Report
Total earnings from November 2018 to December 2024: $6,458.00.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | Inflation: 1.16% | 2018 | ||||||||||
| Composite: 2.83% | |||||||||||||
| $5,000.00 | $5,012.00 | ||||||||||||
| 2019 | Inflation: 1.16% | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 2.83% | Composite: 1.90% | Composite: 2.53% | |||||||||||
| $5,024.00 | $5,036.00 | $5,048.00 | $5,058.00 | $5,070.00 | $5,078.00 | $5,086.00 | $5,094.00 | $5,102.00 | $5,110.00 | $5,118.00 | $5,128.00 | ||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.53% | Composite: 1.56% | Composite: 2.18% | |||||||||||
| $5,140.00 | $5,150.00 | $5,162.00 | $5,172.00 | $5,182.00 | $5,188.00 | $5,196.00 | $5,202.00 | $5,208.00 | $5,216.00 | $5,222.00 | $5,232.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.18% | Composite: 4.05% | Composite: 7.64% | |||||||||||
| $5,240.00 | $5,250.00 | $5,260.00 | $5,270.00 | $5,278.00 | $5,296.00 | $5,314.00 | $5,332.00 | $5,350.00 | $5,366.00 | $5,384.00 | $5,418.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.64% | Composite: 10.14% | Composite: 7.00% | |||||||||||
| $5,452.00 | $5,486.00 | $5,520.00 | $5,554.00 | $5,590.00 | $5,636.00 | $5,682.00 | $5,730.00 | $5,778.00 | $5,826.00 | $5,874.00 | $5,908.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.00% | Composite: 3.89% | Composite: 4.45% | |||||||||||
| $5,942.00 | $5,976.00 | $6,010.00 | $6,044.00 | $6,080.00 | $6,100.00 | $6,120.00 | $6,138.00 | $6,158.00 | $6,178.00 | $6,198.00 | $6,220.00 | ||
| 2024 | Inflation: 1.97% | Inflation: 1.48% | Inflation: 0.95% | 2024 | |||||||||
| Composite: 4.45% | Composite: 3.47% | Composite: 2.40% | |||||||||||
| $6,244.00 | $6,266.00 | $6,290.00 | $6,312.00 | $6,336.00 | $6,354.00 | $6,372.00 | $6,390.00 | $6,410.00 | $6,428.00 | $6,446.00 | $6,458.00 | ||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||