Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
IUMF.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 25.0% | 0.2% |
IWFM.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 25.0% | 0.25% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | +2.1% | -6.1% | +11.7% | +8.9% | +5.8% | -7.7% | +1.8% | +0.4% | - | - | - | +16.4% |
| 2025 | +5.5% | -3.8% | -7.6% | -1.3% | +6.5% | +2.2% | +4.8% | -0.9% | +4.3% | +3.8% | -1.2% | -0.2% | +11.7% |
| 2024 | +3.7% | +6.7% | +4.1% | -2.5% | +1.5% | +5.5% | -2.4% | -0.5% | +0.6% | +3.5% | +5.7% | -0.9% | +27.6% |
| 2023 | +0.7% | -0.6% | -0.9% | +0.7% | -1.7% | +4.0% | +1.5% | +0.4% | -0.5% | -2.4% | +4.7% | +4.7% | +10.7% |
| 2022 | -7.6% | -1.0% | +6.9% | -5.3% | -2.4% | -4.5% | +5.7% | +2.3% | -2.8% | +4.5% | -0.2% | -3.0% | -8.3% |
| 2021 | +0.3% | -1.1% | +2.3% | +5.7% | -2.6% | +4.0% | +1.0% | +4.2% | -1.3% | +4.5% | +0.8% | +0.0% | +18.7% |
| 2020 | +2.0% | -6.1% | -7.0% | +7.8% | +6.3% | +3.7% | +0.1% | +5.7% | +0.8% | -3.9% | +7.2% | +2.2% | +18.8% |
| 2019 | +3.9% | +2.5% | +3.6% | +2.9% | -0.4% | +5.0% | +6.3% | -1.9% | -0.0% | -3.5% | +3.3% | -0.1% | +23.2% |
| 2018 | +0.8% | +1.1% | -5.6% | +4.1% | +5.0% | +0.8% | +2.6% | +4.2% | +0.6% | -6.8% | +0.4% | -7.0% | -0.8% |
| 2017 | -0.1% | +4.5% | +0.9% | -1.6% | +3.4% | -0.2% | +1.5% | +2.9% | -1.6% | +4.7% | +0.2% | +1.6% | +17.1% |
| 2016 | - | - | - | - | - | - | - | - | - | -0.1% | -1.1% | +3.4% | +2.1% |
All-World with Momentum returned +13.42% a year over the 10 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.