F

01 Jeden fundusz na cały świat · co miesiąc

FundStat

The simplest passive strategy: own the whole world in one fund and never sell. 100% iShares MSCI ACWI (ISAC), which holds about 2,500 large and mid-size companies from developed and emerging markets, weighted by size. Each monthly deposit buys more of the fund; nothing is ever sold, and the fund reinvests dividends itself. Assumptions: 1,000 PLN deposited on the first trading day of every month from 1 Nov 2021 to 1 Oct 2026 (60 deposits, 60,000 PLN in total), fractional units allowed. Commissions, currency spreads and tax on ETF sales are not included.

Valuation currency
Portfolio value
PLN 87,640
+PLN 27,640Total Gain
Investor Return
102.29%
+15.11%Annualized
Portfolio Performance
61.37%
+10.03%Annualized

Holdings

Data from day: Nov 02
History
99.80%
1827+PLN 27,554.53+45.99%PLN 87,468.71$81.85
0.20%
---PLN 171.55-
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Portfolio over time

TWR

+20.87%

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Benchmarking

#InstrumentReturnDiff
1
01 Jeden fundusz na cały świat · co miesiąc
+20.87%Base
2
S&P 500SPY
+18.37%-2.5 pp
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Transaction History

PLN logo
USD logo
USDPLN2026-10-01
BUY
PLN 995.77258.55 @ PLN 3.85
iShares MSCI ACWI UCITS ETF USD (Acc) logo by BrandfetchISAC2026-10-01
BUY
$258.552.1226 @ $121.81
Cash logo by BrandfetchCash2026-10-01
DEPOSIT
PLN 1,000.00PLN
PLN logo
USD logo
USDPLN2026-09-01
BUY
PLN 994.62265.75 @ PLN 3.74
iShares MSCI ACWI UCITS ETF USD (Acc) logo by BrandfetchISAC2026-09-01
BUY
$265.752.1489 @ $123.67
Cash logo by BrandfetchCash2026-09-01
DEPOSIT
PLN 1,000.00PLN
PLN logo
USD logo
USDPLN2026-08-03
BUY
PLN 998.21267.94 @ PLN 3.73
iShares MSCI ACWI UCITS ETF USD (Acc) logo by BrandfetchISAC2026-08-03
BUY
$267.942.2013 @ $121.72
Cash logo by BrandfetchCash2026-08-03
DEPOSIT
PLN 1,000.00PLN
PLN logo
USD logo
USDPLN2026-07-01
BUY
PLN 993.93264.78 @ PLN 3.75
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