Report
Total earnings from November 2007 to November 2024: $9,552.00.
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: 1.53% | 2007 | ||||||||||
Composite: 4.28% | |||||||||||||
$5,000.00 | $5,018.00 | ||||||||||||
2008 | Inflation: 1.53% | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
Composite: 4.28% | Composite: 6.07% | Composite: 6.15% | |||||||||||
$5,036.00 | $5,054.00 | $5,072.00 | $5,090.00 | $5,108.00 | $5,134.00 | $5,160.00 | $5,184.00 | $5,210.00 | $5,236.00 | $5,264.00 | $5,290.00 | ||
2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
Composite: 6.15% | Composite: 0.00% | Composite: 4.28% | |||||||||||
$5,318.00 | $5,344.00 | $5,372.00 | $5,398.00 | $5,426.00 | $5,426.00 | $5,426.00 | $5,426.00 | $5,426.00 | $5,426.00 | $5,426.00 | $5,446.00 | ||
2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
Composite: 4.28% | Composite: 2.75% | Composite: 1.94% | |||||||||||
$5,464.00 | $5,484.00 | $5,504.00 | $5,522.00 | $5,542.00 | $5,554.00 | $5,568.00 | $5,580.00 | $5,592.00 | $5,606.00 | $5,618.00 | $5,628.00 | ||
2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
Composite: 1.94% | Composite: 5.83% | Composite: 4.28% | |||||||||||
$5,636.00 | $5,646.00 | $5,654.00 | $5,664.00 | $5,672.00 | $5,700.00 | $5,726.00 | $5,754.00 | $5,782.00 | $5,810.00 | $5,838.00 | $5,858.00 | ||
2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
Composite: 4.28% | Composite: 3.41% | Composite: 2.97% | |||||||||||
$5,880.00 | $5,900.00 | $5,920.00 | $5,942.00 | $5,962.00 | $5,978.00 | $5,996.00 | $6,012.00 | $6,030.00 | $6,046.00 | $6,064.00 | $6,078.00 | ||
2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
Composite: 2.97% | Composite: 2.39% | ||||||||||||
$6,094.00 | $6,108.00 | $6,124.00 | $6,138.00 | $6,154.00 | $6,166.00 | $6,178.00 | $6,190.00 | $6,202.00 | $6,216.00 | $6,228.00 | $6,240.00 | ||
2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
Composite: 2.39% | Composite: 3.05% | Composite: 2.69% | |||||||||||
$6,252.00 | $6,266.00 | $6,278.00 | $6,290.00 | $6,302.00 | $6,318.00 | $6,334.00 | $6,350.00 | $6,366.00 | $6,382.00 | $6,398.00 | $6,412.00 | ||
2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
Composite: 2.69% | Composite: 0.00% | Composite: 2.75% | |||||||||||
$6,426.00 | $6,440.00 | $6,456.00 | $6,470.00 | $6,484.00 | $6,484.00 | $6,484.00 | $6,484.00 | $6,484.00 | $6,484.00 | $6,484.00 | $6,498.00 | ||
2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
Composite: 2.75% | Composite: 1.36% | Composite: 3.98% | |||||||||||
$6,514.00 | $6,528.00 | $6,544.00 | $6,558.00 | $6,574.00 | $6,582.00 | $6,588.00 | $6,596.00 | $6,604.00 | $6,612.00 | $6,618.00 | $6,640.00 | ||
2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
Composite: 3.98% | Composite: 3.17% | Composite: 3.69% | |||||||||||
$6,662.00 | $6,684.00 | $6,706.00 | $6,728.00 | $6,750.00 | $6,768.00 | $6,786.00 | $6,804.00 | $6,822.00 | $6,840.00 | $6,856.00 | $6,876.00 | ||
2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
Composite: 3.69% | Composite: 3.43% | Composite: 3.53% | |||||||||||
$6,898.00 | $6,918.00 | $6,940.00 | $6,962.00 | $6,982.00 | $7,002.00 | $7,022.00 | $7,042.00 | $7,062.00 | $7,082.00 | $7,102.00 | $7,122.00 | ||
2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
Composite: 3.53% | Composite: 2.61% | Composite: 3.23% | |||||||||||
$7,144.00 | $7,164.00 | $7,186.00 | $7,206.00 | $7,228.00 | $7,244.00 | $7,260.00 | $7,276.00 | $7,290.00 | $7,306.00 | $7,322.00 | $7,342.00 | ||
2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
Composite: 3.23% | Composite: 2.27% | Composite: 2.89% | |||||||||||
$7,362.00 | $7,380.00 | $7,400.00 | $7,420.00 | $7,440.00 | $7,454.00 | $7,468.00 | $7,482.00 | $7,496.00 | $7,510.00 | $7,524.00 | $7,542.00 | ||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 2.89% | Composite: 4.76% | Composite: 8.36% | |||||||||||
$7,560.00 | $7,578.00 | $7,596.00 | $7,614.00 | $7,632.00 | $7,662.00 | $7,692.00 | $7,722.00 | $7,752.00 | $7,784.00 | $7,814.00 | $7,868.00 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 8.36% | Composite: 10.88% | Composite: 7.72% | |||||||||||
$7,922.00 | $7,976.00 | $8,030.00 | $8,086.00 | $8,140.00 | $8,212.00 | $8,286.00 | $8,358.00 | $8,432.00 | $8,508.00 | $8,582.00 | $8,636.00 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 7.72% | Composite: 4.60% | Composite: 5.16% | |||||||||||
$8,692.00 | $8,746.00 | $8,802.00 | $8,858.00 | $8,914.00 | $8,948.00 | $8,982.00 | $9,016.00 | $9,050.00 | $9,084.00 | $9,120.00 | $9,158.00 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
Composite: 5.16% | Composite: 4.18% | ||||||||||||
$9,198.00 | $9,236.00 | $9,276.00 | $9,316.00 | $9,356.00 | $9,388.00 | $9,420.00 | $9,454.00 | $9,486.00 | $9,518.00 | $9,552.00 | |||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|