ducovest

MOAT:BATS-VanEck Morningstar Wide Moat ETF (USD)

ETF | Large Blend |

Last Closing

USD 94.12

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.76M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-18 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
QUAL iShares MSCI USA Quality Facto..

N/A

 USD 49.88B
USMV iShares MSCI USA Min Vol Facto..

N/A

 USD 22.80B
TILT FlexShares Morningstar US Mark..

N/A

 USD 1.72B
DUSA Davis Select US Equity

N/A

 USD 0.58B
ESG FlexShares STOXX US ESG Select..

N/A

 USD 0.16B
NOBL ProShares S&P 500 Dividend Ari..

N/A

 N/A
EQLT iShares MSCI Emerging Markets ..

N/A

 N/A

ETFs Containing MOAT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.50% 50% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.50% 50% F 62% D
Trailing 12 Months  
Capital Gain 12.09% 29% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.09% 29% F 50% F
Trailing 5 Years  
Capital Gain 67.62% 57% F 85% B
Dividend Return 5.82% 14% F 13% F
Total Return 73.44% 57% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.21% 57% F 90% A-
Dividend Return 16.39% 57% F 90% A-
Total Return 1.17% 43% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 18.56% 71% C- 23% F
Risk Adjusted Return 88.31% 86% B+ 83% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.