Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LU1525525306 Sauren Ruhestandsfonds A • LU1525525306 | FUND | 100.0% | 1.89% |
| Total | 100.0% | 1.89% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +1.0% | -3.1% | +2.1% | +1.2% | +0.1% | -1.4% | +1.8% | -0.5% | - | - | - | +3.8% |
| 2025 | +1.0% | +1.0% | -0.4% | -1.3% | +1.7% | +0.3% | +1.3% | +0.7% | +0.8% | +1.0% | -0.7% | +0.8% | +6.3% |
| 2024 | +1.1% | +0.5% | +1.8% | +0.4% | +1.2% | +0.1% | +0.7% | +0.4% | +0.8% | +0.3% | +0.5% | -0.2% | +7.9% |
| 2023 | +1.3% | +0.2% | -1.2% | +0.9% | -0.7% | -0.6% | -0.1% | +0.4% | +0.6% | -0.4% | +1.5% | +1.3% | +3.1% |
| 2022 | -0.3% | -0.8% | +0.0% | -0.3% | -1.3% | -1.4% | +0.5% | +0.7% | -1.8% | +0.5% | +0.6% | +0.3% | -3.1% |
| 2021 | -0.2% | +1.2% | +0.6% | +1.0% | +0.6% | -0.2% | +0.2% | +0.5% | -0.4% | -0.1% | -0.7% | +0.2% | +2.6% |
| 2020 | -0.3% | -0.9% | -4.8% | +2.1% | +0.8% | +0.7% | +0.1% | -0.4% | +0.0% | +0.2% | +2.2% | +1.4% | +1.0% |
| 2019 | +0.7% | +0.3% | -0.1% | +0.6% | -0.5% | -0.3% | +0.1% | +0.0% | +0.3% | +0.0% | +0.1% | +0.5% | +1.7% |
| 2018 | +0.9% | -0.1% | +0.4% | +0.0% | -0.2% | +0.3% | +0.0% | -0.2% | +0.1% | -1.3% | -0.7% | -0.9% | -1.7% |
| 2017 | +0.3% | -0.4% | +0.0% | +0.2% | +0.7% | -0.2% | +0.3% | -0.6% | +0.8% | +0.5% | +0.0% | +0.3% | +1.9% |
| 2016 | - | - | - | - | - | - | - | - | - | - | - | +0.0% | +0.0% |
sauren ruhestandsfond returned +2.38% 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.