Report
Total earnings from November 2007 to November 2024: $191.04.
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: 1.53% | 2007 | ||||||||||
| Composite: 4.28% | |||||||||||||
| $100.00 | $100.36 | ||||||||||||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.28% | Composite: 6.07% | Composite: 6.15% | |||||||||||
| $100.72 | $101.08 | $101.44 | $101.80 | $102.16 | $102.68 | $103.20 | $103.68 | $104.20 | $104.72 | $105.28 | $105.80 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.15% | Composite: 0.00% | Composite: 4.28% | |||||||||||
| $106.36 | $106.88 | $107.44 | $107.96 | $108.52 | $108.52 | $108.52 | $108.52 | $108.52 | $108.52 | $108.52 | $108.92 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.28% | Composite: 2.75% | Composite: 1.94% | |||||||||||
| $109.28 | $109.68 | $110.08 | $110.44 | $110.84 | $111.08 | $111.36 | $111.60 | $111.84 | $112.12 | $112.36 | $112.56 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 1.94% | Composite: 5.83% | Composite: 4.28% | |||||||||||
| $112.72 | $112.92 | $113.08 | $113.28 | $113.44 | $114.00 | $114.52 | $115.08 | $115.64 | $116.20 | $116.76 | $117.16 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.28% | Composite: 3.41% | Composite: 2.97% | |||||||||||
| $117.60 | $118.00 | $118.40 | $118.84 | $119.24 | $119.56 | $119.92 | $120.24 | $120.60 | $120.92 | $121.28 | $121.56 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 2.97% | Composite: 2.39% | ||||||||||||
| $121.88 | $122.16 | $122.48 | $122.76 | $123.08 | $123.32 | $123.56 | $123.80 | $124.04 | $124.32 | $124.56 | $124.80 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.39% | Composite: 3.05% | Composite: 2.69% | |||||||||||
| $125.04 | $125.32 | $125.56 | $125.80 | $126.04 | $126.36 | $126.68 | $127.00 | $127.32 | $127.64 | $127.96 | $128.24 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.69% | Composite: 0.00% | Composite: 2.75% | |||||||||||
| $128.52 | $128.80 | $129.12 | $129.40 | $129.68 | $129.68 | $129.68 | $129.68 | $129.68 | $129.68 | $129.68 | $129.96 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.75% | Composite: 1.36% | Composite: 3.98% | |||||||||||
| $130.28 | $130.56 | $130.88 | $131.16 | $131.48 | $131.64 | $131.76 | $131.92 | $132.08 | $132.24 | $132.36 | $132.80 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 3.98% | Composite: 3.17% | Composite: 3.69% | |||||||||||
| $133.24 | $133.68 | $134.12 | $134.56 | $135.00 | $135.36 | $135.72 | $136.08 | $136.44 | $136.80 | $137.12 | $137.52 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.69% | Composite: 3.43% | Composite: 3.53% | |||||||||||
| $137.96 | $138.36 | $138.80 | $139.24 | $139.64 | $140.04 | $140.44 | $140.84 | $141.24 | $141.64 | $142.04 | $142.44 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.53% | Composite: 2.61% | Composite: 3.23% | |||||||||||
| $142.88 | $143.28 | $143.72 | $144.12 | $144.56 | $144.88 | $145.20 | $145.52 | $145.80 | $146.12 | $146.44 | $146.84 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.23% | Composite: 2.27% | Composite: 2.89% | |||||||||||
| $147.24 | $147.60 | $148.00 | $148.40 | $148.80 | $149.08 | $149.36 | $149.64 | $149.92 | $150.20 | $150.48 | $150.84 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.89% | Composite: 4.76% | Composite: 8.36% | |||||||||||
| $151.20 | $151.56 | $151.92 | $152.28 | $152.64 | $153.24 | $153.84 | $154.44 | $155.04 | $155.68 | $156.28 | $157.36 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.36% | Composite: 10.88% | Composite: 7.72% | |||||||||||
| $158.44 | $159.52 | $160.60 | $161.72 | $162.80 | $164.24 | $165.72 | $167.16 | $168.64 | $170.16 | $171.64 | $172.72 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.72% | Composite: 4.60% | Composite: 5.16% | |||||||||||
| $173.84 | $174.92 | $176.04 | $177.16 | $178.28 | $178.96 | $179.64 | $180.32 | $181.00 | $181.68 | $182.40 | $183.16 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 5.16% | Composite: 4.18% | ||||||||||||
| $183.96 | $184.72 | $185.52 | $186.32 | $187.12 | $187.76 | $188.40 | $189.08 | $189.72 | $190.36 | $191.04 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||