Report
Total earnings from November 2020 to November 2024: $1,210.40.
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. | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | - | Inflation: 0.84% | 2020 | ||||||||||
Composite: 1.68% | |||||||||||||
$1,000.00 | $1,001.20 | ||||||||||||
2021 | Inflation: 0.84% | Inflation: 1.77% | Inflation: 3.56% | 2021 | |||||||||
Composite: 1.68% | Composite: 3.54% | Composite: 7.12% | |||||||||||
$1,002.80 | $1,004.00 | $1,005.60 | $1,006.80 | $1,008.40 | $1,011.20 | $1,014.40 | $1,017.20 | $1,020.40 | $1,023.20 | $1,026.40 | $1,032.40 | ||
2022 | Inflation: 3.56% | Inflation: 4.81% | Inflation: 3.24% | 2022 | |||||||||
Composite: 7.12% | Composite: 9.62% | Composite: 6.48% | |||||||||||
$1,038.40 | $1,044.40 | $1,050.80 | $1,056.80 | $1,062.80 | $1,071.20 | $1,079.60 | $1,088.00 | $1,096.80 | $1,105.20 | $1,114.00 | $1,120.00 | ||
2023 | Inflation: 3.24% | Inflation: 1.69% | Inflation: 1.97% | 2023 | |||||||||
Composite: 6.48% | Composite: 3.38% | Composite: 3.94% | |||||||||||
$1,126.00 | $1,132.00 | $1,138.00 | $1,144.00 | $1,150.00 | $1,153.20 | $1,156.40 | $1,159.60 | $1,162.80 | $1,166.00 | $1,169.60 | $1,173.60 | ||
2024 | Inflation: 1.97% | Inflation: 1.48% | - | 2024 | |||||||||
Composite: 3.94% | Composite: 2.96% | ||||||||||||
$1,177.20 | $1,181.20 | $1,184.80 | $1,188.80 | $1,192.80 | $1,195.60 | $1,198.80 | $1,201.60 | $1,204.40 | $1,207.60 |
$1,210.40 $1,201.60†|
|||
Jan. | Feb. | March | April | May | June | July | Aug. | Sept. | Oct. | Nov. | Dec. | ||
Legend
|