MWMIX vs. USD=X
MWMIX (VanEck Morningstar Wide Moat Fund) is Large Cap Blend Equities fund managed by VanEck, while USD=X (USD Cash) is a currency. Over the past 5 years, MWMIX returned 6.28%/yr vs 0.00%/yr for USD=X.
Performance
MWMIX vs. USD=X - Performance Comparison
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Returns By Period
MWMIX
- 1D
- -1.27%
- 1M
- 1.37%
- YTD
- -2.27%
- 6M
- -3.51%
- 1Y
- 10.84%
- 3Y*
- 8.67%
- 5Y*
- 6.28%
- 10Y*
- —
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
MWMIX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWMIX VanEck Morningstar Wide Moat Fund | -2.27% | 13.17% | 10.30% | 25.20% | -13.46% | 24.12% | 14.15% | 34.85% | -1.49% | -0.52% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
MWMIX vs. USD=X — Risk / Return Rank
MWMIX
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MWMIX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat Fund (MWMIX) and USD Cash (USD=X). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| MWMIX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.13 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | — | — |
| Martin ratioReturn relative to average drawdown | 2.55 | — | — |
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Drawdowns
MWMIX vs. USD=X - Drawdown Comparison
The maximum MWMIX drawdown since its inception was -33.03%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for MWMIX and USD=X.
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Drawdown Indicators
| MWMIX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.03% | 0.00% | -33.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | 0.00% | -12.42% |
Max Drawdown (3Y)Largest decline over 3 years | -21.66% | 0.00% | -21.66% |
Max Drawdown (5Y)Largest decline over 5 years | -23.90% | 0.00% | -23.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | 0.00% | — |
Current DrawdownCurrent decline from peak | -5.96% | 0.00% | -5.96% |
Average DrawdownAverage peak-to-trough decline | -4.79% | 0.00% | -4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 0.00% | +4.04% |
Volatility
MWMIX vs. USD=X - Volatility Comparison
VanEck Morningstar Wide Moat Fund (MWMIX) has a higher volatility of 4.07% compared to USD Cash (USD=X) at 0.00%. This indicates that MWMIX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWMIX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 0.00% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 0.00% | +9.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.95% | 0.00% | +13.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 0.00% | +18.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.46% | 0.00% | +20.46% |
Frequently Asked Questions
MWMIX has higher volatility (4.07%) compared to USD=X (0.00%). In terms of maximum drawdown, MWMIX dropped -33.03% vs USD=X's 0.00%.
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