Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FR0010752543 Lazard Credit Fi SRI RVC EUR • FR0010752543 | FUND | 34.0% | 0.5% |
MSE.PA Amundi EURO STOXX 50 II UCITS ETF Acc • FR0007054358 | ETF | 33.0% | 0.2% |
LYYA.XETRA Amundi MSCI World Swap II UCITS ETF Dist • FR0010315770 | ETF | 33.0% | 0.3% |
| Total | 100.0% | 0.34% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +1.6% | -5.7% | +6.5% | +4.3% | +2.3% | -0.4% | +1.4% | +0.2% | - | - | - | +11.4% |
| 2025 | +4.7% | -0.3% | -5.6% | -2.5% | +5.1% | +0.3% | +2.9% | +0.0% | +2.5% | +3.2% | -0.1% | +0.9% | +11.2% |
| 2024 | +2.9% | +3.4% | +3.5% | -1.7% | +1.5% | +2.2% | +0.3% | +0.5% | +1.2% | -0.1% | +4.2% | +0.1% | +19.3% |
| 2023 | +5.9% | +0.8% | -0.5% | +0.9% | +0.9% | +3.4% | +2.1% | -1.4% | -1.7% | -2.5% | +5.8% | +3.6% | +18.4% |
| 2022 | -3.8% | -3.2% | +2.4% | -2.2% | -1.9% | -6.4% | +7.4% | -2.4% | -5.0% | +4.8% | +3.0% | -4.1% | -11.8% |
| 2021 | -0.2% | +2.8% | +5.2% | +1.8% | +0.6% | +2.8% | +1.2% | +2.4% | -1.8% | +4.0% | -1.0% | +3.9% | +23.4% |
| 2020 | -0.2% | -6.8% | -13.0% | +7.4% | +3.0% | +3.1% | -0.5% | +4.0% | -1.2% | -3.2% | +10.2% | +1.7% | +2.4% |
| 2019 | +5.3% | +3.4% | +1.9% | +3.6% | -3.9% | +4.1% | +2.0% | -1.0% | +2.8% | +0.5% | +3.0% | +1.2% | +25.0% |
| 2018 | +1.6% | -2.3% | -2.5% | +3.5% | +0.4% | -0.1% | +2.5% | -0.3% | +0.4% | -4.3% | -0.4% | -5.3% | -6.8% |
| 2017 | -0.5% | +3.2% | +2.0% | +0.6% | +0.0% | -1.2% | -0.1% | -0.6% | +2.9% | +2.6% | -0.9% | +0.1% | +8.2% |
| 2016 | -5.7% | -1.6% | +2.0% | +0.8% | +2.6% | -2.4% | +3.9% | +1.0% | -0.4% | +1.0% | +2.0% | +3.9% | +7.0% |
| 2015 | +4.8% | +5.4% | +2.3% | -1.3% | +0.6% | -3.5% | +3.4% | -6.7% | -3.6% | +7.8% | +2.9% | -4.0% | +7.1% |
| 2014 | -1.1% | +3.0% | +0.3% | +0.9% | +2.8% | +0.6% | -0.9% | +1.9% | +1.1% | -0.4% | +2.8% | -0.4% | +10.9% |
| 2013 | +1.8% | +1.2% | +1.7% | +1.9% | +2.2% | -3.5% | +3.7% | -1.3% | +3.4% | +3.8% | +1.1% | +0.4% | +17.4% |
| 2012 | +5.6% | +3.8% | +0.9% | -2.9% | -4.0% | +4.0% | +3.9% | +2.1% | +1.2% | +0.6% | +2.1% | +1.4% | +19.9% |
| 2011 | +2.1% | +2.4% | -2.1% | +1.6% | -0.7% | -1.2% | -2.7% | -9.6% | -5.7% | +7.1% | -3.6% | +2.4% | -10.5% |
| 2010 | -1.2% | +0.3% | +5.7% | -0.3% | -3.9% | -2.1% | +3.8% | -1.5% | +2.6% | +2.1% | -3.2% | +3.5% | +5.4% |
| 2009 | - | - | - | - | - | - | +7.9% | +4.6% | +3.5% | -1.3% | +0.9% | +4.4% | +21.3% |
Zoée ALM returned +9.86% a year over the 17 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.
Total Dividends Received
€3,291.51
29 payments
Dividend Yield
0.83%
(annualized)
Avg Per Payment
€113.50
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2025 | €308.56 |
| 2024 | €368.44 |
| 2023 | €243.36 |
| 2022 | €291.21 |
| 2021 | €227.76 |
| 2020 | €206.57 |
| 2019 | €183.83 |
| 2018 | €222.45 |
| 2017 | €203.55 |
| 2016 | €214.34 |
| 2015 | €211.60 |
| 2014 | €129.26 |
| 2013 | €115.84 |
| 2012 | €110.38 |
| 2011 | €111.74 |
| 2010 | €67.46 |
| 2009 | €75.20 |
| Total | €3,291.51 |