Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MXWS.LSE Invesco MSCI World UCITS ETF Acc • IE00B60SX394 | ETF | 100.0% | 0.05% |
| Total | 100.0% | 0.05% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.3% | +2.7% | -5.5% | +7.3% | +5.8% | +0.8% | -1.5% | +3.5% | +0.7% | -0.5% | - | - | +13.1% |
| 2025 | +4.6% | -3.7% | -6.8% | -2.3% | +5.6% | +2.5% | +5.7% | -0.2% | +3.3% | +5.0% | -0.6% | -0.2% | +12.7% |
| 2024 | +1.6% | +4.0% | +3.5% | -2.1% | +1.2% | +4.3% | -0.4% | -0.4% | +0.2% | +2.6% | +5.8% | -0.7% | +21.1% |
| 2023 | +4.2% | +0.0% | +0.4% | +0.3% | +0.4% | +3.7% | +2.2% | -0.7% | -0.4% | -3.0% | +4.8% | +5.0% | +17.7% |
| 2022 | -5.8% | -1.2% | +5.6% | -3.4% | -2.0% | -5.1% | +7.1% | +1.2% | -4.0% | +2.4% | +0.6% | -3.1% | -8.3% |
| 2021 | -0.8% | +0.8% | +4.5% | +4.2% | -0.9% | +4.0% | +1.2% | +3.5% | -1.5% | +3.2% | +1.7% | +1.9% | +23.7% |
| 2020 | -0.2% | -6.6% | -8.6% | +8.0% | +7.9% | +1.1% | -1.3% | +5.2% | +0.4% | -3.7% | +9.2% | +1.9% | +12.4% |
| 2019 | +4.6% | +2.2% | +3.2% | +3.3% | -2.1% | +5.3% | +5.5% | -2.7% | +0.8% | -1.3% | +2.5% | +0.4% | +23.5% |
| 2018 | +0.5% | -1.3% | -4.8% | +3.6% | +4.0% | +0.9% | +3.0% | +2.5% | +0.3% | -5.4% | +0.5% | -7.1% | -3.9% |
| 2017 | +0.8% | +2.2% | +1.4% | -1.9% | +2.2% | +0.1% | +0.7% | +2.3% | -2.4% | +3.8% | +0.2% | +2.0% | +11.8% |
| 2016 | -1.8% | -0.6% | +4.4% | +4.2% | -2.3% | +8.2% | +5.3% | - | +2.5% | +4.6% | -0.7% | +3.8% | +30.7% |
| 2015 | - | - | - | - | +12.7% | -2.9% | -0.9% | -8.4% | +1.9% | +4.1% | - | +2.7% | +8.2% |
| 2014 | - | - | - | - | - | - | - | +1.9% | +2.8% | - | - | - | +4.8% |
mxwx returned +13.23% 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.