Investment insights from Capital Group
The value of a hypothetical US$10,000 invested at launch of MSCI World
Past results are not a guarantee of future results. For illustrative purposes only. Investors cannot invest directly in an index.
Downside capture measures monthly return during periods of negative market returns, divided by the market return. A number below 100% indicates returns above the market.
Data as at 31 May 2020. Cumulative returns in USD terms. Sources: Capital Group, MSCI
Past results are not a guarantee of future results.
Includes the eight periods that the MSCI World Index (with net dividends reinvested) declined by more than 10% in US$ terms, using monthly periods from 30 June 1998 to 31 March 2020. Excess returns used in the calculation for average excess return versus the index are annualised for periods greater than twelve months. Before 24 September 2018, the communication services sector was called telecommunication services and the company composition was materially different. Sources: MSCI, FactSet
1. Data based on monthly periods for the 10 years from 30 April 2010 to 30 April 2020 using standard deviation as a measure of return dispersion. Indices used are MSCI World Value Index (with net dividends reinvested) and MSCI World Index (with net dividends reinvested) in US$ terms. Source: Morningstar Direct
Risk factors you should consider before investing:
Past results are not a guarantee of future results. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.