Report
Total earnings from November 2014 to December 2024: $1,334.80.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | Inflation: 0.74% | 2014 | ||||||||||
| Composite: 1.48% | |||||||||||||
| $1,000.00 | $1,001.20 | ||||||||||||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $1,002.40 | $1,003.60 | $1,004.80 | $1,006.00 | $1,007.60 | $1,007.60 | $1,007.60 | $1,007.60 | $1,007.60 | $1,007.60 | $1,007.60 | $1,008.80 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $1,010.00 | $1,011.60 | $1,012.80 | $1,014.00 | $1,015.20 | $1,015.20 | $1,015.60 | $1,015.60 | $1,015.60 | $1,016.00 | $1,016.00 | $1,018.40 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $1,020.80 | $1,022.80 | $1,025.20 | $1,027.60 | $1,030.00 | $1,031.60 | $1,033.20 | $1,035.20 | $1,036.80 | $1,038.40 | $1,040.00 | $1,042.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $1,044.40 | $1,046.40 | $1,048.40 | $1,050.80 | $1,052.80 | $1,054.80 | $1,056.80 | $1,058.80 | $1,060.40 | $1,062.40 | $1,064.40 | $1,066.40 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $1,068.40 | $1,070.40 | $1,072.80 | $1,074.80 | $1,076.80 | $1,078.00 | $1,079.20 | $1,080.40 | $1,082.00 | $1,083.20 | $1,084.40 | $1,086.40 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $1,088.00 | $1,090.00 | $1,091.60 | $1,093.60 | $1,095.20 | $1,096.00 | $1,097.20 | $1,098.00 | $1,099.20 | $1,100.00 | $1,101.20 | $1,102.80 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $1,104.40 | $1,106.00 | $1,107.20 | $1,108.80 | $1,110.40 | $1,113.60 | $1,116.80 | $1,120.00 | $1,123.60 | $1,126.80 | $1,130.00 | $1,136.80 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $1,143.20 | $1,150.00 | $1,156.80 | $1,163.60 | $1,170.40 | $1,179.60 | $1,188.80 | $1,198.40 | $1,207.60 | $1,217.20 | $1,226.80 | $1,233.20 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $1,240.00 | $1,246.40 | $1,253.20 | $1,260.00 | $1,266.40 | $1,270.00 | $1,273.60 | $1,277.20 | $1,280.80 | $1,284.40 | $1,288.00 | $1,292.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 3.94% | Composite: 2.96% | Composite: 1.90% | |||||||||||
| $1,296.40 | $1,300.80 | $1,304.80 | $1,309.20 | $1,313.20 | $1,316.40 | $1,319.60 | $1,322.80 | $1,326.00 | $1,329.20 | $1,332.80 | $1,334.80 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||