Report
Total earnings from November 2007 to November 2024: $47.76.
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% | |||||||||||||
| $25.00 | $25.09 | ||||||||||||
| 2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.28% | Composite: 6.07% | Composite: 6.15% | |||||||||||
| $25.18 | $25.27 | $25.36 | $25.45 | $25.54 | $25.67 | $25.80 | $25.92 | $26.05 | $26.18 | $26.32 | $26.45 | ||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 6.15% | Composite: 0.00% | Composite: 4.28% | |||||||||||
| $26.59 | $26.72 | $26.86 | $26.99 | $27.13 | $27.13 | $27.13 | $27.13 | $27.13 | $27.13 | $27.13 | $27.23 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 4.28% | Composite: 2.75% | Composite: 1.94% | |||||||||||
| $27.32 | $27.42 | $27.52 | $27.61 | $27.71 | $27.77 | $27.84 | $27.90 | $27.96 | $28.03 | $28.09 | $28.14 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 1.94% | Composite: 5.83% | Composite: 4.28% | |||||||||||
| $28.18 | $28.23 | $28.27 | $28.32 | $28.36 | $28.50 | $28.63 | $28.77 | $28.91 | $29.05 | $29.19 | $29.29 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 4.28% | Composite: 3.41% | Composite: 2.97% | |||||||||||
| $29.40 | $29.50 | $29.60 | $29.71 | $29.81 | $29.89 | $29.98 | $30.06 | $30.15 | $30.23 | $30.32 | $30.39 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 2.97% | Composite: 2.39% | ||||||||||||
| $30.47 | $30.54 | $30.62 | $30.69 | $30.77 | $30.83 | $30.89 | $30.95 | $31.01 | $31.08 | $31.14 | $31.20 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 2.39% | Composite: 3.05% | Composite: 2.69% | |||||||||||
| $31.26 | $31.33 | $31.39 | $31.45 | $31.51 | $31.59 | $31.67 | $31.75 | $31.83 | $31.91 | $31.99 | $32.06 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 2.69% | Composite: 0.00% | Composite: 2.75% | |||||||||||
| $32.13 | $32.20 | $32.28 | $32.35 | $32.42 | $32.42 | $32.42 | $32.42 | $32.42 | $32.42 | $32.42 | $32.49 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 2.75% | Composite: 1.36% | Composite: 3.98% | |||||||||||
| $32.57 | $32.64 | $32.72 | $32.79 | $32.87 | $32.91 | $32.94 | $32.98 | $33.02 | $33.06 | $33.09 | $33.20 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 3.98% | Composite: 3.17% | Composite: 3.69% | |||||||||||
| $33.31 | $33.42 | $33.53 | $33.64 | $33.75 | $33.84 | $33.93 | $34.02 | $34.11 | $34.20 | $34.28 | $34.38 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 3.69% | Composite: 3.43% | Composite: 3.53% | |||||||||||
| $34.49 | $34.59 | $34.70 | $34.81 | $34.91 | $35.01 | $35.11 | $35.21 | $35.31 | $35.41 | $35.51 | $35.61 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 3.53% | Composite: 2.61% | Composite: 3.23% | |||||||||||
| $35.72 | $35.82 | $35.93 | $36.03 | $36.14 | $36.22 | $36.30 | $36.38 | $36.45 | $36.53 | $36.61 | $36.71 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 3.23% | Composite: 2.27% | Composite: 2.89% | |||||||||||
| $36.81 | $36.90 | $37.00 | $37.10 | $37.20 | $37.27 | $37.34 | $37.41 | $37.48 | $37.55 | $37.62 | $37.71 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.89% | Composite: 4.76% | Composite: 8.36% | |||||||||||
| $37.80 | $37.89 | $37.98 | $38.07 | $38.16 | $38.31 | $38.46 | $38.61 | $38.76 | $38.92 | $39.07 | $39.34 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 8.36% | Composite: 10.88% | Composite: 7.72% | |||||||||||
| $39.61 | $39.88 | $40.15 | $40.43 | $40.70 | $41.06 | $41.43 | $41.79 | $42.16 | $42.54 | $42.91 | $43.18 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.72% | Composite: 4.60% | Composite: 5.16% | |||||||||||
| $43.46 | $43.73 | $44.01 | $44.29 | $44.57 | $44.74 | $44.91 | $45.08 | $45.25 | $45.42 | $45.60 | $45.79 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 5.16% | Composite: 4.18% | ||||||||||||
| $45.99 | $46.18 | $46.38 | $46.58 | $46.78 | $46.94 | $47.10 | $47.27 | $47.43 | $47.59 | $47.76 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||