Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 80.0% | 0.17% |
AME6.F Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) • LU1681040223 | ETF | 15.0% | 0.18% |
LEER.XETRA Amundi MSCI Eastern Europe Ex Russia UCITS ETF Acc • LU1900066462 | ETF | 5.0% | 0.5% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +2.0% | -5.6% | +8.2% | +5.8% | +1.6% | -1.0% | +2.0% | +0.6% | - | - | - | +15.7% |
| 2025 | +4.7% | -1.6% | -6.9% | -3.6% | +5.9% | +0.9% | +4.3% | -0.1% | +2.5% | +4.3% | -0.3% | +1.0% | +10.9% |
| 2024 | +2.3% | +3.3% | +3.7% | -1.8% | +1.2% | +4.2% | +0.5% | -0.4% | +1.5% | +0.1% | +6.0% | -1.4% | +20.8% |
| 2023 | +5.5% | +0.2% | -0.3% | +0.2% | +1.8% | +3.5% | +2.5% | -1.3% | -1.8% | -3.6% | +5.8% | +4.4% | +17.7% |
| 2022 | -4.3% | -2.5% | +3.9% | -2.4% | -2.8% | -6.6% | +9.0% | -1.9% | -6.3% | +4.3% | +2.2% | -5.1% | -12.8% |
| 2021 | +0.9% | +2.8% | +5.8% | +1.5% | +0.2% | +3.7% | +1.1% | +2.9% | -2.3% | +4.8% | -0.3% | +3.6% | +27.2% |
| 2020 | -1.0% | -8.3% | -12.9% | +10.2% | +1.7% | +2.2% | +0.1% | +5.1% | -1.2% | -2.7% | +10.5% | +2.8% | +4.0% |
| 2019 | +8.0% | +3.5% | +2.1% | +3.5% | -5.2% | +3.8% | +3.2% | -2.2% | +3.0% | +0.4% | +3.8% | +2.5% | +29.0% |
| 2018 | +1.5% | -2.2% | -3.4% | +3.6% | +2.7% | -0.3% | +2.4% | +1.1% | +0.6% | -5.5% | +0.6% | -8.0% | -7.5% |
| 2017 | +0.7% | +3.8% | +0.8% | +0.1% | -1.1% | -0.9% | -0.5% | -0.6% | +2.8% | +3.1% | -0.5% | +1.4% | +9.3% |
| 2016 | -9.3% | +2.4% | +2.6% | +2.8% | +0.6% | -1.0% | +3.8% | +0.8% | +0.4% | +0.5% | +4.2% | +3.0% | +10.5% |
| 2015 | +5.9% | +6.4% | +2.7% | -0.8% | +3.2% | -5.0% | +2.1% | -12.3% | -1.3% | +11.3% | +3.3% | -3.8% | +10.0% |
| 2014 | -2.8% | +4.4% | -0.5% | +0.4% | +3.9% | +1.5% | +0.4% | +3.6% | +1.3% | +0.9% | +2.4% | +0.5% | +16.9% |
| 2013 | +2.4% | +1.9% | +4.6% | +0.1% | +2.4% | -4.0% | +3.3% | -1.5% | +3.9% | +2.9% | +1.3% | +0.2% | +18.5% |
| 2012 | +5.3% | +2.9% | +0.2% | -0.4% | -2.3% | +1.8% | +4.9% | +1.1% | +0.0% | -0.4% | +1.2% | +0.4% | +15.3% |
| 2011 | - | - | - | - | - | - | -1.6% | -12.5% | +0.2% | +7.1% | -1.1% | +2.5% | -6.2% |
Global IMI EU tilt returned +11.20% a year over the 15 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.