Report
Total earnings from May 2004 to December 2024: $21,328.00.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | - | Inflation: 1.19% | Inflation: 1.33% | 2004 | |||||||||
| Composite: 3.39% | Composite: 3.67% | ||||||||||||
| $10,000.00 | $10,028.00 | $10,056.00 | $10,084.00 | $10,112.00 | $10,140.00 | $10,168.00 | $10,200.00 | ||||||
| 2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 3.67% | Composite: 4.60% | Composite: 6.73% | |||||||||||
| $10,228.00 | $10,260.00 | $10,292.00 | $10,324.00 | $10,356.00 | $10,396.00 | $10,436.00 | $10,476.00 | $10,516.00 | $10,556.00 | $10,596.00 | $10,656.00 | ||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 6.73% | Composite: 2.01% | Composite: 4.12% | |||||||||||
| $10,712.00 | $10,772.00 | $10,832.00 | $10,892.00 | $10,952.00 | $10,972.00 | $10,988.00 | $11,008.00 | $11,024.00 | $11,044.00 | $11,064.00 | $11,100.00 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 4.12% | Composite: 3.43% | Composite: 4.08% | |||||||||||
| $11,140.00 | $11,176.00 | $11,216.00 | $11,252.00 | $11,292.00 | $11,324.00 | $11,356.00 | $11,388.00 | $11,420.00 | $11,452.00 | $11,484.00 | $11,524.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.08% | Composite: 5.86% | Composite: 5.94% | |||||||||||
| $11,560.00 | $11,600.00 | $11,640.00 | $11,680.00 | $11,720.00 | $11,776.00 | $11,832.00 | $11,892.00 | $11,948.00 | $12,004.00 | $12,064.00 | $12,124.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 5.94% | Composite: 0.00% | Composite: 4.08% | |||||||||||
| $12,184.00 | $12,240.00 | $12,300.00 | $12,360.00 | $12,424.00 | $12,424.00 | $12,424.00 | $12,424.00 | $12,424.00 | $12,424.00 | $12,424.00 | $12,464.00 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.08% | Composite: 2.55% | Composite: 1.74% | |||||||||||
| $12,508.00 | $12,552.00 | $12,592.00 | $12,636.00 | $12,676.00 | $12,704.00 | $12,728.00 | $12,756.00 | $12,784.00 | $12,812.00 | $12,836.00 | $12,856.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 1.74% | Composite: 5.62% | Composite: 4.08% | |||||||||||
| $12,872.00 | $12,892.00 | $12,912.00 | $12,928.00 | $12,948.00 | $13,008.00 | $13,068.00 | $13,128.00 | $13,188.00 | $13,252.00 | $13,312.00 | $13,356.00 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.08% | Composite: 3.21% | Composite: 2.77% | |||||||||||
| $13,400.00 | $13,448.00 | $13,492.00 | $13,536.00 | $13,584.00 | $13,620.00 | $13,656.00 | $13,692.00 | $13,728.00 | $13,764.00 | $13,804.00 | $13,836.00 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 2.77% | Composite: 2.19% | ||||||||||||
| $13,868.00 | $13,900.00 | $13,932.00 | $13,964.00 | $13,996.00 | $14,020.00 | $14,048.00 | $14,072.00 | $14,096.00 | $14,124.00 | $14,148.00 | $14,172.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.19% | Composite: 2.85% | Composite: 2.49% | |||||||||||
| $14,200.00 | $14,224.00 | $14,252.00 | $14,276.00 | $14,304.00 | $14,336.00 | $14,372.00 | $14,404.00 | $14,440.00 | $14,472.00 | $14,508.00 | $14,536.00 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.49% | Composite: 0.00% | Composite: 2.55% | |||||||||||
| $14,568.00 | $14,600.00 | $14,628.00 | $14,660.00 | $14,688.00 | $14,688.00 | $14,688.00 | $14,688.00 | $14,688.00 | $14,688.00 | $14,688.00 | $14,720.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.55% | Composite: 1.16% | Composite: 3.77% | |||||||||||
| $14,752.00 | $14,780.00 | $14,812.00 | $14,844.00 | $14,876.00 | $14,892.00 | $14,904.00 | $14,920.00 | $14,932.00 | $14,948.00 | $14,964.00 | $15,012.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 3.77% | Composite: 2.97% | Composite: 3.49% | |||||||||||
| $15,056.00 | $15,104.00 | $15,152.00 | $15,200.00 | $15,248.00 | $15,284.00 | $15,324.00 | $15,360.00 | $15,400.00 | $15,436.00 | $15,476.00 | $15,520.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.49% | Composite: 3.23% | Composite: 3.33% | |||||||||||
| $15,564.00 | $15,612.00 | $15,656.00 | $15,700.00 | $15,748.00 | $15,792.00 | $15,832.00 | $15,876.00 | $15,916.00 | $15,960.00 | $16,004.00 | $16,048.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.33% | Composite: 2.41% | Composite: 3.03% | |||||||||||
| $16,092.00 | $16,136.00 | $16,180.00 | $16,224.00 | $16,272.00 | $16,304.00 | $16,336.00 | $16,368.00 | $16,404.00 | $16,436.00 | $16,468.00 | $16,508.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.03% | Composite: 2.07% | Composite: 2.69% | |||||||||||
| $16,552.00 | $16,592.00 | $16,632.00 | $16,676.00 | $16,716.00 | $16,744.00 | $16,772.00 | $16,804.00 | $16,832.00 | $16,860.00 | $16,888.00 | $16,924.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.69% | Composite: 4.56% | Composite: 8.16% | |||||||||||
| $16,964.00 | $17,000.00 | $17,040.00 | $17,076.00 | $17,116.00 | $17,180.00 | $17,244.00 | $17,312.00 | $17,376.00 | $17,440.00 | $17,508.00 | $17,624.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.16% | Composite: 10.67% | Composite: 7.51% | |||||||||||
| $17,744.00 | $17,860.00 | $17,980.00 | $18,100.00 | $18,224.00 | $18,384.00 | $18,544.00 | $18,704.00 | $18,868.00 | $19,032.00 | $19,196.00 | $19,316.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.51% | Composite: 4.40% | Composite: 4.96% | |||||||||||
| $19,432.00 | $19,552.00 | $19,672.00 | $19,796.00 | $19,916.00 | $19,988.00 | $20,060.00 | $20,132.00 | $20,208.00 | $20,280.00 | $20,356.00 | $20,440.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 4.96% | Composite: 3.97% | Composite: 2.91% | |||||||||||
| $20,524.00 | $20,608.00 | $20,692.00 | $20,776.00 | $20,860.00 | $20,928.00 | $20,996.00 | $21,068.00 | $21,136.00 | $21,204.00 | $21,276.00 | $21,328.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||