Report
Total earnings from May 2015 to April 2024: $12,996.00.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | Inflation: -0.80% | Inflation: 0.77% | 2015 | |||||||||
| Composite: 0.00% | Composite: 1.54% | ||||||||||||
| $10,000.00 | $10,000.00 | $10,000.00 | $10,000.00 | $10,000.00 | $10,000.00 | $10,000.00 | $10,012.00 | ||||||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.54% | Composite: 0.16% | Composite: 2.76% | |||||||||||
| $10,024.00 | $10,040.00 | $10,052.00 | $10,064.00 | $10,076.00 | $10,076.00 | $10,080.00 | $10,080.00 | $10,080.00 | $10,084.00 | $10,084.00 | $10,108.00 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.76% | Composite: 1.96% | Composite: 2.48% | |||||||||||
| $10,132.00 | $10,152.00 | $10,176.00 | $10,200.00 | $10,224.00 | $10,240.00 | $10,256.00 | $10,272.00 | $10,292.00 | $10,308.00 | $10,324.00 | $10,344.00 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.48% | Composite: 2.22% | Composite: 2.32% | |||||||||||
| $10,368.00 | $10,388.00 | $10,408.00 | $10,432.00 | $10,452.00 | $10,472.00 | $10,492.00 | $10,508.00 | $10,528.00 | $10,548.00 | $10,568.00 | $10,588.00 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.32% | Composite: 1.40% | Composite: 2.02% | |||||||||||
| $10,608.00 | $10,628.00 | $10,648.00 | $10,672.00 | $10,692.00 | $10,704.00 | $10,716.00 | $10,728.00 | $10,740.00 | $10,756.00 | $10,768.00 | $10,788.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.02% | Composite: 1.06% | Composite: 1.68% | |||||||||||
| $10,804.00 | $10,824.00 | $10,840.00 | $10,860.00 | $10,876.00 | $10,884.00 | $10,896.00 | $10,904.00 | $10,916.00 | $10,924.00 | $10,932.00 | $10,948.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
| $10,964.00 | $10,976.00 | $10,992.00 | $11,008.00 | $11,024.00 | $11,056.00 | $11,088.00 | $11,120.00 | $11,152.00 | $11,188.00 | $11,220.00 | $11,284.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
| $11,352.00 | $11,416.00 | $11,484.00 | $11,552.00 | $11,620.00 | $11,712.00 | $11,804.00 | $11,896.00 | $11,988.00 | $12,084.00 | $12,180.00 | $12,244.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
| $12,312.00 | $12,376.00 | $12,440.00 | $12,508.00 | $12,576.00 | $12,612.00 | $12,648.00 | $12,680.00 | $12,716.00 | $12,752.00 | $12,788.00 | $12,828.00 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 3.94% | |||||||||||||
| $12,872.00 | $12,912.00 | $12,956.00 | $12,996.00 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||