Report
Total earnings from November 2012 to April 2024: $134.80.
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: 0.88% | 2012 | ||||||||||
| Composite: 1.76% | |||||||||||||
| $100.00 | $100.16 | ||||||||||||
| 2013 | Inflation: 0.88% | Inflation: 0.59% | 2013 | ||||||||||
| Composite: 1.76% | Composite: 1.18% | ||||||||||||
| $100.28 | $100.44 | $100.60 | $100.72 | $100.88 | $100.96 | $101.08 | $101.16 | $101.28 | $101.36 | $101.48 | $101.56 | ||
| 2014 | Inflation: 0.59% | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.18% | Composite: 1.84% | Composite: 1.48% | |||||||||||
| $101.68 | $101.76 | $101.88 | $101.96 | $102.08 | $102.24 | $102.40 | $102.56 | $102.72 | $102.88 | $103.00 | $103.12 | ||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $103.24 | $103.40 | $103.52 | $103.64 | $103.76 | $103.76 | $103.76 | $103.76 | $103.76 | $103.76 | $103.76 | $103.88 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $104.04 | $104.16 | $104.28 | $104.44 | $104.56 | $104.56 | $104.60 | $104.60 | $104.60 | $104.64 | $104.64 | $104.88 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $105.12 | $105.36 | $105.60 | $105.84 | $106.08 | $106.24 | $106.44 | $106.60 | $106.76 | $106.96 | $107.12 | $107.36 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $107.56 | $107.80 | $108.00 | $108.24 | $108.44 | $108.64 | $108.84 | $109.04 | $109.24 | $109.44 | $109.64 | $109.84 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $110.08 | $110.28 | $110.48 | $110.68 | $110.92 | $111.04 | $111.16 | $111.32 | $111.44 | $111.56 | $111.68 | $111.88 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $112.04 | $112.24 | $112.44 | $112.60 | $112.80 | $112.88 | $113.00 | $113.08 | $113.20 | $113.28 | $113.40 | $113.56 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $113.72 | $113.88 | $114.04 | $114.20 | $114.36 | $114.68 | $115.04 | $115.36 | $115.72 | $116.04 | $116.40 | $117.08 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $117.76 | $118.44 | $119.16 | $119.84 | $120.56 | $121.52 | $122.48 | $123.44 | $124.40 | $125.36 | $126.36 | $127.04 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $127.72 | $128.40 | $129.08 | $129.76 | $130.44 | $130.80 | $131.16 | $131.52 | $131.92 | $132.28 | $132.64 | $133.08 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 3.94% | |||||||||||||
| $133.52 | $133.96 | $134.36 | $134.80 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||