Portfolio Performance: Growth
As of 12/31/23Value of $100,000 invested on 12/31/86
[Log Scale]
| Date | Growth | S&P 500 | Difference |
|---|---|---|---|
| 12/31/1987 | $102,765 | $105,286 | -$2,521 |
| 12/31/1988 | $129,534 | $122,713 | $6,821 |
| 12/31/1989 | $168,890 | $161,564 | $7,326 |
| 12/31/1990 | $161,464 | $156,842 | $4,622 |
| 12/31/1991 | $227,014 | $204,643 | $22,371 |
| 12/31/1992 | $262,599 | $219,761 | $42,837 |
| 12/31/1993 | $346,455 | $241,910 | $104,545 |
| 12/31/1994 | $339,285 | $245,068 | $94,216 |
| 12/31/1995 | $431,591 | $337,581 | $94,010 |
| 12/31/1996 | $514,409 | $415,170 | $99,240 |
| 12/31/1997 | $645,374 | $553,403 | $91,971 |
| 12/31/1998 | $709,066 | $712,728 | -$3,662 |
| 12/31/1999 | $914,529 | $862,493 | $52,036 |
| 12/31/2000 | $816,056 | $783,761 | $32,295 |
| 12/31/2001 | $763,605 | $690,985 | $72,620 |
| 12/31/2002 | $632,982 | $538,492 | $94,490 |
| 12/31/2003 | $925,018 | $693,844 | $231,173 |
| 12/31/2004 | $1,039,784 | $769,652 | $270,131 |
| 12/31/2005 | $1,156,661 | $808,337 | $348,324 |
| 12/31/2006 | $1,337,789 | $935,976 | $401,813 |
| 12/31/2007 | $1,435,767 | $987,069 | $448,698 |
| 12/31/2008 | $822,516 | $613,416 | $209,101 |
| 12/31/2009 | $1,083,957 | $775,484 | $308,473 |
| 12/31/2010 | $1,275,663 | $892,238 | $383,425 |
| 12/31/2011 | $1,253,930 | $910,762 | $343,168 |
| 12/31/2012 | $1,454,744 | $1,057,079 | $397,665 |
| 12/31/2013 | $1,840,425 | $1,398,453 | $441,972 |
| 12/31/2014 | $2,018,408 | $1,590,341 | $428,067 |
| 12/31/2015 | $2,050,563 | $1,612,235 | $438,328 |
| 12/31/2016 | $2,188,096 | $1,805,227 | $382,869 |
| 12/31/2017 | $2,707,333 | $2,199,557 | $507,776 |
| 12/31/2018 | $2,539,447 | $2,103,131 | $436,317 |
| 12/31/2019 | $3,296,152 | $2,765,684 | $530,469 |
| 12/31/2020 | $4,406,736 | $3,274,625 | $1,132,111 |
| 12/31/2021 | $5,428,137 | $4,215,100 | $1,213,037 |
| 12/31/2022 | $4,288,650 | $3,452,442 | $836,208 |
| 12/31/2023 | $5,340,954 | $4,359,444 | $981,511 |