Report
Total earnings from November 2019 to April 2024: $12,180.00.
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: 1.01% | 2019 | ||||||||||
| Composite: 2.22% | |||||||||||||
| $10,000.00 | $10,020.00 | ||||||||||||
| 2020 | Inflation: 1.01% | Inflation: 0.53% | Inflation: 0.84% | 2020 | |||||||||
| Composite: 2.22% | Composite: 1.26% | Composite: 1.88% | |||||||||||
| $10,036.00 | $10,056.00 | $10,072.00 | $10,092.00 | $10,112.00 | $10,124.00 | $10,132.00 | $10,144.00 | $10,156.00 | $10,164.00 | $10,176.00 | $10,192.00 | ||
| 2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
| Composite: 1.88% | Composite: 3.74% | Composite: 7.33% | |||||||||||
| $10,208.00 | $10,224.00 | $10,240.00 | $10,256.00 | $10,272.00 | $10,304.00 | $10,336.00 | $10,368.00 | $10,400.00 | $10,432.00 | $10,464.00 | $10,528.00 | ||
| 2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
| Composite: 7.33% | Composite: 9.83% | Composite: 6.69% | |||||||||||
| $10,592.00 | $10,656.00 | $10,720.00 | $10,784.00 | $10,848.00 | $10,936.00 | $11,024.00 | $11,112.00 | $11,200.00 | $11,292.00 | $11,380.00 | $11,444.00 | ||
| 2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
| Composite: 6.69% | Composite: 3.58% | Composite: 4.14% | |||||||||||
| $11,504.00 | $11,568.00 | $11,632.00 | $11,696.00 | $11,760.00 | $11,796.00 | $11,828.00 | $11,864.00 | $11,900.00 | $11,936.00 | $11,972.00 | $12,012.00 | ||
| 2024 | Inflation: 1.97% | - | 2024 | ||||||||||
| Composite: 4.14% | |||||||||||||
| $12,056.00 | $12,096.00 | $12,136.00 |
$12,180.00 $12,056.00†|
||||||||||
| Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|
|||||||||||||