Report
Total earnings from May 2006 to December 2024: $2,084.00.
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. | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2006 | - | Inflation: 0.50% | Inflation: 1.55% | 2006 | |||||||||
Composite: 2.41% | Composite: 4.52% | ||||||||||||
$1,000.00 | $1,002.00 | $1,004.00 | $1,006.00 | $1,008.00 | $1,010.00 | $1,012.00 | $1,015.60 | ||||||
2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
Composite: 4.52% | Composite: 3.84% | Composite: 4.48% | |||||||||||
$1,019.60 | $1,023.20 | $1,027.20 | $1,031.20 | $1,034.80 | $1,038.00 | $1,041.20 | $1,044.80 | $1,048.00 | $1,051.20 | $1,054.80 | $1,058.80 | ||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 4.48% | Composite: 6.27% | Composite: 6.35% | |||||||||||
$1,062.80 | $1,066.40 | $1,070.40 | $1,074.40 | $1,078.40 | $1,084.00 | $1,089.60 | $1,095.20 | $1,100.80 | $1,106.40 | $1,112.40 | $1,118.40 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 6.35% | Composite: 0.00% | Composite: 4.48% | |||||||||||
$1,124.00 | $1,130.00 | $1,136.00 | $1,141.60 | $1,147.60 | $1,147.60 | $1,147.60 | $1,147.60 | $1,147.60 | $1,147.60 | $1,147.60 | $1,152.00 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 4.48% | Composite: 2.95% | Composite: 2.15% | |||||||||||
$1,156.00 | $1,160.40 | $1,164.80 | $1,168.80 | $1,173.20 | $1,176.00 | $1,178.80 | $1,182.00 | $1,184.80 | $1,187.60 | $1,190.40 | $1,192.40 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 2.15% | Composite: 6.03% | Composite: 4.48% | |||||||||||
$1,194.80 | $1,196.80 | $1,198.80 | $1,201.20 | $1,203.20 | $1,209.20 | $1,215.20 | $1,221.20 | $1,227.20 | $1,233.20 | $1,239.60 | $1,244.00 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 4.48% | Composite: 3.62% | Composite: 3.17% | |||||||||||
$1,248.80 | $1,253.60 | $1,258.00 | $1,262.80 | $1,267.20 | $1,270.80 | $1,274.80 | $1,278.80 | $1,282.40 | $1,286.40 | $1,290.00 | $1,293.20 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 3.17% | Composite: 2.59% | ||||||||||||
$1,296.80 | $1,300.00 | $1,303.60 | $1,307.20 | $1,310.40 | $1,313.20 | $1,316.00 | $1,318.80 | $1,321.60 | $1,324.40 | $1,327.20 | $1,330.00 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 2.59% | Composite: 3.25% | Composite: 2.89% | |||||||||||
$1,332.80 | $1,335.60 | $1,338.80 | $1,341.60 | $1,344.40 | $1,348.00 | $1,351.60 | $1,355.20 | $1,358.80 | $1,362.40 | $1,366.40 | $1,369.60 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 2.89% | Composite: 0.00% | Composite: 2.95% | |||||||||||
$1,372.80 | $1,376.40 | $1,379.60 | $1,382.80 | $1,386.00 | $1,386.00 | $1,386.00 | $1,386.00 | $1,386.00 | $1,386.00 | $1,386.00 | $1,389.20 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 2.95% | Composite: 1.56% | Composite: 4.18% | |||||||||||
$1,392.80 | $1,396.00 | $1,399.60 | $1,403.20 | $1,406.40 | $1,408.40 | $1,410.00 | $1,412.00 | $1,413.60 | $1,415.60 | $1,417.20 | $1,422.00 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 4.18% | Composite: 3.37% | Composite: 3.90% | |||||||||||
$1,427.20 | $1,432.00 | $1,436.80 | $1,442.00 | $1,446.80 | $1,450.80 | $1,454.80 | $1,458.80 | $1,463.20 | $1,467.20 | $1,471.20 | $1,476.00 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 3.90% | Composite: 3.64% | Composite: 3.74% | |||||||||||
$1,480.80 | $1,485.60 | $1,490.40 | $1,495.20 | $1,500.00 | $1,504.40 | $1,509.20 | $1,513.60 | $1,518.00 | $1,522.80 | $1,527.20 | $1,532.00 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 3.74% | Composite: 2.81% | Composite: 3.43% | |||||||||||
$1,536.80 | $1,541.60 | $1,546.00 | $1,550.80 | $1,555.60 | $1,559.20 | $1,562.80 | $1,566.40 | $1,570.00 | $1,573.60 | $1,577.60 | $1,582.00 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 3.43% | Composite: 2.47% | Composite: 3.09% | |||||||||||
$1,586.40 | $1,591.20 | $1,595.60 | $1,600.00 | $1,604.80 | $1,608.00 | $1,611.20 | $1,614.80 | $1,618.00 | $1,621.20 | $1,624.80 | $1,628.80 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 3.09% | Composite: 4.96% | Composite: 8.57% | |||||||||||
$1,633.20 | $1,637.20 | $1,641.60 | $1,645.60 | $1,650.00 | $1,656.80 | $1,663.60 | $1,670.40 | $1,677.20 | $1,684.00 | $1,690.80 | $1,702.80 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 8.57% | Composite: 11.09% | Composite: 7.93% | |||||||||||
$1,714.80 | $1,726.80 | $1,738.80 | $1,750.80 | $1,763.20 | $1,779.20 | $1,795.20 | $1,811.60 | $1,827.60 | $1,844.40 | $1,860.80 | $1,872.80 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 7.93% | Composite: 4.80% | Composite: 5.37% | |||||||||||
$1,885.20 | $1,897.20 | $1,909.60 | $1,922.00 | $1,934.40 | $1,942.00 | $1,949.60 | $1,957.60 | $1,965.20 | $1,973.20 | $1,980.80 | $1,989.60 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
Composite: 5.37% | Composite: 4.38% | Composite: 3.31% | |||||||||||
$1,998.40 | $2,007.20 | $2,016.00 | $2,025.20 | $2,034.00 | $2,041.20 | $2,048.80 | $2,056.00 | $2,063.60 | $2,071.20 | $2,078.40 | $2,084.00 | ||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|