Report
Total earnings from May 2003 to December 2024: $56.23.
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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% | ||||||||||||
$25.00 | $25.10 | $25.19 | $25.29 | $25.39 | $25.48 | $25.58 | $25.63 | ||||||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 2.19% | Composite: 3.49% | Composite: 3.77% | |||||||||||
$25.67 | $25.72 | $25.77 | $25.81 | $25.86 | $25.93 | $26.01 | $26.08 | $26.16 | $26.24 | $26.31 | $26.39 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 3.77% | Composite: 4.70% | Composite: 6.83% | |||||||||||
$26.47 | $26.56 | $26.64 | $26.72 | $26.81 | $26.91 | $27.02 | $27.12 | $27.23 | $27.33 | $27.44 | $27.59 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 6.83% | Composite: 2.11% | Composite: 4.22% | |||||||||||
$27.75 | $27.90 | $28.06 | $28.22 | $28.38 | $28.43 | $28.48 | $28.53 | $28.58 | $28.63 | $28.68 | $28.78 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 4.22% | Composite: 3.53% | Composite: 4.18% | |||||||||||
$28.88 | $28.98 | $29.08 | $29.18 | $29.29 | $29.38 | $29.46 | $29.55 | $29.63 | $29.72 | $29.81 | $29.91 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 4.18% | Composite: 5.97% | Composite: 6.05% | |||||||||||
$30.02 | $30.12 | $30.22 | $30.33 | $30.43 | $30.58 | $30.73 | $30.88 | $31.03 | $31.19 | $31.34 | $31.50 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 6.05% | Composite: 0.00% | Composite: 4.18% | |||||||||||
$31.65 | $31.81 | $31.97 | $32.13 | $32.29 | $32.29 | $32.29 | $32.29 | $32.29 | $32.29 | $32.29 | $32.40 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 4.18% | Composite: 2.65% | Composite: 1.84% | |||||||||||
$32.51 | $32.63 | $32.74 | $32.85 | $32.96 | $33.03 | $33.10 | $33.18 | $33.25 | $33.32 | $33.40 | $33.45 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 1.84% | Composite: 5.73% | Composite: 4.18% | |||||||||||
$33.50 | $33.55 | $33.60 | $33.66 | $33.71 | $33.87 | $34.03 | $34.19 | $34.35 | $34.51 | $34.68 | $34.80 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 4.18% | Composite: 3.31% | Composite: 2.87% | |||||||||||
$34.92 | $35.04 | $35.16 | $35.28 | $35.40 | $35.50 | $35.59 | $35.69 | $35.79 | $35.89 | $35.99 | $36.08 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 2.87% | Composite: 2.29% | ||||||||||||
$36.16 | $36.25 | $36.33 | $36.42 | $36.51 | $36.58 | $36.65 | $36.72 | $36.79 | $36.86 | $36.93 | $37.00 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 2.29% | Composite: 2.95% | Composite: 2.59% | |||||||||||
$37.07 | $37.14 | $37.21 | $37.28 | $37.35 | $37.44 | $37.53 | $37.62 | $37.72 | $37.81 | $37.90 | $37.98 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 2.59% | Composite: 0.00% | Composite: 2.65% | |||||||||||
$38.06 | $38.14 | $38.23 | $38.31 | $38.39 | $38.39 | $38.39 | $38.39 | $38.39 | $38.39 | $38.39 | $38.47 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 2.65% | Composite: 1.26% | Composite: 3.88% | |||||||||||
$38.56 | $38.64 | $38.73 | $38.81 | $38.90 | $38.94 | $38.98 | $39.02 | $39.06 | $39.10 | $39.15 | $39.28 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 3.88% | Composite: 3.07% | Composite: 3.59% | |||||||||||
$39.40 | $39.53 | $39.65 | $39.78 | $39.91 | $40.01 | $40.11 | $40.22 | $40.32 | $40.42 | $40.52 | $40.64 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 3.59% | Composite: 3.33% | Composite: 3.43% | |||||||||||
$40.76 | $40.88 | $41.00 | $41.13 | $41.25 | $41.36 | $41.48 | $41.59 | $41.71 | $41.82 | $41.94 | $42.06 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 3.43% | Composite: 2.51% | Composite: 3.13% | |||||||||||
$42.18 | $42.30 | $42.42 | $42.54 | $42.66 | $42.75 | $42.84 | $42.93 | $43.02 | $43.11 | $43.20 | $43.31 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 3.13% | Composite: 2.17% | Composite: 2.79% | |||||||||||
$43.42 | $43.54 | $43.65 | $43.76 | $43.88 | $43.96 | $44.04 | $44.12 | $44.20 | $44.28 | $44.36 | $44.46 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 2.79% | Composite: 4.66% | Composite: 8.26% | |||||||||||
$44.57 | $44.67 | $44.77 | $44.88 | $44.98 | $45.15 | $45.33 | $45.50 | $45.68 | $45.85 | $46.03 | $46.34 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 8.26% | Composite: 10.77% | Composite: 7.62% | |||||||||||
$46.66 | $46.97 | $47.29 | $47.61 | $47.93 | $48.35 | $48.78 | $49.20 | $49.64 | $50.07 | $50.51 | $50.83 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 7.62% | Composite: 4.50% | Composite: 5.06% | |||||||||||
$51.14 | $51.46 | $51.78 | $52.11 | $52.43 | $52.62 | $52.82 | $53.02 | $53.21 | $53.41 | $53.61 | $53.83 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
Composite: 5.06% | Composite: 4.08% | Composite: 3.01% | |||||||||||
$54.06 | $54.28 | $54.51 | $54.74 | $54.97 | $55.16 | $55.34 | $55.53 | $55.72 | $55.90 | $56.09 | $56.23 | ||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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