Report
Total earnings from November 2019 to April 2024: $121.80.
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: 1.01% | 2019 | ||||||||||
| Composite: 2.22% | |||||||||||||
| $100.00 | $100.20 | ||||||||||||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.22% | Composite: 1.26% | Composite: 1.88% | |||||||||||
| $100.36 | $100.56 | $100.72 | $100.92 | $101.12 | $101.24 | $101.32 | $101.44 | $101.56 | $101.64 | $101.76 | $101.92 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.88% | Composite: 3.74% | Composite: 7.33% | |||||||||||
| $102.08 | $102.24 | $102.40 | $102.56 | $102.72 | $103.04 | $103.36 | $103.68 | $104.00 | $104.32 | $104.64 | $105.28 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.33% | Composite: 9.83% | Composite: 6.69% | |||||||||||
| $105.92 | $106.56 | $107.20 | $107.84 | $108.48 | $109.36 | $110.24 | $111.12 | $112.00 | $112.92 | $113.80 | $114.44 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.69% | Composite: 3.58% | Composite: 4.14% | |||||||||||
| $115.04 | $115.68 | $116.32 | $116.96 | $117.60 | $117.96 | $118.28 | $118.64 | $119.00 | $119.36 | $119.72 | $120.12 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.14% | |||||||||||||
| $120.56 | $120.96 | $121.36 |
$121.80 $120.56†|
||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||