Report
Total earnings from May 2005 to November 2024: $10,646.00.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | - | Inflation: 1.79% | Inflation: 2.85% | 2005 | |||||||||
| Composite: 4.80% | Composite: 6.93% | ||||||||||||
| $5,000.00 | $5,020.00 | $5,040.00 | $5,060.00 | $5,080.00 | $5,100.00 | $5,120.00 | $5,150.00 | ||||||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 6.93% | Composite: 2.21% | Composite: 4.32% | |||||||||||
| $5,178.00 | $5,208.00 | $5,238.00 | $5,268.00 | $5,298.00 | $5,308.00 | $5,318.00 | $5,328.00 | $5,336.00 | $5,346.00 | $5,356.00 | $5,376.00 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 4.32% | Composite: 3.63% | Composite: 4.28% | |||||||||||
| $5,394.00 | $5,414.00 | $5,432.00 | $5,452.00 | $5,472.00 | $5,488.00 | $5,504.00 | $5,522.00 | $5,538.00 | $5,554.00 | $5,572.00 | $5,592.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.28% | Composite: 6.07% | Composite: 6.15% | |||||||||||
| $5,612.00 | $5,632.00 | $5,652.00 | $5,672.00 | $5,692.00 | $5,720.00 | $5,750.00 | $5,778.00 | $5,806.00 | $5,836.00 | $5,864.00 | $5,894.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.15% | Composite: 0.00% | Composite: 4.28% | |||||||||||
| $5,924.00 | $5,954.00 | $5,984.00 | $6,014.00 | $6,044.00 | $6,044.00 | $6,044.00 | $6,044.00 | $6,044.00 | $6,044.00 | $6,044.00 | $6,066.00 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.28% | Composite: 2.75% | Composite: 1.94% | |||||||||||
| $6,086.00 | $6,108.00 | $6,130.00 | $6,152.00 | $6,174.00 | $6,188.00 | $6,202.00 | $6,216.00 | $6,230.00 | $6,244.00 | $6,258.00 | $6,268.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 1.94% | Composite: 5.83% | Composite: 4.28% | |||||||||||
| $6,278.00 | $6,288.00 | $6,298.00 | $6,308.00 | $6,318.00 | $6,348.00 | $6,378.00 | $6,410.00 | $6,440.00 | $6,472.00 | $6,502.00 | $6,524.00 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.28% | Composite: 3.41% | Composite: 2.97% | |||||||||||
| $6,548.00 | $6,572.00 | $6,594.00 | $6,618.00 | $6,642.00 | $6,660.00 | $6,680.00 | $6,698.00 | $6,718.00 | $6,736.00 | $6,756.00 | $6,772.00 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 2.97% | Composite: 2.39% | ||||||||||||
| $6,790.00 | $6,806.00 | $6,822.00 | $6,840.00 | $6,856.00 | $6,870.00 | $6,884.00 | $6,896.00 | $6,910.00 | $6,924.00 | $6,938.00 | $6,952.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.39% | Composite: 3.05% | Composite: 2.69% | |||||||||||
| $6,966.00 | $6,980.00 | $6,994.00 | $7,008.00 | $7,020.00 | $7,038.00 | $7,056.00 | $7,074.00 | $7,092.00 | $7,110.00 | $7,128.00 | $7,144.00 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.69% | Composite: 0.00% | Composite: 2.75% | |||||||||||
| $7,160.00 | $7,176.00 | $7,192.00 | $7,208.00 | $7,224.00 | $7,224.00 | $7,224.00 | $7,224.00 | $7,224.00 | $7,224.00 | $7,224.00 | $7,240.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.75% | Composite: 1.36% | Composite: 3.98% | |||||||||||
| $7,256.00 | $7,274.00 | $7,290.00 | $7,306.00 | $7,324.00 | $7,332.00 | $7,340.00 | $7,348.00 | $7,358.00 | $7,366.00 | $7,374.00 | $7,398.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 3.98% | Composite: 3.17% | Composite: 3.69% | |||||||||||
| $7,422.00 | $7,448.00 | $7,472.00 | $7,496.00 | $7,520.00 | $7,540.00 | $7,560.00 | $7,580.00 | $7,600.00 | $7,620.00 | $7,640.00 | $7,664.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.69% | Composite: 3.43% | Composite: 3.53% | |||||||||||
| $7,686.00 | $7,710.00 | $7,734.00 | $7,758.00 | $7,780.00 | $7,802.00 | $7,824.00 | $7,846.00 | $7,868.00 | $7,892.00 | $7,914.00 | $7,938.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.53% | Composite: 2.61% | Composite: 3.23% | |||||||||||
| $7,960.00 | $7,984.00 | $8,006.00 | $8,030.00 | $8,054.00 | $8,072.00 | $8,088.00 | $8,106.00 | $8,124.00 | $8,142.00 | $8,160.00 | $8,182.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.23% | Composite: 2.27% | Composite: 2.89% | |||||||||||
| $8,204.00 | $8,226.00 | $8,248.00 | $8,270.00 | $8,292.00 | $8,308.00 | $8,324.00 | $8,338.00 | $8,354.00 | $8,370.00 | $8,386.00 | $8,406.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.89% | Composite: 4.76% | Composite: 8.36% | |||||||||||
| $8,426.00 | $8,446.00 | $8,466.00 | $8,486.00 | $8,508.00 | $8,542.00 | $8,574.00 | $8,608.00 | $8,642.00 | $8,676.00 | $8,710.00 | $8,770.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.36% | Composite: 10.88% | Composite: 7.72% | |||||||||||
| $8,830.00 | $8,890.00 | $8,952.00 | $9,012.00 | $9,074.00 | $9,154.00 | $9,236.00 | $9,318.00 | $9,400.00 | $9,484.00 | $9,568.00 | $9,628.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.72% | Composite: 4.60% | Composite: 5.16% | |||||||||||
| $9,690.00 | $9,750.00 | $9,812.00 | $9,874.00 | $9,938.00 | $9,976.00 | $10,014.00 | $10,052.00 | $10,090.00 | $10,128.00 | $10,166.00 | $10,210.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 5.16% | Composite: 4.18% | ||||||||||||
| $10,252.00 | $10,296.00 | $10,340.00 | $10,384.00 | $10,428.00 | $10,464.00 | $10,500.00 | $10,536.00 | $10,572.00 | $10,610.00 | $10,646.00 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||