Report
Total earnings from May 2019 to April 2024: $6,228.00.
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. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | Inflation: 0.70% | Inflation: 1.01% | 2019 | |||||||||
| Composite: 1.90% | Composite: 2.53% | ||||||||||||
| $5,000.00 | $5,008.00 | $5,016.00 | $5,024.00 | $5,032.00 | $5,040.00 | $5,048.00 | $5,058.00 | ||||||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.53% | Composite: 1.56% | Composite: 2.18% | |||||||||||
| $5,070.00 | $5,080.00 | $5,090.00 | $5,102.00 | $5,112.00 | $5,118.00 | $5,126.00 | $5,132.00 | $5,138.00 | $5,146.00 | $5,152.00 | $5,162.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 2.18% | Composite: 4.05% | Composite: 7.64% | |||||||||||
| $5,170.00 | $5,180.00 | $5,190.00 | $5,198.00 | $5,208.00 | $5,226.00 | $5,242.00 | $5,260.00 | $5,278.00 | $5,296.00 | $5,314.00 | $5,348.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.64% | Composite: 10.14% | Composite: 7.00% | |||||||||||
| $5,380.00 | $5,414.00 | $5,448.00 | $5,482.00 | $5,516.00 | $5,562.00 | $5,608.00 | $5,654.00 | $5,700.00 | $5,748.00 | $5,796.00 | $5,830.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 7.00% | Composite: 3.89% | Composite: 4.45% | |||||||||||
| $5,862.00 | $5,896.00 | $5,930.00 | $5,964.00 | $5,998.00 | $6,018.00 | $6,036.00 | $6,056.00 | $6,076.00 | $6,096.00 | $6,114.00 | $6,136.00 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.45% | |||||||||||||
| $6,160.00 | $6,182.00 | $6,204.00 |
$6,228.00 $6,160.00†|
||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||