A day ago I presented the rolling results for the MSCI World Index over a long period. I missed out on the dividend reinvested. I went back and re-tabulate again.
You can contrast the result with the previous
With dividends reinvested it seems we only have 7 down rolling 5 years instead of 10, and 1 down rolling 10 years instead 2.
If we invest in a passive managed exchange traded fund, we still have to content with keeping our costs low and currency issues.
Thanks for tabulating 🙂
No problem. Seems this is better, but not sure how currency factors into all this
are those Annualized Google spreadsheet available for download? Thanks a lot
hey unfortunately this time its not on Google spreadsheet! perhaps i will change it to that
ok. let us know when Google sheet is available.
or what’s the formulars for 5, 19…year total return and annualized return?
thanks
hi they are just normal present value formulas. if its 250% its (1+ 2.5)^(1/20) -1
thanks, but I can not reconcile your numbers. e.g. 5 year total gain of 17.027%. my cal. is (78237-94249)/78237=16.989%.
sorry, like I said, i’d appreciate if you’d export into google spreadsheet for us to download. thanks