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 +9.12% over the past year and +2.63% YTD, with dividends reinvested. Since Apr. 25, 2012, MOAT is up +341.14% in real purchasing-power return, or +10.88%/yr, and is currently −4.66% below its real total-return high on Aug. 27, 2026.

Data ending Tue Sep. 8, 2026

Growth of $10,000

Wed 2012-04-25💬 to Tue 2026-09-08 Overall
Return
Exponential
Trendline
MOAT
×
+341.14%
+10.88%/yr
+10.56%/yr
R2=0.959
VanEck Morningstar Wide Moat ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2012-04-25💬 to Tue 2026-09-08 Start
Value
End
Value
MOAT
×
$10,000.00
2012-04-25
$44,114.17
2026-09-08

This Year’s Performance

through 2026-09-08

  YTD YoY
MOAT
×
+2.63% +9.12%

Drawdowns

  Current
Drawdown
Worst
Drawdown
MOAT
×
−4.66%
on 2026-09-08
from 2026-08-27 peak
−33.31%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Tue 2026-09-08 1 yr 2 yr 3 yr 5 yr 10 yr
MOAT
×
+9.12% +13.90%
+6.72%/yr
+31.87%
+9.66%/yr
+25.07%
+4.58%/yr
+159.53%
+10.01%/yr

Annual Returns

Year MOAT
2026 (YTD) +2.63%
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%