All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MOAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

MOAT real return snapshot: after CPI-U inflation, MOAT returned +7.35% over the past year and +0.75% YTD, with dividends reinvested. Since Apr. 25, 2012, MOAT is up +333.07% in real purchasing-power return, or +10.82%/yr, and is currently −2.92% below its real total-return high on Jan. 15, 2026.

Data ending Thu Jul. 30, 2026

Growth of $10,000

Wed 2012-04-25💬 to Thu 2026-07-30 Overall
Return
Exponential
Trendline
MOAT
×
+333.07%
+10.82%/yr
+10.57%/yr
R2=0.958
VanEck Morningstar Wide Moat ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2012-04-25💬 to Thu 2026-07-30 Start
Value
End
Value
MOAT
×
$10,000.00
2012-04-25
$43,307.16
2026-07-30

This Year’s Performance

through 2026-07-30

  YTD YoY
MOAT
×
+0.75% +7.35%

Drawdowns

  Current
Drawdown
Worst
Drawdown
MOAT
×
−2.92%
on 2026-07-30
from 2026-01-15 peak
−33.31%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Thu 2026-07-30 1 yr 2 yr 3 yr 5 yr 10 yr
MOAT
×
+7.35% +14.08%
+6.81%/yr
+22.80%
+7.08%/yr
+23.42%
+4.30%/yr
+155.90%
+9.85%/yr

Annual Returns

Year MOAT
2026 (YTD) +0.75%
2025 +10.25%
2024 +7.63%
2023 +27.61%
2022 −18.90%
2021 +15.96%
2020 +13.30%
2019 +31.78%
2018 −3.13%
2017 +20.63%
2016 +19.41%
2015 −5.62%
2014 +8.38%
2013 +28.97%
2012 +9.83%