Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.F Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 85.0% | 0.19% |
XEON.XETRA Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497 | ETF | 5.0% | 0.1% |
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 5.0% | 0.25% |
IWVL.LSE iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 5.0% | 0.25% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +1.3% | -4.5% | +9.5% | +5.4% | +1.7% | -1.3% | +2.5% | -0.2% | - | - | - | +15.9% |
| 2025 | +3.5% | -1.8% | -7.7% | -2.4% | +4.8% | +1.5% | +4.7% | -0.6% | +2.8% | +4.4% | -0.6% | +0.8% | +9.0% |
| 2024 | +3.2% | +4.0% | +3.2% | -1.7% | +1.3% | +4.2% | +0.4% | +0.2% | +0.4% | +1.3% | +5.8% | +0.2% | +24.6% |
| 2023 | +4.0% | +0.2% | -0.5% | -0.0% | +2.3% | +3.7% | +2.8% | -1.1% | -1.3% | -4.0% | +6.1% | +3.7% | +16.6% |
| 2022 | -3.9% | -2.4% | +5.3% | -3.4% | -2.1% | -6.8% | +9.0% | -1.6% | -6.5% | +4.9% | +1.1% | -4.8% | -12.0% |
| 2021 | +0.5% | +3.5% | +6.0% | +1.4% | -0.8% | +3.3% | +1.4% | +3.0% | -1.8% | +5.0% | +0.1% | +2.9% | +27.2% |
| 2020 | -0.4% | -8.3% | -11.2% | +10.8% | +1.2% | +1.2% | +1.1% | +4.5% | -0.9% | -2.1% | +8.3% | +2.0% | +4.3% |
| 2019 | - | - | - | - | - | - | -0.3% | -1.6% | +3.1% | +0.6% | +3.6% | +2.2% | +7.8% |
AAAAD returned +12.48% 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.