Report
Total earnings from November 2001 to December 2024: $286.28.
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Tabular Portfolio Value
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2001 | - | Inflation: 1.19% | 2001 | ||||||||||
Composite: 4.40% | |||||||||||||
$100.00 | $100.36 | ||||||||||||
2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
Composite: 4.40% | Composite: 2.57% | Composite: 4.48% | |||||||||||
$100.72 | $101.08 | $101.48 | $101.84 | $102.20 | $102.40 | $102.64 | $102.84 | $103.08 | $103.28 | $103.52 | $103.92 | ||
2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
Composite: 4.48% | Composite: 5.58% | Composite: 3.09% | |||||||||||
$104.28 | $104.68 | $105.08 | $105.44 | $105.84 | $106.32 | $106.80 | $107.32 | $107.80 | $108.28 | $108.80 | $109.08 | ||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 3.09% | Composite: 4.40% | Composite: 4.69% | |||||||||||
$109.36 | $109.64 | $109.92 | $110.20 | $110.48 | $110.88 | $111.28 | $111.68 | $112.08 | $112.52 | $112.92 | $113.36 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 4.69% | Composite: 5.62% | Composite: 7.76% | |||||||||||
$113.80 | $114.24 | $114.68 | $115.12 | $115.56 | $116.08 | $116.64 | $117.16 | $117.72 | $118.24 | $118.80 | $119.56 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 7.76% | Composite: 3.01% | Composite: 5.13% | |||||||||||
$120.32 | $121.08 | $121.84 | $122.64 | $123.40 | $123.72 | $124.00 | $124.32 | $124.64 | $124.96 | $125.24 | $125.76 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 5.13% | Composite: 4.44% | Composite: 5.09% | |||||||||||
$126.32 | $126.84 | $127.36 | $127.92 | $128.44 | $128.92 | $129.40 | $129.84 | $130.32 | $130.80 | $131.28 | $131.84 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 5.09% | Composite: 6.89% | Composite: 6.97% | |||||||||||
$132.40 | $132.96 | $133.48 | $134.04 | $134.64 | $135.40 | $136.16 | $136.92 | $137.72 | $138.48 | $139.28 | $140.08 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 6.97% | Composite: 0.00% | Composite: 5.09% | |||||||||||
$140.88 | $141.68 | $142.48 | $143.32 | $144.12 | $144.12 | $144.12 | $144.12 | $144.12 | $144.12 | $144.12 | $144.72 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 5.09% | Composite: 3.56% | Composite: 2.75% | |||||||||||
$145.32 | $145.96 | $146.56 | $147.16 | $147.80 | $148.24 | $148.68 | $149.12 | $149.56 | $150.00 | $150.44 | $150.80 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 2.75% | Composite: 6.65% | Composite: 5.09% | |||||||||||
$151.12 | $151.48 | $151.80 | $152.16 | $152.52 | $153.36 | $154.20 | $155.04 | $155.88 | $156.72 | $157.60 | $158.28 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 5.09% | Composite: 4.22% | Composite: 3.78% | |||||||||||
$158.92 | $159.60 | $160.28 | $160.92 | $161.60 | $162.16 | $162.72 | $163.28 | $163.88 | $164.44 | $165.00 | $165.52 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 3.78% | Composite: 3.19% | ||||||||||||
$166.04 | $166.56 | $167.08 | $167.60 | $168.12 | $168.56 | $169.00 | $169.44 | $169.92 | $170.36 | $170.80 | $171.24 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 3.19% | Composite: 3.86% | Composite: 3.49% | |||||||||||
$171.72 | $172.16 | $172.60 | $173.08 | $173.52 | $174.08 | $174.64 | $175.20 | $175.76 | $176.32 | $176.88 | $177.40 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 3.49% | Composite: 0.38% | Composite: 3.56% | |||||||||||
$177.92 | $178.40 | $178.92 | $179.44 | $179.96 | $180.00 | $180.08 | $180.12 | $180.20 | $180.24 | $180.32 | $180.84 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 3.56% | Composite: 2.16% | Composite: 4.79% | |||||||||||
$181.40 | $181.92 | $182.44 | $183.00 | $183.52 | $183.84 | $184.16 | $184.52 | $184.84 | $185.16 | $185.52 | $186.24 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 4.79% | Composite: 3.98% | Composite: 4.50% | |||||||||||
$187.00 | $187.72 | $188.48 | $189.20 | $189.96 | $190.60 | $191.20 | $191.84 | $192.48 | $193.12 | $193.76 | $194.48 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 4.50% | Composite: 4.24% | Composite: 4.34% | |||||||||||
$195.20 | $195.92 | $196.64 | $197.40 | $198.12 | $198.80 | $199.52 | $200.20 | $200.92 | $201.60 | $202.32 | $203.04 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 4.34% | Composite: 3.41% | Composite: 4.04% | |||||||||||
$203.76 | $204.52 | $205.24 | $205.96 | $206.72 | $207.32 | $207.88 | $208.48 | $209.08 | $209.64 | $210.24 | $210.96 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 4.04% | Composite: 3.07% | Composite: 3.70% | |||||||||||
$211.64 | $212.36 | $213.08 | $213.76 | $214.48 | $215.04 | $215.56 | $216.12 | $216.68 | $217.24 | $217.76 | $218.44 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 3.70% | Composite: 5.58% | Composite: 9.19% | |||||||||||
$219.08 | $219.76 | $220.44 | $221.12 | $221.80 | $222.80 | $223.84 | $224.88 | $225.92 | $226.96 | $228.00 | $229.72 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 9.19% | Composite: 11.72% | Composite: 8.54% | |||||||||||
$231.44 | $233.16 | $234.92 | $236.68 | $238.48 | $240.76 | $243.04 | $245.36 | $247.72 | $250.08 | $252.44 | $254.20 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 8.54% | Composite: 5.41% | Composite: 5.98% | |||||||||||
$256.00 | $257.76 | $259.56 | $261.40 | $263.20 | $264.36 | $265.56 | $266.72 | $267.92 | $269.12 | $270.32 | $271.64 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
Composite: 5.98% | Composite: 4.99% | Composite: 3.92% | |||||||||||
$273.00 | $274.32 | $275.68 | $277.04 | $278.40 | $279.56 | $280.68 | $281.84 | $283.00 | $284.16 | $285.36 | $286.28 | ||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
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