Summary
MOAT
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 12.24% 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: 20/07/2026

Current price: $106.14

Expense ratio: 0.46%

Assets under management
$11.6B
-0.36% 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

5.10%

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

3.56%

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

0.57%

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

12.24%

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

22.51%

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

33.64%

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.05%

Best day

2.406%

22/08/2025
Worst day

-2.41%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $106.52 $106.71 $105.79 $106.14 496,900
17/07/2026 $106.94 $107.91 $106.12 $106.26 529,500
16/07/2026 $106.27 $107.65 $106.27 $107.59 665,600
15/07/2026 $106.33 $107.19 $106.04 $106.15 623,100
14/07/2026 $105.99 $106.35 $105.55 $105.81 679,900
13/07/2026 $106.08 $106.98 $106.08 $106.39 562,700
10/07/2026 $106.01 $106.52 $105.63 $106.26 434,400
09/07/2026 $104.48 $105.73 $103.96 $105.69 601,600
08/07/2026 $105.30 $105.37 $104.28 $104.67 578,300
07/07/2026 $106.62 $107.27 $105.95 $106.01 1,103,600