Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00BNG2T811 Neuberger Berman Ultra Short Term Euro Bond Fund Class EUR A Accumulating • IE00BNG2T811 | FUND | 40.0% | 0.5% |
LU1706854152 Amundi S.F. - Diversified Short-Term Bond A EUR ND • LU1706854152 | FUND | 20.0% | 0.4% |
LU0034353002 DWS Floating Rate Notes LC • LU0034353002 | FUND | 20.0% | 0.26% |
MTB.PA Amundi Euro Government Bond 3-5Y UCITS ETF Acc • LU1650488494 | ETF | 10.0% | 0.15% |
IE0007471471 Vanguard U.S. Government Bond Index Fund EUR Hedged Acc • IE0007471471 | FUND | 10.0% | 0.15% |
| Total | 100.0% | 0.36% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +0.3% | -1.4% | +0.7% | +0.5% | +0.3% | -0.3% | +0.2% | -0.1% | - | - | - | +0.7% |
| 2025 | +0.4% | +0.6% | -0.1% | +0.2% | +0.5% | +0.5% | +0.4% | +0.3% | +0.3% | +0.3% | +0.1% | +0.1% | +3.6% |
| 2024 | +0.5% | -0.1% | +0.7% | -0.1% | +0.6% | +0.4% | +1.0% | +0.6% | +0.8% | +0.0% | +0.7% | +0.2% | +5.5% |
| 2023 | +1.2% | -0.3% | -0.1% | +0.4% | +0.1% | -0.1% | +0.8% | +0.2% | +0.0% | +0.3% | +1.1% | +1.4% | +5.2% |
| 2022 | -0.5% | -1.1% | -0.4% | -1.1% | -0.4% | -2.1% | +1.4% | -1.0% | -1.8% | +0.2% | +1.3% | -0.1% | -5.4% |
| 2021 | - | - | - | - | - | -0.0% | +0.2% | -0.0% | -0.1% | -0.3% | -0.2% | +0.1% | -0.3% |
Renta Fija_v1 returned +1.71% a year over the 5 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.