Roth
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.10% | 4.82% | -6.54% | 2.09% | -1.74% | 9.02% | - | - | - | - | - | - | 7.24% |
| 2025 | 4.76% | 5.15% | -3.60% | -3.54% | 0.81% | -0.70% | 1.36% | 7.40% | 3.52% | -2.82% | 0.24% | -3.08% | 9.09% |
| 2024 | Only available to paid members | ||||||||||||
| 2023 | Only available to paid members | ||||||||||||
| 2022 | Only available to paid members | ||||||||||||
| 2021 | Only available to paid members | ||||||||||||
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: 