Report
Total earnings from November 2006 to April 2024: $2,002.00.
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: 1.55% | 2006 | ||||||||||
| Composite: 4.52% | |||||||||||||
| $1,000.00 | $1,003.60 | ||||||||||||
| 2007 | Inflation: 1.55% | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 4.52% | Composite: 3.84% | Composite: 4.48% | |||||||||||
| $1,007.60 | $1,011.20 | $1,015.20 | $1,018.80 | $1,022.40 | $1,025.60 | $1,028.80 | $1,032.00 | $1,035.60 | $1,038.80 | $1,042.00 | $1,046.00 | ||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.48% | Composite: 6.27% | Composite: 6.35% | |||||||||||
| $1,049.60 | $1,053.60 | $1,057.60 | $1,061.60 | $1,065.20 | $1,070.80 | $1,076.40 | $1,081.60 | $1,087.20 | $1,092.80 | $1,098.40 | $1,104.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.35% | Composite: 0.00% | Composite: 4.48% | |||||||||||
| $1,110.00 | $1,115.60 | $1,121.60 | $1,127.20 | $1,133.20 | $1,133.20 | $1,133.20 | $1,133.20 | $1,133.20 | $1,133.20 | $1,133.20 | $1,137.20 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.48% | Composite: 2.95% | Composite: 2.15% | |||||||||||
| $1,141.60 | $1,146.00 | $1,150.00 | $1,154.40 | $1,158.40 | $1,161.20 | $1,164.00 | $1,166.80 | $1,169.60 | $1,172.80 | $1,175.60 | $1,177.60 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 2.15% | Composite: 6.03% | Composite: 4.48% | |||||||||||
| $1,179.60 | $1,182.00 | $1,184.00 | $1,186.00 | $1,188.40 | $1,194.40 | $1,200.40 | $1,206.00 | $1,212.00 | $1,218.00 | $1,224.40 | $1,228.80 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.48% | Composite: 3.62% | Composite: 3.17% | |||||||||||
| $1,233.60 | $1,238.00 | $1,242.80 | $1,247.20 | $1,252.00 | $1,255.60 | $1,259.60 | $1,263.20 | $1,267.20 | $1,270.80 | $1,274.80 | $1,278.00 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 3.17% | Composite: 2.59% | ||||||||||||
| $1,281.60 | $1,284.80 | $1,288.40 | $1,291.60 | $1,295.20 | $1,298.00 | $1,300.80 | $1,303.60 | $1,306.40 | $1,309.20 | $1,312.00 | $1,314.80 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.59% | Composite: 3.25% | Composite: 2.89% | |||||||||||
| $1,317.60 | $1,320.40 | $1,323.20 | $1,326.00 | $1,328.80 | $1,332.40 | $1,336.00 | $1,339.60 | $1,343.20 | $1,346.80 | $1,350.40 | $1,353.60 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.89% | Composite: 0.00% | Composite: 2.95% | |||||||||||
| $1,356.80 | $1,360.00 | $1,363.20 | $1,366.80 | $1,370.00 | $1,370.00 | $1,370.00 | $1,370.00 | $1,370.00 | $1,370.00 | $1,370.00 | $1,373.20 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.95% | Composite: 1.56% | Composite: 4.18% | |||||||||||
| $1,376.80 | $1,380.00 | $1,383.60 | $1,386.80 | $1,390.40 | $1,392.40 | $1,394.00 | $1,396.00 | $1,397.60 | $1,399.60 | $1,401.20 | $1,406.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 4.18% | Composite: 3.37% | Composite: 3.90% | |||||||||||
| $1,410.80 | $1,415.60 | $1,420.80 | $1,425.60 | $1,430.40 | $1,434.40 | $1,438.40 | $1,442.40 | $1,446.40 | $1,450.40 | $1,454.40 | $1,459.20 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.90% | Composite: 3.64% | Composite: 3.74% | |||||||||||
| $1,463.60 | $1,468.40 | $1,473.20 | $1,478.00 | $1,482.80 | $1,487.20 | $1,491.60 | $1,496.40 | $1,500.80 | $1,505.20 | $1,509.60 | $1,514.40 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.74% | Composite: 2.81% | Composite: 3.43% | |||||||||||
| $1,518.80 | $1,523.60 | $1,528.40 | $1,533.20 | $1,538.00 | $1,541.60 | $1,545.20 | $1,548.80 | $1,552.40 | $1,556.00 | $1,559.60 | $1,564.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.43% | Composite: 2.47% | Composite: 3.09% | |||||||||||
| $1,568.40 | $1,572.80 | $1,577.20 | $1,582.00 | $1,586.40 | $1,589.60 | $1,592.80 | $1,596.00 | $1,599.60 | $1,602.80 | $1,606.00 | $1,610.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 3.09% | Composite: 4.96% | Composite: 8.57% | |||||||||||
| $1,614.40 | $1,618.40 | $1,622.40 | $1,626.80 | $1,630.80 | $1,637.60 | $1,644.00 | $1,650.80 | $1,657.60 | $1,664.40 | $1,671.20 | $1,682.80 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.57% | Composite: 11.09% | Composite: 7.93% | |||||||||||
| $1,694.80 | $1,706.80 | $1,718.80 | $1,730.80 | $1,742.80 | $1,758.40 | $1,774.40 | $1,790.40 | $1,806.80 | $1,822.80 | $1,839.60 | $1,851.60 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.93% | Composite: 4.80% | Composite: 5.37% | |||||||||||
| $1,863.60 | $1,875.60 | $1,888.00 | $1,900.00 | $1,912.40 | $1,920.00 | $1,927.60 | $1,935.20 | $1,942.80 | $1,950.40 | $1,958.40 | $1,967.20 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 5.37% | |||||||||||||
| $1,975.60 | $1,984.40 | $1,993.20 | $2,002.00 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||