Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MXUS.LSE Invesco MSCI USA UCITS ETF • IE00B60SX170 | ETF | 60.0% | 0.05% |
IUVF.LSE iShares Edge MSCI USA Value Factor UCITS ETF • IE00BD1F4M44 | ETF | 40.0% | 0.2% |
| Total | 100.0% | 0.11% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.5% | +2.0% | -4.7% | +11.5% | +13.0% | +1.1% | -3.9% | +4.4% | +0.6% | - | - | - | +26.8% |
| 2025 | +5.0% | -4.1% | -7.2% | -4.8% | +5.3% | +3.6% | +6.0% | +0.5% | +4.2% | +5.9% | +0.4% | +0.4% | +14.9% |
| 2024 | +1.3% | +3.6% | +4.6% | -3.5% | -0.0% | +4.9% | +0.3% | -1.6% | +0.5% | +3.8% | +7.3% | -2.3% | +20.0% |
| 2023 | +4.2% | +0.2% | -1.3% | -1.3% | +0.2% | +4.6% | +2.5% | -0.4% | -0.3% | -3.4% | +4.8% | +5.8% | +16.2% |
| 2022 | -5.1% | -1.0% | +5.5% | -2.9% | -1.2% | -5.7% | +6.6% | +2.4% | -4.8% | +4.9% | -2.2% | -4.0% | -8.2% |
| 2021 | +1.5% | +2.0% | +6.7% | +3.0% | -0.9% | +3.4% | +0.5% | +3.3% | -0.5% | +1.2% | +3.2% | +3.3% | +29.7% |
| 2020 | -0.9% | -8.2% | -8.8% | +9.4% | +4.7% | +2.0% | -2.2% | +5.9% | +0.1% | -3.0% | +9.6% | +1.0% | +7.7% |
| 2019 | +5.2% | +1.7% | +2.4% | +4.2% | -4.0% | +6.3% | +7.3% | -4.2% | +2.3% | -2.9% | +4.3% | +1.0% | +25.2% |
| 2018 | -0.5% | -0.6% | -5.8% | +4.6% | +5.2% | +1.6% | +2.7% | +4.3% | -0.1% | -4.0% | -0.4% | -8.7% | -2.8% |
| 2017 | -1.5% | +5.6% | -0.8% | -2.7% | +1.3% | -0.5% | +0.8% | +2.0% | -1.5% | +4.1% | +1.7% | +2.2% | +10.8% |
| 2016 | - | - | - | - | - | - | - | - | - | - | +4.3% | +4.1% | +8.6% |
us value tilt 2 returned +14.58% 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.