Report
Total earnings from May 2012 to November 2024: $34.72.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | Inflation: 1.10% | Inflation: 0.88% | 2012 | |||||||||
| Composite: 2.20% | Composite: 1.76% | ||||||||||||
| $25.00 | $25.05 | $25.09 | $25.14 | $25.18 | $25.23 | $25.28 | $25.32 | ||||||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.76% | Composite: 1.18% | ||||||||||||
| $25.35 | $25.39 | $25.43 | $25.47 | $25.50 | $25.53 | $25.55 | $25.58 | $25.60 | $25.63 | $25.65 | $25.68 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.18% | Composite: 1.84% | Composite: 1.48% | |||||||||||
| $25.70 | $25.73 | $25.75 | $25.78 | $25.80 | $25.84 | $25.88 | $25.92 | $25.96 | $26.00 | $26.04 | $26.07 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $26.10 | $26.14 | $26.17 | $26.20 | $26.23 | $26.23 | $26.23 | $26.23 | $26.23 | $26.23 | $26.23 | $26.26 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $26.30 | $26.33 | $26.36 | $26.40 | $26.43 | $26.43 | $26.44 | $26.44 | $26.44 | $26.45 | $26.45 | $26.51 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $26.57 | $26.63 | $26.69 | $26.75 | $26.82 | $26.86 | $26.91 | $26.95 | $26.99 | $27.04 | $27.08 | $27.14 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $27.19 | $27.25 | $27.30 | $27.36 | $27.42 | $27.47 | $27.52 | $27.57 | $27.62 | $27.67 | $27.72 | $27.77 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $27.83 | $27.88 | $27.93 | $27.99 | $28.04 | $28.07 | $28.11 | $28.14 | $28.17 | $28.20 | $28.24 | $28.29 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $28.33 | $28.38 | $28.43 | $28.48 | $28.53 | $28.56 | $28.58 | $28.61 | $28.63 | $28.66 | $28.68 | $28.72 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $28.76 | $28.80 | $28.84 | $28.88 | $28.92 | $29.00 | $29.09 | $29.17 | $29.26 | $29.35 | $29.43 | $29.60 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $29.78 | $29.95 | $30.12 | $30.30 | $30.48 | $30.72 | $30.96 | $31.20 | $31.45 | $31.70 | $31.95 | $32.12 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $32.29 | $32.46 | $32.64 | $32.81 | $32.99 | $33.08 | $33.17 | $33.27 | $33.36 | $33.45 | $33.55 | $33.66 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 3.94% | Composite: 2.96% | ||||||||||||
| $33.77 | $33.88 | $33.99 | $34.10 | $34.21 | $34.29 | $34.38 | $34.46 | $34.55 | $34.63 | $34.72 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||