Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
GERD.XETRA L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating • IE0001UQQ933 | ETF | 100.0% | 0.45% |
| Total | 100.0% | 0.45% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +3.3% | -5.9% | +7.8% | +6.0% | +2.5% | -2.4% | +2.2% | +0.4% | - | - | - | +16.5% |
| 2025 | +5.0% | -1.3% | -5.8% | -3.7% | +6.3% | +0.4% | +3.6% | -0.2% | +2.2% | +3.6% | -0.1% | +0.4% | +10.2% |
| 2024 | +1.9% | +3.4% | +3.3% | -1.8% | +1.4% | +2.2% | +1.2% | -0.5% | +2.1% | +0.3% | +6.5% | -2.5% | +18.6% |
| 2023 | - | - | - | - | - | +1.4% | +3.4% | -1.3% | -0.7% | -4.3% | +4.6% | +4.8% | +7.9% |
Gerd kommer returned +16.74% a year over the 3 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.