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. | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2000 | - | Inflation: 1.91% | Inflation: 1.52% | 2000 | |||||||||
Composite: 7.49% | Composite: 6.69% | ||||||||||||
$10,000.00 | $10,060.00 | $10,124.00 | $10,184.00 | $10,248.00 | $10,312.00 | $10,376.00 | $10,432.00 | ||||||
2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
Composite: 6.69% | Composite: 6.53% | Composite: 6.02% | |||||||||||
$10,492.00 | $10,548.00 | $10,608.00 | $10,664.00 | $10,724.00 | $10,780.00 | $10,840.00 | $10,896.00 | $10,956.00 | $11,016.00 | $11,076.00 | $11,132.00 | ||
2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
Composite: 6.02% | Composite: 4.17% | Composite: 6.10% | |||||||||||
$11,188.00 | $11,240.00 | $11,296.00 | $11,352.00 | $11,408.00 | $11,448.00 | $11,488.00 | $11,528.00 | $11,568.00 | $11,604.00 | $11,644.00 | $11,704.00 | ||
2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
Composite: 6.10% | Composite: 7.20% | Composite: 4.70% | |||||||||||
$11,760.00 | $11,820.00 | $11,880.00 | $11,940.00 | $12,000.00 | $12,072.00 | $12,144.00 | $12,216.00 | $12,288.00 | $12,360.00 | $12,432.00 | $12,480.00 | ||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 4.70% | Composite: 6.02% | Composite: 6.31% | |||||||||||
$12,528.00 | $12,576.00 | $12,628.00 | $12,676.00 | $12,724.00 | $12,788.00 | $12,852.00 | $12,916.00 | $12,980.00 | $13,044.00 | $13,108.00 | $13,176.00 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 6.31% | Composite: 7.24% | Composite: 9.40% | |||||||||||
$13,244.00 | $13,312.00 | $13,384.00 | $13,452.00 | $13,520.00 | $13,600.00 | $13,680.00 | $13,764.00 | $13,844.00 | $13,928.00 | $14,008.00 | $14,116.00 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 9.40% | Composite: 4.62% | Composite: 6.76% | |||||||||||
$14,224.00 | $14,332.00 | $14,444.00 | $14,556.00 | $14,668.00 | $14,724.00 | $14,780.00 | $14,836.00 | $14,892.00 | $14,948.00 | $15,008.00 | $15,092.00 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 6.76% | Composite: 6.06% | Composite: 6.72% | |||||||||||
$15,176.00 | $15,260.00 | $15,344.00 | $15,428.00 | $15,516.00 | $15,592.00 | $15,672.00 | $15,748.00 | $15,828.00 | $15,908.00 | $15,988.00 | $16,076.00 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 6.72% | Composite: 8.53% | Composite: 8.61% | |||||||||||
$16,164.00 | $16,256.00 | $16,344.00 | $16,436.00 | $16,524.00 | $16,640.00 | $16,756.00 | $16,872.00 | $16,992.00 | $17,108.00 | $17,228.00 | $17,348.00 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 8.61% | Composite: 0.00% | Composite: 6.72% | |||||||||||
$17,472.00 | $17,596.00 | $17,720.00 | $17,844.00 | $17,968.00 | $17,968.00 | $17,968.00 | $17,968.00 | $17,968.00 | $17,968.00 | $17,968.00 | $18,068.00 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 6.72% | Composite: 5.17% | Composite: 4.35% | |||||||||||
$18,168.00 | $18,268.00 | $18,368.00 | $18,468.00 | $18,572.00 | $18,652.00 | $18,732.00 | $18,812.00 | $18,892.00 | $18,972.00 | $19,052.00 | $19,120.00 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 4.35% | Composite: 8.28% | Composite: 6.72% | |||||||||||
$19,188.00 | $19,260.00 | $19,328.00 | $19,396.00 | $19,468.00 | $19,600.00 | $19,732.00 | $19,868.00 | $20,000.00 | $20,136.00 | $20,272.00 | $20,384.00 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 6.72% | Composite: 5.84% | Composite: 5.39% | |||||||||||
