Indexa Capital Fondos, de 10 a 100 mil euros, en el perfil #8. Total renta variable: 80% Total renta fija (incluye bonos y monetario): 20%
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00BFPM9V94 Vanguard U.S. 500 Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9V94 | FUND | 35.0% | 0.06% |
IE00BFPM9L96 Vanguard European Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9L96 | FUND | 22.0% | 0.08% |
IE00BFPM9J74 Vanguard Emerging Markets Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9J74 | FUND | 9.0% | 0.16% |
IE00BFRTDD83 Vanguard Global Small-Cap Index Fund Institutional Plus EUR Acc • IE00BFRTDD83 | FUND | 8.0% | 0.12% |
IE00BFPM9P35 Vanguard Japan Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9P35 | FUND | 6.0% | 0.06% |
IE00BFPM9W02 Vanguard Euro Government Bond Index Fund Institutional Plus EUR • IE00BFPM9W02 | FUND | 5.0% | 0.07% |
IE00BF6T7R10 Vanguard U.S. Government Bond Index Fund Institutional Plus EUR Hedged Acc • IE00BF6T7R10 | FUND | 4.0% | 0.1% |
IE00BFPM9X19 Vanguard Euro Investment Grade Bond Index Fund Institutional Plus EUR Acc • IE00BFPM9X19 | FUND | 4.0% | 0.1% |
IE00BZ04LQ92 Vanguard U.S. Investment Grade Credit Index Fund Institutional Plus EUR Hedged Acc • IE00BZ04LQ92 | FUND | 4.0% | 0.1% |
IE00BGCZ0719 Vanguard Eurozone Inflation-Linked Bond Index Fund Institutional • IE00BGCZ0719 | FUND | 3.0% | 0.06% |
| Total | 100.0% | 0.08% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +2.7% | -5.2% | +6.3% | +4.6% | +1.6% | -0.9% | +1.2% | -1.1% | - | - | - | +11.5% |
| 2025 | +2.8% | +0.3% | -5.3% | -2.5% | +4.3% | +0.6% | +2.5% | +0.6% | +2.4% | +3.2% | -0.2% | +0.3% | +8.7% |
| 2024 | +1.5% | +3.2% | +3.0% | -2.0% | +2.2% | +2.1% | +1.4% | +0.2% | +1.1% | -0.5% | +4.7% | -0.6% | +17.1% |
| 2023 | +4.9% | -0.5% | +0.5% | +0.2% | +1.3% | +2.5% | +2.1% | -1.3% | -1.9% | -2.6% | +5.3% | +3.6% | +14.6% |
| 2022 | -3.0% | -2.5% | +1.6% | -2.6% | -1.1% | -5.6% | +8.2% | -2.9% | -6.6% | +4.2% | +3.8% | -5.8% | -12.8% |
| 2021 | +0.1% | +1.8% | +5.0% | +1.4% | +0.3% | +3.2% | +0.9% | +2.4% | -2.0% | +4.0% | +0.1% | +2.8% | +21.6% |
| 2020 | +0.1% | -5.9% | -11.4% | +8.1% | +2.4% | +1.8% | -0.0% | +3.3% | -0.7% | -1.5% | +7.9% | +2.0% | +4.7% |
| 2019 | +6.0% | +2.9% | +2.3% | +3.1% | -4.5% | +3.7% | +2.1% | -0.6% | +2.5% | +0.4% | +2.8% | +1.4% | +24.1% |
| 2018 | +1.2% | -1.8% | -2.1% | +2.1% | +2.7% | -0.5% | +2.3% | +0.9% | +0.3% | -4.5% | +1.1% | -6.3% | -4.9% |
| 2017 | - | - | - | - | - | - | - | - | - | - | -0.1% | +0.5% | +0.4% |
IndexaCapital Fondo #8 returned +9.05% a year over the 9 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.