Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VGWE.XETRA Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626 | ETF | 100.0% | 0.29% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.8% | +5.9% | -4.2% | +3.5% | +2.5% | +2.4% | +2.4% | +1.1% | -1.1% | +2.5% | - | - | +20.1% |
| 2025 | +5.2% | +1.2% | -4.1% | -4.5% | +3.9% | -0.6% | +3.2% | +1.6% | +1.2% | +2.1% | +1.9% | +1.4% | +12.8% |
| 2024 | +1.9% | +1.5% | +4.5% | -0.8% | +0.7% | +1.0% | +3.0% | -0.1% | +1.4% | -0.2% | +5.1% | -3.1% | +15.6% |
| 2023 | +2.7% | -0.4% | -2.3% | +1.0% | -1.4% | +2.6% | +3.0% | -1.6% | +0.6% | -4.0% | +3.4% | +4.4% | +7.9% |
| 2022 | +0.9% | -1.1% | +3.0% | +0.7% | -0.1% | -6.5% | +5.6% | -1.1% | -5.7% | +5.8% | +3.3% | -4.1% | +0.0% |
| 2021 | +1.1% | +4.3% | +8.0% | -0.4% | +1.7% | +1.7% | -0.2% | +2.0% | -0.4% | +3.0% | -1.2% | +5.7% | +27.8% |
| 2020 | - | - | - | - | - | -3.6% | -2.2% | +2.9% | -0.9% | -2.4% | +11.0% | +2.0% | +6.2% |
VGWE (6 yrs) returned +13.94% a year over the 6 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.