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 +11.29% over the past year and +5.72% YTD, with dividends reinvested. Since Apr. 25, 2012, MOAT is up +354.45% in real purchasing-power return, or +10.98%/yr, and is currently −3.18% below its real total-return high on Nov. 4, 2026.

Data ending Fri Nov. 6, 2026

Growth of $10,000

Wed 2012-04-25💬 to Fri 2026-11-06 Overall
Return
Exponential
Trendline
MOAT
×
+354.45%
+10.98%/yr
+10.52%/yr
R2=0.960
VanEck Morningstar Wide Moat ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2012-04-25💬 to Fri 2026-11-06 Start
Value
End
Value
MOAT
×
$10,000.00
2012-04-25
$45,445.06
2026-11-06

This Year’s Performance

through 2026-11-06

  YTD YoY
MOAT
×
+5.72% +11.29%

Drawdowns

  Current
Drawdown
Worst
Drawdown
MOAT
×
−3.18%
on 2026-11-06
from 2026-11-04 peak
−33.31%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-11-06 1 yr 2 yr 3 yr 5 yr 10 yr
MOAT
×
+11.29% +13.66%
+6.61%/yr
+43.53%
+12.80%/yr
+26.96%
+4.89%/yr
+183.54%
+10.98%/yr

Annual Returns

Year MOAT
2026 (YTD) +5.72%
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%