Report
Total earnings from May 2015 to November 2024: $1,323.20.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 0.00% | Composite: 1.54% | ||||||||||||
| $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,000.00 | $1,001.20 | ||||||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $1,002.40 | $1,004.00 | $1,005.20 | $1,006.40 | $1,007.60 | $1,007.60 | $1,008.00 | $1,008.00 | $1,008.00 | $1,008.40 | $1,008.40 | $1,010.80 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $1,013.20 | $1,015.20 | $1,017.60 | $1,020.00 | $1,022.40 | $1,024.00 | $1,025.60 | $1,027.20 | $1,029.20 | $1,030.80 | $1,032.40 | $1,034.40 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $1,036.80 | $1,038.80 | $1,040.80 | $1,043.20 | $1,045.20 | $1,047.20 | $1,049.20 | $1,050.80 | $1,052.80 | $1,054.80 | $1,056.80 | $1,058.80 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $1,060.80 | $1,062.80 | $1,064.80 | $1,067.20 | $1,069.20 | $1,070.40 | $1,071.60 | $1,072.80 | $1,074.00 | $1,075.60 | $1,076.80 | $1,078.80 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $1,080.40 | $1,082.40 | $1,084.00 | $1,086.00 | $1,087.60 | $1,088.40 | $1,089.60 | $1,090.40 | $1,091.60 | $1,092.40 | $1,093.20 | $1,094.80 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $1,096.40 | $1,097.60 | $1,099.20 | $1,100.80 | $1,102.40 | $1,105.60 | $1,108.80 | $1,112.00 | $1,115.20 | $1,118.80 | $1,122.00 | $1,128.40 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $1,135.20 | $1,141.60 | $1,148.40 | $1,155.20 | $1,162.00 | $1,171.20 | $1,180.40 | $1,189.60 | $1,198.80 | $1,208.40 | $1,218.00 | $1,224.40 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $1,231.20 | $1,237.60 | $1,244.00 | $1,250.80 | $1,257.60 | $1,261.20 | $1,264.80 | $1,268.00 | $1,271.60 | $1,275.20 | $1,278.80 | $1,282.80 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
| Composite: 3.94% | Composite: 2.96% | ||||||||||||
| $1,287.20 | $1,291.20 | $1,295.60 | $1,299.60 | $1,304.00 | $1,307.20 | $1,310.40 | $1,313.60 | $1,316.80 | $1,320.00 | $1,323.20 | |||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||