Report
Total earnings from May 2000 to December 2024: $22,636.00.
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% | ||||||||||||
$5,000.00 | $5,030.00 | $5,062.00 | $5,092.00 | $5,124.00 | $5,156.00 | $5,188.00 | $5,216.00 | ||||||
2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
Composite: 6.69% | Composite: 6.53% | Composite: 6.02% | |||||||||||
$5,246.00 | $5,274.00 | $5,304.00 | $5,332.00 | $5,362.00 | $5,390.00 | $5,420.00 | $5,448.00 | $5,478.00 | $5,508.00 | $5,538.00 | $5,566.00 | ||
2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
Composite: 6.02% | Composite: 4.17% | Composite: 6.10% | |||||||||||
$5,594.00 | $5,620.00 | $5,648.00 | $5,676.00 | $5,704.00 | $5,724.00 | $5,744.00 | $5,764.00 | $5,784.00 | $5,802.00 | $5,822.00 | $5,852.00 | ||
2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
Composite: 6.10% | Composite: 7.20% | Composite: 4.70% | |||||||||||
$5,880.00 | $5,910.00 | $5,940.00 | $5,970.00 | $6,000.00 | $6,036.00 | $6,072.00 | $6,108.00 | $6,144.00 | $6,180.00 | $6,216.00 | $6,240.00 | ||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 4.70% | Composite: 6.02% | Composite: 6.31% | |||||||||||
$6,264.00 | $6,288.00 | $6,314.00 | $6,338.00 | $6,362.00 | $6,394.00 | $6,426.00 | $6,458.00 | $6,490.00 | $6,522.00 | $6,554.00 | $6,588.00 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 6.31% | Composite: 7.24% | Composite: 9.40% | |||||||||||
$6,622.00 | $6,656.00 | $6,692.00 | $6,726.00 | $6,760.00 | $6,800.00 | $6,840.00 | $6,882.00 | $6,922.00 | $6,964.00 | $7,004.00 | $7,058.00 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 9.40% | Composite: 4.62% | Composite: 6.76% | |||||||||||
$7,112.00 | $7,166.00 | $7,222.00 | $7,278.00 | $7,334.00 | $7,362.00 | $7,390.00 | $7,418.00 | $7,446.00 | $7,474.00 | $7,504.00 | $7,546.00 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 6.76% | Composite: 6.06% | Composite: 6.72% | |||||||||||
$7,588.00 | $7,630.00 | $7,672.00 | $7,714.00 | $7,758.00 | $7,796.00 | $7,836.00 | $7,874.00 | $7,914.00 | $7,954.00 | $7,994.00 | $8,038.00 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 6.72% | Composite: 8.53% | Composite: 8.61% | |||||||||||
$8,082.00 | $8,128.00 | $8,172.00 | $8,218.00 | $8,262.00 | $8,320.00 | $8,378.00 | $8,436.00 | $8,496.00 | $8,554.00 | $8,614.00 | $8,674.00 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 8.61% | Composite: 0.00% | Composite: 6.72% | |||||||||||
$8,736.00 | $8,798.00 | $8,860.00 | $8,922.00 | $8,984.00 | $8,984.00 | $8,984.00 | $8,984.00 | $8,984.00 | $8,984.00 | $8,984.00 | $9,034.00 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 6.72% | Composite: 5.17% | Composite: 4.35% | |||||||||||
$9,084.00 | $9,134.00 | $9,184.00 | $9,234.00 | $9,286.00 | $9,326.00 | $9,366.00 | $9,406.00 | $9,446.00 | $9,486.00 | $9,526.00 | $9,560.00 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 4.35% | Composite: 8.28% | Composite: 6.72% | |||||||||||
$9,594.00 | $9,630.00 | $9,664.00 | $9,698.00 | $9,734.00 | $9,800.00 | $9,866.00 | $9,934.00 | $10,000.00 | $10,068.00 | $10,136.00 | $10,192.00 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 6.72% | Composite: 5.84% | Composite: 5.39% | |||||||||||
