Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 85.0% | 0.2% |
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 15.0% | 0.07% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +1.4% | -5.1% | +8.8% | +6.0% | +1.3% | -1.3% | +2.2% | +2.0% | +0.6% | - | - | +17.4% |
| 2025 | +4.2% | -2.5% | -7.6% | -4.2% | +6.3% | +1.2% | +4.9% | -0.4% | +2.9% | +4.5% | -0.5% | +0.3% | +8.4% |
| 2024 | +3.0% | +3.8% | +3.6% | -1.8% | +1.1% | +5.3% | +0.1% | -0.4% | +1.7% | +1.2% | +6.9% | -1.0% | +25.7% |
| 2023 | +4.9% | +0.2% | +0.2% | +0.0% | +2.6% | +3.7% | +2.6% | -0.7% | -1.6% | -3.5% | +5.8% | +4.0% | +19.1% |
| 2022 | -4.8% | -1.9% | +4.1% | -2.3% | -3.4% | -6.2% | +9.7% | -1.5% | -5.8% | +3.8% | +0.8% | -5.8% | -13.7% |
| 2021 | +1.2% | +3.0% | +5.8% | +1.6% | -0.3% | +4.7% | +1.1% | +3.1% | -2.0% | +4.8% | +0.7% | +3.7% | +30.8% |
| 2020 | -0.4% | -8.5% | -11.0% | +9.6% | +1.9% | +2.2% | +0.1% | +5.7% | -1.1% | -2.3% | +9.1% | +1.9% | +5.2% |
| 2019 | +7.9% | +3.6% | +2.5% | +3.5% | -5.0% | +3.9% | +3.7% | -1.9% | +3.1% | +0.1% | +4.3% | +2.0% | +30.8% |
| 2018 | +1.5% | -1.9% | -3.6% | +3.5% | +3.5% | -0.0% | +2.4% | +1.7% | +0.6% | -5.0% | +0.9% | -8.1% | -5.2% |
| 2017 | -0.7% | +5.2% | +0.6% | -0.8% | -1.1% | -0.8% | -0.6% | -0.5% | +2.4% | +3.7% | -0.1% | +1.5% | +8.8% |
| 2016 | -6.7% | +0.7% | +1.6% | -0.1% | +3.9% | -0.4% | +3.9% | +0.4% | +0.3% | +0.5% | +5.1% | +2.4% | +11.5% |
| 2015 | +5.0% | +6.3% | +2.8% | -1.8% | +1.7% | -3.9% | +2.3% | -8.4% | -3.3% | +9.8% | +3.8% | -4.2% | +9.0% |
| 2014 | -1.9% | +2.9% | +0.2% | +0.2% | +4.1% | +1.6% | +1.1% | +4.1% | +1.5% | +1.3% | +2.9% | +1.1% | +20.7% |
| 2013 | +2.2% | +4.2% | +3.9% | -0.4% | +2.7% | -3.5% | +2.8% | -2.2% | +2.4% | +3.9% | +1.6% | +0.1% | +18.9% |
| 2012 | +0.4% | +0.4% | +0.5% | -1.4% | -2.4% | +1.3% | +6.1% | -0.1% | +0.3% | -1.5% | +0.9% | +0.0% | +4.3% |
| 2011 | - | - | - | - | - | - | - | - | - | +0.3% | +0.2% | +1.0% | +1.5% |
IKE 3 returned +12.23% a year over the 15 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.