Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00BYX5NX33 Fidelity MSCI World Index P EUR ACC • IE00BYX5NX33 | FUND | 80.0% | 0.12% |
MTD.PA Amundi Euro Government Bond 7-10Y UCITS ETF Acc • LU1287023185 | ETF | 20.0% | 0.15% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +1.5% | -4.0% | +7.0% | +4.8% | +1.2% | -0.3% | +1.4% | +0.6% | - | - | - | +13.6% |
| 2025 | +2.8% | -0.6% | -7.4% | -3.5% | +5.5% | +0.8% | +3.5% | +0.3% | +2.6% | +3.6% | -0.2% | -0.4% | +6.2% |
| 2024 | +2.5% | +4.0% | +3.1% | -2.6% | +2.6% | +3.0% | +1.0% | +0.3% | +1.1% | +0.5% | +7.0% | -0.8% | +23.7% |
| 2023 | +4.9% | -0.4% | +1.0% | +0.1% | +2.3% | +3.1% | +2.0% | -0.7% | -2.1% | -2.4% | +5.7% | +3.6% | +18.2% |
| 2022 | -3.6% | -2.6% | +2.9% | -3.4% | -1.4% | -5.8% | +9.8% | -3.2% | -6.6% | +5.5% | +2.6% | -7.3% | -13.5% |
| 2021 | -0.3% | +1.9% | +5.7% | +1.7% | -0.1% | +4.0% | +1.7% | +2.4% | -2.2% | +4.7% | +0.8% | +2.6% | +25.1% |
| 2020 | +0.9% | -6.3% | -11.0% | +8.8% | +2.6% | +1.6% | -0.2% | +4.3% | -1.0% | -1.8% | +8.0% | +1.6% | +5.9% |
| 2019 | +6.1% | +3.0% | +2.6% | +3.0% | -4.0% | +3.8% | +2.5% | -0.4% | +2.4% | -0.0% | +3.1% | +0.8% | +25.1% |
| 2018 | - | - | -1.6% | +2.3% | +3.2% | +0.1% | +2.2% | +1.4% | +0.5% | -4.1% | +1.1% | -6.7% | -2.0% |
Lo que querías el 27 de mayo returned +11.31% a year over the 8 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.