Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 80.0% | 0.07% |
IUMO.LSE iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50 | ETF | 20.0% | 0.2% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | -0.8% | -6.6% | +13.2% | +7.5% | +0.9% | -3.5% | +2.9% | +0.3% | - | - | - | +14.3% |
| 2025 | +3.8% | -3.5% | -5.8% | +0.0% | +7.5% | +4.8% | +2.8% | +0.9% | +3.5% | +2.5% | -0.3% | +0.9% | +17.5% |
| 2024 | +2.7% | +5.0% | +3.7% | -3.4% | +2.8% | +5.8% | -0.1% | +1.5% | +2.9% | +0.0% | +5.3% | -1.9% | +26.5% |
| 2023 | +4.3% | -1.7% | +2.0% | +1.9% | -0.5% | +6.7% | +3.0% | -0.8% | -4.5% | -3.1% | +9.2% | +5.5% | +23.2% |
| 2022 | -7.2% | -1.6% | +5.1% | -8.7% | -2.4% | -7.8% | +7.7% | -2.3% | -7.4% | +6.8% | +2.1% | -3.0% | -18.6% |
| 2021 | +0.5% | +2.2% | +2.5% | +5.7% | +0.1% | +2.1% | +2.1% | +3.4% | -3.6% | +6.0% | -0.9% | +3.2% | +25.5% |
| 2020 | +1.4% | -9.6% | -9.1% | +10.4% | +3.6% | +2.9% | +6.0% | +8.3% | -3.3% | -3.4% | +10.0% | +4.0% | +20.2% |
| 2019 | +7.3% | +4.0% | +1.4% | +3.6% | -4.6% | +5.9% | +3.0% | -2.6% | +1.5% | +1.4% | +3.9% | +2.4% | +30.1% |
| 2018 | +5.5% | -2.3% | -4.5% | +2.2% | +1.9% | +0.5% | +2.8% | +3.7% | +0.9% | -7.5% | +0.8% | -8.1% | -5.1% |
| 2017 | +0.5% | +4.2% | +1.2% | +0.7% | +2.4% | +1.0% | +2.1% | +0.0% | +2.5% | +3.1% | +2.7% | +1.9% | +24.6% |
| 2016 | - | - | - | - | - | - | - | - | - | - | +5.0% | +1.9% | +7.0% |
FLT - CSPX/IUMO returned +15.80% 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.