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USD=X vs. MWMIX
Performance
Return for Risk
Drawdowns
Volatility

USD=X vs. MWMIX

Last updated Jun 12, 2026

USD=X (USD Cash) is a currency, while MWMIX (VanEck Morningstar Wide Moat Fund) is Large Cap Blend Equities fund managed by VanEck. Over the past 5 years, USD=X returned 0.00%/yr vs 6.28%/yr for MWMIX.

Performance

USD=X vs. MWMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USD Cash (USD=X) and VanEck Morningstar Wide Moat Fund (MWMIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

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

1D
-1.27%
1M
1.37%
YTD
-2.27%
6M
-3.51%
1Y
10.84%
3Y*
8.67%
5Y*
6.28%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

USD=X vs. MWMIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%

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USD Cash

VanEck Morningstar Wide Moat Fund

Often compared with USD=X:
USD=X vs. UUPUSD=X vs. EUR=XUSD=X vs. XRP-USDUSD=X vs. BTC-USDUSD=X vs. QQQUSD=X vs. TSLAUSD=X vs. USDX
Often compared with MWMIX:
MWMIX vs. SXR7.DEMWMIX vs. IWFQ.LMWMIX vs. SMHMWMIX vs. IWYMWMIX vs. CALFMWMIX vs. ^GSPCMWMIX vs. MOAT

Return for Risk

USD=X vs. MWMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USD=X

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MWMIX
MWMIX Risk / Return Rank: 1212
Overall Rank
MWMIX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
MWMIX Sortino Ratio Rank: 1313
Sortino Ratio Rank
MWMIX Omega Ratio Rank: 1111
Omega Ratio Rank
MWMIX Calmar Ratio Rank: 1212
Calmar Ratio Rank
MWMIX Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USD=X vs. MWMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and VanEck Morningstar Wide Moat Fund (MWMIX). 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.

USD=XMWMIXDifference
Sharpe ratioReturn per unit of total volatility

—

0.74

—

Sortino ratioReturn per unit of downside risk

—

1.16

—

Omega ratioGain probability vs. loss probability

—

1.13

—

Calmar ratioReturn relative to maximum drawdown

—

0.83

—

Martin ratioReturn relative to average drawdown

—

2.55

—

USD=X vs. MWMIX - Sharpe Ratio Comparison

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Drawdowns

USD=X vs. MWMIX - Drawdown Comparison

The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum MWMIX drawdown of -33.03%. Use the drawdown chart below to compare losses from any high point for USD=X and MWMIX.

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Drawdown Indicators

USD=XMWMIXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-33.03%

+33.03%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-12.42%

+12.42%

Max Drawdown (3Y)

Largest decline over 3 years

0.00%

-21.66%

+21.66%

Max Drawdown (5Y)

Largest decline over 5 years

0.00%

-23.90%

+23.90%

Max Drawdown (10Y)

Largest decline over 10 years

0.00%

—

—

Current Drawdown

Current decline from peak

0.00%

-5.96%

+5.96%

Average Drawdown

Average peak-to-trough decline

0.00%

-4.79%

+4.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

4.04%

-4.04%

Volatility

USD=X vs. MWMIX - Volatility Comparison

The current volatility for USD Cash (USD=X) is 0.00%, while VanEck Morningstar Wide Moat Fund (MWMIX) has a volatility of 4.07%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than MWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

USD=XMWMIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

4.07%

-4.07%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

9.97%

-9.97%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

13.95%

-13.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

18.66%

-18.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

20.46%

-20.46%

Frequently Asked Questions

MWMIX has higher volatility (4.07%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs MWMIX's -33.03%.

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