Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SE0000671919 SPP Aktiefond Global A • SE0000671919 | FUND | 70.0% | 0.33% |
LU0209158467 Janus Henderson Horizon Global Technology Leaders Fund A1 USD • LU0209158467 | FUND | 30.0% | 1.85% |
| Total | 100.0% | 0.79% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.8% | -0.1% | -2.7% | +14.4% | +12.5% | +4.8% | -6.4% | +2.9% | -1.0% | - | - | - | +24.1% |
| 2025 | +3.7% | -7.0% | -13.4% | -2.5% | +8.9% | +6.4% | +6.3% | -2.4% | +4.4% | +5.6% | -3.6% | -1.5% | +2.4% |
| 2024 | +6.8% | +5.8% | +6.8% | -0.3% | +0.0% | +6.3% | -2.5% | -2.2% | +1.3% | +4.2% | +5.5% | +1.5% | +37.9% |
| 2023 | +10.7% | -1.5% | +4.4% | -1.8% | +10.2% | +4.7% | +1.4% | +1.6% | -5.0% | -1.0% | +4.9% | +1.2% | +32.7% |
| 2022 | -5.2% | -2.5% | +1.1% | -5.1% | -3.8% | -4.8% | +7.8% | +0.8% | -7.7% | +3.7% | +2.1% | -5.3% | -18.2% |
| 2021 | +2.8% | +2.6% | +4.7% | +2.3% | -2.2% | +6.5% | +1.2% | +2.6% | -3.2% | +2.3% | +4.4% | +2.8% | +29.8% |
| 2020 | +5.1% | -9.8% | -6.0% | +9.9% | +0.8% | +3.0% | +0.3% | +6.9% | -0.1% | -2.8% | +6.9% | +1.4% | +14.7% |
| 2019 | +10.3% | +6.1% | +2.6% | +7.4% | -7.0% | +4.1% | +6.7% | -1.3% | +0.8% | +1.5% | +2.5% | +1.8% | +40.3% |
| 2018 | +2.0% | +4.0% | -4.1% | +7.0% | +3.1% | +0.9% | -0.7% | +7.4% | -2.7% | -5.8% | -1.3% | -8.8% | -0.4% |
| 2017 | +0.1% | +7.2% | +1.1% | +1.4% | +2.0% | -3.4% | -0.4% | -0.5% | +4.1% | +7.2% | +1.1% | -0.5% | +20.3% |
| 2016 | -6.4% | -0.5% | +1.5% | -2.1% | +6.6% | -0.9% | +7.3% | +1.8% | +1.5% | +4.0% | +2.1% | -0.4% | +14.6% |
| 2015 | +4.0% | +6.2% | +1.6% | -0.8% | +3.0% | -6.2% | +4.9% | -7.4% | -4.4% | +11.7% | +2.1% | -4.3% | +8.8% |
| 2014 | -2.0% | +3.2% | +0.4% | -0.1% | +5.8% | +2.2% | +3.3% | +2.7% | +0.9% | +3.3% | +3.4% | +3.5% | +29.7% |
| 2013 | +2.2% | +1.4% | +2.2% | +0.9% | +4.7% | -2.5% | +2.8% | -0.3% | +1.0% | +4.5% | +3.8% | +0.2% | +22.6% |
| 2012 | +5.1% | +2.9% | +2.0% | -0.3% | -3.6% | -0.9% | +0.2% | +0.0% | +1.4% | -0.7% | +2.0% | -1.0% | +7.0% |
| 2011 | +0.3% | -0.5% | -0.9% | -0.2% | -0.3% | +0.3% | -1.3% | -6.8% | -1.1% | +5.3% | -0.1% | +1.1% | -4.5% |
| 2010 | -2.8% | -3.0% | +8.5% | +1.1% | -3.4% | -3.3% | -0.7% | -2.3% | +0.2% | +2.6% | +3.6% | - | -0.2% |
| 2009 | +0.9% | -1.2% | -0.5% | +9.4% | - | +5.3% | +4.8% | -1.5% | -3.2% | +0.4% | +2.2% | +6.7% | +24.9% |
| 2008 | -12.0% | -0.1% | -6.9% | +6.5% | +2.3% | -8.6% | -0.4% | - | -6.6% | -9.8% | - | -4.4% | -34.6% |
| 2007 | +3.6% | +1.5% | +0.4% | +1.2% | +4.7% | +1.2% | -3.3% | +1.7% | - | -0.4% | -3.9% | +0.5% | +7.1% |
| 2006 | +0.3% | +4.6% | -0.4% | - | -8.7% | -1.4% | +0.6% | +3.4% | +1.1% | +1.7% | -2.1% | - | -1.6% |
| 2005 | +0.0% | +2.2% | -0.5% | -1.6% | +8.0% | +5.7% | - | -0.2% | +2.8% | -0.6% | +7.4% | +0.7% | +25.7% |
SPP returned +11.46% a year over the 22 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.