$10,248.00 | $10,304.00 | $10,362.00 | $10,420.00 | $10,476.00 | $10,526.00 | $10,576.00 | $10,628.00 | $10,678.00 | $10,730.00 | $10,782.00 | $10,830.00 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 5.39% | Composite: 4.80% | ||||||||||||
$10,878.00 | $10,926.00 | $10,974.00 | $11,024.00 | $11,072.00 | $11,116.00 | $11,160.00 | $11,204.00 | $11,248.00 | $11,294.00 | $11,338.00 | $11,382.00 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 4.80% | Composite: 5.47% | Composite: 5.11% | |||||||||||
$11,428.00 | $11,474.00 | $11,518.00 | $11,564.00 | $11,610.00 | $11,662.00 | $11,714.00 | $11,768.00 | $11,820.00 | $11,874.00 | $11,928.00 | $11,978.00 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 5.11% | Composite: 1.97% | Composite: 5.17% | |||||||||||
$12,028.00 | $12,080.00 | $12,130.00 | $12,182.00 | $12,232.00 | $12,252.00 | $12,272.00 | $12,292.00 | $12,312.00 | $12,332.00 | $12,352.00 | $12,404.00 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 5.17% | Composite: 3.76% | Composite: 6.41% | |||||||||||
$12,458.00 | $12,510.00 | $12,564.00 | $12,618.00 | $12,672.00 | $12,712.00 | $12,750.00 | $12,790.00 | $12,830.00 | $12,870.00 | $12,910.00 | $12,978.00 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 6.41% | Composite: 5.60% | Composite: 6.12% | |||||||||||
$13,046.00 | $13,116.00 | $13,184.00 | $13,254.00 | $13,324.00 | $13,386.00 | $13,448.00 | $13,510.00 | $13,572.00 | $13,634.00 | $13,698.00 | $13,766.00 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 6.12% | Composite: 5.86% | Composite: 5.96% | |||||||||||
$13,836.00 | $13,906.00 | $13,976.00 | $14,046.00 | $14,118.00 | $14,186.00 | $14,254.00 | $14,324.00 | $14,392.00 | $14,462.00 | $14,532.00 | $14,604.00 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 5.96% | Composite: 5.03% | Composite: 5.66% | |||||||||||
$14,674.00 | $14,746.00 | $14,820.00 | $14,892.00 | $14,966.00 | $15,028.00 | $15,090.00 | $15,154.00 | $15,216.00 | $15,280.00 | $15,342.00 | $15,414.00 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 5.66% | Composite: 4.68% | Composite: 5.31% | |||||||||||
$15,486.00 | $15,558.00 | $15,630.00 | $15,702.00 | $15,776.00 | $15,836.00 | $15,898.00 | $15,960.00 | $16,022.00 | $16,084.00 | $16,146.00 | $16,216.00 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 5.31% | Composite: 7.20% | Composite: 10.85% | |||||||||||
$16,288.00 | $16,358.00 | $16,430.00 | $16,502.00 | $16,574.00 | $16,672.00 | $16,770.00 | $16,870.00 | $16,970.00 | $17,070.00 | $17,170.00 | $17,322.00 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 10.85% | Composite: 13.39% | Composite: 10.20% | |||||||||||
$17,476.00 | $17,630.00 | $17,786.00 | $17,942.00 | $18,102.00 | $18,298.00 | $18,498.00 | $18,698.00 | $18,902.00 | $19,106.00 | $19,314.00 | $19,474.00 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 10.20% | Composite: 7.04% | Composite: 7.61% | |||||||||||
$19,636.00 | $19,800.00 | $19,966.00 | $20,132.00 | $20,300.00 | $20,418.00 | $20,536.00 | $20,654.00 | $20,774.00 | $20,894.00 | $21,014.00 | $21,146.00 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
Composite: 7.61% | Composite: 6.61% | Composite: 5.53% | |||||||||||
$21,278.00 | $21,410.00 | $21,544.00 | $21,678.00 | $21,814.00 | $21,932.00 | $22,052.00 | $22,172.00 | $22,292.00 | $22,414.00 | $22,534.00 | $22,636.00 | ||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|