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 +5.34% over the past year and +0.23% YTD, with dividends reinvested. Since Apr. 25, 2012, MOAT is up +330.83% in real purchasing-power return, or +10.64%/yr, and is currently −6.85% below its real total-return high on Aug. 27, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Wed 2012-04-25💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
MOAT × 		+330.83%
+10.64%/yr 		+10.54%/yr
R2=0.959
VanEck Morningstar Wide Moat ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2012-04-25💬 to Wed 2026-10-07 Start
Value 		End
Value
MOAT × 		$10,000.00
2012-04-25 		$43,082.92
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
MOAT × 		+0.23% +5.34%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MOAT × 		−6.85%
on 2026-10-07
from 2026-08-27 peak 		−33.31%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
MOAT × 		+5.34% +8.74%
+4.28%/yr 		+35.78%
+10.73%/yr 		+24.56%
+4.49%/yr 		+159.54%
+10.01%/yr

Annual Returns

Year MOAT
2026 (YTD) +0.23%
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%