Report
Total earnings from May 2002 to November 2024: $2,792.40.
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. | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2002 | - | Inflation: 0.28% | Inflation: 1.23% | 2002 | |||||||||
Composite: 2.57% | Composite: 4.48% | ||||||||||||
$1,000.00 | $1,002.00 | $1,004.40 | $1,006.40 | $1,008.40 | $1,010.80 | $1,012.80 | $1,016.40 | ||||||
2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
Composite: 4.48% | Composite: 5.58% | Composite: 3.09% | |||||||||||
$1,020.40 | $1,024.00 | $1,028.00 | $1,031.60 | $1,035.60 | $1,040.40 | $1,045.20 | $1,050.00 | $1,054.80 | $1,059.60 | $1,064.40 | $1,067.20 | ||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 3.09% | Composite: 4.40% | Composite: 4.69% | |||||||||||
$1,070.00 | $1,072.40 | $1,075.20 | $1,078.00 | $1,080.80 | $1,084.80 | $1,088.80 | $1,092.80 | $1,096.40 | $1,100.40 | $1,104.40 | $1,108.80 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 4.69% | Composite: 5.62% | Composite: 7.76% | |||||||||||
$1,112.80 | $1,117.20 | $1,121.60 | $1,126.00 | $1,130.40 | $1,135.60 | $1,140.80 | $1,146.00 | $1,151.60 | $1,156.80 | $1,162.00 | $1,169.20 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 7.76% | Composite: 3.01% | Composite: 5.13% | |||||||||||
$1,176.80 | $1,184.40 | $1,192.00 | $1,199.60 | $1,207.20 | $1,210.40 | $1,213.20 | $1,216.40 | $1,219.20 | $1,222.40 | $1,225.20 | $1,230.40 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 5.13% | Composite: 4.44% | Composite: 5.09% | |||||||||||
$1,235.60 | $1,240.80 | $1,246.00 | $1,251.20 | $1,256.80 | $1,261.60 | $1,266.00 | $1,270.80 | $1,275.20 | $1,280.00 | $1,284.80 | $1,290.00 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 5.09% | Composite: 6.89% | Composite: 6.97% | |||||||||||
$1,295.60 | $1,301.20 | $1,306.40 | $1,312.00 | $1,317.60 | $1,325.20 | $1,332.40 | $1,340.00 | $1,347.60 | $1,355.20 | $1,362.80 | $1,370.80 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 6.97% | Composite: 0.00% | Composite: 5.09% | |||||||||||
$1,378.40 | $1,386.40 | $1,394.40 | $1,402.40 | $1,410.40 | $1,410.40 | $1,410.40 | $1,410.40 | $1,410.40 | $1,410.40 | $1,410.40 | $1,416.40 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 5.09% | Composite: 3.56% | Composite: 2.75% | |||||||||||
$1,422.40 | $1,428.40 | $1,434.40 | $1,440.40 | $1,446.40 | $1,450.80 | $1,454.80 | $1,459.20 | $1,463.60 | $1,468.00 | $1,472.00 | $1,475.20 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 2.75% | Composite: 6.65% | Composite: 5.09% | |||||||||||
$1,478.80 | $1,482.00 | $1,485.60 | $1,488.80 | $1,492.40 | $1,500.40 | $1,508.80 | $1,517.20 | $1,525.20 | $1,533.60 | $1,542.00 | $1,548.40 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 5.09% | Composite: 4.22% | Composite: 3.78% | |||||||||||
$1,554.80 | $1,561.60 | $1,568.00 | $1,574.80 | $1,581.20 | $1,586.80 | $1,592.40 | $1,597.60 | $1,603.20 | $1,608.80 | $1,614.40 | $1,619.60 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 3.78% | Composite: 3.19% | ||||||||||||
$1,624.40 | $1,629.60 | $1,634.80 | $1,639.60 | $1,644.80 | $1,649.20 | $1,653.60 | $1,658.00 | $1,662.40 | $1,666.80 | $1,671.20 | $1,675.60 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 3.19% | Composite: 3.86% | Composite: 3.49% | |||||||||||
$1,680.00 | $1,684.40 | $1,688.80 | $1,693.20 | $1,698.00 | $1,703.60 | $1,708.80 | $1,714.40 | $1,719.60 | $1,725.20 | $1,730.80 | $1,735.60 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 3.49% | Composite: 0.38% | Composite: 3.56% | |||||||||||
$1,740.80 | $1,746.00 | $1,750.80 | $1,756.00 | $1,761.20 | $1,761.60 | $1,762.40 | $1,762.80 | $1,763.60 | $1,764.00 | $1,764.40 | $1,769.60 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 3.56% | Composite: 2.16% | Composite: 4.79% | |||||||||||
$1,774.80 | $1,780.00 | $1,785.20 | $1,790.40 | $1,796.00 | $1,799.20 | $1,802.40 | $1,805.60 | $1,808.80 | $1,812.00 | $1,815.20 | $1,822.40 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 4.79% | Composite: 3.98% | Composite: 4.50% | |||||||||||
$1,829.60 | $1,836.80 | $1,844.00 | $1,851.20 | $1,858.80 | $1,864.80 | $1,871.20 | $1,877.20 | $1,883.20 | $1,889.60 | $1,895.60 | $1,902.80 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 4.50% | Composite: 4.24% | Composite: 4.34% | |||||||||||
$1,909.60 | $1,916.80 | $1,924.00 | $1,931.20 | $1,938.40 | $1,945.20 | $1,952.00 | $1,958.80 | $1,965.60 | $1,972.40 | $1,979.60 | $1,986.80 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 4.34% | Composite: 3.41% | Composite: 4.04% | |||||||||||
$1,994.00 | $2,000.80 | $2,008.00 | $2,015.20 | $2,022.40 | $2,028.00 | $2,034.00 | $2,039.60 | $2,045.20 | $2,051.20 | $2,056.80 | $2,063.60 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 4.04% | Composite: 3.07% | Composite: 3.70% | |||||||||||
$2,070.40 | $2,077.60 | $2,084.40 | $2,091.20 | $2,098.40 | $2,103.60 | $2,109.20 | $2,114.40 | $2,120.00 | $2,125.20 | $2,130.80 | $2,137.20 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 3.70% | Composite: 5.58% | Composite: 9.19% | |||||||||||
$2,144.00 | $2,150.40 | $2,156.80 | $2,163.60 | $2,170.40 | $2,180.40 | $2,190.40 | $2,200.40 | $2,210.40 | $2,220.80 | $2,230.80 | $2,247.60 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 9.19% | Composite: 11.72% | Composite: 8.54% | |||||||||||
$2,264.40 | $2,281.60 | $2,298.80 | $2,316.00 | $2,333.20 | $2,355.60 | $2,378.00 | $2,400.40 | $2,423.60 | $2,446.40 | $2,470.00 | $2,487.20 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 8.54% | Composite: 5.41% | Composite: 5.98% | |||||||||||
$2,504.80 | $2,522.00 | $2,540.00 | $2,557.60 | $2,575.60 | $2,587.20 | $2,598.80 | $2,610.40 | $2,622.00 | $2,633.60 | $2,645.20 | $2,658.40 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
Composite: 5.98% | Composite: 4.99% | ||||||||||||
$2,671.20 | $2,684.40 | $2,697.60 | $2,710.80 | $2,724.40 | $2,735.60 | $2,746.80 | $2,758.00 | $2,769.60 | $2,780.80 | $2,792.40 | |||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|