Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
UVAL.LSE State Street SPDR MSCI USA Value UCITS ETF USD • IE00BSPLC520 | ETF | 50.0% | 0.2% |
MXUS.LSE Invesco MSCI USA UCITS ETF • IE00B60SX170 | ETF | 50.0% | 0.05% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +2.1% | -4.6% | +8.6% | +12.3% | -1.2% | -1.0% | +4.4% | +0.3% | -0.1% | - | - | +22.6% |
| 2025 | +5.1% | -4.1% | -7.0% | -4.8% | +4.5% | +3.5% | +5.5% | +0.8% | +4.1% | +5.8% | +0.2% | +0.8% | +14.3% |
| 2024 | +1.2% | +3.5% | +5.0% | -3.3% | +0.2% | +4.5% | +0.1% | -2.0% | +0.5% | +3.2% | +6.8% | -3.1% | +17.2% |
| 2023 | +4.4% | -0.1% | -1.7% | -1.5% | -0.2% | +4.5% | +2.7% | -0.8% | -0.1% | -3.3% | +4.9% | +6.2% | +15.5% |
| 2022 | -4.8% | -0.8% | +5.1% | -2.4% | -1.3% | -5.7% | +6.7% | +2.2% | -4.6% | +5.1% | -2.5% | -4.0% | -7.7% |
| 2021 | +1.7% | +1.9% | +7.2% | +3.0% | -1.0% | +3.1% | +0.6% | +3.2% | -0.6% | +1.0% | +3.1% | +3.6% | +30.1% |
| 2020 | -1.0% | -8.3% | -9.8% | +9.6% | +4.9% | +1.9% | -1.8% | +5.8% | +0.3% | -3.2% | +10.0% | +0.9% | +7.4% |
| 2019 | +4.9% | +1.8% | +2.3% | +3.9% | -3.8% | +6.2% | +7.2% | -4.1% | +2.7% | -3.0% | +4.4% | +0.6% | +24.6% |
| 2018 | -0.7% | -0.6% | -5.5% | +3.9% | +4.7% | +2.2% | +2.2% | +4.0% | -0.1% | -4.6% | +0.5% | -8.9% | -3.7% |
| 2017 | -1.4% | +5.3% | -0.7% | -2.7% | +0.9% | +0.1% | +0.7% | +1.7% | -1.5% | +3.5% | +1.4% | +2.2% | +9.6% |
| 2016 | -3.9% | +5.0% | +2.6% | -1.3% | +2.1% | +8.0% | +5.7% | +1.3% | +1.2% | +4.8% | +2.7% | +4.0% | +36.7% |
| 2015 | - | +0.4% | +2.9% | -2.7% | +1.0% | -4.6% | +2.5% | -4.3% | -2.3% | +7.1% | +2.5% | -0.2% | +1.6% |
US Value Tilt returned +13.72% 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.