Report
Total earnings from November 2015 to December 2024: $1,336.00.
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: 0.77% | 2015 | ||||||||||
| Composite: 1.64% | |||||||||||||
| $1,000.00 | $1,001.20 | ||||||||||||
| 2016 | Inflation: 0.77% | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 1.64% | Composite: 0.26% | Composite: 2.86% | |||||||||||
| $1,002.80 | $1,004.00 | $1,005.60 | $1,006.80 | $1,008.00 | $1,008.40 | $1,008.40 | $1,008.80 | $1,008.80 | $1,009.20 | $1,009.20 | $1,011.60 | ||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.86% | Composite: 2.06% | Composite: 2.58% | |||||||||||
| $1,014.00 | $1,016.40 | $1,018.80 | $1,021.20 | $1,023.60 | $1,025.20 | $1,027.20 | $1,028.80 | $1,030.80 | $1,032.40 | $1,034.00 | $1,036.40 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.58% | Composite: 2.32% | Composite: 2.42% | |||||||||||
| $1,038.40 | $1,040.80 | $1,042.80 | $1,045.20 | $1,047.20 | $1,049.20 | $1,051.20 | $1,053.20 | $1,055.20 | $1,057.20 | $1,059.20 | $1,061.20 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.42% | Composite: 1.50% | Composite: 2.12% | |||||||||||
| $1,063.60 | $1,065.60 | $1,067.60 | $1,070.00 | $1,072.00 | $1,073.20 | $1,074.80 | $1,076.00 | $1,077.20 | $1,078.80 | $1,080.00 | $1,082.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.12% | Composite: 1.16% | Composite: 1.78% | |||||||||||
| $1,084.00 | $1,085.60 | $1,087.60 | $1,089.60 | $1,091.60 | $1,092.80 | $1,093.60 | $1,094.80 | $1,096.00 | $1,096.80 | $1,098.00 | $1,099.60 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.78% | Composite: 3.64% | Composite: 7.22% | |||||||||||
| $1,101.20 | $1,102.80 | $1,104.40 | $1,106.00 | $1,107.60 | $1,110.80 | $1,114.40 | $1,117.60 | $1,120.80 | $1,124.40 | $1,127.60 | $1,134.40 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.22% | Composite: 9.72% | Composite: 6.58% | |||||||||||
| $1,141.20 | $1,147.60 | $1,154.40 | $1,161.60 | $1,168.40 | $1,177.60 | $1,187.20 | $1,196.40 | $1,206.00 | $1,215.60 | $1,225.20 | $1,232.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.58% | Composite: 3.48% | Composite: 4.04% | |||||||||||
| $1,238.40 | $1,245.20 | $1,252.00 | $1,258.80 | $1,265.60 | $1,269.20 | $1,272.80 | $1,276.40 | $1,280.40 | $1,284.00 | $1,287.60 | $1,292.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 4.04% | Composite: 3.06% | Composite: 2.00% | |||||||||||
| $1,296.40 | $1,300.40 | $1,304.80 | $1,309.20 | $1,313.60 | $1,316.80 | $1,320.40 | $1,323.60 | $1,326.80 | $1,330.40 | $1,333.60 | $1,336.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||