Leveraged World ETF Simulator

Simulate and compare the performance of a hypothetical leveraged MSCI World ETF against the underlying index. Adjust the leverage factor, expense ratio, investment amount, and date range to see potential outcomes.

Simulation Parameters

$
$
%
Borrowing costs are estimated using historical US Federal Funds rates. Swap costs are simualted at 0.0028 % a day

Performance Chart

2012-09-122013-06-132014-03-112014-12-042015-09-022016-06-012017-02-282017-11-212018-08-202019-05-202020-02-142020-11-092021-08-062022-05-042023-02-012023-10-302024-07-302025-04-29040k80k144k
Simulated Leveraged MSCI World ETFMSCI WorldMoney Invested

Simulation Results Comparison

Total Invested

MSCI World (w/ Investments)
$25,900
Simulated Leveraged ETF
$25,900
Total amount invested (initial + monthly contributions).

Final Value

MSCI World (w/ Investments)
$72,491.06
Simulated Leveraged ETF
$111,791.31
Final value including contributions and returns.

Avg Annual Return

MSCI World (w/ Investments)
8.05%
Simulated Leveraged ETF
11.63%
Avg Annual Return.

Max Drawdown

MSCI World (w/ Investments)
-$14,053.81
-33.82%
Simulated Leveraged ETF
-$48,442.55
-59.23%
Maximum loss from a previous peak to a subsequent low.

Best Month

MSCI World (w/ Investments)
$4,618.03
16.08%
Simulated Leveraged ETF
$12,160.77
33.29%
Best single month performance.

Worst Month

MSCI World (w/ Investments)
-$5,888.06
-16.41%
Simulated Leveraged ETF
-$17,511.85
-35.08%
Worst single month performance.