Report
Total earnings from May 2016 to April 2024: $129.96.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | Inflation: 0.08% | Inflation: 1.38% | 2016 | |||||||||
| Composite: 0.26% | Composite: 2.86% | ||||||||||||
| $100.00 | $100.04 | $100.04 | $100.08 | $100.08 | $100.12 | $100.12 | $100.36 | ||||||
| 2017 | Inflation: 1.38% | Inflation: 0.98% | Inflation: 1.24% | 2017 | |||||||||
| Composite: 2.86% | Composite: 2.06% | Composite: 2.58% | |||||||||||
| $100.60 | $100.84 | $101.08 | $101.32 | $101.56 | $101.72 | $101.92 | $102.08 | $102.24 | $102.44 | $102.60 | $102.80 | ||
| 2018 | Inflation: 1.24% | Inflation: 1.11% | Inflation: 1.16% | 2018 | |||||||||
| Composite: 2.58% | Composite: 2.32% | Composite: 2.42% | |||||||||||
| $103.04 | $103.24 | $103.48 | $103.72 | $103.92 | $104.12 | $104.32 | $104.52 | $104.72 | $104.92 | $105.12 | $105.32 | ||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.42% | Composite: 1.50% | Composite: 2.12% | |||||||||||
| $105.56 | $105.76 | $105.96 | $106.16 | $106.40 | $106.52 | $106.68 | $106.80 | $106.92 | $107.08 | $107.20 | $107.40 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.12% | Composite: 1.16% | Composite: 1.78% | |||||||||||
| $107.56 | $107.76 | $107.96 | $108.16 | $108.32 | $108.44 | $108.52 | $108.64 | $108.72 | $108.84 | $108.96 | $109.12 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.78% | Composite: 3.64% | Composite: 7.22% | |||||||||||
| $109.28 | $109.44 | $109.60 | $109.76 | $109.92 | $110.24 | $110.60 | $110.92 | $111.24 | $111.60 | $111.92 | $112.60 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.22% | Composite: 9.72% | Composite: 6.58% | |||||||||||
| $113.24 | $113.92 | $114.60 | $115.28 | $115.96 | $116.88 | $117.80 | $118.76 | $119.68 | $120.64 | $121.60 | $122.24 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.58% | Composite: 3.48% | Composite: 4.04% | |||||||||||
| $122.92 | $123.60 | $124.24 | $124.92 | $125.60 | $125.96 | $126.32 | $126.68 | $127.04 | $127.40 | $127.80 | $128.24 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.04% | |||||||||||||
| $128.64 | $129.08 | $129.52 | $129.96 | ||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||