Report
Total earnings from November 2015 to December 2024: $133.64.
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: 0.77% | 2015 | ||||||||||
| Composite: 1.64% | |||||||||||||
| $100.00 | $100.12 | ||||||||||||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.64% | Composite: 0.26% | Composite: 2.86% | |||||||||||
| $100.28 | $100.40 | $100.56 | $100.68 | $100.84 | $100.88 | $100.88 | $100.92 | $100.92 | $100.96 | $100.96 | $101.20 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.86% | Composite: 2.06% | Composite: 2.58% | |||||||||||
| $101.44 | $101.68 | $101.92 | $102.16 | $102.40 | $102.56 | $102.76 | $102.92 | $103.12 | $103.28 | $103.44 | $103.68 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.58% | Composite: 2.32% | Composite: 2.42% | |||||||||||
| $103.88 | $104.12 | $104.32 | $104.56 | $104.76 | $104.96 | $105.16 | $105.36 | $105.56 | $105.76 | $105.96 | $106.16 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.42% | Composite: 1.50% | Composite: 2.12% | |||||||||||
| $106.40 | $106.60 | $106.80 | $107.04 | $107.24 | $107.36 | $107.52 | $107.64 | $107.76 | $107.92 | $108.04 | $108.24 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.12% | Composite: 1.16% | Composite: 1.78% | |||||||||||
| $108.44 | $108.60 | $108.80 | $109.00 | $109.20 | $109.32 | $109.40 | $109.52 | $109.64 | $109.72 | $109.84 | $110.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.78% | Composite: 3.64% | Composite: 7.22% | |||||||||||
| $110.16 | $110.32 | $110.48 | $110.64 | $110.80 | $111.12 | $111.48 | $111.80 | $112.16 | $112.48 | $112.80 | $113.48 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.22% | Composite: 9.72% | Composite: 6.58% | |||||||||||
| $114.16 | $114.80 | $115.48 | $116.20 | $116.88 | $117.80 | $118.76 | $119.68 | $120.64 | $121.60 | $122.56 | $123.24 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.58% | Composite: 3.48% | Composite: 4.04% | |||||||||||
| $123.88 | $124.56 | $125.24 | $125.92 | $126.60 | $126.96 | $127.32 | $127.68 | $128.08 | $128.44 | $128.80 | $129.24 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 4.04% | Composite: 3.06% | Composite: 2.00% | |||||||||||
| $129.68 | $130.08 | $130.52 | $130.96 | $131.40 | $131.72 | $132.08 | $132.40 | $132.72 | $133.08 | $133.40 | $133.64 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||