Report
Total earnings from May 2006 to December 2024: $20,840.00.
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% | ||||||||||||
| $10,000.00 | $10,020.00 | $10,040.00 | $10,060.00 | $10,080.00 | $10,100.00 | $10,120.00 | $10,156.00 | ||||||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 4.52% | Composite: 3.84% | Composite: 4.48% | |||||||||||
| $10,196.00 | $10,232.00 | $10,272.00 | $10,312.00 | $10,348.00 | $10,380.00 | $10,412.00 | $10,448.00 | $10,480.00 | $10,512.00 | $10,548.00 | $10,588.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.48% | Composite: 6.27% | Composite: 6.35% | |||||||||||
| $10,628.00 | $10,664.00 | $10,704.00 | $10,744.00 | $10,784.00 | $10,840.00 | $10,896.00 | $10,952.00 | $11,008.00 | $11,064.00 | $11,124.00 | $11,184.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.35% | Composite: 0.00% | Composite: 4.48% | |||||||||||
| $11,240.00 | $11,300.00 | $11,360.00 | $11,416.00 | $11,476.00 | $11,476.00 | $11,476.00 | $11,476.00 | $11,476.00 | $11,476.00 | $11,476.00 | $11,520.00 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.48% | Composite: 2.95% | Composite: 2.15% | |||||||||||
| $11,560.00 | $11,604.00 | $11,648.00 | $11,688.00 | $11,732.00 | $11,760.00 | $11,788.00 | $11,820.00 | $11,848.00 | $11,876.00 | $11,904.00 | $11,924.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 2.15% | Composite: 6.03% | Composite: 4.48% | |||||||||||
| $11,948.00 | $11,968.00 | $11,988.00 | $12,012.00 | $12,032.00 | $12,092.00 | $12,152.00 | $12,212.00 | $12,272.00 | $12,332.00 | $12,396.00 | $12,440.00 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.48% | Composite: 3.62% | Composite: 3.17% | |||||||||||
| $12,488.00 | $12,536.00 | $12,580.00 | $12,628.00 | $12,672.00 | $12,708.00 | $12,748.00 | $12,788.00 | $12,824.00 | $12,864.00 | $12,900.00 | $12,932.00 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 3.17% | Composite: 2.59% | ||||||||||||
| $12,968.00 | $13,000.00 | $13,036.00 | $13,072.00 | $13,104.00 | $13,132.00 | $13,160.00 | $13,188.00 | $13,216.00 | $13,244.00 | $13,272.00 | $13,300.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.59% | Composite: 3.25% | Composite: 2.89% | |||||||||||
| $13,328.00 | $13,356.00 | $13,388.00 | $13,416.00 | $13,444.00 | $13,480.00 | $13,516.00 | $13,552.00 | $13,588.00 | $13,624.00 | $13,664.00 | $13,696.00 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.89% | Composite: 0.00% | Composite: 2.95% | |||||||||||
| $13,728.00 | $13,764.00 | $13,796.00 | $13,828.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,860.00 | $13,892.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.95% | Composite: 1.56% | Composite: 4.18% | |||||||||||
| $13,928.00 | $13,960.00 | $13,996.00 | $14,032.00 | $14,064.00 | $14,084.00 | $14,100.00 | $14,120.00 | $14,136.00 | $14,156.00 | $14,172.00 | $14,220.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 4.18% | Composite: 3.37% | Composite: 3.90% | |||||||||||
| $14,272.00 | $14,320.00 | $14,368.00 | $14,420.00 | $14,468.00 | $14,508.00 | $14,548.00 | $14,588.00 | $14,632.00 | $14,672.00 | $14,712.00 | $14,760.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.90% | Composite: 3.64% | Composite: 3.74% | |||||||||||
| $14,808.00 | $14,856.00 | $14,904.00 | $14,952.00 | $15,000.00 | $15,044.00 | $15,092.00 | $15,136.00 | $15,180.00 | $15,228.00 | $15,272.00 | $15,320.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.74% | Composite: 2.81% | Composite: 3.43% | |||||||||||
| $15,368.00 | $15,416.00 | $15,460.00 | $15,508.00 | $15,556.00 | $15,592.00 | $15,628.00 | $15,664.00 | $15,700.00 | $15,736.00 | $15,776.00 | $15,820.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.43% | Composite: 2.47% | Composite: 3.09% | |||||||||||
| $15,864.00 | $15,912.00 | $15,956.00 | $16,000.00 | $16,048.00 | $16,080.00 | $16,112.00 | $16,148.00 | $16,180.00 | $16,212.00 | $16,248.00 | $16,288.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 3.09% | Composite: 4.96% | Composite: 8.57% | |||||||||||
| $16,332.00 | $16,372.00 | $16,416.00 | $16,456.00 | $16,500.00 | $16,568.00 | $16,636.00 | $16,704.00 | $16,772.00 | $16,840.00 | $16,908.00 | $17,028.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.57% | Composite: 11.09% | Composite: 7.93% | |||||||||||
| $17,148.00 | $17,268.00 | $17,388.00 | $17,508.00 | $17,632.00 | $17,792.00 | $17,952.00 | $18,116.00 | $18,276.00 | $18,444.00 | $18,608.00 | $18,728.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.93% | Composite: 4.80% | Composite: 5.37% | |||||||||||
| $18,852.00 | $18,972.00 | $19,096.00 | $19,220.00 | $19,344.00 | $19,420.00 | $19,496.00 | $19,576.00 | $19,652.00 | $19,732.00 | $19,808.00 | $19,896.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 5.37% | Composite: 4.38% | Composite: 3.31% | |||||||||||
| $19,984.00 | $20,072.00 | $20,160.00 | $20,252.00 | $20,340.00 | $20,412.00 | $20,488.00 | $20,560.00 | $20,636.00 | $20,712.00 | $20,784.00 | $20,840.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||