Report
Total earnings from November 2011 to November 2024: $140.92.
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Tabular Portfolio Value
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | Inflation: 1.53% | 2011 | ||||||||||
| Composite: 3.06% | |||||||||||||
| $100.00 | $100.24 | ||||||||||||
| 2012 | Inflation: 1.53% | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 3.06% | Composite: 2.20% | Composite: 1.76% | |||||||||||
| $100.52 | $100.76 | $101.00 | $101.28 | $101.52 | $101.72 | $101.88 | $102.08 | $102.28 | $102.44 | $102.64 | $102.80 | ||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.76% | Composite: 1.18% | ||||||||||||
| $102.96 | $103.08 | $103.24 | $103.40 | $103.56 | $103.68 | $103.76 | $103.88 | $103.96 | $104.08 | $104.16 | $104.28 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.18% | Composite: 1.84% | Composite: 1.48% | |||||||||||
| $104.36 | $104.48 | $104.56 | $104.68 | $104.76 | $104.92 | $105.08 | $105.24 | $105.40 | $105.56 | $105.72 | $105.84 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $106.00 | $106.12 | $106.24 | $106.36 | $106.52 | $106.52 | $106.52 | $106.52 | $106.52 | $106.52 | $106.52 | $106.64 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $106.80 | $106.92 | $107.08 | $107.20 | $107.36 | $107.36 | $107.40 | $107.40 | $107.40 | $107.44 | $107.44 | $107.68 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $107.92 | $108.16 | $108.44 | $108.68 | $108.92 | $109.08 | $109.28 | $109.44 | $109.64 | $109.80 | $110.00 | $110.24 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $110.44 | $110.68 | $110.92 | $111.12 | $111.36 | $111.56 | $111.76 | $111.96 | $112.20 | $112.40 | $112.60 | $112.80 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $113.04 | $113.24 | $113.48 | $113.68 | $113.92 | $114.04 | $114.20 | $114.32 | $114.44 | $114.60 | $114.72 | $114.92 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $115.12 | $115.28 | $115.48 | $115.68 | $115.88 | $116.00 | $116.08 | $116.20 | $116.28 | $116.40 | $116.48 | $116.64 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $116.80 | $116.96 | $117.12 | $117.28 | $117.44 | $117.80 | $118.12 | $118.48 | $118.84 | $119.16 | $119.52 | $120.20 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $120.92 | $121.64 | $122.36 | $123.04 | $123.76 | $124.72 | $125.72 | $126.72 | $127.68 | $128.72 | $129.72 | $130.40 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $131.12 | $131.80 | $132.52 | $133.20 | $133.92 | $134.28 | $134.68 | $135.04 | $135.44 | $135.80 | $136.20 | $136.64 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 3.94% | Composite: 2.96% | ||||||||||||
| $137.08 | $137.52 | $138.00 | $138.44 | $138.88 | $139.24 | $139.56 | $139.92 | $140.24 | $140.60 | $140.92 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
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