VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L)
MOGB.L is a passive ETF by VanEck tracking the investment results of the Russell 1000 TR USD. MOGB.L launched on Oct 16, 2015 and has a 0.49% expense ratio.
ETF Info
| ISIN | IE00BQQP9H09 |
|---|---|
| Issuer | VanEck |
| Inception Date | Oct 16, 2015 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
MOGB.L features an expense ratio of 0.49%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: MOGB.L vs. IWQU.L, MOGB.L vs. GGRP.L, MOGB.L vs. USSC.L, MOGB.L vs. MOAT, MOGB.L vs. CAPU.L, MOGB.L vs. QQQ
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in VanEck Morningstar US Sustainable Wide Moat UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
VanEck Morningstar US Sustainable Wide Moat UCITS ETF had a return of 13.96% year-to-date (YTD) and 24.30% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.96% | 25.70% |
| 1 month | 4.05% | 3.51% |
| 6 months | 9.38% | 14.80% |
| 1 year | 24.30% | 37.91% |
| 5 years (annualized) | 10.22% | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of MOGB.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.07% | 4.10% | 2.48% | -3.62% | -3.60% | 4.59% | 3.05% | -0.22% | 0.15% | 3.16% | 13.96% | ||
| 2023 | 4.47% | 0.72% | -1.30% | -1.84% | 0.60% | 3.34% | 1.73% | -1.31% | -1.41% | -4.79% | 4.87% | 6.82% | 11.88% |
| 2022 | -8.05% | -2.04% | 4.60% | -3.27% | -1.38% | -2.63% | 7.34% | 0.67% | -4.31% | 2.85% | 0.08% | -2.81% | -9.46% |
| 2021 | 0.41% | 3.89% | 6.70% | 3.71% | -0.62% | 3.52% | 1.45% | 2.41% | -1.46% | 0.73% | 0.61% | 3.70% | 27.78% |
| 2020 | -1.11% | -5.79% | -7.12% | 10.86% | 4.54% | 0.45% | -3.29% | 4.99% | -0.39% | -3.85% | 12.09% | -0.02% | 9.78% |
| 2019 | 5.96% | 2.44% | 1.78% | 4.34% | -4.28% | 6.00% | 8.13% | -3.23% | 2.77% | -1.17% | 4.58% | -0.28% | 29.63% |
| 2018 | 0.40% | -1.10% | -6.45% | 4.88% | 3.80% | 3.61% | 4.21% | 2.55% | 0.88% | -3.90% | 4.06% | -8.35% | 3.53% |
| 2017 | -0.69% | -0.48% | 1.21% | -1.95% | 1.41% | 2.03% | 2.82% | 4.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MOGB.L is 66, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the VanEck Morningstar US Sustainable Wide Moat UCITS ETF. 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 US Sustainable Wide Moat UCITS ETF was 24.07%, occurring on Mar 23, 2020. Recovery took 50 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.07% | Feb 21, 2020 | 22 | Mar 23, 2020 | 50 | Jun 5, 2020 | 72 |
| -17.46% | Nov 16, 2021 | 144 | Jun 16, 2022 | 383 | Dec 20, 2023 | 527 |
| -12.75% | Jan 30, 2018 | 40 | Mar 26, 2018 | 52 | Jun 12, 2018 | 92 |
| -12.2% | Sep 24, 2018 | 66 | Dec 24, 2018 | 33 | Feb 12, 2019 | 99 |
| -8.34% | Jun 9, 2020 | 39 | Jul 31, 2020 | 52 | Oct 16, 2020 | 91 |
Volatility
Volatility Chart
The current VanEck Morningstar US Sustainable Wide Moat UCITS ETF volatility is 3.11%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.