Report
Total earnings from November 2003 to December 2024: $219.44.
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: 0.54% | 2003 | ||||||||||
Composite: 2.19% | |||||||||||||
$100.00 | $100.20 | ||||||||||||
2004 | Inflation: 0.54% | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
Composite: 2.19% | Composite: 3.49% | Composite: 3.77% | |||||||||||
$100.36 | $100.56 | $100.72 | $100.92 | $101.08 | $101.36 | $101.68 | $101.96 | $102.24 | $102.56 | $102.84 | $103.16 | ||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 3.77% | Composite: 4.70% | Composite: 6.83% | |||||||||||
$103.48 | $103.80 | $104.12 | $104.44 | $104.76 | $105.16 | $105.56 | $106.00 | $106.40 | $106.80 | $107.24 | $107.84 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 6.83% | Composite: 2.11% | Composite: 4.22% | |||||||||||
$108.44 | $109.04 | $109.68 | $110.28 | $110.92 | $111.12 | $111.32 | $111.52 | $111.68 | $111.88 | $112.08 | $112.48 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 4.22% | Composite: 3.53% | Composite: 4.18% | |||||||||||
$112.88 | $113.24 | $113.64 | $114.04 | $114.44 | $114.76 | $115.12 | $115.44 | $115.80 | $116.12 | $116.44 | $116.84 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 4.18% | Composite: 5.97% | Composite: 6.05% | |||||||||||
$117.24 | $117.64 | $118.04 | $118.48 | $118.88 | $119.48 | $120.04 | $120.64 | $121.24 | $121.84 | $122.44 | $123.04 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 6.05% | Composite: 0.00% | Composite: 4.18% | |||||||||||
$123.68 | $124.28 | $124.88 | $125.52 | $126.16 | $126.16 | $126.16 | $126.16 | $126.16 | $126.16 | $126.16 | $126.60 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 4.18% | Composite: 2.65% | Composite: 1.84% | |||||||||||
$127.04 | $127.48 | $127.92 | $128.36 | $128.80 | $129.08 | $129.36 | $129.64 | $129.92 | $130.24 | $130.52 | $130.72 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 1.84% | Composite: 5.73% | Composite: 4.18% | |||||||||||
$130.92 | $131.12 | $131.32 | $131.52 | $131.72 | $132.36 | $132.96 | $133.60 | $134.24 | $134.84 | $135.48 | $135.96 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 4.18% | Composite: 3.31% | Composite: 2.87% | |||||||||||
$136.40 | $136.88 | $137.36 | $137.84 | $138.32 | $138.68 | $139.08 | $139.44 | $139.84 | $140.24 | $140.60 | $140.92 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 2.87% | Composite: 2.29% | ||||||||||||
$141.28 | $141.60 | $141.96 | $142.28 | $142.60 | $142.88 | $143.16 | $143.40 | $143.68 | $143.96 | $144.24 | $144.52 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 2.29% | Composite: 2.95% | Composite: 2.59% | |||||||||||
$144.80 | $145.08 | $145.32 | $145.60 | $145.88 | $146.24 | $146.60 | $146.96 | $147.32 | $147.68 | $148.04 | $148.36 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 2.59% | Composite: 0.00% | Composite: 2.65% | |||||||||||
$148.68 | $149.00 | $149.32 | $149.64 | $149.96 | $149.96 | $149.96 | $149.96 | $149.96 | $149.96 | $149.96 | $150.28 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 2.65% | Composite: 1.26% | Composite: 3.88% | |||||||||||
$150.60 | $150.96 | $151.28 | $151.60 | $151.96 | $152.12 | $152.28 | $152.44 | $152.60 | $152.76 | $152.92 | $153.40 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 3.88% | Composite: 3.07% | Composite: 3.59% | |||||||||||
$153.92 | $154.40 | $154.88 | $155.40 | $155.88 | $156.28 | $156.68 | $157.08 | $157.48 | $157.88 | $158.28 | $158.76 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 3.59% | Composite: 3.33% | Composite: 3.43% | |||||||||||
$159.24 | $159.68 | $160.16 | $160.64 | $161.12 | $161.56 | $162.00 | $162.44 | $162.92 | $163.36 | $163.80 | $164.28 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 3.43% | Composite: 2.51% | Composite: 3.13% | |||||||||||
$164.72 | $165.20 | $165.68 | $166.12 | $166.60 | $166.96 | $167.28 | $167.64 | $168.00 | $168.36 | $168.68 | $169.12 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 3.13% | Composite: 2.17% | Composite: 2.79% | |||||||||||
$169.56 | $170.00 | $170.44 | $170.88 | $171.32 | $171.64 | $171.92 | $172.24 | $172.56 | $172.88 | $173.16 | $173.56 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 2.79% | Composite: 4.66% | Composite: 8.26% | |||||||||||
$173.96 | $174.36 | $174.76 | $175.16 | $175.56 | $176.24 | $176.92 | $177.60 | $178.28 | $178.96 | $179.64 | $180.84 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 8.26% | Composite: 10.77% | Composite: 7.62% | |||||||||||
$182.08 | $183.32 | $184.56 | $185.80 | $187.04 | $188.68 | $190.32 | $192.00 | $193.68 | $195.40 | $197.12 | $198.36 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 7.62% | Composite: 4.50% | Composite: 5.06% | |||||||||||
$199.60 | $200.84 | $202.08 | $203.36 | $204.64 | $205.40 | $206.16 | $206.92 | $207.68 | $208.48 | $209.24 | $210.12 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
Composite: 5.06% | Composite: 4.08% | Composite: 3.01% | |||||||||||
$211.00 | $211.88 | $212.76 | $213.64 | $214.52 | $215.24 | $215.96 | $216.68 | $217.44 | $218.16 | $218.88 | $219.44 | ||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|