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MSCI World 20 year, 15 year, 10 year, 5 year returns

I download the MSCI World data and consolidate the following. For those looking to invest in Vanguard Total World Stock ETF (VT) in the US, Vanguard FTSE All World ETF (VWRL) in the UK.

The multi year gain tabulates rolling year gains. So for example the 2013 5 year total gain of 42% is the return from 2009 to 2013.

We really don’t have data earlier than 1970. it would be better.

There are a few realizations

  • if you look at the 10 year returns there are many rolling 10 year returns where the returns are less than 4%
  • 20 year rolling returns look rather respectable except 2008
  • seems for the past 10 years it’s a new paradigm
  • if you have the holding power more than 15 years, statistical historical data shows favorable chances you will not lose money. Doesn’t mean you wont lose out to inflation
  • amazing that prior to 2000. there isn’t a lot of negative 1 years
  • on a 5 year basis, there are many years that you will still end up negative

Update: Thanks to reader Momo highlighting a better index to take note of the MSCI AC World Index. I have append the 25 year result below:

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Kyith

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momo

Friday 25th of April 2014

Hi, I shall just post this comment here.

SCB got back to me that ETFs on LSE with ISIN starting with GB and IE are exempted from stamp duty. I then called again to say that when placing order, the stamp duty of 0.5% is still there. The person will check with backend and get back to me next week. Hopefully they implement it in their system.

Kyith

Saturday 26th of April 2014

Hi momo, it's disappointing. I checked with them. The official exemption is for UK domiciled investors! So we are not exempted

momo

Monday 10th of February 2014

Hi, you should use MSCI AC World which is more appropriate.

momo

Kyith

Monday 10th of February 2014

Hi momo, i think i can only get my hands on this data. Couldn't get any FTSE data

Kyith

Monday 10th of February 2014

Hi momo, i think i can only get my hands on this data. Couldn't get any FTSE data

Kyith

Monday 10th of February 2014

Hi momo, i think i can only get my hands on this data. Couldn't get any FTSE data

Kyith

Monday 10th of February 2014

Hi momo, i think i can only get my hands on this data. Couldn't get any FTSE data

Kyith

Monday 10th of February 2014

Hi momo, i think i can only get my hands on this data. Couldn't get any FTSE data

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