Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWMZX (VanEck Morningstar Wide Moat Fund) | -0.09% | 15.53% | 11.64% | 8.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWMZX (VanEck Morningstar Wide Moat Fund) | 11/06/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 15.53 | 11.64 | 8.19 | NA | NA | NA | … | … | -0.09 | 1.44 | 10.39 | 31.62 | -13.34 | 24.22 | 14.28 | 35.08 | -1.40 | 6.17 |
| Sharpe Ratio | NA | 1.03 | 0.59 | 0.33 | NA | NA | NA | … | … | -0.15 | -0.06 | 0.57 | 1.71 | -0.56 | 1.98 | 0.39 | 2.51 | -0.18 | 6.87 |
| Standard Deviation(%) | NA | 13.78 | 15.46 | 18.14 | NA | NA | NA | … | … | 14.45 | 22.88 | 11.96 | 16.50 | 26.43 | 12.19 | 36.21 | 13.41 | 15.47 | 7.20 |
| Draw Down(%) | NA | 12.41 | 21.62 | 23.85 | NA | NA | NA | … | … | 12.41 | 20.66 | 6.60 | 15.01 | 23.56 | 7.33 | 33.04 | 8.10 | 16.28 | 0.75 |
| Yield(%) | 0.00 | 13.12 | 10.34 | 9.35 | 10.10 | 6.73 | 5.05 | … | … | 0.00 | 12.93 | 10.55 | 7.62 | 9.01 | 15.14 | 8.67 | 14.98 | 8.45 | 0.29 |
Data as of 06/04/2026, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWMZX (VanEck Morningstar Wide Moat Fund) |
6.60%
Jun 2021 – Jun 2024 |
8.08%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWMZX (VanEck Morningstar Wide Moat Fund) |
24.24%
Dec 2018 – Dec 2021 |
16.94%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart