Summary
SMOT
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 18.53% Volatility 20.80% Sharpe 0.19
Official loaded data — not a live quote.

VANECK MORNINGSTAR SMID MOAT ETF

Symbol: SMOT

Exchange: BATS

Sector: Technology

Category: Mid-Cap Blend

Inception date: 04/10/2022

Latest date: 02/06/2026

Current price: $38.83

Expense ratio: 0.49%

Assets under management
$326.8M
0.83% 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

4.63%

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

4.69%

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

8.92%

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

18.53%

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

23.63%

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

40.71%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.072%

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
02/06/2026 $38.51 $38.83 $38.51 $38.83 20,500
01/06/2026 $38.11 $38.50 $38.09 $38.40 18,300
29/05/2026 $38.17 $38.29 $38.10 $38.17 12,800
28/05/2026 $37.88 $38.17 $37.68 $38.10 19,600
27/05/2026 $37.93 $38.15 $37.79 $37.82 19,900
26/05/2026 $38.08 $38.12 $37.93 $37.96 19,400
22/05/2026 $37.59 $37.82 $37.57 $37.80 12,400
21/05/2026 $37.08 $37.36 $36.85 $37.33 20,000
20/05/2026 $36.80 $37.23 $36.77 $37.22 33,400
19/05/2026 $36.82 $36.92 $36.76 $36.76 12,500