Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.F Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 100.0% | 0.07% |
| Total | 100.0% | 0.07% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.2% | +0.2% | -3.9% | +9.9% | +6.3% | +0.6% | -1.1% | +1.7% | +0.1% | - | - | - | +13.6% |
| 2025 | +3.6% | -4.0% | -9.1% | -4.9% | +6.9% | +1.6% | +6.8% | -1.9% | +2.9% | +5.0% | -0.5% | -1.3% | +3.9% |
| 2024 | +5.3% | +2.5% | +5.0% | -2.6% | +1.3% | +6.5% | +0.5% | -1.1% | +0.7% | +3.7% | +8.6% | -1.0% | +33.0% |
| 2023 | +2.5% | +2.0% | -1.3% | +0.5% | +5.0% | +3.4% | +2.2% | +0.4% | -1.5% | -2.8% | +6.3% | +2.6% | +20.7% |
| 2022 | -6.2% | -3.0% | +7.2% | -2.3% | -3.0% | -6.6% | +10.8% | -0.3% | -6.7% | +5.1% | -1.7% | -5.3% | -13.0% |
| 2021 | +1.3% | +3.5% | +5.3% | +3.2% | -1.0% | +6.4% | +2.6% | +3.6% | -2.7% | +5.2% | +3.9% | +3.1% | +39.7% |
| 2020 | - | -11.4% | -11.3% | +14.7% | +2.7% | -0.9% | +2.0% | +6.2% | -1.7% | -3.1% | +8.5% | +1.5% | +4.2% |
My Portfolio returned +14.24% a year over the 7 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.