Report
Total earnings from May 2003 to December 2024: $224.92.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | - | Inflation: 1.77% | Inflation: 0.54% | 2003 | |||||||||
| Composite: 4.66% | Composite: 2.19% | ||||||||||||
| $100.00 | $100.40 | $100.76 | $101.16 | $101.56 | $101.92 | $102.32 | $102.52 | ||||||
| 2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 2.19% | Composite: 3.49% | Composite: 3.77% | |||||||||||
| $102.68 | $102.88 | $103.08 | $103.24 | $103.44 | $103.72 | $104.04 | $104.32 | $104.64 | $104.96 | $105.24 | $105.56 | ||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 3.77% | Composite: 4.70% | Composite: 6.83% | |||||||||||
| $105.88 | $106.24 | $106.56 | $106.88 | $107.24 | $107.64 | $108.08 | $108.48 | $108.92 | $109.32 | $109.76 | $110.36 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 6.83% | Composite: 2.11% | Composite: 4.22% | |||||||||||
| $111.00 | $111.60 | $112.24 | $112.88 | $113.52 | $113.72 | $113.92 | $114.12 | $114.32 | $114.52 | $114.72 | $115.12 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 4.22% | Composite: 3.53% | Composite: 4.18% | |||||||||||
| $115.52 | $115.92 | $116.32 | $116.72 | $117.16 | $117.52 | $117.84 | $118.20 | $118.52 | $118.88 | $119.24 | $119.64 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.18% | Composite: 5.97% | Composite: 6.05% | |||||||||||
| $120.08 | $120.48 | $120.88 | $121.32 | $121.72 | $122.32 | $122.92 | $123.52 | $124.12 | $124.76 | $125.36 | $126.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.05% | Composite: 0.00% | Composite: 4.18% | |||||||||||
| $126.60 | $127.24 | $127.88 | $128.52 | $129.16 | $129.16 | $129.16 | $129.16 | $129.16 | $129.16 | $129.16 | $129.60 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.18% | Composite: 2.65% | Composite: 1.84% | |||||||||||
| $130.04 | $130.52 | $130.96 | $131.40 | $131.84 | $132.12 | $132.40 | $132.72 | $133.00 | $133.28 | $133.60 | $133.80 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 1.84% | Composite: 5.73% | Composite: 4.18% | |||||||||||
| $134.00 | $134.20 | $134.40 | $134.64 | $134.84 | $135.48 | $136.12 | $136.76 | $137.40 | $138.04 | $138.72 | $139.20 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.18% | Composite: 3.31% | Composite: 2.87% | |||||||||||
| $139.68 | $140.16 | $140.64 | $141.12 | $141.60 | $142.00 | $142.36 | $142.76 | $143.16 | $143.56 | $143.96 | $144.32 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 2.87% | Composite: 2.29% | ||||||||||||
| $144.64 | $145.00 | $145.32 | $145.68 | $146.04 | $146.32 | $146.60 | $146.88 | $147.16 | $147.44 | $147.72 | $148.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.29% | Composite: 2.95% | Composite: 2.59% | |||||||||||
| $148.28 | $148.56 | $148.84 | $149.12 | $149.40 | $149.76 | $150.12 | $150.48 | $150.88 | $151.24 | $151.60 | $151.92 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.59% | Composite: 0.00% | Composite: 2.65% | |||||||||||
| $152.24 | $152.56 | $152.92 | $153.24 | $153.56 | $153.56 | $153.56 | $153.56 | $153.56 | $153.56 | $153.56 | $153.88 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.65% | Composite: 1.26% | Composite: 3.88% | |||||||||||
| $154.24 | $154.56 | $154.92 | $155.24 | $155.60 | $155.76 | $155.92 | $156.08 | $156.24 | $156.40 | $156.60 | $157.12 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 3.88% | Composite: 3.07% | Composite: 3.59% | |||||||||||
| $157.60 | $158.12 | $158.60 | $159.12 | $159.64 | $160.04 | $160.44 | $160.88 | $161.28 | $161.68 | $162.08 | $162.56 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.59% | Composite: 3.33% | Composite: 3.43% | |||||||||||
| $163.04 | $163.52 | $164.00 | $164.52 | $165.00 | $165.44 | $165.92 | $166.36 | $166.84 | $167.28 | $167.76 | $168.24 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.43% | Composite: 2.51% | Composite: 3.13% | |||||||||||
| $168.72 | $169.20 | $169.68 | $170.16 | $170.64 | $171.00 | $171.36 | $171.72 | $172.08 | $172.44 | $172.80 | $173.24 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.13% | Composite: 2.17% | Composite: 2.79% | |||||||||||
| $173.68 | $174.16 | $174.60 | $175.04 | $175.52 | $175.84 | $176.16 | $176.48 | $176.80 | $177.12 | $177.44 | $177.84 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.79% | Composite: 4.66% | Composite: 8.26% | |||||||||||
| $178.28 | $178.68 | $179.08 | $179.52 | $179.92 | $180.60 | $181.32 | $182.00 | $182.72 | $183.40 | $184.12 | $185.36 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.26% | Composite: 10.77% | Composite: 7.62% | |||||||||||
| $186.64 | $187.88 | $189.16 | $190.44 | $191.72 | $193.40 | $195.12 | $196.80 | $198.56 | $200.28 | $202.04 | $203.32 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.62% | Composite: 4.50% | Composite: 5.06% | |||||||||||
| $204.56 | $205.84 | $207.12 | $208.44 | $209.72 | $210.48 | $211.28 | $212.08 | $212.84 | $213.64 | $214.44 | $215.32 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 5.06% | Composite: 4.08% | Composite: 3.01% | |||||||||||
| $216.24 | $217.12 | $218.04 | $218.96 | $219.88 | $220.64 | $221.36 | $222.12 | $222.88 | $223.60 | $224.36 | $224.92 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||