Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXRT.XETRA iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) • IE00B53L3W79 | ETF | 50.0% | 0.1% |
CSH2.PA Amundi Smart Overnight Return UCITS ETF Acc • LU1190417599 | ETF | 50.0% | 0.1% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +2.3% | -6.2% | +4.2% | +2.6% | +3.3% | +0.5% | +0.8% | -0.2% | - | - | - | +9.1% |
| 2025 | +5.3% | +2.4% | -2.4% | -0.6% | +3.4% | -0.6% | +0.3% | +0.4% | +2.3% | +1.8% | +0.3% | +1.6% | +15.0% |
| 2024 | +1.8% | +3.3% | +2.9% | -1.3% | +1.5% | -0.9% | -0.1% | +1.2% | +0.7% | -2.1% | -0.1% | +1.2% | +8.4% |
| 2023 | +5.5% | +1.2% | +1.3% | +1.1% | -1.1% | +2.9% | +1.2% | -2.2% | -1.6% | -1.6% | +5.0% | +2.2% | +14.3% |
| 2022 | -1.8% | -3.5% | -0.2% | -1.2% | +0.6% | -5.0% | +4.1% | -2.9% | -3.1% | +5.0% | +5.5% | -2.1% | -5.2% |
| 2021 | -1.4% | +2.5% | +4.3% | +1.0% | +1.5% | +0.3% | +0.4% | +1.5% | -1.8% | +3.0% | -2.6% | +3.5% | +12.6% |
| 2020 | -1.8% | -4.6% | -8.5% | +2.6% | +2.4% | +3.1% | -0.8% | +1.8% | -1.3% | -3.9% | +9.0% | +1.3% | -1.8% |
| 2019 | +2.8% | +2.2% | +0.9% | +2.7% | -2.7% | +3.1% | -0.1% | -0.5% | +2.2% | +0.6% | +1.4% | +1.0% | +14.4% |
| 2018 | +1.4% | -2.4% | -1.1% | +2.9% | -1.2% | +0.0% | +2.0% | -2.0% | +0.2% | -3.0% | -0.4% | -2.8% | -6.4% |
| 2017 | -0.7% | +1.4% | +2.8% | +1.0% | +0.7% | -1.5% | +0.1% | -0.4% | +2.5% | +1.0% | -1.3% | -0.8% | +4.8% |
| 2016 | -3.7% | -1.4% | +0.9% | +0.6% | +1.3% | -2.9% | +2.1% | +0.5% | -0.3% | +0.9% | -0.0% | +3.7% | +1.5% |
| 2015 | - | - | +0.8% | -0.9% | +0.1% | -1.8% | +2.4% | -4.6% | -2.5% | +4.9% | +1.3% | -2.9% | -3.5% |
EU50 50/50 returned +5.21% 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.