Report
Total earnings from May 2001 to December 2024: $3,683.60.
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Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | - | Inflation: 1.44% | Inflation: 1.19% | 2001 | |||||||||
| Composite: 5.92% | Composite: 5.42% | ||||||||||||
| $1,000.00 | $1,004.80 | $1,009.60 | $1,014.80 | $1,019.60 | $1,024.80 | $1,029.60 | $1,034.00 | ||||||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.42% | Composite: 3.57% | Composite: 5.50% | |||||||||||
| $1,038.80 | $1,043.60 | $1,048.00 | $1,052.80 | $1,057.60 | $1,060.80 | $1,064.00 | $1,066.80 | $1,070.00 | $1,073.20 | $1,076.40 | $1,081.20 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.50% | Composite: 6.59% | Composite: 4.10% | |||||||||||
| $1,086.00 | $1,091.20 | $1,096.00 | $1,101.20 | $1,106.00 | $1,112.00 | $1,118.00 | $1,124.00 | $1,130.00 | $1,136.40 | $1,142.40 | $1,146.40 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.10% | Composite: 5.42% | Composite: 5.70% | |||||||||||
| $1,150.00 | $1,154.00 | $1,158.00 | $1,162.00 | $1,166.00 | $1,171.20 | $1,176.40 | $1,181.60 | $1,186.80 | $1,192.40 | $1,197.60 | $1,203.20 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 5.70% | Composite: 6.63% | Composite: 8.79% | |||||||||||
| $1,208.80 | $1,214.40 | $1,220.40 | $1,226.00 | $1,231.60 | $1,238.40 | $1,245.20 | $1,252.00 | $1,258.80 | $1,265.60 | $1,272.40 | $1,281.60 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 8.79% | Composite: 4.02% | Composite: 6.15% | |||||||||||
| $1,290.80 | $1,300.00 | $1,309.60 | $1,318.80 | $1,328.40 | $1,332.80 | $1,337.20 | $1,341.60 | $1,346.00 | $1,350.80 | $1,355.20 | $1,362.00 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.15% | Composite: 5.46% | Composite: 6.11% | |||||||||||
| $1,368.80 | $1,376.00 | $1,382.80 | $1,390.00 | $1,396.80 | $1,403.20 | $1,409.20 | $1,415.60 | $1,422.00 | $1,428.40 | $1,434.80 | $1,442.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.11% | Composite: 7.91% | Composite: 7.99% | |||||||||||
| $1,449.20 | $1,456.40 | $1,464.00 | $1,471.20 | $1,478.80 | $1,488.40 | $1,498.00 | $1,507.60 | $1,517.60 | $1,527.20 | $1,537.20 | $1,547.20 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 7.99% | Composite: 0.00% | Composite: 6.11% | |||||||||||
| $1,557.60 | $1,567.60 | $1,578.00 | $1,588.40 | $1,598.80 | $1,598.80 | $1,598.80 | $1,598.80 | $1,598.80 | $1,598.80 | $1,598.80 | $1,606.80 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.11% | Composite: 4.56% | Composite: 3.75% | |||||||||||
| $1,614.80 | $1,623.20 | $1,631.20 | $1,639.60 | $1,647.60 | $1,654.00 | $1,660.00 | $1,666.40 | $1,672.40 | $1,678.80 | $1,685.20 | $1,690.40 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 3.75% | Composite: 7.67% | Composite: 6.11% | |||||||||||
| $1,695.60 | $1,700.80 | $1,706.00 | $1,711.60 | $1,716.80 | $1,727.60 | $1,738.40 | $1,749.60 | $1,760.40 | $1,771.60 | $1,782.80 | $1,791.60 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.11% | Composite: 5.23% | Composite: 4.79% | |||||||||||
| $1,800.80 | $1,810.00 | $1,818.80 | $1,828.00 | $1,837.20 | $1,845.20 | $1,853.20 | $1,861.20 | $1,869.20 | $1,877.20 | $1,885.20 | $1,892.80 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 4.79% | Composite: 4.20% | ||||||||||||
| $1,900.00 | $1,907.60 | $1,915.20 | $1,922.80 | $1,930.40 | $1,937.20 | $1,944.00 | $1,950.40 | $1,957.20 | $1,964.00 | $1,970.80 | $1,977.60 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.20% | Composite: 4.87% | Composite: 4.50% | |||||||||||
| $1,984.40 | $1,991.20 | $1,998.40 | $2,005.20 | $2,012.00 | $2,020.00 | $2,028.00 | $2,036.40 | $2,044.40 | $2,052.80 | $2,060.80 | $2,068.40 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.50% | Composite: 1.38% | Composite: 4.56% | |||||||||||
| $2,076.00 | $2,084.00 | $2,091.60 | $2,099.20 | $2,107.20 | $2,109.60 | $2,112.00 | $2,114.40 | $2,116.80 | $2,119.20 | $2,121.60 | $2,129.60 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.56% | Composite: 3.16% | Composite: 5.80% | |||||||||||
| $2,137.60 | $2,145.60 | $2,153.60 | $2,162.00 | $2,170.00 | $2,175.60 | $2,181.20 | $2,187.20 | $2,192.80 | $2,198.40 | $2,204.40 | $2,214.80 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 5.80% | Composite: 4.99% | Composite: 5.52% | |||||||||||
| $2,225.60 | $2,236.00 | $2,246.80 | $2,257.60 | $2,268.40 | $2,277.60 | $2,287.20 | $2,296.40 | $2,306.00 | $2,315.60 | $2,324.80 | $2,335.20 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.52% | Composite: 5.25% | Composite: 5.35% | |||||||||||
| $2,346.00 | $2,356.80 | $2,367.20 | $2,378.00 | $2,388.80 | $2,399.20 | $2,409.60 | $2,420.00 | $2,430.40 | $2,440.80 | $2,451.60 | $2,462.40 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.35% | Composite: 4.42% | Composite: 5.05% | |||||||||||
| $2,473.20 | $2,484.00 | $2,495.20 | $2,506.00 | $2,517.20 | $2,526.40 | $2,535.60 | $2,544.80 | $2,554.00 | $2,563.60 | $2,572.80 | $2,583.60 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.05% | Composite: 4.08% | Composite: 4.71% | |||||||||||
| $2,594.40 | $2,605.20 | $2,616.00 | $2,626.80 | $2,637.60 | $2,646.40 | $2,655.60 | $2,664.40 | $2,673.20 | $2,682.40 | $2,691.60 | $2,702.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 4.71% | Composite: 6.59% | Composite: 10.23% | |||||||||||
| $2,712.40 | $2,723.20 | $2,733.60 | $2,744.40 | $2,754.80 | $2,769.60 | $2,784.80 | $2,800.00 | $2,814.80 | $2,830.40 | $2,845.60 | $2,869.20 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.23% | Composite: 12.76% | Composite: 9.58% | |||||||||||
| $2,893.20 | $2,917.60 | $2,942.00 | $2,966.40 | $2,991.20 | $3,022.00 | $3,053.60 | $3,085.20 | $3,117.20 | $3,149.60 | $3,182.00 | $3,206.80 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.58% | Composite: 6.43% | Composite: 7.00% | |||||||||||
| $3,232.00 | $3,257.20 | $3,282.80 | $3,308.40 | $3,334.40 | $3,352.00 | $3,369.60 | $3,387.60 | $3,405.60 | $3,423.60 | $3,441.60 | $3,461.20 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.00% | Composite: 6.00% | Composite: 4.93% | |||||||||||
| $3,481.20 | $3,501.20 | $3,521.60 | $3,541.60 | $3,562.00 | $3,579.60 | $3,597.20 | $3,615.20 | $3,632.80 | $3,650.80 | $3,668.80 | $3,683.60 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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