Report
Total earnings from November 2009 to December 2024: $38.69.
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: 1.53% | 2009 | ||||||||||
| Composite: 3.36% | |||||||||||||
| $25.00 | $25.07 | ||||||||||||
| 2010 | Inflation: 1.53% | Inflation: 0.77% | Inflation: 0.37% | 2010 | |||||||||
| Composite: 3.36% | Composite: 1.84% | Composite: 1.04% | |||||||||||
| $25.14 | $25.21 | $25.28 | $25.35 | $25.42 | $25.46 | $25.50 | $25.54 | $25.58 | $25.61 | $25.65 | $25.67 | ||
| 2011 | Inflation: 0.37% | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 1.04% | Composite: 4.91% | Composite: 3.36% | |||||||||||
| $25.69 | $25.72 | $25.74 | $25.76 | $25.78 | $25.88 | $25.99 | $26.09 | $26.20 | $26.31 | $26.41 | $26.48 | ||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 3.36% | Composite: 2.50% | Composite: 2.06% | |||||||||||
| $26.56 | $26.63 | $26.70 | $26.78 | $26.85 | $26.91 | $26.96 | $27.02 | $27.07 | $27.13 | $27.19 | $27.24 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 2.06% | Composite: 1.48% | ||||||||||||
| $27.28 | $27.33 | $27.38 | $27.42 | $27.47 | $27.50 | $27.54 | $27.57 | $27.61 | $27.64 | $27.67 | $27.70 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.48% | Composite: 2.14% | Composite: 1.78% | |||||||||||
| $27.74 | $27.77 | $27.81 | $27.84 | $27.87 | $27.92 | $27.97 | $28.02 | $28.07 | $28.12 | $28.17 | $28.21 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.78% | Composite: 0.00% | Composite: 1.84% | |||||||||||
| $28.25 | $28.30 | $28.34 | $28.38 | $28.42 | $28.42 | $28.42 | $28.42 | $28.42 | $28.42 | $28.42 | $28.46 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.84% | Composite: 0.46% | Composite: 3.06% | |||||||||||
| $28.51 | $28.55 | $28.59 | $28.64 | $28.68 | $28.69 | $28.70 | $28.71 | $28.72 | $28.73 | $28.75 | $28.82 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 3.06% | Composite: 2.26% | Composite: 2.78% | |||||||||||
| $28.90 | $28.97 | $29.04 | $29.12 | $29.19 | $29.24 | $29.30 | $29.35 | $29.41 | $29.46 | $29.52 | $29.59 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.78% | Composite: 2.52% | Composite: 2.62% | |||||||||||
| $29.66 | $29.72 | $29.79 | $29.86 | $29.93 | $29.99 | $30.06 | $30.12 | $30.18 | $30.24 | $30.31 | $30.38 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.62% | Composite: 1.70% | Composite: 2.32% | |||||||||||
| $30.44 | $30.51 | $30.57 | $30.64 | $30.71 | $30.75 | $30.80 | $30.84 | $30.88 | $30.93 | $30.97 | $31.03 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.32% | Composite: 1.36% | Composite: 1.98% | |||||||||||
| $31.09 | $31.15 | $31.21 | $31.27 | $31.33 | $31.37 | $31.40 | $31.44 | $31.47 | $31.51 | $31.54 | $31.59 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.98% | Composite: 3.85% | Composite: 7.43% | |||||||||||
| $31.64 | $31.70 | $31.75 | $31.80 | $31.85 | $31.95 | $32.05 | $32.16 | $32.26 | $32.36 | $32.46 | $32.66 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.43% | Composite: 9.93% | Composite: 6.79% | |||||||||||
| $32.86 | $33.06 | $33.26 | $33.46 | $33.67 | $33.94 | $34.22 | $34.50 | $34.78 | $35.06 | $35.34 | $35.54 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.79% | Composite: 3.69% | Composite: 4.25% | |||||||||||
| $35.74 | $35.93 | $36.14 | $36.34 | $36.54 | $36.65 | $36.76 | $36.88 | $36.99 | $37.10 | $37.21 | $37.34 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 4.25% | Composite: 3.26% | Composite: 2.20% | |||||||||||
| $37.47 | $37.60 | $37.74 | $37.87 | $38.00 | $38.10 | $38.21 | $38.31 | $38.41 | $38.52 | $38.62 | $38.69 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||