Report
Total earnings from May 2009 to April 2024: $36.90.
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% | ||||||||||||
| $25.00 | $25.00 | $25.00 | $25.00 | $25.00 | $25.00 | $25.00 | $25.07 | ||||||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 3.16% | Composite: 1.64% | Composite: 0.84% | |||||||||||
| $25.13 | $25.20 | $25.26 | $25.33 | $25.40 | $25.43 | $25.47 | $25.50 | $25.54 | $25.57 | $25.61 | $25.63 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 0.84% | Composite: 4.70% | Composite: 3.16% | |||||||||||
| $25.65 | $25.66 | $25.68 | $25.70 | $25.72 | $25.82 | $25.92 | $26.02 | $26.12 | $26.22 | $26.32 | $26.39 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 3.16% | Composite: 2.30% | Composite: 1.86% | |||||||||||
| $26.46 | $26.53 | $26.60 | $26.67 | $26.74 | $26.79 | $26.84 | $26.89 | $26.94 | $27.00 | $27.05 | $27.09 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.86% | Composite: 1.28% | ||||||||||||
| $27.13 | $27.18 | $27.22 | $27.26 | $27.30 | $27.33 | $27.36 | $27.39 | $27.42 | $27.45 | $27.47 | $27.50 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.28% | Composite: 1.94% | Composite: 1.58% | |||||||||||
| $27.53 | $27.56 | $27.59 | $27.62 | $27.65 | $27.69 | $27.74 | $27.78 | $27.83 | $27.87 | $27.92 | $27.96 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.58% | Composite: 0.00% | Composite: 1.64% | |||||||||||
| $27.99 | $28.03 | $28.07 | $28.10 | $28.14 | $28.14 | $28.14 | $28.14 | $28.14 | $28.14 | $28.14 | $28.18 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.64% | Composite: 0.26% | Composite: 2.86% | |||||||||||
| $28.22 | $28.26 | $28.29 | $28.33 | $28.37 | $28.38 | $28.38 | $28.39 | $28.39 | $28.40 | $28.41 | $28.48 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.86% | Composite: 2.06% | Composite: 2.58% | |||||||||||
| $28.54 | $28.61 | $28.68 | $28.75 | $28.82 | $28.87 | $28.92 | $28.97 | $29.02 | $29.07 | $29.12 | $29.18 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.58% | Composite: 2.32% | Composite: 2.42% | |||||||||||
| $29.24 | $29.31 | $29.37 | $29.43 | $29.50 | $29.56 | $29.61 | $29.67 | $29.73 | $29.78 | $29.84 | $29.90 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.42% | Composite: 1.50% | Composite: 2.12% | |||||||||||
| $29.96 | $30.02 | $30.08 | $30.14 | $30.20 | $30.24 | $30.28 | $30.31 | $30.35 | $30.39 | $30.43 | $30.48 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.12% | Composite: 1.16% | Composite: 1.78% | |||||||||||
| $30.54 | $30.59 | $30.64 | $30.70 | $30.75 | $30.78 | $30.81 | $30.84 | $30.87 | $30.90 | $30.93 | $30.98 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.78% | Composite: 3.64% | Composite: 7.22% | |||||||||||
| $31.02 | $31.07 | $31.11 | $31.16 | $31.21 | $31.30 | $31.40 | $31.49 | $31.59 | $31.68 | $31.78 | $31.97 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.22% | Composite: 9.72% | Composite: 6.58% | |||||||||||
| $32.16 | $32.35 | $32.54 | $32.73 | $32.93 | $33.19 | $33.46 | $33.72 | $33.99 | $34.26 | $34.53 | $34.72 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.58% | Composite: 3.48% | Composite: 4.04% | |||||||||||
| $34.90 | $35.09 | $35.28 | $35.47 | $35.67 | $35.77 | $35.88 | $35.98 | $36.08 | $36.19 | $36.29 | $36.41 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.04% | |||||||||||||
| $36.53 | $36.65 | $36.78 | $36.90 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||