Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
V60A.XETRA Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating • IE00BMVB5P51 | ETF | 100.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +1.6% | -4.3% | +5.1% | +3.8% | +1.1% | -1.6% | +1.8% | -0.1% | - | - | - | +8.2% |
| 2025 | +2.7% | -0.9% | -4.5% | -2.0% | +3.5% | +0.8% | +2.7% | +0.1% | +2.0% | +3.0% | -0.2% | -0.0% | +7.0% |
| 2024 | +1.5% | +1.8% | +2.6% | -1.9% | +0.8% | +3.2% | +0.9% | +0.4% | +1.3% | -0.4% | +4.4% | -1.1% | +14.3% |
| 2023 | +3.6% | -0.6% | +0.6% | +0.1% | +1.2% | +1.9% | +1.6% | -0.9% | -1.5% | -2.6% | +5.0% | +3.6% | +12.4% |
| 2022 | -3.8% | -1.9% | +1.4% | -2.9% | -2.2% | -4.4% | +6.8% | -2.2% | -5.3% | +1.7% | +1.7% | -3.5% | -14.2% |
| 2021 | -0.3% | +0.8% | +3.2% | +1.0% | -0.0% | +2.8% | +1.1% | +1.6% | -1.6% | +2.6% | +0.5% | +1.9% | +14.3% |
| 2020 | - | - | - | - | - | - | - | - | - | - | - | +1.6% | +1.6% |
Пенсия 100 умеренный returned +7.12% 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.