Report
Total earnings from November 2001 to December 2024: $2,862.80.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | - | Inflation: 1.19% | 2001 | ||||||||||
| Composite: 4.40% | |||||||||||||
| $1,000.00 | $1,003.60 | ||||||||||||
| 2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
| Composite: 4.40% | Composite: 2.57% | Composite: 4.48% | |||||||||||
| $1,007.20 | $1,010.80 | $1,014.80 | $1,018.40 | $1,022.00 | $1,024.00 | $1,026.40 | $1,028.40 | $1,030.80 | $1,032.80 | $1,035.20 | $1,039.20 | ||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 4.48% | Composite: 5.58% | Composite: 3.09% | |||||||||||
| $1,042.80 | $1,046.80 | $1,050.80 | $1,054.40 | $1,058.40 | $1,063.20 | $1,068.00 | $1,073.20 | $1,078.00 | $1,082.80 | $1,088.00 | $1,090.80 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 3.09% | Composite: 4.40% | Composite: 4.69% | |||||||||||
| $1,093.60 | $1,096.40 | $1,099.20 | $1,102.00 | $1,104.80 | $1,108.80 | $1,112.80 | $1,116.80 | $1,120.80 | $1,125.20 | $1,129.20 | $1,133.60 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 4.69% | Composite: 5.62% | Composite: 7.76% | |||||||||||
| $1,138.00 | $1,142.40 | $1,146.80 | $1,151.20 | $1,155.60 | $1,160.80 | $1,166.40 | $1,171.60 | $1,177.20 | $1,182.40 | $1,188.00 | $1,195.60 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 7.76% | Composite: 3.01% | Composite: 5.13% | |||||||||||
| $1,203.20 | $1,210.80 | $1,218.40 | $1,226.40 | $1,234.00 | $1,237.20 | $1,240.00 | $1,243.20 | $1,246.40 | $1,249.60 | $1,252.40 | $1,257.60 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 5.13% | Composite: 4.44% | Composite: 5.09% | |||||||||||
| $1,263.20 | $1,268.40 | $1,273.60 | $1,279.20 | $1,284.40 | $1,289.20 | $1,294.00 | $1,298.40 | $1,303.20 | $1,308.00 | $1,312.80 | $1,318.40 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 5.09% | Composite: 6.89% | Composite: 6.97% | |||||||||||
| $1,324.00 | $1,329.60 | $1,334.80 | $1,340.40 | $1,346.40 | $1,354.00 | $1,361.60 | $1,369.20 | $1,377.20 | $1,384.80 | $1,392.80 | $1,400.80 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.97% | Composite: 0.00% | Composite: 5.09% | |||||||||||
| $1,408.80 | $1,416.80 | $1,424.80 | $1,433.20 | $1,441.20 | $1,441.20 | $1,441.20 | $1,441.20 | $1,441.20 | $1,441.20 | $1,441.20 | $1,447.20 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 5.09% | Composite: 3.56% | Composite: 2.75% | |||||||||||
| $1,453.20 | $1,459.60 | $1,465.60 | $1,471.60 | $1,478.00 | $1,482.40 | $1,486.80 | $1,491.20 | $1,495.60 | $1,500.00 | $1,504.40 | $1,508.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 2.75% | Composite: 6.65% | Composite: 5.09% | |||||||||||
| $1,511.20 | $1,514.80 | $1,518.00 | $1,521.60 | $1,525.20 | $1,533.60 | $1,542.00 | $1,550.40 | $1,558.80 | $1,567.20 | $1,576.00 | $1,582.80 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 5.09% | Composite: 4.22% | Composite: 3.78% | |||||||||||
| $1,589.20 | $1,596.00 | $1,602.80 | $1,609.20 | $1,616.00 | $1,621.60 | $1,627.20 | $1,632.80 | $1,638.80 | $1,644.40 | $1,650.00 | $1,655.20 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 3.78% | Composite: 3.19% | ||||||||||||
