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MSCI MSCI

equity

Price History

$15.43$231.91$448.4$664.88
2007-11 · DCA start$27.65

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-59.8%-39.9%-19.9%0.0%
2007-112026-08 · -15.3%

Worst drawdown: −60%, peaking Dec 2007 and bottoming Nov 2008 — 36 months below the prior high before recovering.

DCA Backtest

Invested
$22,600
Value today
$195,987
Return
+767.2%
Months invested
226

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $29,923 today, so the real (inflation-adjusted) return is +555.0%.

Lump sum instead — $22,600 all at once in Nov 2007: $460,182 (+1936.2%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Oct 2021): $6,224 on $5,900 invested (+5.5%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2007-11: +767.2%

About MSCI

MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others. (Wikipedia)

It's a listed company categorised under financials and financial exchanges & data, with a market cap of about $40.9B.

It rates Medium-Low Risk at 2.1/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: sector / regulatory (4.0/5) and market / volatility (2.7/5).

Scoring well: earnings quality at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.1/5)60% rated

How these ratings work

Market / Volatility2.7/5 · weight 20%
  • Annualised volatility (3yr)2/522.3
  • Max drawdown from ATH3/559.8
  • Beta vs S&P 5003/51.2
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5417.8m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/59.9
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.