Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
WVAL.LSE State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc) • IE00BJXRT813 | ETF | 50.0% | 0.25% |
JPGL.LSE JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating • IE00BJRCLL96 | ETF | 50.0% | 0.19% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.0% | +4.9% | -6.9% | +6.6% | +5.4% | -0.4% | +0.8% | +3.5% | +0.5% | - | - | - | +19.3% |
| 2025 | +4.3% | +0.4% | -0.3% | +0.4% | +3.9% | +3.1% | +0.3% | +4.0% | +1.5% | +1.4% | +3.1% | +2.5% | +27.4% |
| 2024 | +0.4% | +1.9% | +4.3% | -3.0% | +2.4% | -0.2% | +3.7% | +1.6% | +1.5% | -3.2% | +2.4% | -4.3% | +7.2% |
| 2023 | +6.0% | -1.9% | +0.9% | +1.5% | -3.6% | +6.1% | +3.7% | -2.7% | -2.3% | -3.7% | +7.7% | +6.0% | +18.2% |
| 2022 | -2.1% | -2.2% | +3.1% | -4.4% | +0.1% | -8.9% | +4.7% | -3.4% | -8.6% | +6.7% | +6.7% | -0.8% | -10.2% |
| 2021 | +1.5% | +3.7% | +4.5% | +2.5% | +2.5% | -0.8% | +1.5% | +0.9% | -2.9% | +2.9% | -1.8% | +4.8% | +20.8% |
| 2020 | - | - | - | - | - | - | - | - | - | - | +2.5% | +2.7% | +5.3% |
VALW / JPGL returned +14.54% a year over the 6 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.