- Issuer
- VanEck
- Inception Date
- Jul 7, 2020
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- VanEck Morningstar Global Wide Moat UCITS ETF A USD
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
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Performance
GOAT.L Performance Chart
VanEck Morningstar Global Wide Moat UCITS ETF A USD (GOAT.L) is down 0.1% since the beginning of the year. GOAT.L is currently trading at $36 per share. Investors who bought $1,000 worth of GOAT.L shares 5 years ago would now be looking at an investment worth $1,377.
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Returns By Period
VanEck Morningstar Global Wide Moat UCITS ETF A USD (GOAT.L) has returned -0.11% so far this year and 7.55% over the past 12 months.
VanEck Morningstar Global Wide Moat UCITS ETF A USD
- 1D
- -0.39%
- 1M
- 0.19%
- 6M
- -4.36%
- YTD
- -0.11%
- 1Y
- 7.55%
- 3Y*
- 11.83%
- 5Y*
- 6.61%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
GOAT.L Monthly Returns History
Based on dividend-adjusted daily data since Jul 7, 2020, GOAT.L's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +10.3%, while the worst month was Mar 2026 at -10.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, GOAT.L closed higher 53% of trading days. The best single day was Apr 10, 2025 with a return of +5.0%, while the worst single day was Apr 4, 2025 at -4.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.23% | 1.10% | -10.13% | 5.15% | 2.13% | -2.74% | 1.97% | -0.11% | |||||
| 2025 | 5.93% | 1.51% | -0.97% | -1.20% | 7.45% | 3.01% | 1.46% | 1.79% | 2.25% | 0.85% | -1.31% | 2.64% | 25.59% |
| 2024 | -1.25% | 2.38% | 3.38% | -3.85% | 1.96% | -0.15% | 5.19% | 4.55% | 2.87% | -4.69% | 3.10% | -3.77% | 9.45% |
| 2023 | 6.00% | -2.77% | 1.45% | 0.80% | -3.92% | 6.00% | 2.94% | -4.80% | -4.68% | -4.95% | 8.79% | 6.94% | 10.88% |
| 2022 | -2.95% | -0.02% | 1.21% | -6.14% | -0.16% | -7.37% | 6.31% | -4.21% | -8.68% | 5.63% | 6.76% | -0.55% | -11.11% |
| 2021 | 0.70% | 2.15% | 2.88% | 4.42% | 2.00% | -0.23% | 1.04% | 2.14% | -3.70% | 2.52% | -4.33% | 4.43% | 14.47% |
Benchmark Metrics
VanEck Morningstar Global Wide Moat UCITS ETF A USD has an annualized alpha of 3.02%, beta of 0.46, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since July 07, 2020.
- This ETF participated in 93.35% of S&P 500 Index downside but only 74.46% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.46 may look defensive, but with R2 of 0.25 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.25 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.02%
- Beta
- 0.46
- R²
- 0.25
- Upside Capture
- 74.46%
- Downside Capture
- 93.35%
Expense Ratio
GOAT.L has an expense ratio of 0.52%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GOAT.L ranks 19 for risk / return — in the bottom 19% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for VanEck Morningstar Global Wide Moat UCITS ETF A USD (GOAT.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GOAT.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.31 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 2.35 | -1.72 |
| Martin ratioReturn relative to average drawdown | 1.77 | 10.19 | -8.42 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the VanEck Morningstar Global Wide Moat UCITS ETF A USD. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the VanEck Morningstar Global Wide Moat UCITS ETF A USD was 23.97%, occurring on Oct 12, 2022. Recovery took 358 trading sessions.
The current VanEck Morningstar Global Wide Moat UCITS ETF A USD drawdown is 5.29%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-23.97%Oct 2022 | 1y 1mo | 1y 5mo | 2y 6moSep 2021 - Mar 2024 | Bear market2022 |
-14.23%Apr 2025 | 1mo 3d | 1mo 3d | 2mo 6dMar 2025 - May 2025 | 2025 selloff2025 |
-12.17%Mar 2026 | 1mo 14d | — | 5mo 5dFeb 2026 - now | — |
-8.01%Jan 2025 | 3mo 15d | 1mo 1d | 4mo 16dSep 2024 - Feb 2025 | — |
-6.70%Oct 2020 | 17d | 10d | 27dOct 2020 - Nov 2020 | — |
Drawdown Indicators
| GOAT.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.97% | -56.78% | +32.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -9.10% | -3.07% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -18.90% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -23.97% | -25.43% | +1.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -5.29% | -0.49% | -4.80% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -10.70% | +5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 2.09% | +2.24% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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