Summary
SMOT
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 14.00% Volatility 20.80% Sharpe 0.19
Official loaded data — not a live quote.

VANECK MORNINGSTAR SMID MOAT ETF

Symbol: SMOT

Exchange: BATS

Sector: Healthcare

Category: Mid-Cap Blend

Inception date: 04/10/2022

Latest date: 16/07/2026

Current price: $39.59

Expense ratio: 0.49%

Assets under management
$334.4M
1.31% 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

2.12%

Ann. -42.38% (Sharpe / Sortino numerator)

Volatility

15.78%

Sharpe ratio

-2.915

VaR 95%

-1.56%

CVaR 95%: -1.60%
Max drawdown: -6.32%
Sortino ratio: -4.939
Calmar ratio: -6.70

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

8.02%

Ann. -12.42% (Sharpe / Sortino numerator)

Volatility

15.13%

Sharpe ratio

-1.061

VaR 95%

-1.49%

CVaR 95%: -1.61%
Max drawdown: -8.91%
Sortino ratio: -1.901
Calmar ratio: -1.39

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

5.88%

Ann. -2.42% (Sharpe / Sortino numerator)

Volatility

14.63%

Sharpe ratio

-0.413

VaR 95%

-1.46%

CVaR 95%: -1.76%
Max drawdown: -8.91%
Sortino ratio: -0.708
Calmar ratio: -0.27

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

14.00%

Ann. 7.59% (Sharpe / Sortino numerator)

Volatility

20.80%

Sharpe ratio

0.191

VaR 95%

-1.59%

CVaR 95%: -2.88%
Max drawdown: -8.91%
Sortino ratio: 0.261
Calmar ratio: 0.85

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

19.98%

Ann. 3.86% (Sharpe / Sortino numerator)

Volatility

18.38%

Sharpe ratio

0.013

VaR 95%

-1.68%

CVaR 95%: -2.55%
Max drawdown: -23.36%
Sortino ratio: 0.018
Calmar ratio: 0.17

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

32.61%

Ann. 8.62% (Sharpe / Sortino numerator)

Volatility

17.60%

Sharpe ratio

0.284

VaR 95%

-1.64%

CVaR 95%: -2.38%
Max drawdown: -23.36%
Sortino ratio: 0.417
Calmar ratio: 0.37

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.056%

Best day

2.97%

22/08/2025
Worst day

-2.39%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $39.08 $39.60 $39.08 $39.59 23,400
15/07/2026 $39.10 $39.39 $39.01 $39.15 20,300
14/07/2026 $39.34 $39.34 $38.90 $39.04 23,000
13/07/2026 $39.41 $39.41 $39.08 $39.18 13,400
10/07/2026 $39.12 $39.26 $39.12 $39.23 33,500
09/07/2026 $38.75 $39.14 $38.75 $39.01 14,700
08/07/2026 $39.14 $39.14 $38.63 $38.82 13,900
07/07/2026 $39.58 $39.69 $39.35 $39.35 22,400
06/07/2026 $39.34 $39.51 $39.17 $39.44 25,700
02/07/2026 $39.28 $39.68 $39.13 $39.51 23,600