Report
Total earnings from May 2009 to April 2024: $1,476.00.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | Inflation: -2.78% | Inflation: 1.53% | 2009 | |||||||||
| Composite: 0.00% | Composite: 3.16% | ||||||||||||
| $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,002.80 | ||||||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 3.16% | Composite: 1.64% | Composite: 0.84% | |||||||||||
| $1,005.20 | $1,008.00 | $1,010.40 | $1,013.20 | $1,016.00 | $1,017.20 | $1,018.80 | $1,020.00 | $1,021.60 | $1,022.80 | $1,024.40 | $1,025.20 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 0.84% | Composite: 4.70% | Composite: 3.16% | |||||||||||
| $1,026.00 | $1,026.40 | $1,027.20 | $1,028.00 | $1,028.80 | $1,032.80 | $1,036.80 | $1,040.80 | $1,044.80 | $1,048.80 | $1,052.80 | $1,055.60 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 3.16% | Composite: 2.30% | Composite: 1.86% | |||||||||||
| $1,058.40 | $1,061.20 | $1,064.00 | $1,066.80 | $1,069.60 | $1,071.60 | $1,073.60 | $1,075.60 | $1,077.60 | $1,080.00 | $1,082.00 | $1,083.60 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.86% | Composite: 1.28% | ||||||||||||
| $1,085.20 | $1,087.20 | $1,088.80 | $1,090.40 | $1,092.00 | $1,093.20 | $1,094.40 | $1,095.60 | $1,096.80 | $1,098.00 | $1,098.80 | $1,100.00 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.28% | Composite: 1.94% | Composite: 1.58% | |||||||||||
| $1,101.20 | $1,102.40 | $1,103.60 | $1,104.80 | $1,106.00 | $1,107.60 | $1,109.60 | $1,111.20 | $1,113.20 | $1,114.80 | $1,116.80 | $1,118.40 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.58% | Composite: 0.00% | Composite: 1.64% | |||||||||||
| $1,119.60 | $1,121.20 | $1,122.80 | $1,124.00 | $1,125.60 | $1,125.60 | $1,125.60 | $1,125.60 | $1,125.60 | $1,125.60 | $1,125.60 | $1,127.20 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.64% | Composite: 0.26% | Composite: 2.86% | |||||||||||
| $1,128.80 | $1,130.40 | $1,131.60 | $1,133.20 | $1,134.80 | $1,135.20 | $1,135.20 | $1,135.60 | $1,135.60 | $1,136.00 | $1,136.40 | $1,139.20 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.86% | Composite: 2.06% | Composite: 2.58% | |||||||||||
| $1,141.60 | $1,144.40 | $1,147.20 | $1,150.00 | $1,152.80 | $1,154.80 | $1,156.80 | $1,158.80 | $1,160.80 | $1,162.80 | $1,164.80 | $1,167.20 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.58% | Composite: 2.32% | Composite: 2.42% | |||||||||||
| $1,169.60 | $1,172.40 | $1,174.80 | $1,177.20 | $1,180.00 | $1,182.40 | $1,184.40 | $1,186.80 | $1,189.20 | $1,191.20 | $1,193.60 | $1,196.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.42% | Composite: 1.50% | Composite: 2.12% | |||||||||||
| $1,198.40 | $1,200.80 | $1,203.20 | $1,205.60 | $1,208.00 | $1,209.60 | $1,211.20 | $1,212.40 | $1,214.00 | $1,215.60 | $1,217.20 | $1,219.20 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.12% | Composite: 1.16% | Composite: 1.78% | |||||||||||
| $1,221.60 | $1,223.60 | $1,225.60 | $1,228.00 | $1,230.00 | $1,231.20 | $1,232.40 | $1,233.60 | $1,234.80 | $1,236.00 | $1,237.20 | $1,239.20 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.78% | Composite: 3.64% | Composite: 7.22% | |||||||||||
| $1,240.80 | $1,242.80 | $1,244.40 | $1,246.40 | $1,248.40 | $1,252.00 | $1,256.00 | $1,259.60 | $1,263.60 | $1,267.20 | $1,271.20 | $1,278.80 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.22% | Composite: 9.72% | Composite: 6.58% | |||||||||||
| $1,286.40 | $1,294.00 | $1,301.60 | $1,309.20 | $1,317.20 | $1,327.60 | $1,338.40 | $1,348.80 | $1,359.60 | $1,370.40 | $1,381.20 | $1,388.80 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.58% | Composite: 3.48% | Composite: 4.04% | |||||||||||
| $1,396.00 | $1,403.60 | $1,411.20 | $1,418.80 | $1,426.80 | $1,430.80 | $1,435.20 | $1,439.20 | $1,443.20 | $1,447.60 | $1,451.60 | $1,456.40 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.04% | |||||||||||||
| $1,461.20 | $1,466.00 | $1,471.20 | $1,476.00 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||