Report
Total earnings from November 2014 to November 2024: $13,328.00.
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% | |||||||||||||
| $10,000.00 | $10,012.00 | ||||||||||||
| 2015 | Inflation: 0.74% | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 1.48% | Composite: 0.00% | Composite: 1.54% | |||||||||||
| $10,024.00 | $10,036.00 | $10,048.00 | $10,060.00 | $10,076.00 | $10,076.00 | $10,076.00 | $10,076.00 | $10,076.00 | $10,076.00 | $10,076.00 | $10,088.00 | ||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $10,100.00 | $10,116.00 | $10,128.00 | $10,140.00 | $10,152.00 | $10,152.00 | $10,156.00 | $10,156.00 | $10,156.00 | $10,160.00 | $10,160.00 | $10,184.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $10,208.00 | $10,228.00 | $10,252.00 | $10,276.00 | $10,300.00 | $10,316.00 | $10,332.00 | $10,352.00 | $10,368.00 | $10,384.00 | $10,400.00 | $10,420.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $10,444.00 | $10,464.00 | $10,484.00 | $10,508.00 | $10,528.00 | $10,548.00 | $10,568.00 | $10,588.00 | $10,604.00 | $10,624.00 | $10,644.00 | $10,664.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $10,684.00 | $10,704.00 | $10,728.00 | $10,748.00 | $10,768.00 | $10,780.00 | $10,792.00 | $10,804.00 | $10,820.00 | $10,832.00 | $10,844.00 | $10,864.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $10,880.00 | $10,900.00 | $10,916.00 | $10,936.00 | $10,952.00 | $10,960.00 | $10,972.00 | $10,980.00 | $10,992.00 | $11,000.00 | $11,012.00 | $11,028.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $11,044.00 | $11,060.00 | $11,072.00 | $11,088.00 | $11,104.00 | $11,136.00 | $11,168.00 | $11,200.00 | $11,236.00 | $11,268.00 | $11,300.00 | $11,368.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $11,432.00 | $11,500.00 | $11,568.00 | $11,636.00 | $11,704.00 | $11,796.00 | $11,888.00 | $11,984.00 | $12,076.00 | $12,172.00 | $12,268.00 | $12,332.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $12,400.00 | $12,464.00 | $12,532.00 | $12,600.00 | $12,664.00 | $12,700.00 | $12,736.00 | $12,772.00 | $12,808.00 | $12,844.00 | $12,880.00 | $12,920.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 3.94% | Composite: 2.96% | ||||||||||||
| $12,964.00 | $13,008.00 | $13,048.00 | $13,092.00 | $13,132.00 | $13,164.00 | $13,196.00 | $13,228.00 | $13,260.00 | $13,292.00 | $13,328.00 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||