Compare
What have asset classes, inflation and rates done historically in your region? Every number with its source.
| Series | CAGR | CAGR 10y | CAGR 20y | Vol. | Max DD | Range | Source |
|---|---|---|---|---|---|---|---|
| FTSE 100 (price index) | 5.2 % | 4.8 % | 2.9 % | 14.1 % | -43.1 % | 1985–2025 | Year-end closes, public market data (index: FTSE Russell) |
| World equities (iShares MSCI World ETF URTH, USD) | 9.6 % | 10.3 % | – | 14.4 % | -19.3 % | 2013–2025 | Year-end market prices, public market data (fund: BlackRock iShares) |
| Gold (COMEX futures, USD/oz) | 11.7 % | 15.1 % | 11.2 % | 17.7 % | -36.7 % | 2001–2025 | Year-end settlement prices, public market data (exchange: CME Group) |
| Bitcoin (USD) | 66.5 % | 70.1 % | – | 404.5 % | -73.6 % | 2015–2025 | Year-end market prices, public exchange data |
Data updated: 2026-09-29 · ⌀ p.a. = arithmetic mean of annual returns, or annual average for rates; CAGR = geometric; Vol. = std. dev. of annual returns; Max DD = largest peak-to-trough decline on annual data.