$20,496.00 | $20,608.00 | $20,724.00 | $20,840.00 | $20,952.00 | $21,052.00 | $21,152.00 | $21,256.00 | $21,356.00 | $21,460.00 | $21,564.00 | $21,660.00 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 5.39% | Composite: 4.80% | ||||||||||||
$21,756.00 | $21,852.00 | $21,948.00 | $22,048.00 | $22,144.00 | $22,232.00 | $22,320.00 | $22,408.00 | $22,496.00 | $22,588.00 | $22,676.00 | $22,764.00 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 4.80% | Composite: 5.47% | Composite: 5.11% | |||||||||||
$22,856.00 | $22,948.00 | $23,036.00 | $23,128.00 | $23,220.00 | $23,324.00 | $23,428.00 | $23,536.00 | $23,640.00 | $23,748.00 | $23,856.00 | $23,956.00 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 5.11% | Composite: 1.97% | Composite: 5.17% | |||||||||||
$24,056.00 | $24,160.00 | $24,260.00 | $24,364.00 | $24,464.00 | $24,504.00 | $24,544.00 | $24,584.00 | $24,624.00 | $24,664.00 | $24,704.00 | $24,808.00 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 5.17% | Composite: 3.76% | Composite: 6.41% | |||||||||||
$24,916.00 | $25,020.00 | $25,128.00 | $25,236.00 | $25,344.00 | $25,424.00 | $25,500.00 | $25,580.00 | $25,660.00 | $25,740.00 | $25,820.00 | $25,956.00 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 6.41% | Composite: 5.60% | Composite: 6.12% | |||||||||||
$26,092.00 | $26,232.00 | $26,368.00 | $26,508.00 | $26,648.00 | $26,772.00 | $26,896.00 | $27,020.00 | $27,144.00 | $27,268.00 | $27,396.00 | $27,532.00 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 6.12% | Composite: 5.86% | Composite: 5.96% | |||||||||||
$27,672.00 | $27,812.00 | $27,952.00 | $28,092.00 | $28,236.00 | $28,372.00 | $28,508.00 | $28,648.00 | $28,784.00 | $28,924.00 | $29,064.00 | $29,208.00 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 5.96% | Composite: 5.03% | Composite: 5.66% | |||||||||||
$29,348.00 | $29,492.00 | $29,640.00 | $29,784.00 | $29,932.00 | $30,056.00 | $30,180.00 | $30,308.00 | $30,432.00 | $30,560.00 | $30,684.00 | $30,828.00 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 5.66% | Composite: 4.68% | Composite: 5.31% | |||||||||||
$30,972.00 | $31,116.00 | $31,260.00 | $31,404.00 | $31,552.00 | $31,672.00 | $31,796.00 | $31,920.00 | $32,044.00 | $32,168.00 | $32,292.00 | $32,432.00 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 5.31% | Composite: 7.20% | Composite: 10.85% | |||||||||||
$32,576.00 | $32,716.00 | $32,860.00 | $33,004.00 | $33,148.00 | $33,344.00 | $33,540.00 | $33,740.00 | $33,940.00 | $34,140.00 | $34,340.00 | $34,644.00 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 10.85% | Composite: 13.39% | Composite: 10.20% | |||||||||||
$34,952.00 | $35,260.00 | $35,572.00 | $35,884.00 | $36,204.00 | $36,596.00 | $36,996.00 | $37,396.00 | $37,804.00 | $38,212.00 | $38,628.00 | $38,948.00 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 10.20% | Composite: 7.04% | Composite: 7.61% | |||||||||||
$39,272.00 | $39,600.00 | $39,932.00 | $40,264.00 | $40,600.00 | $40,836.00 | $41,072.00 | $41,308.00 | $41,548.00 | $41,788.00 | $42,028.00 | $42,292.00 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
Composite: 7.61% | Composite: 6.61% | ||||||||||||
$42,556.00 | $42,820.00 | $43,088.00 | $43,356.00 | $43,628.00 | $43,864.00 | $44,104.00 | $44,344.00 | $44,584.00 | $44,828.00 | $45,068.00 | |||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|