Report
Total earnings from May 2008 to December 2024: $155.68.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | Inflation: 2.42% | Inflation: 2.46% | 2008 | |||||||||
| Composite: 4.84% | Composite: 4.92% | ||||||||||||
| $100.00 | $100.40 | $100.80 | $101.20 | $101.60 | $102.00 | $102.44 | $102.84 | ||||||
| 2009 | Inflation: 2.46% | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 4.92% | Composite: 0.00% | Composite: 3.06% | |||||||||||
| $103.28 | $103.68 | $104.12 | $104.52 | $104.96 | $104.96 | $104.96 | $104.96 | $104.96 | $104.96 | $104.96 | $105.24 | ||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 3.06% | Composite: 1.54% | Composite: 0.74% | |||||||||||
| $105.48 | $105.76 | $106.04 | $106.28 | $106.56 | $106.68 | $106.84 | $106.96 | $107.12 | $107.24 | $107.40 | $107.48 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 0.74% | Composite: 4.60% | Composite: 3.06% | |||||||||||
| $107.52 | $107.60 | $107.68 | $107.72 | $107.80 | $108.20 | $108.64 | $109.04 | $109.44 | $109.88 | $110.28 | $110.56 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 3.06% | Composite: 2.20% | Composite: 1.76% | |||||||||||
| $110.84 | $111.12 | $111.40 | $111.68 | $111.96 | $112.16 | $112.36 | $112.56 | $112.76 | $113.00 | $113.20 | $113.36 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.76% | Composite: 1.18% | ||||||||||||
| $113.52 | $113.68 | $113.88 | $114.04 | $114.20 | $114.32 | $114.44 | $114.52 | $114.64 | $114.76 | $114.88 | $115.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.18% | Composite: 1.84% | Composite: 1.48% | |||||||||||
| $115.12 | $115.20 | $115.32 | $115.44 | $115.56 | $115.72 | $115.92 | $116.08 | $116.28 | $116.44 | $116.64 | $116.80 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $116.92 | $117.08 | $117.20 | $117.36 | $117.52 | $117.52 | $117.52 | $117.52 | $117.52 | $117.52 | $117.52 | $117.68 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $117.84 | $117.96 | $118.12 | $118.28 | $118.44 | $118.44 | $118.48 | $118.48 | $118.52 | $118.52 | $118.52 | $118.80 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $119.08 | $119.32 | $119.60 | $119.88 | $120.16 | $120.36 | $120.56 | $120.76 | $120.96 | $121.16 | $121.32 | $121.56 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $121.80 | $122.08 | $122.32 | $122.56 | $122.84 | $123.08 | $123.28 | $123.52 | $123.76 | $123.96 | $124.20 | $124.44 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $124.68 | $124.92 | $125.16 | $125.40 | $125.64 | $125.80 | $125.92 | $126.08 | $126.24 | $126.36 | $126.52 | $126.72 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $126.96 | $127.16 | $127.36 | $127.60 | $127.80 | $127.92 | $128.04 | $128.12 | $128.24 | $128.36 | $128.48 | $128.64 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $128.84 | $129.00 | $129.20 | $129.36 | $129.56 | $129.92 | $130.32 | $130.72 | $131.08 | $131.48 | $131.84 | $132.60 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $133.40 | $134.16 | $134.96 | $135.72 | $136.52 | $137.60 | $138.68 | $139.76 | $140.88 | $141.96 | $143.08 | $143.84 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $144.60 | $145.36 | $146.16 | $146.92 | $147.72 | $148.12 | $148.56 | $148.96 | $149.36 | $149.80 | $150.20 | $150.68 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 3.94% | Composite: 2.96% | Composite: 1.90% | |||||||||||
| $151.16 | $151.68 | $152.16 | $152.68 | $153.16 | $153.52 | $153.92 | $154.28 | $154.68 | $155.04 | $155.44 | $155.68 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||