Report
Total earnings from November 2002 to April 2024: $61.60.
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: 1.23% | 2002 | ||||||||||
| Composite: 4.08% | |||||||||||||
| $25.00 | $25.08 | ||||||||||||
| 2003 | Inflation: 1.23% | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 4.08% | Composite: 5.17% | Composite: 2.69% | |||||||||||
| $25.17 | $25.25 | $25.34 | $25.42 | $25.51 | $25.62 | $25.73 | $25.84 | $25.95 | $26.06 | $26.17 | $26.23 | ||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 2.69% | Composite: 4.00% | Composite: 4.28% | |||||||||||
| $26.29 | $26.35 | $26.40 | $26.46 | $26.52 | $26.61 | $26.70 | $26.78 | $26.87 | $26.96 | $27.05 | $27.15 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 4.28% | Composite: 5.21% | Composite: 7.35% | |||||||||||
| $27.24 | $27.34 | $27.43 | $27.53 | $27.63 | $27.75 | $27.87 | $27.99 | $28.11 | $28.23 | $28.35 | $28.52 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 7.35% | Composite: 2.61% | Composite: 4.72% | |||||||||||
| $28.69 | $28.87 | $29.04 | $29.22 | $29.39 | $29.45 | $29.52 | $29.58 | $29.65 | $29.71 | $29.77 | $29.89 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 4.72% | Composite: 4.04% | Composite: 4.68% | |||||||||||
| $30.00 | $30.12 | $30.24 | $30.35 | $30.47 | $30.57 | $30.67 | $30.78 | $30.88 | $30.98 | $31.09 | $31.21 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.68% | Composite: 6.48% | Composite: 6.56% | |||||||||||
| $31.33 | $31.45 | $31.57 | $31.70 | $31.82 | $31.99 | $32.16 | $32.33 | $32.50 | $32.68 | $32.85 | $33.03 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.56% | Composite: 0.00% | Composite: 4.68% | |||||||||||
| $33.21 | $33.38 | $33.56 | $33.75 | $33.93 | $33.93 | $33.93 | $33.93 | $33.93 | $33.93 | $33.93 | $34.06 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.68% | Composite: 3.15% | Composite: 2.35% | |||||||||||
| $34.19 | $34.32 | $34.46 | $34.59 | $34.72 | $34.81 | $34.90 | $34.99 | $35.08 | $35.18 | $35.27 | $35.34 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 2.35% | Composite: 6.24% | Composite: 4.68% | |||||||||||
| $35.41 | $35.48 | $35.55 | $35.62 | $35.68 | $35.86 | $36.05 | $36.23 | $36.42 | $36.61 | $36.79 | $36.93 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.68% | Composite: 3.82% | Composite: 3.37% | |||||||||||
| $37.07 | $37.22 | $37.36 | $37.51 | $37.65 | $37.77 | $37.89 | $38.01 | $38.13 | $38.25 | $38.37 | $38.48 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 3.37% | Composite: 2.79% | ||||||||||||
| $38.58 | $38.69 | $38.80 | $38.91 | $39.02 | $39.11 | $39.20 | $39.29 | $39.38 | $39.47 | $39.56 | $39.65 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.79% | Composite: 3.45% | Composite: 3.09% | |||||||||||
| $39.74 | $39.83 | $39.93 | $40.02 | $40.11 | $40.22 | $40.34 | $40.45 | $40.57 | $40.69 | $40.80 | $40.90 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 3.09% | Composite: 0.00% | Composite: 3.15% | |||||||||||
| $41.01 | $41.11 | $41.22 | $41.32 | $41.43 | $41.43 | $41.43 | $41.43 | $41.43 | $41.43 | $41.43 | $41.54 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 3.15% | Composite: 1.76% | Composite: 4.38% | |||||||||||
| $41.65 | $41.75 | $41.86 | $41.97 | $42.08 | $42.14 | $42.20 | $42.26 | $42.33 | $42.39 | $42.45 | $42.60 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 4.38% | Composite: 3.58% | Composite: 4.10% | |||||||||||
| $42.76 | $42.91 | $43.07 | $43.22 | $43.38 | $43.51 | $43.64 | $43.77 | $43.90 | $44.03 | $44.16 | $44.31 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 4.10% | Composite: 3.84% | Composite: 3.94% | |||||||||||
| $44.46 | $44.61 | $44.76 | $44.91 | $45.07 | $45.21 | $45.36 | $45.50 | $45.65 | $45.79 | $45.94 | $46.09 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.94% | Composite: 3.01% | Composite: 3.64% | |||||||||||
| $46.24 | $46.39 | $46.54 | $46.69 | $46.85 | $46.97 | $47.08 | $47.20 | $47.32 | $47.44 | $47.56 | $47.70 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.64% | Composite: 2.67% | Composite: 3.29% | |||||||||||
| $47.85 | $47.99 | $48.14 | $48.28 | $48.43 | $48.54 | $48.64 | $48.75 | $48.86 | $48.97 | $49.08 | $49.21 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 3.29% | Composite: 5.17% | Composite: 8.78% | |||||||||||
| $49.35 | $49.48 | $49.62 | $49.75 | $49.89 | $50.10 | $50.32 | $50.53 | $50.75 | $50.96 | $51.18 | $51.55 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.78% | Composite: 11.30% | Composite: 8.13% | |||||||||||
| $51.92 | $52.29 | $52.67 | $53.05 | $53.43 | $53.92 | $54.42 | $54.92 | $55.42 | $55.93 | $56.45 | $56.83 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 8.13% | Composite: 5.01% | Composite: 5.57% | |||||||||||
| $57.20 | $57.59 | $57.97 | $58.36 | $58.74 | $58.98 | $59.23 | $59.47 | $59.72 | $59.96 | $60.21 | $60.49 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 5.57% | |||||||||||||
| $60.76 | $61.04 | $61.32 | $61.60 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||