Report
Total earnings from November 2000 to December 2024: $4,166.40.
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: 1.52% | 2000 | ||||||||||
| Composite: 6.49% | |||||||||||||
| $1,000.00 | $1,005.20 | ||||||||||||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.49% | Composite: 6.33% | Composite: 5.82% | |||||||||||
| $1,010.80 | $1,016.00 | $1,021.60 | $1,026.80 | $1,032.40 | $1,037.60 | $1,043.20 | $1,048.80 | $1,054.00 | $1,059.60 | $1,065.20 | $1,070.40 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.82% | Composite: 3.97% | Composite: 5.90% | |||||||||||
| $1,075.60 | $1,080.40 | $1,085.60 | $1,090.80 | $1,096.00 | $1,099.60 | $1,103.20 | $1,106.80 | $1,110.40 | $1,114.00 | $1,117.60 | $1,123.20 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.90% | Composite: 7.00% | Composite: 4.50% | |||||||||||
| $1,128.40 | $1,134.00 | $1,139.60 | $1,145.20 | $1,150.40 | $1,157.20 | $1,163.60 | $1,170.40 | $1,177.20 | $1,184.00 | $1,190.80 | $1,195.20 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.50% | Composite: 5.82% | Composite: 6.11% | |||||||||||
| $1,199.60 | $1,204.00 | $1,208.40 | $1,213.20 | $1,217.60 | $1,223.60 | $1,229.20 | $1,235.20 | $1,241.20 | $1,247.20 | $1,253.20 | $1,259.60 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.11% | Composite: 7.04% | Composite: 9.20% | |||||||||||
| $1,266.00 | $1,272.00 | $1,278.40 | $1,285.20 | $1,291.60 | $1,299.20 | $1,306.40 | $1,314.00 | $1,321.60 | $1,329.20 | $1,337.20 | $1,347.20 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.20% | Composite: 4.42% | Composite: 6.55% | |||||||||||
| $1,357.20 | $1,367.60 | $1,378.00 | $1,388.40 | $1,398.80 | $1,404.00 | $1,409.20 | $1,414.00 | $1,419.20 | $1,424.40 | $1,429.60 | $1,437.20 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.55% | Composite: 5.86% | Composite: 6.51% | |||||||||||
| $1,445.20 | $1,452.80 | $1,460.80 | $1,468.40 | $1,476.40 | $1,483.60 | $1,490.80 | $1,498.00 | $1,505.20 | $1,512.40 | $1,519.60 | $1,527.60 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.51% | Composite: 8.32% | Composite: 8.40% | |||||||||||
| $1,536.00 | $1,544.00 | $1,552.40 | $1,560.80 | $1,569.20 | $1,580.00 | $1,590.80 | $1,601.60 | $1,612.40 | $1,623.60 | $1,634.40 | $1,645.60 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.40% | Composite: 0.00% | Composite: 6.51% | |||||||||||
| $1,656.80 | $1,668.40 | $1,680.00 | $1,691.60 | $1,703.20 | $1,703.20 | $1,703.20 | $1,703.20 | $1,703.20 | $1,703.20 | $1,703.20 | $1,712.40 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.51% | Composite: 4.97% | Composite: 4.15% | |||||||||||
| $1,721.60 | $1,730.80 | $1,740.00 | $1,749.20 | $1,758.80 | $1,766.00 | $1,773.20 | $1,780.40 | $1,788.00 | $1,795.20 | $1,802.40 | $1,808.40 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.15% | Composite: 8.08% | Composite: 6.51% | |||||||||||
| $1,814.80 | $1,821.20 | $1,827.20 | $1,833.60 | $1,839.60 | $1,851.60 | $1,864.00 | $1,876.40 | $1,888.80 | $1,901.20 | $1,914.00 | $1,924.40 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.51% | Composite: 5.64% | Composite: 5.19% | |||||||||||
