VanEck Morningstar Wide Moat ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$86.75
- Net Assets:$0 Million
- NAV:$87.09
- Premium-0.39%
- Peer Rank:156 of 397
- Investment Rating:B
- Performance:B
- RiskC+
We rate VanEck MS Wide Moat at B. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The VanEck MS Wide Moat has returned an annual rate of 14.45% since inception. More recently, the fund has generated a total return of 15.47% in the last five years, 10.95% in the last three years, and 21.21% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 94% of them. It has also outpaced 87% of its competitors on a three year basis and 80% of them over the last year for the period ending 2/29/2024. On a year to date basis, MOAT has returned 2.62%.
Downside risk has been below average. MOAT has a draw down risk of -21.64%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 19.1%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As MOAT is an exchange traded fund, it has no front end or back end load.
The VanEck MS Wide Moat is managed by Peter H. Liao at Van Eck Associates Corp. This fund is one of 54 Van Eck Associates Corp exchange-traded funds launched since 5/16/2006 that we track.