Report
Total earnings from May 2001 to December 2024: $92.09.
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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% | ||||||||||||
| $25.00 | $25.12 | $25.24 | $25.37 | $25.49 | $25.62 | $25.74 | $25.85 | ||||||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 5.42% | Composite: 3.57% | Composite: 5.50% | |||||||||||
| $25.97 | $26.09 | $26.20 | $26.32 | $26.44 | $26.52 | $26.60 | $26.67 | $26.75 | $26.83 | $26.91 | $27.03 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 5.50% | Composite: 6.59% | Composite: 4.10% | |||||||||||
| $27.15 | $27.28 | $27.40 | $27.53 | $27.65 | $27.80 | $27.95 | $28.10 | $28.25 | $28.41 | $28.56 | $28.66 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 4.10% | Composite: 5.42% | Composite: 5.70% | |||||||||||
| $28.75 | $28.85 | $28.95 | $29.05 | $29.15 | $29.28 | $29.41 | $29.54 | $29.67 | $29.81 | $29.94 | $30.08 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 5.70% | Composite: 6.63% | Composite: 8.79% | |||||||||||
| $30.22 | $30.36 | $30.51 | $30.65 | $30.79 | $30.96 | $31.13 | $31.30 | $31.47 | $31.64 | $31.81 | $32.04 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 8.79% | Composite: 4.02% | Composite: 6.15% | |||||||||||
| $32.27 | $32.50 | $32.74 | $32.97 | $33.21 | $33.32 | $33.43 | $33.54 | $33.65 | $33.77 | $33.88 | $34.05 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 6.15% | Composite: 5.46% | Composite: 6.11% | |||||||||||
| $34.22 | $34.40 | $34.57 | $34.75 | $34.92 | $35.08 | $35.23 | $35.39 | $35.55 | $35.71 | $35.87 | $36.05 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 6.11% | Composite: 7.91% | Composite: 7.99% | |||||||||||
| $36.23 | $36.41 | $36.60 | $36.78 | $36.97 | $37.21 | $37.45 | $37.69 | $37.94 | $38.18 | $38.43 | $38.68 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 7.99% | Composite: 0.00% | Composite: 6.11% | |||||||||||
| $38.94 | $39.19 | $39.45 | $39.71 | $39.97 | $39.97 | $39.97 | $39.97 | $39.97 | $39.97 | $39.97 | $40.17 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 6.11% | Composite: 4.56% | Composite: 3.75% | |||||||||||
| $40.37 | $40.58 | $40.78 | $40.99 | $41.19 | $41.35 | $41.50 | $41.66 | $41.81 | $41.97 | $42.13 | $42.26 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 3.75% | Composite: 7.67% | Composite: 6.11% | |||||||||||
| $42.39 | $42.52 | $42.65 | $42.79 | $42.92 | $43.19 | $43.46 | $43.74 | $44.01 | $44.29 | $44.57 | $44.79 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 6.11% | Composite: 5.23% | Composite: 4.79% | |||||||||||
| $45.02 | $45.25 | $45.47 | $45.70 | $45.93 | $46.13 | $46.33 | $46.53 | $46.73 | $46.93 | $47.13 | $47.32 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 4.79% | Composite: 4.20% | ||||||||||||
| $47.50 | $47.69 | $47.88 | $48.07 | $48.26 | $48.43 | $48.60 | $48.76 | $48.93 | $49.10 | $49.27 | $49.44 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 4.20% | Composite: 4.87% | Composite: 4.50% | |||||||||||
| $49.61 | $49.78 | $49.96 | $50.13 | $50.30 | $50.50 | $50.70 | $50.91 | $51.11 | $51.32 | $51.52 | $51.71 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 4.50% | Composite: 1.38% | Composite: 4.56% | |||||||||||
| $51.90 | $52.10 | $52.29 | $52.48 | $52.68 | $52.74 | $52.80 | $52.86 | $52.92 | $52.98 | $53.04 | $53.24 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 4.56% | Composite: 3.16% | Composite: 5.80% | |||||||||||
| $53.44 | $53.64 | $53.84 | $54.05 | $54.25 | $54.39 | $54.53 | $54.68 | $54.82 | $54.96 | $55.11 | $55.37 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 5.80% | Composite: 4.99% | Composite: 5.52% | |||||||||||
| $55.64 | $55.90 | $56.17 | $56.44 | $56.71 | $56.94 | $57.18 | $57.41 | $57.65 | $57.89 | $58.12 | $58.38 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 5.52% | Composite: 5.25% | Composite: 5.35% | |||||||||||
| $58.65 | $58.92 | $59.18 | $59.45 | $59.72 | $59.98 | $60.24 | $60.50 | $60.76 | $61.02 | $61.29 | $61.56 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 5.35% | Composite: 4.42% | Composite: 5.05% | |||||||||||
| $61.83 | $62.10 | $62.38 | $62.65 | $62.93 | $63.16 | $63.39 | $63.62 | $63.85 | $64.09 | $64.32 | $64.59 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 5.05% | Composite: 4.08% | Composite: 4.71% | |||||||||||
| $64.86 | $65.13 | $65.40 | $65.67 | $65.94 | $66.16 | $66.39 | $66.61 | $66.83 | $67.06 | $67.29 | $67.55 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 4.71% | Composite: 6.59% | Composite: 10.23% | |||||||||||
| $67.81 | $68.08 | $68.34 | $68.61 | $68.87 | $69.24 | $69.62 | $70.00 | $70.37 | $70.76 | $71.14 | $71.73 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 10.23% | Composite: 12.76% | Composite: 9.58% | |||||||||||
| $72.33 | $72.94 | $73.55 | $74.16 | $74.78 | $75.55 | $76.34 | $77.13 | $77.93 | $78.74 | $79.55 | $80.17 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 9.58% | Composite: 6.43% | Composite: 7.00% | |||||||||||
| $80.80 | $81.43 | $82.07 | $82.71 | $83.36 | $83.80 | $84.24 | $84.69 | $85.14 | $85.59 | $86.04 | $86.53 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 7.00% | Composite: 6.00% | Composite: 4.93% | |||||||||||
| $87.03 | $87.53 | $88.04 | $88.54 | $89.05 | $89.49 | $89.93 | $90.38 | $90.82 | $91.27 | $91.72 | $92.09 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
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