Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 50.0% | 0.25% |
IS3S.XETRA iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 50.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.1% | +2.1% | -6.4% | +14.2% | +11.1% | +5.7% | -6.8% | +1.3% | +5.0% | -3.4% | - | - | +26.5% |
| 2025 | +5.5% | -0.4% | -7.3% | -2.5% | +6.5% | +0.4% | +2.5% | +0.4% | +3.7% | +3.2% | +0.3% | +1.8% | +14.2% |
| 2024 | +5.4% | +5.9% | +5.2% | -2.6% | +2.0% | +4.1% | -1.1% | -0.9% | +1.0% | +1.2% | +6.1% | -1.4% | +27.3% |
| 2023 | +1.4% | +0.2% | -1.9% | +0.6% | -0.7% | +4.2% | +2.0% | -0.2% | -0.5% | -3.2% | +5.1% | +3.7% | +11.0% |
| 2022 | -5.1% | -1.1% | +4.6% | -3.6% | -2.2% | -6.4% | +6.3% | -0.9% | -5.1% | +7.0% | +1.3% | -4.6% | -10.4% |
| 2021 | +2.4% | +2.2% | +5.0% | +2.1% | -1.4% | +3.1% | +1.0% | +2.9% | -0.7% | +4.7% | -0.7% | +3.4% | +26.5% |
| 2020 | +0.8% | -8.4% | -10.1% | +7.8% | +2.0% | +2.5% | -1.4% | +5.8% | -0.9% | -3.0% | +8.8% | +2.1% | +4.3% |
| 2019 | +7.4% | +3.7% | +2.1% | +2.9% | -4.6% | +3.8% | +3.6% | -1.3% | +2.5% | -0.3% | +3.9% | +1.3% | +27.4% |
| 2018 | +2.5% | -0.4% | -4.3% | +4.5% | +3.4% | -1.0% | +1.8% | +2.6% | +1.6% | -6.4% | +0.4% | -8.4% | -4.6% |
| 2017 | -0.4% | +4.4% | +0.7% | -0.7% | -0.7% | -0.6% | -0.2% | -0.4% | +3.5% | +5.1% | -0.1% | +1.0% | +12.0% |
| 2016 | -6.8% | -0.4% | +0.3% | -0.4% | +5.0% | -0.5% | +3.6% | -0.4% | +0.3% | +0.8% | +5.4% | +2.4% | +9.0% |
| 2015 | +5.9% | +6.5% | +3.5% | -2.4% | +2.9% | -3.2% | +2.8% | -8.3% | -4.2% | +8.9% | +3.9% | -3.2% | +12.1% |
| 2014 | - | - | - | - | - | - | - | - | - | +1.4% | +4.8% | +1.7% | +8.1% |
Value Momentum returned +12.98% a year over the 12 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.