MSCI World Investment
| Asset | Start amount ($) | Annual Investment ($) | Annual Rate (%) | Profit ($) in 10 Years | Total ($) |
|---|---|---|---|---|---|
| 10.28% | 24,418.77 | 44,418.77 |
Annual rate is price-only and does not include reinvested dividends.
All Assets Per Year
| Year | Start Amount | Total Contribution | Profit per Year | Accumulated Profit | Total |
|---|---|---|---|---|---|
| 1 | $10,000 | $1,000 | $1,131 | $1,131 | $12,131 |
| 2 | $12,131 | $2,000 | $1,350 | $2,481 | $14,481 |
| 3 | $14,481 | $3,000 | $1,591 | $4,072 | $17,072 |
| 4 | $17,072 | $4,000 | $1,858 | $5,930 | $19,930 |
| 5 | $19,930 | $5,000 | $2,152 | $8,081 | $23,081 |
| 6 | $23,081 | $6,000 | $2,476 | $10,557 | $26,557 |
| 7 | $26,557 | $7,000 | $2,833 | $13,390 | $30,390 |
| 8 | $30,390 | $8,000 | $3,227 | $16,617 | $34,617 |
| 9 | $34,617 | $9,000 | $3,661 | $20,278 | $39,278 |
| 10 | $39,278 | $10,000 | $4,141 | $24,419 | $44,419 |
How the MSCI World Rate Is Calculated
The annual rate above is the compound annual growth rate (CAGR) of the iShares MSCI World ETF (URTH), calculated from its full available price history — the same data behind the MSCI World historical data page. The MSCI World Index itself has no free daily-history data source, so URTH — the largest ETF tracking it — is used as a very close proxy. This is a price-only figure; no dividend adjustment is added.
MSCI World tracks roughly 1,300 large and mid-cap companies across 23 developed markets, including the US, Europe, and Japan — broader geographic diversification than the S&P 500, which is US-only.
What This Calculator Doesn't Include
This projection applies one constant rate every year, which smooths over real market behavior. It also doesn't account for dividends, fund expense ratios, or capital gains tax. Because URTH only launched in January 2012, the rate here reflects a shorter history than assets like gold or the S&P 500.
Frequently Asked Questions
What is the average annual return of MSCI World?
Over the period URTH has data for, MSCI World's price-only return has broadly tracked global developed-market equities, though it can lag or lead the S&P 500 depending on the period — the US has been a large share of returns in recent years. The rate used here is derived from actual historical price data.
Why use URTH instead of the MSCI World Index directly?
The MSCI World Index itself is a licensed data product without a free public daily history feed. URTH (iShares MSCI World ETF) is designed to track it closely and is freely available, so it's used as a proxy — small tracking differences and ETF fees mean it won't be pixel-perfect versus the official index value.
How does MSCI World compare to the S&P 500?
MSCI World includes the US plus 22 other developed markets, while the S&P 500 is US-only. Use the historical comparison tool to see both plotted together over the same period.
Why doesn't this include dividends?
The URTH price history tracked here is price-only (NAV close), similar to how Dow Jones is shown on this site. A true total-return figure, with dividends reinvested, would be somewhat higher.