Report
Total earnings from May 2014 to April 2024: $1,333.60.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | Inflation: 0.92% | Inflation: 0.74% | 2014 | |||||||||
| Composite: 1.94% | Composite: 1.58% | ||||||||||||
| $1,000.00 | $1,001.60 | $1,003.20 | $1,004.80 | $1,006.40 | $1,008.00 | $1,009.60 | $1,010.80 | ||||||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.58% | Composite: 0.00% | Composite: 1.64% | |||||||||||
| $1,012.40 | $1,013.60 | $1,014.80 | $1,016.40 | $1,017.60 | $1,017.60 | $1,017.60 | $1,017.60 | $1,017.60 | $1,017.60 | $1,017.60 | $1,018.80 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.64% | Composite: 0.26% | Composite: 2.86% | |||||||||||
| $1,020.40 | $1,021.60 | $1,023.20 | $1,024.40 | $1,026.00 | $1,026.40 | $1,026.40 | $1,026.80 | $1,026.80 | $1,027.20 | $1,027.20 | $1,029.60 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.86% | Composite: 2.06% | Composite: 2.58% | |||||||||||
| $1,032.00 | $1,034.40 | $1,036.80 | $1,039.60 | $1,042.00 | $1,043.60 | $1,045.60 | $1,047.20 | $1,049.20 | $1,050.80 | $1,052.80 | $1,055.20 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.58% | Composite: 2.32% | Composite: 2.42% | |||||||||||
| $1,057.20 | $1,059.60 | $1,062.00 | $1,064.00 | $1,066.40 | $1,068.40 | $1,070.40 | $1,072.40 | $1,074.80 | $1,076.80 | $1,078.80 | $1,080.80 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.42% | Composite: 1.50% | Composite: 2.12% | |||||||||||
| $1,083.20 | $1,085.20 | $1,087.60 | $1,089.60 | $1,092.00 | $1,093.20 | $1,094.80 | $1,096.00 | $1,097.60 | $1,098.80 | $1,100.00 | $1,102.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.12% | Composite: 1.16% | Composite: 1.78% | |||||||||||
| $1,104.00 | $1,106.00 | $1,107.60 | $1,109.60 | $1,111.60 | $1,112.80 | $1,113.60 | $1,114.80 | $1,116.00 | $1,116.80 | $1,118.00 | $1,119.60 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.78% | Composite: 3.64% | Composite: 7.22% | |||||||||||
| $1,121.20 | $1,122.80 | $1,124.80 | $1,126.40 | $1,128.00 | $1,131.20 | $1,134.80 | $1,138.40 | $1,141.60 | $1,145.20 | $1,148.40 | $1,155.20 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.22% | Composite: 9.72% | Composite: 6.58% | |||||||||||
| $1,162.00 | $1,168.80 | $1,176.00 | $1,182.80 | $1,190.00 | $1,199.60 | $1,208.80 | $1,218.40 | $1,228.40 | $1,238.00 | $1,248.00 | $1,254.80 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.58% | Composite: 3.48% | Composite: 4.04% | |||||||||||
| $1,261.60 | $1,268.40 | $1,275.20 | $1,282.00 | $1,289.20 | $1,292.80 | $1,296.80 | $1,300.40 | $1,304.00 | $1,308.00 | $1,311.60 | $1,316.00 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.04% | |||||||||||||
| $1,320.40 | $1,324.80 | $1,329.20 | $1,333.60 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||