VanEck Morningstar Global Wide Moat UCITS ETF (VVGM.DE)
VVGM.DE is a passive ETF by VanEck tracking the investment results of the Morningstar Global Wide Moat Focus. VVGM.DE launched on Jul 7, 2020 and has a 0.52% expense ratio.
ETF Info
| ISIN | IE00BL0BMZ89 |
|---|---|
| WKN | A2P6EP |
| Issuer | VanEck |
| Inception Date | Jul 7, 2020 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | Morningstar Global Wide Moat Focus |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
VVGM.DE features an expense ratio of 0.52%, falling within the medium range.
Share Price Chart
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Popular comparisons: VVGM.DE vs. TSWE.AS
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in VanEck Morningstar Global 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 Global Wide Moat UCITS ETF had a return of 12.37% year-to-date (YTD) and 16.05% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.37% | 17.95% |
| 1 month | 4.31% | 3.13% |
| 6 months | 7.82% | 9.95% |
| 1 year | 16.05% | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of VVGM.DE, 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 | 0.59% | 2.80% | 3.62% | -2.78% | 0.20% | 1.25% | 3.94% | 2.24% | 12.37% | ||||
| 2023 | 4.18% | -0.41% | -0.91% | -0.57% | -0.68% | 3.57% | 1.67% | -3.05% | -2.24% | -4.73% | 5.31% | 5.33% | 7.09% |
| 2022 | -2.09% | -0.50% | 2.45% | -0.97% | -1.94% | -5.16% | 9.21% | -3.01% | -6.33% | 4.84% | 2.21% | -3.97% | -6.16% |
| 2021 | 1.98% | 3.05% | 5.59% | 1.90% | 0.23% | 3.00% | 0.93% | 2.84% | -2.28% | 3.05% | -2.14% | 4.55% | 24.82% |
| 2020 | -14.39% | 5.60% | -0.37% | -2.52% | 7.64% | 0.41% | -5.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VVGM.DE is 65, 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 Global Wide Moat UCITS ETF (VVGM.DE) 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 Global 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 Global Wide Moat UCITS ETF was 14.82%, occurring on Jul 31, 2020. Recovery took 130 trading sessions.
The current VanEck Morningstar Global Wide Moat UCITS ETF drawdown is 0.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.82% | Jul 9, 2020 | 17 | Jul 31, 2020 | 130 | Feb 4, 2021 | 147 |
| -14.34% | Aug 17, 2022 | 310 | Oct 30, 2023 | 90 | Mar 7, 2024 | 400 |
| -12.5% | Nov 17, 2021 | 148 | Jun 16, 2022 | 34 | Aug 3, 2022 | 182 |
| -5.85% | Aug 1, 2024 | 3 | Aug 5, 2024 | 13 | Aug 22, 2024 | 16 |
| -4.8% | Apr 2, 2024 | 14 | Apr 19, 2024 | 17 | May 15, 2024 | 31 |
Volatility
Volatility Chart
The current VanEck Morningstar Global Wide Moat UCITS ETF volatility is 2.51%, 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.