Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00B4MJ5D07 Dimensional World Equity Fund EUR Accumulation • IE00B4MJ5D07 | FUND | 80.0% | 0.35% |
IE00B2PC0716 Dimensional Global Targeted Value Fund EUR Accumulation • IE00B2PC0716 | FUND | 20.0% | 0.5% |
| Total | 100.0% | 0.38% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.5% | +3.5% | -4.2% | +6.4% | +4.0% | +2.1% | -0.2% | +2.4% | +0.1% | - | - | - | +18.6% |
| 2025 | +3.0% | -1.1% | -7.0% | -5.0% | +5.3% | +0.8% | +4.0% | +1.4% | +1.7% | +2.2% | +0.9% | +0.1% | +5.7% |
| 2024 | +1.0% | +3.8% | +4.2% | -2.8% | +2.6% | +0.7% | +3.0% | -0.8% | +1.1% | -0.2% | +7.8% | -2.6% | +18.7% |
| 2023 | +6.4% | -0.1% | -2.9% | -1.0% | -0.1% | +4.5% | +3.7% | -1.7% | -1.4% | -4.1% | +5.3% | +5.1% | +13.6% |
| 2022 | -2.3% | -0.9% | +2.4% | -1.9% | -0.2% | -7.2% | +9.4% | -1.9% | -7.4% | +7.0% | +2.8% | -6.6% | -7.9% |
| 2021 | +0.9% | +6.1% | +7.1% | +1.3% | +1.1% | +2.4% | -0.1% | +2.5% | -1.4% | +4.1% | -1.3% | +4.5% | +30.3% |
| 2020 | -2.5% | -8.3% | -19.3% | +12.7% | +3.6% | +1.4% | -0.8% | +5.3% | -2.1% | -0.2% | +11.5% | +3.5% | +0.6% |
| 2019 | +9.1% | +3.3% | +1.0% | +3.7% | -7.0% | +4.8% | +2.4% | -2.9% | +4.1% | +0.4% | +3.7% | +1.9% | +26.2% |
| 2018 | +1.0% | -2.9% | -1.7% | +2.5% | +3.8% | -1.1% | +2.2% | +1.0% | -0.7% | -6.4% | +1.2% | -9.7% | -11.0% |
| 2017 | +0.2% | +4.0% | +0.2% | -0.7% | -2.4% | -0.3% | -1.1% | -0.8% | +3.9% | +3.0% | -0.1% | +1.1% | +7.1% |
| 2016 | -5.9% | -0.9% | +3.5% | +1.4% | +2.8% | -1.2% | +4.1% | +1.1% | +0.3% | +0.2% | +7.1% | +2.8% | +15.8% |
| 2015 | +4.9% | +7.1% | +2.9% | -1.6% | +2.5% | -3.5% | +0.1% | -7.2% | -4.1% | +8.2% | +4.1% | -5.7% | +6.6% |
| 2014 | -1.8% | +3.0% | +0.8% | -0.5% | +3.4% | +2.0% | -0.4% | +4.2% | -1.0% | +1.5% | +0.9% | +1.6% | +14.4% |
| 2013 | +2.3% | +4.1% | +4.0% | -1.1% | +2.2% | -2.9% | +3.3% | -1.1% | +3.5% | +3.5% | +1.4% | +0.7% | +21.5% |
| 2012 | +3.6% | +3.1% | +0.4% | -1.3% | -3.5% | +2.0% | +3.4% | +0.7% | +1.6% | -0.6% | +0.5% | +2.3% | +12.7% |
Dimensional Continentale returned +11.20% a year over the 15 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.