| $1,934.40 | $1,944.80 | $1,955.20 | $1,965.60 | $1,976.40 | $1,985.60 | $1,994.80 | $2,004.00 | $2,013.20 | $2,022.80 | $2,032.00 | $2,040.80 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.19% | Composite: 4.60% | ||||||||||||
| $2,049.60 | $2,058.00 | $2,067.20 | $2,076.00 | $2,084.80 | $2,092.80 | $2,100.80 | $2,108.80 | $2,116.80 | $2,124.80 | $2,132.80 | $2,140.80 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.60% | Composite: 5.27% | Composite: 4.91% | |||||||||||
| $2,149.20 | $2,157.20 | $2,165.20 | $2,173.60 | $2,182.00 | $2,191.60 | $2,200.80 | $2,210.40 | $2,220.00 | $2,230.00 | $2,239.60 | $2,248.80 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.91% | Composite: 1.77% | Composite: 4.97% | |||||||||||
| $2,257.60 | $2,266.80 | $2,276.00 | $2,285.20 | $2,294.40 | $2,297.60 | $2,301.20 | $2,304.40 | $2,308.00 | $2,311.20 | $2,314.80 | $2,324.40 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.97% | Composite: 3.56% | Composite: 6.21% | |||||||||||
| $2,334.00 | $2,343.20 | $2,352.80 | $2,362.80 | $2,372.40 | $2,379.20 | $2,386.40 | $2,393.60 | $2,400.40 | $2,407.60 | $2,414.80 | $2,427.20 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.21% | Composite: 5.39% | Composite: 5.92% | |||||||||||
| $2,439.60 | $2,452.00 | $2,464.40 | $2,477.20 | $2,489.60 | $2,500.80 | $2,511.60 | $2,522.80 | $2,534.00 | $2,545.20 | $2,556.80 | $2,569.20 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.92% | Composite: 5.66% | Composite: 5.76% | |||||||||||
| $2,581.60 | $2,594.40 | $2,607.20 | $2,619.60 | $2,632.40 | $2,644.80 | $2,657.20 | $2,669.20 | $2,682.00 | $2,694.40 | $2,706.80 | $2,719.60 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.76% | Composite: 4.82% | Composite: 5.45% | |||||||||||
| $2,732.40 | $2,745.60 | $2,758.40 | $2,771.60 | $2,784.80 | $2,796.00 | $2,806.80 | $2,818.00 | $2,829.20 | $2,840.80 | $2,852.00 | $2,864.80 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.45% | Composite: 4.48% | Composite: 5.11% | |||||||||||
| $2,877.60 | $2,890.40 | $2,903.60 | $2,916.80 | $2,929.60 | $2,940.40 | $2,951.20 | $2,962.40 | $2,973.20 | $2,984.00 | $2,995.20 | $3,008.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.11% | Composite: 7.00% | Composite: 10.64% | |||||||||||
| $3,020.40 | $3,033.20 | $3,046.00 | $3,058.80 | $3,071.60 | $3,089.20 | $3,107.20 | $3,124.80 | $3,142.80 | $3,160.80 | $3,179.20 | $3,206.80 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.64% | Composite: 13.18% | Composite: 9.99% | |||||||||||
| $3,234.80 | $3,262.80 | $3,290.80 | $3,319.60 | $3,348.40 | $3,384.40 | $3,420.40 | $3,456.80 | $3,494.00 | $3,531.20 | $3,569.20 | $3,598.40 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.99% | Composite: 6.84% | Composite: 7.41% | |||||||||||
| $3,627.60 | $3,657.20 | $3,687.20 | $3,717.20 | $3,747.60 | $3,768.80 | $3,790.00 | $3,811.20 | $3,832.40 | $3,854.00 | $3,875.60 | $3,899.20 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.41% | Composite: 6.41% | Composite: 5.33% | |||||||||||
| $3,922.80 | $3,946.80 | $3,970.80 | $3,994.80 | $4,019.20 | $4,040.40 | $4,061.60 | $4,083.20 | $4,104.80 | $4,126.40 | $4,148.00 | $4,166.40 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||