Report
Total earnings from May 2004 to November 2024: $53.19.
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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% | ||||||||||||
$25.00 | $25.07 | $25.14 | $25.21 | $25.28 | $25.35 | $25.42 | $25.50 | ||||||
2005 | Inflation: 1.33% | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
Composite: 3.67% | Composite: 4.60% | Composite: 6.73% | |||||||||||
$25.57 | $25.65 | $25.73 | $25.81 | $25.89 | $25.99 | $26.09 | $26.19 | $26.29 | $26.39 | $26.49 | $26.64 | ||
2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 6.73% | Composite: 2.01% | Composite: 4.12% | |||||||||||
$26.78 | $26.93 | $27.08 | $27.23 | $27.38 | $27.43 | $27.47 | $27.52 | $27.56 | $27.61 | $27.66 | $27.75 | ||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 4.12% | Composite: 3.43% | Composite: 4.08% | |||||||||||
$27.85 | $27.94 | $28.04 | $28.13 | $28.23 | $28.31 | $28.39 | $28.47 | $28.55 | $28.63 | $28.71 | $28.81 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 4.08% | Composite: 5.86% | Composite: 5.94% | |||||||||||
$28.90 | $29.00 | $29.10 | $29.20 | $29.30 | $29.44 | $29.58 | $29.73 | $29.87 | $30.01 | $30.16 | $30.31 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 5.94% | Composite: 0.00% | Composite: 4.08% | |||||||||||
$30.46 | $30.60 | $30.75 | $30.90 | $31.06 | $31.06 | $31.06 | $31.06 | $31.06 | $31.06 | $31.06 | $31.16 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 4.08% | Composite: 2.55% | Composite: 1.74% | |||||||||||
$31.27 | $31.38 | $31.48 | $31.59 | $31.69 | $31.76 | $31.82 | $31.89 | $31.96 | $32.03 | $32.09 | $32.14 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 1.74% | Composite: 5.62% | Composite: 4.08% | |||||||||||
$32.18 | $32.23 | $32.28 | $32.32 | $32.37 | $32.52 | $32.67 | $32.82 | $32.97 | $33.13 | $33.28 | $33.39 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 4.08% | Composite: 3.21% | Composite: 2.77% | |||||||||||
$33.50 | $33.62 | $33.73 | $33.84 | $33.96 | $34.05 | $34.14 | $34.23 | $34.32 | $34.41 | $34.51 | $34.59 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 2.77% | Composite: 2.19% | ||||||||||||
$34.67 | $34.75 | $34.83 | $34.91 | $34.99 | $35.05 | $35.12 | $35.18 | $35.24 | $35.31 | $35.37 | $35.43 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 2.19% | Composite: 2.85% | Composite: 2.49% | |||||||||||
$35.50 | $35.56 | $35.63 | $35.69 | $35.76 | $35.84 | $35.93 | $36.01 | $36.10 | $36.18 | $36.27 | $36.34 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 2.49% | Composite: 0.00% | Composite: 2.55% | |||||||||||
$36.42 | $36.50 | $36.57 | $36.65 | $36.72 | $36.72 | $36.72 | $36.72 | $36.72 | $36.72 | $36.72 | $36.80 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 2.55% | Composite: 1.16% | Composite: 3.77% | |||||||||||
$36.88 | $36.95 | $37.03 | $37.11 | $37.19 | $37.23 | $37.26 | $37.30 | $37.33 | $37.37 | $37.41 | $37.53 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 3.77% | Composite: 2.97% | Composite: 3.49% | |||||||||||
$37.64 | $37.76 | $37.88 | $38.00 | $38.12 | $38.21 | $38.31 | $38.40 | $38.50 | $38.59 | $38.69 | $38.80 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 3.49% | Composite: 3.23% | Composite: 3.33% | |||||||||||
$38.91 | $39.03 | $39.14 | $39.25 | $39.37 | $39.48 | $39.58 | $39.69 | $39.79 | $39.90 | $40.01 | $40.12 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 3.33% | Composite: 2.41% | Composite: 3.03% | |||||||||||
$40.23 | $40.34 | $40.45 | $40.56 | $40.68 | $40.76 | $40.84 | $40.92 | $41.01 | $41.09 | $41.17 | $41.27 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 3.03% | Composite: 2.07% | Composite: 2.69% | |||||||||||
$41.38 | $41.48 | $41.58 | $41.69 | $41.79 | $41.86 | $41.93 | $42.01 | $42.08 | $42.15 | $42.22 | $42.31 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 2.69% | Composite: 4.56% | Composite: 8.16% | |||||||||||
$42.41 | $42.50 | $42.60 | $42.69 | $42.79 | $42.95 | $43.11 | $43.28 | $43.44 | $43.60 | $43.77 | $44.06 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 8.16% | Composite: 10.67% | Composite: 7.51% | |||||||||||
$44.36 | $44.65 | $44.95 | $45.25 | $45.56 | $45.96 | $46.36 | $46.76 | $47.17 | $47.58 | $47.99 | $48.29 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 7.51% | Composite: 4.40% | Composite: 4.96% | |||||||||||
$48.58 | $48.88 | $49.18 | $49.49 | $49.79 | $49.97 | $50.15 | $50.33 | $50.52 | $50.70 | $50.89 | $51.10 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
Composite: 4.96% | Composite: 3.97% | ||||||||||||
$51.31 | $51.52 | $51.73 | $51.94 | $52.15 | $52.32 | $52.49 | $52.67 | $52.84 | $53.01 | $53.19 | |||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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