Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
C50.PA Amundi Core EURO STOXX 50 UCITS ETF EUR Acc • LU1681047236 | ETF | 70.0% | 0.09% |
PMEH.PA Amundi PEA Immobilier Europe (FTSE EPRA/NAREIT) UCITS ETF Acc • FR0011869304 | ETF | 15.0% | 0.4% |
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 15.0% | 0.3% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +2.6% | -9.9% | +6.9% | +4.1% | +5.0% | +1.6% | +0.9% | -0.0% | - | - | - | +13.8% |
| 2025 | +7.8% | +4.3% | -3.1% | -0.4% | +5.9% | -0.8% | +1.3% | +0.8% | +3.3% | +2.1% | +1.2% | +4.3% | +29.7% |
| 2024 | +2.2% | +3.4% | +5.9% | -1.7% | +2.8% | -2.4% | +0.8% | +1.6% | +1.3% | -3.3% | -0.5% | +3.2% | +13.6% |
| 2023 | +10.4% | +1.9% | -1.1% | +2.2% | -2.7% | +4.3% | +3.0% | -3.4% | -2.6% | -2.7% | +8.8% | +5.3% | +24.5% |
| 2022 | -2.1% | -6.3% | -0.0% | -2.7% | +0.7% | -10.1% | +7.5% | -5.7% | -6.6% | +8.4% | +10.6% | -3.5% | -11.6% |
| 2021 | -2.0% | +4.7% | +6.9% | +2.6% | +3.2% | +0.4% | +1.4% | +2.7% | -3.5% | +5.1% | -2.9% | +5.1% | +25.6% |
| 2020 | -1.9% | -8.4% | -18.8% | +4.6% | +4.3% | +5.7% | -1.4% | +3.1% | -2.7% | -6.4% | +18.2% | +1.8% | -6.3% |
| 2019 | +5.7% | +3.5% | +1.7% | +4.5% | -4.9% | +3.9% | +0.0% | -0.8% | +4.6% | +1.7% | +2.9% | +1.5% | +26.5% |
| 2018 | +3.0% | -4.7% | -1.8% | +5.4% | -3.2% | +0.0% | +3.7% | -3.7% | -0.1% | -5.7% | -0.8% | -4.9% | -12.7% |
| 2017 | -1.5% | +2.4% | +5.4% | +2.6% | +1.1% | -2.1% | +0.4% | -0.8% | +4.5% | +1.9% | -2.4% | -0.8% | +10.8% |
| 2016 | -8.7% | -3.1% | +2.8% | +1.9% | +2.3% | -7.8% | +4.8% | +1.9% | -1.2% | +1.3% | -0.1% | +7.7% | +0.4% |
| 2015 | +7.8% | +8.0% | +3.0% | -1.8% | +0.1% | -4.2% | +5.5% | -8.2% | -4.7% | +9.3% | +1.6% | -5.3% | +9.5% |
| 2014 | - | - | - | - | - | -0.7% | -2.4% | +1.7% | +1.2% | -2.8% | +4.2% | -3.9% | -2.8% |
Girmar returned +8.94% a year over the 12 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.