Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
WR1.F W. R. Berkley Corporation • US0844231029 | STOCK | 50.0% | 0% |
LBRE.XETRA Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc • LU1834983550 | ETF | 50.0% | 0.3% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +9.1% | -7.0% | +2.3% | +3.0% | +0.5% | +1.7% | +1.1% | -2.4% | +3.5% | - | - | +14.5% |
| 2025 | +3.4% | +1.4% | +2.2% | -3.5% | +4.4% | -1.3% | +0.6% | +2.8% | +9.3% | +1.2% | +4.8% | +1.3% | +29.5% |
| 2024 | +5.0% | -1.4% | +7.0% | -1.9% | +2.0% | -2.4% | -1.0% | +0.5% | +0.5% | +1.1% | +6.5% | -5.8% | +9.9% |
| 2023 | +0.0% | -4.5% | -6.1% | -6.9% | -5.0% | +2.8% | +4.9% | -2.5% | +9.8% | -0.4% | +1.8% | +3.6% | -3.6% |
| 2022 | +2.8% | +7.7% | +10.6% | +3.0% | +2.4% | -8.7% | -1.8% | +5.5% | +0.5% | +4.5% | +7.0% | -1.8% | +34.7% |
| 2021 | -3.2% | +9.1% | +5.7% | +4.3% | -1.0% | -1.8% | +2.7% | +0.3% | -3.4% | +3.8% | +0.9% | +6.7% | +25.6% |
| 2020 | +0.9% | -7.8% | -15.2% | +4.3% | +8.3% | +0.6% | +2.7% | +1.1% | +0.3% | -3.5% | +10.6% | +7.1% | +6.8% |
| 2019 | +4.7% | +4.8% | +4.2% | +5.3% | -0.9% | +7.2% | +4.5% | -2.9% | +1.2% | -5.0% | +3.1% | +1.4% | +30.4% |
| 2018 | -3.1% | -0.8% | -0.8% | +5.6% | +6.1% | -3.5% | +1.6% | -0.9% | +4.6% | -6.8% | +0.8% | -1.9% | +0.1% |
| 2017 | +4.3% | +2.6% | -1.8% | -4.3% | +1.6% | -1.9% | +5.4% | +1.7% | -3.4% | +5.1% | -2.6% | +8.9% | +15.9% |
| 2016 | -8.9% | +13.9% | +6.1% | +6.8% | -5.1% | +13.0% | +7.3% | -0.2% | +5.6% | +6.4% | +6.2% | +6.2% | +70.9% |
| 2015 | -1.8% | +4.1% | -0.2% | -0.9% | -1.3% | -2.3% | +0.0% | -4.8% | -6.3% | +7.6% | -4.3% | -2.2% | -12.3% |
| 2014 | -4.9% | +4.6% | -2.1% | +3.9% | +0.6% | +1.4% | +1.8% | +2.9% | -1.2% | +1.2% | +5.2% | -0.7% | +12.9% |
| 2013 | +7.0% | +2.5% | -0.9% | -3.6% | -1.1% | -6.8% | +8.2% | -1.4% | -0.3% | +5.3% | -2.0% | -1.6% | +4.1% |
| 2012 | +6.1% | +1.9% | -3.8% | +1.3% | -5.0% | +2.3% | -2.1% | -0.0% | +1.1% | +4.8% | -0.4% | +4.1% | +10.0% |
| 2011 | -3.6% | +2.5% | +4.9% | -1.4% | +0.1% | +1.2% | -6.4% | -6.6% | -9.6% | +18.0% | -3.8% | +1.6% | -5.8% |
| 2010 | -3.4% | +8.7% | +8.0% | -1.6% | -1.4% | -6.8% | +2.2% | -1.3% | +7.4% | +2.5% | -0.2% | +10.9% | +26.2% |
| 2009 | - | - | - | - | - | - | - | - | - | -2.6% | +5.7% | +4.5% | +7.6% |
ir returned +14.96% a year over the 17 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.