Summary
MOAT
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 14.97% Volatility 19.70% Sharpe 0.37
Official loaded data — not a live quote.

VANECK MORNINGSTAR WIDE MOAT ETF

Symbol: MOAT

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception date: 24/04/2012

Latest date: 03/06/2026

Current price: $102.59

Expense ratio: 0.46%

Assets under management
$11.8B
-0.64% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

3.29%

Ann. -65.64% (Sharpe / Sortino numerator)

Volatility

16.01%

Sharpe ratio

-4.326

VaR 95%

-1.94%

CVaR 95%: -2.17%
Max drawdown: -10.49%
Sortino ratio: -6.703
Calmar ratio: -6.26

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-2.61%

Ann. -24.64% (Sharpe / Sortino numerator)

Volatility

15.20%

Sharpe ratio

-1.859

VaR 95%

-1.62%

CVaR 95%: -1.90%
Max drawdown: -12.43%
Sortino ratio: -3.059
Calmar ratio: -1.98

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-0.69%

Ann. -5.38% (Sharpe / Sortino numerator)

Volatility

14.20%

Sharpe ratio

-0.634

VaR 95%

-1.31%

CVaR 95%: -1.85%
Max drawdown: -12.43%
Sortino ratio: -1.042
Calmar ratio: -0.43

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

14.97%

Ann. 10.92% (Sharpe / Sortino numerator)

Volatility

19.70%

Sharpe ratio

0.370

VaR 95%

-1.55%

CVaR 95%: -2.75%
Max drawdown: -12.43%
Sortino ratio: 0.508
Calmar ratio: 0.88

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.68%

Ann. 6.00% (Sharpe / Sortino numerator)

Volatility

16.43%

Sharpe ratio

0.144

VaR 95%

-1.41%

CVaR 95%: -2.30%
Max drawdown: -21.44%
Sortino ratio: 0.199
Calmar ratio: 0.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

38.49%

Ann. 10.71% (Sharpe / Sortino numerator)

Volatility

15.53%

Sharpe ratio

0.456

VaR 95%

-1.38%

CVaR 95%: -2.12%
Max drawdown: -21.44%
Sortino ratio: 0.654
Calmar ratio: 0.50

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.059%

Best day

2.406%

22/08/2025
Worst day

-2.41%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $103.25 $103.25 $102.43 $102.59 906,500
02/06/2026 $104.10 $104.38 $103.38 $104.02 888,500
01/06/2026 $103.87 $104.98 $103.59 $104.81 1,028,300
29/05/2026 $103.18 $104.06 $102.84 $103.72 668,000
28/05/2026 $102.13 $103.12 $101.49 $102.93 687,700
27/05/2026 $102.11 $102.82 $101.74 $101.89 775,600
26/05/2026 $102.38 $102.52 $101.92 $102.10 627,600
22/05/2026 $101.89 $102.82 $101.66 $102.24 698,400
21/05/2026 $100.53 $101.40 $99.60 $101.22 808,100
20/05/2026 $99.77 $101.17 $98.82 $101.14 1,138,800