Report
Total earnings from November 2001 to December 2024: $71.57.
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% | |||||||||||||
$25.00 | $25.09 | ||||||||||||
2002 | Inflation: 1.19% | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
Composite: 4.40% | Composite: 2.57% | Composite: 4.48% | |||||||||||
$25.18 | $25.27 | $25.37 | $25.46 | $25.55 | $25.60 | $25.66 | $25.71 | $25.77 | $25.82 | $25.88 | $25.98 | ||
2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
Composite: 4.48% | Composite: 5.58% | Composite: 3.09% | |||||||||||
$26.07 | $26.17 | $26.27 | $26.36 | $26.46 | $26.58 | $26.70 | $26.83 | $26.95 | $27.07 | $27.20 | $27.27 | ||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 3.09% | Composite: 4.40% | Composite: 4.69% | |||||||||||
$27.34 | $27.41 | $27.48 | $27.55 | $27.62 | $27.72 | $27.82 | $27.92 | $28.02 | $28.13 | $28.23 | $28.34 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 4.69% | Composite: 5.62% | Composite: 7.76% | |||||||||||
$28.45 | $28.56 | $28.67 | $28.78 | $28.89 | $29.02 | $29.16 | $29.29 | $29.43 | $29.56 | $29.70 | $29.89 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 7.76% | Composite: 3.01% | Composite: 5.13% | |||||||||||
$30.08 | $30.27 | $30.46 | $30.66 | $30.85 | $30.93 | $31.00 | $31.08 | $31.16 | $31.24 | $31.31 | $31.44 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 5.13% | Composite: 4.44% | Composite: 5.09% | |||||||||||
$31.58 | $31.71 | $31.84 | $31.98 | $32.11 | $32.23 | $32.35 | $32.46 | $32.58 | $32.70 | $32.82 | $32.96 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 5.09% | Composite: 6.89% | Composite: 6.97% | |||||||||||
$33.10 | $33.24 | $33.37 | $33.51 | $33.66 | $33.85 | $34.04 | $34.23 | $34.43 | $34.62 | $34.82 | $35.02 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 6.97% | Composite: 0.00% | Composite: 5.09% | |||||||||||
$35.22 | $35.42 | $35.62 | $35.83 | $36.03 | $36.03 | $36.03 | $36.03 | $36.03 | $36.03 | $36.03 | $36.18 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 5.09% | Composite: 3.56% | Composite: 2.75% | |||||||||||
$36.33 | $36.49 | $36.64 | $36.79 | $36.95 | $37.06 | $37.17 | $37.28 | $37.39 | $37.50 | $37.61 | $37.70 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 2.75% | Composite: 6.65% | Composite: 5.09% | |||||||||||
$37.78 | $37.87 | $37.95 | $38.04 | $38.13 | $38.34 | $38.55 | $38.76 | $38.97 | $39.18 | $39.40 | $39.57 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 5.09% | Composite: 4.22% | Composite: 3.78% | |||||||||||
$39.73 | $39.90 | $40.07 | $40.23 | $40.40 | $40.54 | $40.68 | $40.82 | $40.97 | $41.11 | $41.25 | $41.38 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 3.78% | Composite: 3.19% | ||||||||||||
$41.51 | $41.64 | $41.77 | $41.90 | $42.03 | $42.14 | $42.25 | $42.36 | $42.48 | $42.59 | $42.70 | $42.81 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 3.19% | Composite: 3.86% | Composite: 3.49% | |||||||||||
$42.93 | $43.04 | $43.15 | $43.27 | $43.38 | $43.52 | $43.66 | $43.80 | $43.94 | $44.08 | $44.22 | $44.35 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 3.49% | Composite: 0.38% | Composite: 3.56% | |||||||||||
$44.48 | $44.60 | $44.73 | $44.86 | $44.99 | $45.00 | $45.02 | $45.03 | $45.05 | $45.06 | $45.08 | $45.21 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 3.56% | Composite: 2.16% | Composite: 4.79% | |||||||||||
$45.35 | $45.48 | $45.61 | $45.75 | $45.88 | $45.96 | $46.04 | $46.13 | $46.21 | $46.29 | $46.38 | $46.56 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 4.79% | Composite: 3.98% | Composite: 4.50% | |||||||||||
$46.75 | $46.93 | $47.12 | $47.30 | $47.49 | $47.65 | $47.80 | $47.96 | $48.12 | $48.28 | $48.44 | $48.62 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 4.50% | Composite: 4.24% | Composite: 4.34% | |||||||||||
$48.80 | $48.98 | $49.16 | $49.35 | $49.53 | $49.70 | $49.88 | $50.05 | $50.23 | $50.40 | $50.58 | $50.76 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 4.34% | Composite: 3.41% | Composite: 4.04% | |||||||||||
$50.94 | $51.13 | $51.31 | $51.49 | $51.68 | $51.83 | $51.97 | $52.12 | $52.27 | $52.41 | $52.56 | $52.74 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 4.04% | Composite: 3.07% | Composite: 3.70% | |||||||||||
$52.91 | $53.09 | $53.27 | $53.44 | $53.62 | $53.76 | $53.89 | $54.03 | $54.17 | $54.31 | $54.44 | $54.61 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 3.70% | Composite: 5.58% | Composite: 9.19% | |||||||||||
$54.77 | $54.94 | $55.11 | $55.28 | $55.45 | $55.70 | $55.96 | $56.22 | $56.48 | $56.74 | $57.00 | $57.43 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 9.19% | Composite: 11.72% | Composite: 8.54% | |||||||||||
$57.86 | $58.29 | $58.73 | $59.17 | $59.62 | $60.19 | $60.76 | $61.34 | $61.93 | $62.52 | $63.11 | $63.55 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 8.54% | Composite: 5.41% | Composite: 5.98% | |||||||||||
$64.00 | $64.44 | $64.89 | $65.35 | $65.80 | $66.09 | $66.39 | $66.68 | $66.98 | $67.28 | $67.58 | $67.91 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
Composite: 5.98% | Composite: 4.99% | Composite: 3.92% | |||||||||||
$68.25 | $68.58 | $68.92 | $69.26 | $69.60 | $69.89 | $70.17 | $70.46 | $70.75 | $71.04 | $71.34 | $71.57 | ||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|