Performance analysis of MVAL (VANECK MORNINGSTAR WIDE MOAT VALUE ETF)
Annual Return
Since Mar 28, 2024, MVAL has had an average annual return of +8.02%, underperforming the benchmark SPY, which returned +19.55% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.29% | +14.15% | +6.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.87% | +4.63% | -9.73% | +2.29% | -0.89% | -1.76% | -2.29% | ||||||
| 2025 | +1.97% | -1.19% | -2.95% | -3.49% | +2.80% | +3.51% | +3.48% | +2.89% | -0.42% | +2.83% | +3.19% | +1.04% | +14.15% |
| 2024 | +0% | -4.52% | +2.89% | -1.21% | +6.55% | +3.73% | +1.58% | -1.11% | +3.83% | -5.17% | +6.10% |
Drawdown analysis of MVAL (VANECK MORNINGSTAR WIDE MOAT VALUE ETF)
The maximum drawdown for the MVAL was -19.56%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The current MVAL drawdown is -10.57%.
Since Mar 28, 2024 MVAL has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.56% | Dec 2, 2024 | 86 | Apr 8, 2025 | 71 | Jul 22, 2025 | 157 |
| -12.15% | Feb 24, 2026 | 57 | May 15, 2026 | Ongoing | Ongoing | Ongoing |
| -6.01% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -4.20% | Jul 25, 2025 | 5 | Aug 1, 2025 | 15 | Aug 22, 2025 | 20 |
| -4.19% | Aug 22, 2025 | 23 | Sep 25, 2025 | 5 | Oct 2, 2025 | 28 |
| -4.05% | Jul 30, 2024 | 6 | Aug 7, 2024 | 8 | Aug 19, 2024 | 14 |
| -3.97% | May 15, 2024 | 9 | May 29, 2024 | 33 | Jul 17, 2024 | 42 |
| -3.52% | Oct 27, 2025 | 18 | Nov 20, 2025 | 3 | Nov 25, 2025 | 21 |
| -3.46% | Oct 3, 2025 | 5 | Oct 10, 2025 | 7 | Oct 21, 2025 | 12 |
| -2.82% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.29% | Jan 15, 2026 | 9 | Jan 29, 2026 | 4 | Feb 4, 2026 | 13 |
| -1.95% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -1.93% | Oct 18, 2024 | 5 | Oct 25, 2024 | 11 | Nov 11, 2024 | 16 |
| -1.59% | Sep 30, 2024 | 3 | Oct 3, 2024 | 7 | Oct 14, 2024 | 10 |
| -1.54% | Dec 11, 2025 | 4 | Dec 17, 2025 | 11 | Jan 5, 2026 | 15 |
| -1.40% | Jul 17, 2024 | 2 | Jul 19, 2024 | 4 | Jul 25, 2024 | 6 |
| -1.28% | Dec 3, 2025 | 4 | Dec 9, 2025 | 1 | Dec 10, 2025 | 5 |
| -1.11% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -1.10% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -0.84% | Sep 24, 2024 | 1 | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 |
| -0.72% | Nov 28, 2025 | 1 | Dec 1, 2025 | 2 | Dec 3, 2025 | 3 |
| -0.66% | Feb 11, 2026 | 1 | Feb 12, 2026 | 3 | Feb 18, 2026 | 4 |
| -0.42% | Oct 21, 2025 | 1 | Oct 22, 2025 | 1 | Oct 23, 2025 | 2 |
| -0.30% | Sep 19, 2024 | 1 | Sep 20, 2024 | 1 | Sep 23, 2024 | 2 |
| -0.29% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |