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MOAT: VanEck Morningstar Wide Moat ETF (ETF)
Basic Info 85.75 0.01(0.01%) April 24
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (59%) |
Start Date: | 04/25/2012 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.96% |
Expenses | 0.46% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/25/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 1.0 | 17.4 | 7.4 | 13.5 | 12.6 | 14.1 | 31.9 | -13.7 | 24.1 | 14.8 | 34.8 | -1.3 | 23.2 | 21.9 | -4.9 | 9.2 | 30.9 | 9.7 |
Sharpe Ratio | NA | -0.48 | 0.82 | 0.23 | 0.53 | 0.62 | 0.74 | 1.7 | -0.57 | 1.96 | 0.42 | 2.49 | -0.17 | 2.89 | 1.4 | -0.3 | 0.88 | 2.55 | 0.9 |
Draw Down(%) | NA | 6.6 | 15.1 | 24.0 | 33.3 | 33.3 | 33.3 | 15.1 | 23.6 | 7.3 | 33.3 | 8.2 | 16.1 | 4.6 | 7.8 | 13.8 | 6.3 | 5.5 | 12.0 |
Standard Deviation(%) | NA | 12.3 | 13.7 | 19.1 | 22.2 | 18.5 | 17.8 | 16.4 | 26.4 | 12.3 | 34.5 | 13.4 | 15.6 | 7.8 | 15.5 | 16.7 | 10.5 | 12.1 | 16.1 |
Treynor Ratio | NA | -0.07 | 0.11 | 0.04 | 0.12 | 0.12 | 0.14 | 0.25 | -0.15 | 0.3 | 0.15 | 0.33 | -0.03 | 0.23 | 0.21 | -0.05 | 0.11 | 0.32 | 0.14 |
Alpha | NA | -0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.03 | 0.01 | -0.02 | 0.01 | 0.01 | 0.01 | 0.03 | -0.02 | -0.01 | 0.0 | 0.03 |
Beta | NA | 0.85 | 1.01 | 1.02 | 0.98 | 0.97 | 0.97 | 1.13 | 1.03 | 0.81 | 0.96 | 1.03 | 0.85 | 0.99 | 1.04 | 0.98 | 0.82 | 0.97 | 1.05 |
RSquared | NA | 0.65 | 0.76 | 0.88 | 0.9 | 0.88 | 0.87 | 0.84 | 0.92 | 0.77 | 0.94 | 0.91 | 0.87 | 0.72 | 0.79 | 0.83 | 0.8 | 0.8 | 0.77 |
Yield(%) | N/A | 0.0 | 1.0 | 1.1 | 1.7 | 2.2 | N/A | 1.1 | 1.1 | 1.3 | 1.6 | 1.7 | 1.7 | 1.3 | 1.4 | 2.0 | 1.5 | 1.0 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -9.9 | 0.0 | 50.2 | N/A | N/A | -9.9 | -1.2 | -8.9 | 25.0 | -2.7 | 60.9 | 12.2 | -33.9 | 47.6 | 82.6 | 64.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/25/2012
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