Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
GB00BZ6VKV28 Vanguard Target Retirement 2055 Fund Accumulation Shares • GB00BZ6VKV28 | FUND | 100.0% | 0.24% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +3.6% | -5.2% | +4.9% | +4.3% | +0.7% | -0.5% | +1.4% | +0.2% | - | - | - | +11.0% |
| 2025 | +3.7% | -0.8% | -4.4% | -1.2% | +3.5% | +1.9% | +3.8% | +0.6% | +2.8% | +3.9% | -0.4% | +0.1% | +13.9% |
| 2024 | +0.0% | +2.9% | +3.0% | -1.6% | +2.1% | +1.8% | +1.0% | +0.3% | +0.1% | +0.6% | +3.8% | -1.2% | +13.2% |
| 2023 | +4.3% | -0.9% | +0.5% | +0.3% | -0.8% | +2.0% | +2.0% | -1.4% | -0.4% | -2.4% | +4.1% | +4.1% | +11.9% |
| 2022 | -3.1% | -1.9% | +2.3% | -2.8% | -0.2% | -4.6% | +5.6% | -0.7% | -5.8% | +2.5% | +4.4% | -3.7% | -8.4% |
| 2021 | -0.7% | +0.1% | +3.1% | +3.2% | -0.4% | +2.7% | +0.3% | +2.5% | -1.8% | +2.4% | +0.4% | +1.5% | +14.1% |
| 2020 | -0.4% | -4.5% | -9.7% | +6.7% | +4.9% | +2.3% | -1.1% | +3.1% | -0.4% | -2.2% | +7.9% | +2.2% | +7.6% |
| 2019 | +3.8% | +1.4% | +2.9% | +2.5% | -2.0% | +4.3% | +3.2% | -1.3% | +1.0% | -1.7% | +1.8% | +1.0% | +18.1% |
| 2018 | -0.2% | -1.2% | -2.6% | +2.7% | +3.0% | +0.1% | +2.5% | +0.7% | -0.0% | -4.5% | +0.7% | -4.9% | -4.1% |
| 2017 | +0.3% | +3.3% | +0.6% | -1.1% | +2.4% | -0.7% | +1.0% | +2.1% | -1.6% | +2.5% | -0.3% | +1.8% | +10.8% |
| 2016 | -1.8% | +1.1% | +3.0% | -0.1% | +0.8% | +6.4% | +4.1% | +1.5% | +1.0% | +2.5% | -1.4% | +3.1% | +21.9% |
| 2015 | - | - | - | - | - | - | - | - | - | - | - | +1.4% | +1.4% |
2055 returned +10.06% a year over the 11 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.