| $1,660.40 | $1,665.60 | $1,670.80 | $1,676.00 | $1,681.20 | $1,685.60 | $1,690.00 | $1,694.40 | $1,699.20 | $1,703.60 | $1,708.00 | $1,712.40 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 3.19% | Composite: 3.86% | Composite: 3.49% | |||||||||||
| $1,717.20 | $1,721.60 | $1,726.00 | $1,730.80 | $1,735.20 | $1,740.80 | $1,746.40 | $1,752.00 | $1,757.60 | $1,763.20 | $1,768.80 | $1,774.00 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 3.49% | Composite: 0.38% | Composite: 3.56% | |||||||||||
| $1,779.20 | $1,784.00 | $1,789.20 | $1,794.40 | $1,799.60 | $1,800.00 | $1,800.80 | $1,801.20 | $1,802.00 | $1,802.40 | $1,803.20 | $1,808.40 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 3.56% | Composite: 2.16% | Composite: 4.79% | |||||||||||
| $1,814.00 | $1,819.20 | $1,824.40 | $1,830.00 | $1,835.20 | $1,838.40 | $1,841.60 | $1,845.20 | $1,848.40 | $1,851.60 | $1,855.20 | $1,862.40 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 4.79% | Composite: 3.98% | Composite: 4.50% | |||||||||||
| $1,870.00 | $1,877.20 | $1,884.80 | $1,892.00 | $1,899.60 | $1,906.00 | $1,912.00 | $1,918.40 | $1,924.80 | $1,931.20 | $1,937.60 | $1,944.80 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 4.50% | Composite: 4.24% | Composite: 4.34% | |||||||||||
| $1,952.00 | $1,959.20 | $1,966.40 | $1,974.00 | $1,981.20 | $1,988.00 | $1,995.20 | $2,002.00 | $2,009.20 | $2,016.00 | $2,023.20 | $2,030.40 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 4.34% | Composite: 3.41% | Composite: 4.04% | |||||||||||
| $2,037.60 | $2,045.20 | $2,052.40 | $2,059.60 | $2,067.20 | $2,073.20 | $2,078.80 | $2,084.80 | $2,090.80 | $2,096.40 | $2,102.40 | $2,109.60 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 4.04% | Composite: 3.07% | Composite: 3.70% | |||||||||||
| $2,116.40 | $2,123.60 | $2,130.80 | $2,137.60 | $2,144.80 | $2,150.40 | $2,155.60 | $2,161.20 | $2,166.80 | $2,172.40 | $2,177.60 | $2,184.40 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 3.70% | Composite: 5.58% | Composite: 9.19% | |||||||||||
| $2,190.80 | $2,197.60 | $2,204.40 | $2,211.20 | $2,218.00 | $2,228.00 | $2,238.40 | $2,248.80 | $2,259.20 | $2,269.60 | $2,280.00 | $2,297.20 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 9.19% | Composite: 11.72% | Composite: 8.54% | |||||||||||
| $2,314.40 | $2,331.60 | $2,349.20 | $2,366.80 | $2,384.80 | $2,407.60 | $2,430.40 | $2,453.60 | $2,477.20 | $2,500.80 | $2,524.40 | $2,542.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 8.54% | Composite: 5.41% | Composite: 5.98% | |||||||||||
| $2,560.00 | $2,577.60 | $2,595.60 | $2,614.00 | $2,632.00 | $2,643.60 | $2,655.60 | $2,667.20 | $2,679.20 | $2,691.20 | $2,703.20 | $2,716.40 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 5.98% | Composite: 4.99% | Composite: 3.92% | |||||||||||
| $2,730.00 | $2,743.20 | $2,756.80 | $2,770.40 | $2,784.00 | $2,795.60 | $2,806.80 | $2,818.40 | $2,830.00 | $2,841.60 | $2,853.60 | $2,862.80 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||