Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
PKN.WAR Polski Koncern Naftowy ORLEN SA • PLPKN0000018 | STOCK | 20.0% | 0% |
PZU.WAR Powszechny Zaklad Ubezpieczen SA • PLPZU0000011 | STOCK | 20.0% | 0% |
BP1.STU BANK PEKAO (BP1.SG) • PLPEKAO00016 | STOCK | 15.0% | 0% |
KTY.WAR Grupa KĘTY SA • PLKETY000011 | STOCK | 15.0% | 0% |
ENA.WAR Enea S.A. • PLENEA000013 | STOCK | 15.0% | 0% |
PKO.WAR Powszechna Kasa Oszczednosci Bank Polski SA • PLPKO0000016 | STOCK | 15.0% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.1% | +3.9% | -2.1% | +2.4% | +5.4% | +0.4% | +8.4% | +4.0% | +0.8% | - | - | - | +37.8% |
| 2025 | +13.4% | +7.6% | +6.2% | -0.9% | +10.0% | +5.3% | +3.1% | -1.9% | +2.7% | +12.8% | +1.1% | +2.2% | +80.0% |
| 2024 | -0.9% | +5.9% | +3.3% | +4.5% | +1.9% | +3.4% | -3.8% | +0.2% | +1.8% | -6.1% | +4.1% | +2.7% | +17.5% |
| 2023 | +5.0% | -1.0% | -3.8% | +13.3% | +0.0% | +7.9% | +16.5% | -1.7% | -8.0% | +20.0% | +8.1% | +6.7% | +78.0% |
| 2022 | +0.7% | -7.8% | +4.5% | -5.6% | -0.2% | -7.0% | +2.6% | -10.2% | -11.4% | +11.5% | +16.8% | -0.7% | -10.3% |
| 2021 | -0.1% | +3.2% | +4.8% | +13.3% | +14.6% | -2.0% | +0.6% | +9.5% | +1.8% | +9.8% | -11.8% | +3.7% | +54.9% |
| 2020 | -4.3% | -12.5% | -21.8% | +5.5% | +2.8% | +7.9% | -3.9% | -0.3% | -6.1% | -17.8% | +34.7% | +9.3% | -16.5% |
| 2019 | +3.6% | -5.0% | -4.3% | +2.3% | -1.3% | +4.1% | +2.3% | -5.2% | +3.1% | +5.2% | -1.9% | -0.6% | +1.7% |
| 2018 | +2.9% | -8.0% | -7.7% | +3.4% | -9.1% | -2.0% | +12.5% | +6.1% | +1.4% | -7.7% | +13.3% | -2.8% | -0.9% |
| 2017 | +7.1% | +5.7% | +1.3% | +12.2% | -0.4% | +17.0% | +2.9% | +4.3% | -1.0% | +1.6% | -0.8% | -0.0% | +60.3% |
| 2016 | -9.6% | +4.0% | +13.1% | -7.1% | -4.6% | -1.1% | +1.7% | +3.3% | +1.0% | +8.5% | -5.5% | +11.5% | +12.9% |
| 2015 | +6.0% | +2.1% | +3.4% | +5.7% | -2.7% | +0.8% | +0.1% | -3.4% | -3.4% | -4.2% | +0.1% | +1.4% | +5.3% |
| 2014 | -6.0% | +9.4% | +1.4% | -1.2% | +0.7% | +2.0% | -2.7% | +6.5% | +10.3% | -2.0% | +5.0% | -4.7% | +18.9% |
| 2013 | -6.9% | +3.6% | -3.2% | -2.1% | +5.2% | -10.5% | +10.4% | +10.0% | +3.3% | +6.9% | +8.8% | -5.9% | +18.2% |
| 2012 | - | - | - | - | +3.2% | +12.6% | +1.7% | +9.5% | +6.2% | +0.1% | +5.9% | +6.3% | +54.7% |
eu returned +25.32% a year over the 14 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.