Report
Total earnings from November 2000 to November 2024: $103.70.
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Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | - | Inflation: 1.52% | 2000 | ||||||||||
| Composite: 6.49% | |||||||||||||
| $25.00 | $25.13 | ||||||||||||
| 2001 | Inflation: 1.52% | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 6.49% | Composite: 6.33% | Composite: 5.82% | |||||||||||
| $25.27 | $25.40 | $25.54 | $25.67 | $25.81 | $25.94 | $26.08 | $26.22 | $26.35 | $26.49 | $26.63 | $26.76 | ||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.82% | Composite: 3.97% | Composite: 5.90% | |||||||||||
| $26.89 | $27.01 | $27.14 | $27.27 | $27.40 | $27.49 | $27.58 | $27.67 | $27.76 | $27.85 | $27.94 | $28.08 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.90% | Composite: 7.00% | Composite: 4.50% | |||||||||||
| $28.21 | $28.35 | $28.49 | $28.63 | $28.76 | $28.93 | $29.09 | $29.26 | $29.43 | $29.60 | $29.77 | $29.88 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.50% | Composite: 5.82% | Composite: 6.11% | |||||||||||
| $29.99 | $30.10 | $30.21 | $30.33 | $30.44 | $30.59 | $30.73 | $30.88 | $31.03 | $31.18 | $31.33 | $31.49 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 6.11% | Composite: 7.04% | Composite: 9.20% | |||||||||||
| $31.65 | $31.80 | $31.96 | $32.13 | $32.29 | $32.48 | $32.66 | $32.85 | $33.04 | $33.23 | $33.43 | $33.68 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 9.20% | Composite: 4.42% | Composite: 6.55% | |||||||||||
| $33.93 | $34.19 | $34.45 | $34.71 | $34.97 | $35.10 | $35.23 | $35.35 | $35.48 | $35.61 | $35.74 | $35.93 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.55% | Composite: 5.86% | Composite: 6.51% | |||||||||||
| $36.13 | $36.32 | $36.52 | $36.71 | $36.91 | $37.09 | $37.27 | $37.45 | $37.63 | $37.81 | $37.99 | $38.19 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.51% | Composite: 8.32% | Composite: 8.40% | |||||||||||
| $38.40 | $38.60 | $38.81 | $39.02 | $39.23 | $39.50 | $39.77 | $40.04 | $40.31 | $40.59 | $40.86 | $41.14 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 8.40% | Composite: 0.00% | Composite: 6.51% | |||||||||||
| $41.42 | $41.71 | $42.00 | $42.29 | $42.58 | $42.58 | $42.58 | $42.58 | $42.58 | $42.58 | $42.58 | $42.81 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.51% | Composite: 4.97% | Composite: 4.15% | |||||||||||
| $43.04 | $43.27 | $43.50 | $43.73 | $43.97 | $44.15 | $44.33 | $44.51 | $44.70 | $44.88 | $45.06 | $45.21 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.15% | Composite: 8.08% | Composite: 6.51% | |||||||||||
| $45.37 | $45.53 | $45.68 | $45.84 | $45.99 | $46.29 | $46.60 | $46.91 | $47.22 | $47.53 | $47.85 | $48.11 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.51% | Composite: 5.64% | Composite: 5.19% | |||||||||||
| $48.36 | $48.62 | $48.88 | $49.14 | $49.41 | $49.64 | $49.87 | $50.10 | $50.33 | $50.57 | $50.80 | $51.02 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 5.19% | Composite: 4.60% | ||||||||||||
| $51.24 | $51.45 | $51.68 | $51.90 | $52.12 | $52.32 | $52.52 | $52.72 | $52.92 | $53.12 | $53.32 | $53.52 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.60% | Composite: 5.27% | Composite: 4.91% | |||||||||||
| $53.73 | $53.93 | $54.13 | $54.34 | $54.55 | $54.79 | $55.02 | $55.26 | $55.50 | $55.75 | $55.99 | $56.22 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.91% | Composite: 1.77% | Composite: 4.97% | |||||||||||
| $56.44 | $56.67 | $56.90 | $57.13 | $57.36 | $57.44 | $57.53 | $57.61 | $57.70 | $57.78 | $57.87 | $58.11 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.97% | Composite: 3.56% | Composite: 6.21% | |||||||||||
| $58.35 | $58.58 | $58.82 | $59.07 | $59.31 | $59.48 | $59.66 | $59.84 | $60.01 | $60.19 | $60.37 | $60.68 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 6.21% | Composite: 5.39% | Composite: 5.92% | |||||||||||
| $60.99 | $61.30 | $61.61 | $61.93 | $62.24 | $62.52 | $62.79 | $63.07 | $63.35 | $63.63 | $63.92 | $64.23 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.92% | Composite: 5.66% | Composite: 5.76% | |||||||||||
| $64.54 | $64.86 | $65.18 | $65.49 | $65.81 | $66.12 | $66.43 | $66.73 | $67.05 | $67.36 | $67.67 | $67.99 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.76% | Composite: 4.82% | Composite: 5.45% | |||||||||||
| $68.31 | $68.64 | $68.96 | $69.29 | $69.62 | $69.90 | $70.17 | $70.45 | $70.73 | $71.02 | $71.30 | $71.62 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.45% | Composite: 4.48% | Composite: 5.11% | |||||||||||
| $71.94 | $72.26 | $72.59 | $72.92 | $73.24 | $73.51 | $73.78 | $74.06 | $74.33 | $74.60 | $74.88 | $75.20 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 5.11% | Composite: 7.00% | Composite: 10.64% | |||||||||||
| $75.51 | $75.83 | $76.15 | $76.47 | $76.79 | $77.23 | $77.68 | $78.12 | $78.57 | $79.02 | $79.48 | $80.17 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.64% | Composite: 13.18% | Composite: 9.99% | |||||||||||
| $80.87 | $81.57 | $82.27 | $82.99 | $83.71 | $84.61 | $85.51 | $86.42 | $87.35 | $88.28 | $89.23 | $89.96 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.99% | Composite: 6.84% | Composite: 7.41% | |||||||||||
| $90.69 | $91.43 | $92.18 | $92.93 | $93.69 | $94.22 | $94.75 | $95.28 | $95.81 | $96.35 | $96.89 | $97.48 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 7.41% | Composite: 6.41% | ||||||||||||
| $98.07 | $98.67 | $99.27 | $99.87 | $100.48 | $101.01 | $101.54 | $102.08 | $102.62 | $103.16 | $103.70 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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