Report
Total earnings from May 2011 to April 2024: $1,416.40.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | Inflation: 2.30% | Inflation: 1.53% | 2011 | |||||||||
| Composite: 4.60% | Composite: 3.06% | ||||||||||||
| $1,000.00 | $1,003.60 | $1,007.60 | $1,011.60 | $1,015.20 | $1,019.20 | $1,022.80 | $1,025.20 | ||||||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 3.06% | Composite: 2.20% | Composite: 1.76% | |||||||||||
| $1,028.00 | $1,030.40 | $1,033.20 | $1,036.00 | $1,038.40 | $1,040.40 | $1,042.00 | $1,044.00 | $1,046.00 | $1,048.00 | $1,050.00 | $1,051.60 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.76% | Composite: 1.18% | ||||||||||||
| $1,053.20 | $1,054.80 | $1,056.00 | $1,057.60 | $1,059.20 | $1,060.40 | $1,061.20 | $1,062.40 | $1,063.20 | $1,064.40 | $1,065.60 | $1,066.80 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.18% | Composite: 1.84% | Composite: 1.48% | |||||||||||
| $1,067.60 | $1,068.80 | $1,069.60 | $1,070.80 | $1,072.00 | $1,073.60 | $1,075.20 | $1,076.80 | $1,078.40 | $1,080.40 | $1,082.00 | $1,083.20 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $1,084.80 | $1,086.00 | $1,087.20 | $1,088.80 | $1,090.00 | $1,090.00 | $1,090.00 | $1,090.00 | $1,090.00 | $1,090.00 | $1,090.00 | $1,091.20 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $1,092.80 | $1,094.00 | $1,095.60 | $1,096.80 | $1,098.40 | $1,098.40 | $1,098.80 | $1,098.80 | $1,098.80 | $1,099.20 | $1,099.20 | $1,101.60 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $1,104.40 | $1,106.80 | $1,109.20 | $1,112.00 | $1,114.40 | $1,116.40 | $1,118.00 | $1,120.00 | $1,121.60 | $1,123.60 | $1,125.20 | $1,127.60 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $1,130.00 | $1,132.00 | $1,134.40 | $1,136.80 | $1,139.20 | $1,141.20 | $1,143.20 | $1,145.60 | $1,147.60 | $1,149.60 | $1,152.00 | $1,154.40 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $1,156.40 | $1,158.80 | $1,160.80 | $1,163.20 | $1,165.20 | $1,166.40 | $1,168.00 | $1,169.20 | $1,170.80 | $1,172.00 | $1,173.20 | $1,175.20 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $1,177.20 | $1,179.20 | $1,181.20 | $1,183.20 | $1,185.20 | $1,186.40 | $1,187.20 | $1,188.40 | $1,189.20 | $1,190.40 | $1,191.60 | $1,193.20 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $1,194.80 | $1,196.40 | $1,198.40 | $1,200.00 | $1,201.60 | $1,205.20 | $1,208.80 | $1,212.00 | $1,215.60 | $1,219.20 | $1,222.80 | $1,230.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $1,237.20 | $1,244.40 | $1,251.60 | $1,258.80 | $1,266.40 | $1,276.40 | $1,286.40 | $1,296.40 | $1,306.80 | $1,316.80 | $1,327.20 | $1,334.40 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $1,341.20 | $1,348.40 | $1,355.60 | $1,362.80 | $1,370.40 | $1,374.40 | $1,378.00 | $1,382.00 | $1,385.60 | $1,389.60 | $1,393.60 | $1,398.00 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 3.94% | |||||||||||||
| $1,402.80 | $1,407.20 | $1,412.00 | $1,416.40 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||