MOAT ETF

$98.60
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Returns Overview

1 Month
+1.18%
3 Months
+4.35%
6 Months
+9.63%
YTD
+1.18%
1 Year
+11.12%
3 Years
+14.35%
5 Years
+12.51%
10 Years
+15.75%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MOAT have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+1.18%

3 Months Performance

+4.35%

6 Months Performance

+9.63%

1 Year Performance

+11.12%

Benchmark & Peers

Benchmark
Morningstar Wide Moat Focus Index(^MWMF)
This ETF (YTD)
+1.18%
Peer Avg (YTD)
+1.87%
vs Peers
-0.69%

MOAT ETF Performance

MOAT performance across multiple time periods: 1-month 1.18%, YTD 1.18%, 1-year 11.12%, 3-year 14.35%, 5-year 12.51%, 10-year 15.75%.

MOAT returns trail the peer average of 1.87% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this ETF.

MOAT performance comparison shows side-by-side returns with another fund. MOAT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.18%N/A
3 Months+4.35%N/A
6 Months+9.63%N/A
1 Year+11.12%N/A
3 Years+14.35%N/A
5 Years+12.51%N/A

All returns shown are total returns, not annualized