Report
Total earnings from May 2007 to December 2024: $9,910.00.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | Inflation: 1.21% | Inflation: 1.53% | 2007 | |||||||||
| Composite: 3.74% | Composite: 4.38% | ||||||||||||
| $5,000.00 | $5,016.00 | $5,030.00 | $5,046.00 | $5,062.00 | $5,078.00 | $5,094.00 | $5,112.00 | ||||||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.38% | Composite: 6.17% | Composite: 6.25% | |||||||||||
| $5,130.00 | $5,150.00 | $5,168.00 | $5,186.00 | $5,206.00 | $5,232.00 | $5,258.00 | $5,286.00 | $5,312.00 | $5,340.00 | $5,366.00 | $5,394.00 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.25% | Composite: 0.00% | Composite: 4.38% | |||||||||||
| $5,422.00 | $5,450.00 | $5,478.00 | $5,506.00 | $5,534.00 | $5,534.00 | $5,534.00 | $5,534.00 | $5,534.00 | $5,534.00 | $5,534.00 | $5,554.00 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.38% | Composite: 2.85% | Composite: 2.04% | |||||||||||
| $5,574.00 | $5,594.00 | $5,614.00 | $5,634.00 | $5,656.00 | $5,670.00 | $5,682.00 | $5,696.00 | $5,710.00 | $5,724.00 | $5,736.00 | $5,746.00 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 2.04% | Composite: 5.93% | Composite: 4.38% | |||||||||||
| $5,756.00 | $5,766.00 | $5,774.00 | $5,784.00 | $5,794.00 | $5,822.00 | $5,850.00 | $5,880.00 | $5,908.00 | $5,936.00 | $5,966.00 | $5,988.00 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.38% | Composite: 3.51% | Composite: 3.07% | |||||||||||
| $6,010.00 | $6,030.00 | $6,052.00 | $6,074.00 | $6,096.00 | $6,114.00 | $6,132.00 | $6,150.00 | $6,168.00 | $6,186.00 | $6,202.00 | $6,218.00 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 3.07% | Composite: 2.49% | ||||||||||||
| $6,234.00 | $6,250.00 | $6,266.00 | $6,282.00 | $6,298.00 | $6,312.00 | $6,324.00 | $6,338.00 | $6,350.00 | $6,364.00 | $6,376.00 | $6,390.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.49% | Composite: 3.15% | Composite: 2.79% | |||||||||||
| $6,402.00 | $6,416.00 | $6,428.00 | $6,442.00 | $6,456.00 | $6,472.00 | $6,490.00 | $6,506.00 | $6,524.00 | $6,540.00 | $6,558.00 | $6,574.00 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.79% | Composite: 0.00% | Composite: 2.85% | |||||||||||
| $6,588.00 | $6,604.00 | $6,618.00 | $6,634.00 | $6,650.00 | $6,650.00 | $6,650.00 | $6,650.00 | $6,650.00 | $6,650.00 | $6,650.00 | $6,666.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.85% | Composite: 1.46% | Composite: 4.08% | |||||||||||
| $6,682.00 | $6,698.00 | $6,714.00 | $6,728.00 | $6,744.00 | $6,752.00 | $6,760.00 | $6,768.00 | $6,776.00 | $6,786.00 | $6,794.00 | $6,816.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 4.08% | Composite: 3.27% | Composite: 3.80% | |||||||||||
| $6,840.00 | $6,862.00 | $6,886.00 | $6,910.00 | $6,932.00 | $6,950.00 | $6,970.00 | $6,988.00 | $7,008.00 | $7,026.00 | $7,046.00 | $7,068.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.80% | Composite: 3.53% | Composite: 3.64% | |||||||||||
| $7,090.00 | $7,112.00 | $7,134.00 | $7,158.00 | $7,180.00 | $7,200.00 | $7,222.00 | $7,244.00 | $7,264.00 | $7,286.00 | $7,306.00 | $7,328.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.64% | Composite: 2.71% | Composite: 3.33% | |||||||||||
| $7,350.00 | $7,372.00 | $7,394.00 | $7,416.00 | $7,438.00 | $7,454.00 | $7,472.00 | $7,488.00 | $7,506.00 | $7,522.00 | $7,538.00 | $7,558.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.33% | Composite: 2.37% | Composite: 2.99% | |||||||||||
| $7,580.00 | $7,600.00 | $7,622.00 | $7,642.00 | $7,664.00 | $7,680.00 | $7,694.00 | $7,710.00 | $7,724.00 | $7,740.00 | $7,754.00 | $7,774.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.99% | Composite: 4.86% | Composite: 8.47% | |||||||||||
| $7,792.00 | $7,812.00 | $7,832.00 | $7,850.00 | $7,870.00 | $7,902.00 | $7,934.00 | $7,966.00 | $7,996.00 | $8,030.00 | $8,062.00 | $8,118.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.47% | Composite: 10.98% | Composite: 7.82% | |||||||||||
| $8,174.00 | $8,230.00 | $8,288.00 | $8,346.00 | $8,404.00 | $8,480.00 | $8,556.00 | $8,632.00 | $8,708.00 | $8,786.00 | $8,866.00 | $8,922.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.82% | Composite: 4.70% | Composite: 5.27% | |||||||||||
| $8,980.00 | $9,038.00 | $9,096.00 | $9,154.00 | $9,212.00 | $9,248.00 | $9,284.00 | $9,320.00 | $9,356.00 | $9,392.00 | $9,428.00 | $9,468.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 5.27% | Composite: 4.28% | Composite: 3.21% | |||||||||||
| $9,510.00 | $9,552.00 | $9,592.00 | $9,634.00 | $9,676.00 | $9,710.00 | $9,744.00 | $9,778.00 | $9,814.00 | $9,848.00 | $9,884.00 | $9,910.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||