Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDWI.XETRA Xtrackers MSCI World Industrials UCITS ETF 1C • IE00BM67HV82 | ETF | 50.0% | 0.25% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 40.0% | 0.25% |
XDWF.XETRA Xtrackers MSCI World Financials UCITS ETF 1C • IE00BM67HL84 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +2.6% | -6.9% | +11.3% | +7.1% | +2.7% | -2.7% | +1.7% | +0.4% | - | - | - | +17.7% |
| 2025 | +3.5% | -2.5% | -8.2% | -2.8% | +9.1% | +2.2% | +6.0% | -2.0% | +3.4% | +5.2% | -3.1% | +1.1% | +11.3% |
| 2024 | +3.6% | +5.3% | +3.6% | -2.4% | +1.9% | +5.6% | +0.0% | -0.6% | +2.0% | +1.2% | +8.3% | -1.7% | +29.6% |
| 2023 | +5.5% | +2.6% | +1.2% | -0.9% | +5.5% | +5.1% | +2.1% | -0.7% | -3.0% | -3.2% | +8.3% | +5.3% | +30.6% |
| 2022 | -7.1% | -2.1% | +4.3% | -4.1% | -4.4% | -6.9% | +12.6% | -2.3% | -7.1% | +6.6% | +1.1% | -5.6% | -15.7% |
| 2021 | -0.5% | +4.3% | +6.4% | +1.5% | -0.2% | +4.7% | +2.0% | +3.5% | -2.5% | +5.4% | +1.1% | +4.1% | +33.7% |
| 2020 | +1.6% | -9.4% | -11.8% | +8.9% | +4.1% | +3.9% | -1.2% | +9.0% | -0.5% | -3.7% | +11.2% | +2.1% | +11.9% |
| 2019 | +8.9% | +6.1% | +2.5% | +5.4% | -6.1% | +5.0% | +4.4% | -2.7% | +3.6% | +0.8% | +5.7% | +1.1% | +39.4% |
| 2018 | +2.3% | -0.4% | -4.8% | +2.7% | +5.9% | -1.4% | +2.7% | +3.1% | +0.7% | -6.9% | -0.6% | -9.0% | -6.7% |
| 2017 | -0.1% | +5.9% | +1.0% | +0.4% | -0.4% | -1.4% | -0.7% | +0.2% | +3.3% | +5.4% | -0.9% | +1.1% | +14.3% |
| 2016 | - | - | -1.0% | -1.9% | +5.4% | -2.2% | +5.7% | +1.7% | +0.6% | +1.4% | +6.3% | +1.8% | +18.7% |
World - Sector // DB KT SA returned +16.50% a year over the 10 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.