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MOAT: VanEck Morningstar Wide Moat ETF (ETF)
Basic Info 98.71 0.27(0.27%) December 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 04/25/2012 |
| Last Dividend Date: | 12/18/2023 |
| 12-Mo. Yield | 0.93% |
| Expenses | 0.46% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 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(%) | 1.3 | 16.3 | 25.4 | 10.8 | 13.9 | 13.4 | 14.7 | 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 | 0.91 | 1.64 | 0.35 | 0.52 | 0.64 | 0.77 | 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 | 6.6 | 23.6 | 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 | 11.7 | 11.9 | 19.3 | 22.1 | 18.6 | 17.5 | 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 | 0.15 | 0.27 | 0.07 | 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 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.69 | 0.72 | 0.99 | 0.96 | 0.96 | 0.96 | 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 | 0.56 | 0.56 | 0.85 | 0.88 | 0.87 | 0.86 | 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 | 0.9 | 1.1 | 1.5 | 2.1 | 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 | -10.1 | 0.2 | 51.0 | N/A | N/A | -10.1 | -1.5 | -8.8 | 25.9 | -2.9 | 61.8 | 11.8 | -33.9 | 48.3 | 81.7 | 68.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/25/2012
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