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:

For my best articles on investing, growing money check out the resources section.

Author
Recent Posts

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.

Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.

Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend.

You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.

His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.

You can read more about Kyith here.

For my best articles on investing, growing money check out the resources section.

Share this: