Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MVOL.LSE iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14 | ETF | 70.0% | 0.3% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 30.0% | 0.3% |
| Total | 100.0% | 0.30% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +0.1% | -5.9% | +10.2% | +7.3% | -0.5% | -3.4% | +4.1% | +0.1% | - | - | - | +12.3% |
| 2025 | +3.0% | -2.1% | -3.9% | +1.1% | +6.2% | +3.8% | +1.5% | +0.7% | +2.9% | +2.4% | -0.2% | +0.1% | +16.1% |
| 2024 | +2.3% | +2.5% | +2.1% | -3.4% | +2.6% | +5.7% | +0.4% | +2.0% | +1.9% | -0.9% | +4.2% | -1.1% | +19.6% |
| 2023 | +5.5% | -1.3% | +5.9% | +1.7% | +2.0% | +5.0% | +2.6% | -1.2% | -3.8% | -2.5% | +8.4% | +4.8% | +29.9% |
| 2022 | -8.3% | -2.1% | +5.1% | -8.3% | -3.5% | -6.2% | +7.0% | -2.9% | -7.3% | +2.9% | +2.9% | -2.9% | -22.4% |
| 2021 | -0.0% | -1.0% | +3.0% | +4.2% | +0.6% | +3.3% | +2.8% | +3.0% | -4.5% | +4.6% | +0.7% | +3.2% | +21.4% |
| 2020 | +2.9% | -8.3% | -6.3% | +8.8% | +3.4% | +3.2% | +5.3% | +6.8% | -2.9% | -3.4% | +7.9% | +4.1% | +21.7% |
| 2019 | +6.3% | +3.3% | +2.5% | +2.6% | -3.3% | +5.4% | +2.4% | -0.9% | +1.1% | +1.9% | +2.5% | +1.9% | +28.6% |
| 2018 | +4.6% | -2.2% | -2.8% | +1.3% | +1.7% | +1.1% | +2.5% | +3.3% | +0.6% | -6.2% | +1.0% | -6.1% | -1.9% |
| 2017 | +1.9% | +4.2% | +1.0% | +1.5% | +3.2% | -1.2% | +2.7% | +1.0% | +0.2% | +2.8% | +2.2% | +1.2% | +22.7% |
| 2016 | -5.1% | +2.7% | +5.2% | -1.5% | +2.0% | +1.6% | +4.3% | -1.7% | +1.1% | -2.7% | -0.4% | +1.9% | +7.1% |
| 2015 | -0.3% | +4.1% | -0.8% | +1.3% | -0.2% | -2.1% | +3.8% | -4.5% | -2.8% | +8.4% | -0.8% | +0.7% | +6.3% |
| 2014 | -2.4% | +4.7% | -0.4% | +0.7% | +2.6% | +2.3% | -0.0% | +3.1% | -1.3% | +2.6% | +3.1% | -0.3% | +15.3% |
| 2013 | +3.1% | +0.6% | +6.3% | +2.7% | -1.1% | -2.4% | +4.3% | -2.1% | +3.9% | +4.4% | +0.9% | +0.9% | +23.4% |
| 2012 | - | - | - | - | - | - | - | - | - | - | - | -0.6% | -0.6% |
FLT - MVOL/CNDX returned +13.65% a year over the 14 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.