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Index Portfolio
- Balance: $4,329.90
- Annual Dividends: $148.23
- YoC: 6.07%
- XIRR: 12.00%
- Gain/loss: 78.85%
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 4.17% | 1.36% | 7.30% | -0.61% | 3.10% | -7.02% | 5.61% | -3.24% | - | - | - | - | 10.32% |
| 2021 | -0.19% | 4.82% | 4.90% | 0.38% | 1.95% | -1.29% | 2.05% | -1.17% | -3.07% | 5.90% | -3.14% | 7.33% | 19.32% |
| 2020 | Only available to supporters | ||||||||||||
| 2019 | Only available to supporters | ||||||||||||
| 2018 | Only available to supporters | ||||||||||||
| 2017 | Only available to supporters | ||||||||||||
| 2016 | Only available to supporters | ||||||||||||
| 2015 | Only available to supporters | ||||||||||||
| 2014 | Only available to supporters | ||||||||||||
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: 