Report
Total earnings from May 2000 to December 2024: $113.18.
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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% | ||||||||||||
| $25.00 | $25.15 | $25.31 | $25.46 | $25.62 | $25.78 | $25.94 | $26.08 | ||||||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.69% | Composite: 6.53% | Composite: 6.02% | |||||||||||
| $26.23 | $26.37 | $26.52 | $26.66 | $26.81 | $26.95 | $27.10 | $27.24 | $27.39 | $27.54 | $27.69 | $27.83 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 6.02% | Composite: 4.17% | Composite: 6.10% | |||||||||||
| $27.97 | $28.10 | $28.24 | $28.38 | $28.52 | $28.62 | $28.72 | $28.82 | $28.92 | $29.01 | $29.11 | $29.26 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 6.10% | Composite: 7.20% | Composite: 4.70% | |||||||||||
| $29.40 | $29.55 | $29.70 | $29.85 | $30.00 | $30.18 | $30.36 | $30.54 | $30.72 | $30.90 | $31.08 | $31.20 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.70% | Composite: 6.02% | Composite: 6.31% | |||||||||||
| $31.32 | $31.44 | $31.57 | $31.69 | $31.81 | $31.97 | $32.13 | $32.29 | $32.45 | $32.61 | $32.77 | $32.94 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.31% | Composite: 7.24% | Composite: 9.40% | |||||||||||
| $33.11 | $33.28 | $33.46 | $33.63 | $33.80 | $34.00 | $34.20 | $34.41 | $34.61 | $34.82 | $35.02 | $35.29 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.40% | Composite: 4.62% | Composite: 6.76% | |||||||||||
| $35.56 | $35.83 | $36.11 | $36.39 | $36.67 | $36.81 | $36.95 | $37.09 | $37.23 | $37.37 | $37.52 | $37.73 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.76% | Composite: 6.06% | Composite: 6.72% | |||||||||||
| $37.94 | $38.15 | $38.36 | $38.57 | $38.79 | $38.98 | $39.18 | $39.37 | $39.57 | $39.77 | $39.97 | $40.19 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.72% | Composite: 8.53% | Composite: 8.61% | |||||||||||
| $40.41 | $40.64 | $40.86 | $41.09 | $41.31 | $41.60 | $41.89 | $42.18 | $42.48 | $42.77 | $43.07 | $43.37 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.61% | Composite: 0.00% | Composite: 6.72% | |||||||||||
| $43.68 | $43.99 | $44.30 | $44.61 | $44.92 | $44.92 | $44.92 | $44.92 | $44.92 | $44.92 | $44.92 | $45.17 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.72% | Composite: 5.17% | Composite: 4.35% | |||||||||||
| $45.42 | $45.67 | $45.92 | $46.17 | $46.43 | $46.63 | $46.83 | $47.03 | $47.23 | $47.43 | $47.63 | $47.80 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.35% | Composite: 8.28% | Composite: 6.72% | |||||||||||
| $47.97 | $48.15 | $48.32 | $48.49 | $48.67 | $49.00 | $49.33 | $49.67 | $50.00 | $50.34 | $50.68 | $50.96 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.72% | Composite: 5.84% | Composite: 5.39% | |||||||||||
| $51.24 | $51.52 | $51.81 | $52.10 | $52.38 | $52.63 | $52.88 | $53.14 | $53.39 | $53.65 | $53.91 | $54.15 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.39% | Composite: 4.80% | ||||||||||||
| $54.39 | $54.63 | $54.87 | $55.12 | $55.36 | $55.58 | $55.80 | $56.02 | $56.24 | $56.47 | $56.69 | $56.91 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.80% | Composite: 5.47% | Composite: 5.11% | |||||||||||
| $57.14 | $57.37 | $57.59 | $57.82 | $58.05 | $58.31 | $58.57 | $58.84 | $59.10 | $59.37 | $59.64 | $59.89 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 5.11% | Composite: 1.97% | Composite: 5.17% | |||||||||||
| $60.14 | $60.40 | $60.65 | $60.91 | $61.16 | $61.26 | $61.36 | $61.46 | $61.56 | $61.66 | $61.76 | $62.02 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 5.17% | Composite: 3.76% | Composite: 6.41% | |||||||||||
| $62.29 | $62.55 | $62.82 | $63.09 | $63.36 | $63.56 | $63.75 | $63.95 | $64.15 | $64.35 | $64.55 | $64.89 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.41% | Composite: 5.60% | Composite: 6.12% | |||||||||||
| $65.23 | $65.58 | $65.92 | $66.27 | $66.62 | $66.93 | $67.24 | $67.55 | $67.86 | $68.17 | $68.49 | $68.83 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 6.12% | Composite: 5.86% | Composite: 5.96% | |||||||||||
| $69.18 | $69.53 | $69.88 | $70.23 | $70.59 | $70.93 | $71.27 | $71.62 | $71.96 | $72.31 | $72.66 | $73.02 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.96% | Composite: 5.03% | Composite: 5.66% | |||||||||||
| $73.37 | $73.73 | $74.10 | $74.46 | $74.83 | $75.14 | $75.45 | $75.77 | $76.08 | $76.40 | $76.71 | $77.07 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.66% | Composite: 4.68% | Composite: 5.31% | |||||||||||
| $77.43 | $77.79 | $78.15 | $78.51 | $78.88 | $79.18 | $79.49 | $79.80 | $80.11 | $80.42 | $80.73 | $81.08 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.31% | Composite: 7.20% | Composite: 10.85% | |||||||||||
| $81.44 | $81.79 | $82.15 | $82.51 | $82.87 | $83.36 | $83.85 | $84.35 | $84.85 | $85.35 | $85.85 | $86.61 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.85% | Composite: 13.39% | Composite: 10.20% | |||||||||||
| $87.38 | $88.15 | $88.93 | $89.71 | $90.51 | $91.49 | $92.49 | $93.49 | $94.51 | $95.53 | $96.57 | $97.37 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 10.20% | Composite: 7.04% | Composite: 7.61% | |||||||||||
| $98.18 | $99.00 | $99.83 | $100.66 | $101.50 | $102.09 | $102.68 | $103.27 | $103.87 | $104.47 | $105.07 | $105.73 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.61% | Composite: 6.61% | Composite: 5.53% | |||||||||||
| $106.39 | $107.05 | $107.72 | $108.39 | $109.07 | $109.66 | $110.26 | $110.86 | $111.46 | $112.07 | $112.67 | $113.18 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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