Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
RS2K.PA Amundi Russell 2000 UCITS ETF EUR (C) • LU1681038672 | ETF | 50.0% | 0.35% |
PSP5.PA Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128 | ETF | 50.0% | 0.12% |
| Total | 100.0% | 0.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +0.4% | -4.1% | +10.1% | +6.0% | +2.9% | -2.4% | +1.5% | +0.9% | +0.2% | - | - | +17.0% |
| 2025 | +3.2% | -5.0% | -9.5% | -5.9% | +6.4% | +1.7% | +5.7% | +0.7% | +2.6% | +4.3% | -0.1% | -0.7% | +2.1% |
| 2024 | +2.6% | +4.2% | +3.9% | -3.5% | +1.4% | +4.6% | +3.2% | -2.3% | +1.3% | +2.4% | +10.3% | -2.7% | +27.7% |
| 2023 | +5.5% | +1.5% | -3.3% | -1.3% | +3.1% | +5.1% | +3.2% | -0.7% | -2.8% | -4.7% | +5.8% | +6.2% | +18.2% |
| 2022 | -7.5% | +0.0% | +4.8% | -3.3% | -4.1% | -6.0% | +11.9% | -0.5% | -5.2% | +5.8% | -3.2% | -6.9% | -15.0% |
| 2021 | +4.0% | +4.5% | +5.1% | +1.6% | -1.7% | +5.6% | -0.4% | +3.1% | -1.2% | +4.9% | +0.3% | +3.1% | +32.8% |
| 2020 | +0.5% | -8.8% | -14.0% | +11.8% | +2.3% | +1.9% | -1.0% | +6.4% | -1.3% | -0.5% | +11.1% | +3.0% | +8.7% |
| 2019 | +9.3% | +5.1% | +0.9% | +3.7% | -5.7% | +4.0% | +5.1% | -3.4% | +2.9% | -0.4% | +5.7% | +0.6% | +30.5% |
| 2018 | +0.5% | -1.3% | -2.7% | +3.7% | +7.4% | +0.8% | +1.7% | +4.3% | -0.6% | -6.2% | +0.7% | -10.8% | -3.7% |
| 2017 | -2.1% | +5.8% | -0.9% | -1.0% | -4.0% | +1.1% | -1.9% | -1.3% | +4.7% | +3.0% | +0.8% | -0.1% | +3.8% |
| 2016 | -10.0% | +3.5% | +1.2% | -0.1% | +4.4% | +0.2% | +5.3% | +0.8% | -0.1% | -0.8% | +11.5% | +2.5% | +18.5% |
| 2015 | +3.9% | +6.1% | +4.3% | -4.1% | +2.5% | -2.2% | +2.1% | -7.8% | -4.0% | +9.2% | +6.1% | -5.2% | +9.8% |
| 2014 | - | - | - | - | - | +2.3% | -0.9% | +5.6% | +1.4% | +3.9% | +3.2% | +3.9% | +20.9% |
Full Amérique S&P 500 + Russell 2000 returned +13.02% 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.