Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MRCH.LSE Merchants Trust PLC • GB0005800072 | STOCK | 33.4% | 0% |
CTY.LSE City Of London Investment Trust • GB0001990497 | STOCK | 33.3% | 0% |
MUT.LSE Murray Income Trust • GB0006111123 | STOCK | 33.3% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.2% | +5.2% | -8.8% | +5.5% | +2.1% | +1.8% | +6.4% | +0.3% | -1.9% | +4.3% | - | - | +20.7% |
| 2025 | +1.8% | +1.2% | -1.5% | +2.4% | +4.0% | -0.5% | +1.1% | +0.5% | +0.5% | +1.9% | +2.2% | +1.4% | +16.0% |
| 2024 | -0.0% | -2.9% | +3.1% | +4.3% | +3.1% | -1.3% | +8.1% | -1.5% | +0.7% | -5.0% | +3.4% | -0.4% | +11.5% |
| 2023 | +3.9% | +2.1% | -2.9% | +3.1% | -3.1% | -1.1% | +4.1% | -2.9% | -0.3% | -6.5% | +7.3% | +4.4% | +7.5% |
| 2022 | +1.5% | -1.3% | +2.4% | +0.9% | +0.1% | -6.8% | +7.2% | +27.7% | -8.0% | +6.8% | +6.6% | -2.3% | +35.3% |
| 2021 | -2.2% | +4.8% | +9.1% | +1.6% | +3.6% | -1.5% | +2.1% | +3.1% | -2.5% | +3.9% | -2.9% | +5.9% | +27.0% |
| 2020 | -1.9% | -11.4% | -20.0% | +9.2% | -3.7% | +0.2% | -6.5% | +4.7% | -4.8% | -0.0% | +18.4% | +5.4% | -14.8% |
| 2019 | +6.4% | +4.0% | +2.6% | +3.4% | -5.3% | +2.6% | -1.5% | -2.4% | +6.0% | +3.4% | +4.3% | +6.6% | +33.6% |
| 2018 | -0.3% | -4.5% | +0.7% | +6.0% | +2.4% | -0.3% | -0.2% | -3.8% | +1.7% | -4.5% | -0.8% | -2.9% | -6.7% |
| 2017 | -1.1% | +5.1% | +1.3% | +2.8% | +0.6% | -3.1% | -1.9% | -1.1% | +3.9% | +1.9% | -2.0% | +3.5% | +9.8% |
| 2016 | -6.0% | -4.7% | -0.1% | +3.9% | +1.9% | -7.5% | +4.9% | +1.0% | -1.5% | -4.6% | +6.8% | +2.9% | -4.1% |
| 2015 | +8.0% | +3.9% | -2.1% | +0.9% | +4.4% | -4.5% | +2.9% | -6.4% | -5.8% | +8.0% | +2.1% | -5.5% | +4.6% |
| 2014 | -2.1% | +4.5% | -2.6% | +3.2% | +2.5% | -0.0% | +0.0% | +1.4% | -0.9% | +0.2% | +1.4% | -0.3% | +7.3% |
| 2013 | +1.8% | +1.9% | +4.2% | +3.2% | +3.2% | -4.4% | +6.5% | -0.7% | +2.7% | +3.3% | +0.7% | +2.0% | +26.8% |
| 2012 | +1.6% | +3.8% | -0.0% | +1.8% | -4.4% | +6.0% | +5.1% | -0.4% | +1.6% | -0.3% | +1.3% | +0.1% | +16.7% |
| 2011 | +0.1% | +0.9% | -3.3% | +3.9% | +3.4% | -4.7% | +0.7% | -5.8% | -1.2% | +6.7% | -0.1% | +2.7% | +2.6% |
| 2010 | -0.2% | +0.9% | +6.5% | +0.7% | -0.6% | +1.8% | +6.0% | +1.3% | +0.0% | +4.6% | +2.9% | +3.9% | +31.2% |
