Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOAT (VanEck Vectors Morningstar Global Wide Moat ETF) | NA | 4.99% | 1.95% | 8.62% | NA | NA | NA | 8.60% |
Data as of 01/29/2024, AR inception is 11/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOAT (VanEck Vectors Morningstar Global Wide Moat ETF) | 11/01/2018 | 01/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 4.99 | 1.95 | 8.62 | NA | NA | NA | 8.60 | 0.21 | 9.09 | -15.94 | 12.67 | 12.72 | 25.44 | -5.35 |
| Sharpe Ratio | NA | -0.02 | 0.00 | 0.37 | NA | NA | NA | 0.35 | -0.07 | 0.37 | -0.83 | 1.09 | 0.40 | 2.12 | -1.56 |
| Standard Deviation(%) | NA | 13.12 | 16.51 | 19.35 | NA | NA | NA | 19.30 | 11.30 | 13.42 | 22.57 | 12.32 | 30.70 | 11.34 | 19.74 |
| Draw Down(%) | NA | 15.31 | 27.61 | 31.82 | NA | NA | NA | 31.82 | 2.77 | 15.31 | 25.32 | 7.61 | 31.82 | 5.62 | 12.85 |
| Yield(%) | 0.00 | 1.91 | 1.81 | 2.83 | 1.45 | 0.97 | 0.73 | 2.90 | 0.00 | 2.01 | 1.79 | 1.59 | 3.31 | 2.94 | 0.42 |
Data as of 01/29/2024, AR inception is 11/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOAT (VanEck Vectors Morningstar Global Wide Moat ETF) |
0.98%
Nov 2020 - Nov 2023 |
9.65%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOAT (VanEck Vectors Morningstar Global Wide Moat ETF) |
19.32%
Dec 2018 - Dec 2021 |
9.65%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart