Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CBUH.XETRA iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc) • IE000L5NW549 | ETF | 100.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.5% | +2.2% | -7.8% | +15.1% | +5.5% | +4.9% | -4.7% | -1.0% | +4.3% | -1.7% | - | - | +22.5% |
| 2025 | +4.9% | -3.4% | -8.4% | -0.9% | +7.8% | +0.7% | +3.5% | -1.5% | +3.3% | +2.0% | -0.3% | +0.9% | +8.0% |
| 2024 | +7.2% | +7.6% | +5.0% | -3.2% | +2.5% | +5.7% | -1.4% | -1.2% | +0.8% | +0.5% | +6.0% | -3.0% | +28.9% |
| 2023 | +1.9% | +0.5% | -0.1% | -0.1% | +1.2% | +3.5% | +0.9% | -0.2% | -2.0% | -2.2% | +6.9% | +2.7% | +13.5% |
| 2022 | -9.5% | -1.7% | +6.1% | -5.0% | -3.6% | -5.6% | +8.4% | -1.9% | -4.9% | +5.2% | +1.3% | -5.5% | -17.0% |
| 2021 | - | - | - | - | - | - | - | - | - | +0.0% | -1.1% | +1.5% | +0.4% |
CTO MSCI World Momentum iShares (SHARES) returned +10.10% a year over the 5 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.