Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LU1038809395 Flossbach von Storch - Multiple Opportunities II RT • LU1038809395 | FUND | 58.9% | 1.66% |
LLY.XETRA Eli Lilly and Company • US5324571083 | STOCK | 21.5% | 0% |
LU0171307068 BlackRock Global Funds - World Healthscience Fund A2 • LU0171307068 | FUND | 13.0% | 1.81% |
NOV.XETRA Novo Nordisk A/S • DK0062498333 | STOCK | 6.6% | - |
| Total | 100.0% | 1.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.9% | -6.6% | -7.6% | +2.4% | +14.4% | +10.3% | -4.4% | +0.2% | +1.1% | +6.0% | - | - | +13.5% |
| 2025 | +3.3% | +7.2% | -15.2% | +0.3% | -8.7% | -1.1% | -6.7% | -0.0% | -1.1% | +9.6% | +16.0% | -0.1% | -0.3% |
| 2024 | +10.9% | +9.6% | +6.6% | -0.7% | +3.7% | +9.7% | -9.8% | +8.7% | -9.8% | -1.3% | -2.0% | -7.0% | +16.5% |
| 2023 | -3.1% | -0.6% | +7.4% | +6.7% | +4.3% | +2.4% | -1.8% | +16.9% | +0.0% | +2.7% | +3.6% | -0.7% | +43.1% |
| 2022 | -8.8% | +1.7% | +11.3% | +5.4% | -1.7% | +2.7% | +6.0% | -5.1% | +1.8% | +7.2% | +1.5% | +0.8% | +23.4% |
| 2021 | +7.0% | -0.1% | +0.8% | +0.5% | +5.1% | +9.3% | +5.5% | +5.7% | -4.1% | +8.2% | +0.5% | +5.9% | +53.0% |
| 2020 | +4.5% | -5.8% | +2.9% | +8.4% | -0.9% | +1.6% | -4.2% | +1.0% | +1.9% | -5.6% | +4.4% | +4.3% | +12.0% |
| 2019 | +4.5% | +4.9% | +5.2% | -3.9% | -1.4% | +1.3% | +0.4% | +4.4% | +0.7% | +0.9% | +3.7% | +3.9% | +27.0% |
| 2018 | -0.9% | -2.7% | +11.4% | +2.0% | +4.0% | -0.9% | +6.8% | +2.4% | -0.2% | -1.2% | +4.4% | -4.8% | +21.0% |
| 2017 | -0.5% | +6.0% | +0.3% | +0.6% | -0.4% | +0.1% | -2.2% | +1.6% | +2.7% | +1.8% | +0.5% | +1.1% | +11.9% |
| 2016 | -7.3% | -0.2% | +0.2% | +1.9% | +2.0% | +0.2% | +4.7% | -4.7% | -2.5% | -4.3% | -1.1% | +4.9% | -6.9% |
| 2015 | +8.4% | +2.3% | +7.6% | -1.7% | +3.2% | -1.7% | +4.2% | -5.4% | -4.0% | +6.1% | +3.5% | +0.1% | +23.7% |
| 2014 | +2.1% | +7.1% | -1.1% | -0.0% | +0.7% | +3.2% | +0.8% | +2.5% | +4.3% | +0.1% | +2.7% | +1.7% | +26.7% |
| 2013 | +5.2% | +2.3% | +3.3% | -0.0% | -0.5% | -4.2% | +3.7% | -1.3% | -0.1% | +0.1% | +2.5% | -0.1% | +11.2% |
| 2012 | +1.7% | +3.8% | +2.7% | +1.5% | -0.6% | +1.0% | +6.4% | +0.9% | +0.7% | -0.7% | +1.9% | -0.6% | +20.1% |
| 2011 | -2.7% | +3.5% | -0.6% | +0.8% | +2.9% | -2.0% | +1.6% | -0.7% | -0.3% | +1.5% | +2.5% | +4.9% | +12.0% |
| 2010 | +2.9% | +1.9% | +4.8% | +1.0% | -1.0% | +1.2% | -3.3% | +1.7% | +2.6% | +1.9% | +1.6% | +4.4% | +21.1% |
| 2009 | +3.4% | -8.8% | +1.9% | +6.3% | +1.6% | +3.7% | +5.1% | +3.2% | +1.9% | +1.8% | +2.9% | +2.7% | +28.0% |
| 2008 | -5.4% | +1.6% | -3.1% | +1.7% | +3.8% | -4.8% | +0.0% | +3.0% | -11.0% | -5.3% | +0.1% | +3.2% | -16.2% |
| 2007 | - | - | - | - | - | - | - | - | - | -0.8% | -2.6% | +1.9% | -1.6% |
Swap 2026 returned +16.82% a year over the 19 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.