Report
Total earnings from May 2011 to April 2024: $35.42.
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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% | ||||||||||||
| $25.00 | $25.09 | $25.19 | $25.29 | $25.38 | $25.48 | $25.58 | $25.64 | ||||||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 3.06% | Composite: 2.20% | Composite: 1.76% | |||||||||||
| $25.71 | $25.77 | $25.84 | $25.91 | $25.97 | $26.02 | $26.06 | $26.11 | $26.16 | $26.21 | $26.26 | $26.30 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.76% | Composite: 1.18% | ||||||||||||
| $26.34 | $26.38 | $26.41 | $26.45 | $26.49 | $26.52 | $26.54 | $26.57 | $26.59 | $26.62 | $26.65 | $26.68 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.18% | Composite: 1.84% | Composite: 1.48% | |||||||||||
| $26.70 | $26.73 | $26.75 | $26.78 | $26.81 | $26.85 | $26.89 | $26.93 | $26.97 | $27.02 | $27.06 | $27.09 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $27.13 | $27.16 | $27.19 | $27.23 | $27.26 | $27.26 | $27.26 | $27.26 | $27.26 | $27.26 | $27.26 | $27.29 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $27.33 | $27.36 | $27.40 | $27.43 | $27.47 | $27.47 | $27.48 | $27.48 | $27.48 | $27.49 | $27.49 | $27.55 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $27.62 | $27.68 | $27.74 | $27.81 | $27.87 | $27.92 | $27.96 | $28.01 | $28.05 | $28.10 | $28.14 | $28.20 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $28.26 | $28.31 | $28.37 | $28.43 | $28.49 | $28.54 | $28.60 | $28.65 | $28.70 | $28.75 | $28.81 | $28.87 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $28.92 | $28.98 | $29.03 | $29.09 | $29.14 | $29.17 | $29.21 | $29.24 | $29.28 | $29.31 | $29.34 | $29.39 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $29.44 | $29.49 | $29.54 | $29.59 | $29.64 | $29.67 | $29.69 | $29.72 | $29.74 | $29.77 | $29.80 | $29.84 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $29.88 | $29.92 | $29.97 | $30.01 | $30.05 | $30.14 | $30.23 | $30.31 | $30.40 | $30.49 | $30.58 | $30.76 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $30.94 | $31.12 | $31.30 | $31.48 | $31.67 | $31.92 | $32.17 | $32.42 | $32.68 | $32.93 | $33.19 | $33.37 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $33.54 | $33.72 | $33.90 | $34.08 | $34.27 | $34.37 | $34.46 | $34.56 | $34.66 | $34.75 | $34.85 | $34.96 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 3.94% | |||||||||||||
| $35.08 | $35.19 | $35.31 | $35.42 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
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