| 2009 | +5.8% | -9.1% | -6.4% | +20.0% | +7.0% | -2.8% | +7.2% | +5.3% | -1.8% | +1.4% | +1.0% | +6.2% | +35.6% |
| 2008 | -6.4% | -2.1% | -4.5% | +4.7% | -3.4% | -10.5% | +3.6% | +0.1% | -9.2% | -11.6% | -6.1% | -10.0% | -44.3% |
| 2007 | +2.4% | -5.3% | +5.3% | +0.3% | +2.7% | -4.9% | -0.5% | +2.1% | -4.2% | +3.8% | -7.6% | -7.3% | -13.3% |
| 2006 | +3.9% | +3.4% | +0.5% | +1.1% | -4.2% | +2.2% | +5.2% | +1.2% | +3.3% | +5.1% | +0.7% | +1.7% | +26.5% |
| 2005 | +6.4% | +0.1% | -1.0% | -4.6% | +9.7% | +4.9% | -1.6% | +1.7% | +4.8% | -2.2% | +3.9% | +3.2% | +27.4% |
| 2004 | +1.7% | +4.7% | -2.2% | +3.1% | -2.5% | +0.9% | -0.8% | -0.3% | +4.0% | -0.8% | +5.5% | +3.1% | +17.4% |
| 2003 | -10.5% | -5.3% | +0.5% | +12.4% | +2.1% | +8.0% | +1.3% | +3.6% | -5.5% | +7.4% | -0.0% | -1.5% | +10.8% |
| 2002 | +1.0% | +2.2% | +6.0% | +2.0% | -6.0% | -10.8% | -6.0% | -1.9% | -13.4% | +9.5% | +0.7% | -8.5% | -24.6% |
| 2001 | +2.4% | -1.9% | -4.3% | +10.2% | +4.0% | -0.9% | -7.4% | -1.6% | -13.1% | +9.7% | +4.0% | +3.6% | +2.2% |
| 2000 | -9.4% | -6.8% | +12.1% | +4.0% | -2.6% | +1.6% | +1.4% | +6.7% | -5.3% | +7.0% | -1.8% | -0.4% | +4.4% |
| 1999 | +0.2% | +5.7% | +4.1% | +7.3% | -3.0% | +1.2% | -3.6% | +2.5% | -3.1% | +1.4% | +4.8% | -0.5% | +17.6% |
| 1998 | +8.2% | +4.7% | +8.0% | -2.7% | -0.2% | -1.9% | -2.1% | -13.8% | -4.9% | +9.2% | +6.8% | -1.3% | +7.7% |
| 1997 | +3.6% | +8.5% | -2.1% | +4.2% | +5.4% | +1.1% | +12.0% | -4.2% | +5.1% | -0.4% | +1.6% | +6.0% | +47.5% |
| 1996 | +2.4% | -1.2% | -1.2% | +3.0% | -3.9% | -4.5% | -0.8% | +8.0% | +1.5% | +3.9% | +6.2% | +3.5% | +17.3% |
| 1995 | -3.9% | -3.0% | +1.5% | +3.4% | +3.5% | -1.9% | +6.3% | +1.9% | +1.1% | -0.1% | +1.1% | +2.1% | +12.2% |
| 1994 | +5.0% | -9.3% | -8.9% | +3.0% | -6.5% | -4.1% | +10.1% | +3.3% | -7.9% | +2.8% | +2.8% | -2.9% | -14.0% |
| 1993 | +0.0% | +1.5% | +3.4% | +2.3% | +0.4% | +3.1% | +11.0% | +1.4% | -2.3% | +5.6% | +2.8% | +8.7% | +44.4% |
| 1992 | -0.5% | -0.2% | -4.2% | +16.5% | +4.9% | -9.8% | -7.4% | -5.1% | +2.6% | -0.3% | +6.7% | +8.4% | +9.1% |
| 1991 | -1.9% | +16.2% | +5.9% | +0.8% | +0.3% | -4.5% | +7.3% | +4.7% | +1.4% | -2.1% | -6.7% | -0.2% | +21.1% |
| 1990 | -1.1% | -2.2% | -1.8% | -4.5% | +12.3% | +6.9% | -0.3% | -5.9% | -11.5% | +6.8% | +3.8% | -0.1% | +0.1% |
