Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWMIX (VanEck Morningstar Wide Moat Fund) | -2.27% | 10.29% | 10.02% | 7.38% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWMIX (VanEck Morningstar Wide Moat Fund) | 11/06/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 10.29 | 10.02 | 7.38 | NA | NA | NA | … | … | -2.27 | 1.63 | 10.31 | 31.53 | -13.45 | 24.12 | 14.15 | 34.85 | -1.49 | 6.15 |
| Sharpe Ratio | NA | 0.85 | 0.50 | 0.29 | NA | NA | NA | … | … | -0.42 | -0.05 | 0.56 | 1.70 | -0.57 | 1.97 | 0.38 | 2.49 | -0.19 | 6.85 |
| Standard Deviation(%) | NA | 13.97 | 15.50 | 18.17 | NA | NA | NA | … | … | 14.66 | 22.73 | 11.96 | 16.50 | 26.41 | 12.23 | 36.19 | 13.42 | 15.42 | 7.19 |
| Draw Down(%) | NA | 12.42 | 21.66 | 23.90 | NA | NA | NA | … | … | 12.42 | 20.68 | 6.63 | 15.01 | 23.59 | 7.32 | 33.03 | 8.10 | 16.30 | 0.75 |
| Yield(%) | 0.00 | 12.50 | 9.89 | 9.06 | 9.86 | 6.57 | 4.93 | … | … | 0.00 | 12.61 | 10.40 | 7.20 | 8.83 | 14.86 | 8.58 | 13.16 | 8.41 | 0.27 |
Data as of 06/10/2026, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWMIX (VanEck Morningstar Wide Moat Fund) |
6.49%
Jun 2021 – Jun 2024 |
7.99%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWMIX (VanEck Morningstar Wide Moat Fund) |
24.08%
Dec 2018 – Dec 2021 |
16.81%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart