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 +14.46% over the past year and +6.73% YTD, with dividends reinvested. Since Apr. 25, 2012, MOAT is up +358.80% in real purchasing-power return, or +11.23%/yr, and is currently −0.24% below its real total-return high on Aug. 13, 2026.

Data ending Wed Aug. 19, 2026

Growth of $10,000

Wed 2012-04-25💬 to Wed 2026-08-19 Overall
Return 		Exponential
Trendline
MOAT × 		+358.80%
+11.23%/yr 		+10.56%/yr
R2=0.958
VanEck Morningstar Wide Moat ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2012-04-25💬 to Wed 2026-08-19 Start
Value 		End
Value
MOAT × 		$10,000.00
2012-04-25 		$45,880.17
2026-08-19

This Year’s Performance

through 2026-08-19

  YTD YoY
MOAT × 		+6.73% +14.46%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MOAT × 		−0.24%
on 2026-08-19
from 2026-08-13 peak 		−33.31%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Wed 2026-08-19 1 yr 2 yr 3 yr 5 yr 10 yr
MOAT × 		+14.46% +18.89%
+9.04%/yr 		+39.52%
+11.74%/yr 		+31.92%
+5.70%/yr 		+168.49%
+10.38%/yr

Annual Returns

Year MOAT
2026 (YTD) +6.73%
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%