Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LU0830625769 Goldman Sachs Europe CORE Equity Portfolio R Acc EUR • LU0830625769 | FUND | 50.0% | 1.85% |
LU2111936113 DWS Invest ESG Euro High Yield XC • LU2111936113 | FUND | 50.0% | 0.6% |
| Total | 100.0% | 1.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.8% | +2.7% | -4.8% | +2.8% | +2.9% | +2.0% | +0.0% | +1.0% | -2.3% | +0.0% | - | - | +8.2% |
| 2025 | +3.8% | +2.4% | -1.9% | -0.3% | +4.7% | -0.8% | +0.7% | +0.7% | +1.6% | +2.0% | +0.7% | +2.4% | +17.0% |
| 2024 | +1.7% | +2.0% | +3.0% | -0.8% | +2.8% | -0.0% | +1.2% | +1.6% | -0.1% | -1.7% | +1.4% | +0.1% | +11.7% |
| 2023 | +4.5% | +1.4% | -0.3% | +1.2% | -0.6% | +1.9% | +1.0% | -0.8% | -0.4% | -2.2% | +5.0% | +3.0% | +14.2% |
| 2022 | -2.7% | -3.1% | +2.1% | -1.4% | -1.7% | -8.3% | +6.5% | -2.9% | -5.8% | +4.7% | +4.8% | -1.9% | -10.2% |
| 2021 | +0.2% | +1.8% | +4.2% | +1.0% | +2.1% | +1.1% | +1.6% | +1.0% | -2.1% | +1.4% | -0.4% | +2.9% | +15.5% |
| 2020 | - | - | - | +5.0% | +2.7% | +2.3% | +1.2% | +2.1% | -0.9% | -3.0% | +8.5% | +1.4% | +20.5% |
1.2 returned +11.36% a year over the 7 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.