| 1989 | +19.0% | -3.7% | +3.0% | +1.3% | -1.1% | -2.1% | +11.3% | +2.1% | -2.1% | -14.1% | +3.1% | +5.4% | +20.3% |
| 1988 | +5.2% | +0.2% | +3.1% | +5.3% | -0.3% | +2.6% | +2.8% | -4.1% | +4.6% | +4.7% | -1.3% | +0.4% | +25.2% |
| 1987 | +5.8% | +8.5% | +6.2% | +0.1% | +8.9% | +6.3% | +2.6% | -0.2% | +9.1% | -28.4% | -5.7% | +5.1% | +11.8% |
| 1986 | +0.5% | +5.0% | +10.7% | +1.9% | -98.5% | +1.1% | -8.7% | +3.8% | -8.0% | +9.3% | -0.5% | +2.8% | -98.2% |
| 1985 | +4.7% | +2.9% | -2.3% | +3.2% | +0.5% | -1.9% | -0.4% | +8.6% | -2.0% | +9.8% | +4.2% | -0.8% | +28.7% |
| 1984 | +6.6% | -1.2% | +9.0% | -1.7% | -12.1% | +6.7% | -3.0% | +11.4% | +4.3% | +1.2% | +1.4% | +4.2% | +27.8% |
| 1983 | +8.2% | +5.1% | +0.7% | -1.9% | +3.3% | +6.2% | +1.2% | +1.5% | +1.2% | -2.3% | +6.8% | +3.5% | +38.4% |
| 1982 | +13.8% | -3.2% | +1.9% | -3.5% | +4.3% | -6.4% | +3.5% | +4.5% | +6.5% | +5.7% | +0.3% | +4.9% | +35.4% |
| 1981 | -1.5% | +5.4% | +3.4% | +6.5% | -5.3% | +2.5% | -3.6% | +8.5% | -16.1% | +1.7% | +6.9% | -0.5% | +5.4% |
| 1980 | +11.1% | +4.4% | -9.4% | +4.9% | +1.4% | +11.8% | +8.0% | +3.9% | +4.1% | +6.3% | +0.5% | -3.8% | +49.9% |
| 1979 | +2.5% | +2.2% | +8.6% | +7.6% | -8.8% | -6.6% | -6.3% | +10.2% | +2.8% | -12.7% | -1.0% | +0.7% | -3.5% |
| 1978 | -8.7% | -5.0% | +7.2% | +5.3% | +4.5% | -0.9% | +8.3% | +4.0% | -1.6% | -9.6% | +1.9% | -0.3% | +3.1% |
| 1977 | +7.0% | -1.7% | +6.7% | -1.6% | +1.8% | -3.7% | +1.2% | +1.5% | +22.2% | +1.4% | -4.8% | +5.8% | +38.8% |
| 1976 | +11.3% | -8.8% | -4.2% | +3.5% | -5.7% | -1.9% | -7.6% | +0.5% | -0.3% | -13.8% | +12.1% | +18.5% | -1.4% |
| 1975 | +59.4% | +13.3% | -10.1% | +31.4% | +0.8% | -10.6% | -2.3% | +5.8% | +5.9% | +2.5% | +0.8% | -1.1% | +115.1% |
| 1974 | -2.1% | +3.0% | -22.4% | +13.5% | -5.7% | -13.0% | +3.1% | -17.7% | -0.1% | -0.1% | -11.7% | +0.0% | -45.5% |
| 1973 | -11.4% | -1.1% | -3.0% | -3.5% | -1.0% | +2.2% | -4.5% | +0.9% | +3.2% | +1.5% | -13.5% | -8.4% | -33.7% |
| 1972 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +3.2% | +5.7% | +12.6% | -8.7% | +12.1% |
| 1971 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +34.8% | +34.8% |
| 1970 | - | - | - | - | - | - | - | - | - | - | - | +0.0% | +0.0% |
CTY + MRCH + MUP returned +3.67% a year over the 56 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.