Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 50.0% | 0.19% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 50.0% | 0.15% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.6% | -1.7% | -4.7% | +14.4% | +13.2% | -0.7% | -3.6% | +4.7% | +6.0% | -2.3% | - | - | +24.1% |
| 2025 | +0.7% | -3.9% | -10.5% | -3.3% | +9.5% | +4.1% | +7.6% | -1.9% | +5.4% | +7.3% | -3.7% | +0.0% | +9.7% |
| 2024 | +4.8% | +5.0% | +3.1% | -2.5% | +3.7% | +10.5% | -2.9% | -1.1% | +1.9% | +1.9% | +7.0% | +1.9% | +37.9% |
| 2023 | +6.6% | +2.1% | +4.1% | -0.8% | +9.6% | +3.7% | +2.2% | +0.0% | -3.2% | -2.4% | +8.2% | +3.5% | +38.1% |
| 2022 | -6.9% | -3.0% | +5.0% | -4.1% | -4.5% | -6.5% | +12.5% | -2.4% | -7.2% | +4.2% | -1.3% | -7.1% | -20.8% |
| 2021 | +0.8% | +2.4% | +4.8% | +2.2% | -1.7% | +7.7% | +2.3% | +3.9% | -2.7% | +5.7% | +4.2% | +4.3% | +38.8% |
| 2020 | +2.4% | -8.4% | -7.8% | +10.2% | +3.1% | +4.6% | -0.4% | +9.0% | -2.0% | -3.7% | +8.0% | +3.4% | +17.8% |
| 2019 | - | - | - | - | - | - | +0.1% | -2.1% | +3.0% | +0.8% | +5.5% | +2.6% | +10.1% |
zuzana returned +19.82% a year over the 7 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.