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

Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.

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