Report
Total earnings from November 2005 to April 2024: $19,588.00.
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: 2.85% | 2005 | ||||||||||
| Composite: 6.73% | |||||||||||||
| $10,000.00 | $10,056.00 | ||||||||||||
| 2006 | Inflation: 2.85% | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
| Composite: 6.73% | Composite: 2.01% | Composite: 4.12% | |||||||||||
| $10,112.00 | $10,168.00 | $10,224.00 | $10,280.00 | $10,336.00 | $10,352.00 | $10,372.00 | $10,388.00 | $10,404.00 | $10,424.00 | $10,440.00 | $10,476.00 | ||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 4.12% | Composite: 3.43% | Composite: 4.08% | |||||||||||
| $10,512.00 | $10,548.00 | $10,584.00 | $10,620.00 | $10,656.00 | $10,688.00 | $10,716.00 | $10,748.00 | $10,776.00 | $10,808.00 | $10,840.00 | $10,876.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.08% | Composite: 5.86% | Composite: 5.94% | |||||||||||
| $10,912.00 | $10,952.00 | $10,988.00 | $11,024.00 | $11,060.00 | $11,112.00 | $11,168.00 | $11,220.00 | $11,276.00 | $11,328.00 | $11,384.00 | $11,440.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 5.94% | Composite: 0.00% | Composite: 4.08% | |||||||||||
| $11,496.00 | $11,552.00 | $11,608.00 | $11,664.00 | $11,724.00 | $11,724.00 | $11,724.00 | $11,724.00 | $11,724.00 | $11,724.00 | $11,724.00 | $11,764.00 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.08% | Composite: 2.55% | Composite: 1.74% | |||||||||||
| $11,804.00 | $11,844.00 | $11,884.00 | $11,924.00 | $11,964.00 | $11,988.00 | $12,016.00 | $12,040.00 | $12,064.00 | $12,092.00 | $12,116.00 | $12,132.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 1.74% | Composite: 5.62% | Composite: 4.08% | |||||||||||
| $12,152.00 | $12,168.00 | $12,188.00 | $12,204.00 | $12,220.00 | $12,276.00 | $12,332.00 | $12,392.00 | $12,448.00 | $12,504.00 | $12,564.00 | $12,608.00 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.08% | Composite: 3.21% | Composite: 2.77% | |||||||||||
| $12,648.00 | $12,692.00 | $12,736.00 | $12,776.00 | $12,820.00 | $12,856.00 | $12,888.00 | $12,924.00 | $12,956.00 | $12,992.00 | $13,024.00 | $13,052.00 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 2.77% | Composite: 2.19% | ||||||||||||
| $13,084.00 | $13,112.00 | $13,144.00 | $13,176.00 | $13,204.00 | $13,228.00 | $13,252.00 | $13,276.00 | $13,300.00 | $13,324.00 | $13,348.00 | $13,372.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.19% | Composite: 2.85% | Composite: 2.49% | |||||||||||
| $13,396.00 | $13,420.00 | $13,444.00 | $13,468.00 | $13,496.00 | $13,528.00 | $13,560.00 | $13,592.00 | $13,624.00 | $13,656.00 | $13,688.00 | $13,716.00 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.49% | Composite: 0.00% | Composite: 2.55% | |||||||||||
| $13,744.00 | $13,772.00 | $13,800.00 | $13,828.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,888.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.55% | Composite: 1.16% | Composite: 3.77% | |||||||||||
| $13,920.00 | $13,948.00 | $13,976.00 | $14,008.00 | $14,036.00 | $14,048.00 | $14,064.00 | $14,076.00 | $14,092.00 | $14,104.00 | $14,116.00 | $14,160.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 3.77% | Composite: 2.97% | Composite: 3.49% | |||||||||||
| $14,204.00 | $14,248.00 | $14,292.00 | $14,336.00 | $14,384.00 | $14,420.00 | $14,456.00 | $14,492.00 | $14,528.00 | $14,560.00 | $14,596.00 | $14,640.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.49% | Composite: 3.23% | Composite: 3.33% | |||||||||||
| $14,680.00 | $14,724.00 | $14,764.00 | $14,808.00 | $14,852.00 | $14,892.00 | $14,932.00 | $14,972.00 | $15,012.00 | $15,052.00 | $15,092.00 | $15,132.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.33% | Composite: 2.41% | Composite: 3.03% | |||||||||||
| $15,176.00 | $15,216.00 | $15,260.00 | $15,300.00 | $15,344.00 | $15,376.00 | $15,404.00 | $15,436.00 | $15,468.00 | $15,496.00 | $15,528.00 | $15,568.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.03% | Composite: 2.07% | Composite: 2.69% | |||||||||||
| $15,608.00 | $15,644.00 | $15,684.00 | $15,724.00 | $15,764.00 | $15,792.00 | $15,820.00 | $15,844.00 | $15,872.00 | $15,900.00 | $15,928.00 | $15,964.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.69% | Composite: 4.56% | Composite: 8.16% | |||||||||||
| $16,000.00 | $16,036.00 | $16,072.00 | $16,108.00 | $16,144.00 | $16,204.00 | $16,264.00 | $16,328.00 | $16,388.00 | $16,452.00 | $16,512.00 | $16,624.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.16% | Composite: 10.67% | Composite: 7.51% | |||||||||||
| $16,732.00 | $16,844.00 | $16,960.00 | $17,072.00 | $17,184.00 | $17,332.00 | $17,484.00 | $17,636.00 | $17,788.00 | $17,944.00 | $18,100.00 | $18,212.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.51% | Composite: 4.40% | Composite: 4.96% | |||||||||||
| $18,324.00 | $18,436.00 | $18,552.00 | $18,664.00 | $18,780.00 | $18,848.00 | $18,916.00 | $18,984.00 | $19,056.00 | $19,124.00 | $19,192.00 | $19,272.00 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.96% | |||||||||||||
| $19,348.00 | $19,428.00 | $19,508.00 | $19,588.00 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||