BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
BIV Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.16% | 4.07% | 2.66% | 0.43% | 2.88% | 1.92% | 3.56% | 3.58% |
| Sharpe Ratio | 1.21 | 0.97 | 1.01 | 0.07 | 1.00 | 0.35 | 1.00 | 0.66 |
| Max Drawdown | -2.17% | -2.87% | -4.03% | -18.74% | -5.42% | -18.94% | -6.02% | -18.94% |
| % Time Invested | 100.0% | 100.0% | 72.3% | 100.0% | 76.5% | 100.0% | 84.5% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.2 | 0.0 | 2.7 | 0.0 | 3.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-08-06 | Open | Open | 34% | $75.24 | $76.87 | 2.16% | Mark-to-Market |
| 2024-10-15 | Open | Open | 33% | $72.55 | $76.87 | 5.95% | Mark-to-Market |
| 2026-03-05 | Open | Interest | 33% | $1.00 | $1.00 | 0.65% | Mark-to-Market |
| 2025-04-24 | 2026-03-05 | Completed | 33% | $73.04 | $77.71 | 6.39% | Signal |
| 2025-07-01 | 2025-08-06 | Interest | 34% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2025-06-27 | 2025-07-01 | Completed | 34% | $74.48 | $74.70 | 0.30% | Signal |
| 2025-05-05 | 2025-06-27 | Interest | 34% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2025-05-01 | 2025-05-05 | Completed | 34% | $74.01 | $73.28 | -0.99% | Signal |
| 2025-03-20 | 2025-05-01 | Interest | 34% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2024-12-23 | 2025-04-24 | Interest | 33% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2024-04-10 | 2025-03-20 | Completed | 34% | $68.33 | $73.28 | 7.24% | Signal |
| 2024-08-05 | 2024-12-23 | Completed | 33% | $72.89 | $71.00 | -2.59% | Signal |
| 2024-08-07 | 2024-10-15 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 33% | $72.89 | $71.93 | -1.32% | Signal |
| 2024-05-10 | 2024-08-05 | Interest | 33% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2021-11-29 | 2024-08-05 | Interest | 33% | $1.00 | $1.10 | 9.82% | Interest Income |
| 2024-01-16 | 2024-05-10 | Completed | 33% | $69.64 | $68.69 | -1.36% | Signal |
| 2023-09-22 | 2024-04-10 | Interest | 34% | $1.00 | $1.02 | 2.33% | Interest Income |
| 2023-07-17 | 2024-01-16 | Interest | 33% | $1.00 | $1.02 | 2.13% | Interest Income |
| 2023-06-13 | 2023-09-22 | Completed | 34% | $67.79 | $65.80 | -2.93% | Signal |
| 2023-02-10 | 2023-07-17 | Completed | 33% | $67.23 | $67.73 | 0.74% | Signal |
| 2022-01-13 | 2023-06-13 | Interest | 34% | $1.00 | $1.05 | 4.51% | Interest Income |
| 2021-11-11 | 2023-02-10 | Interest | 33% | $1.00 | $1.04 | 3.54% | Interest Income |
| 2021-11-23 | 2022-01-13 | Completed | 34% | $75.20 | $74.89 | -0.41% | Signal |
| 2020-04-08 | 2021-11-29 | Completed | 33% | $72.95 | $75.53 | 3.53% | Signal |
| 2021-03-29 | 2021-11-23 | Interest | 34% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2021-07-29 | 2021-11-11 | Completed | 33% | $77.23 | $75.81 | -1.84% | Signal |
| 2020-12-24 | 2021-07-29 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2020-04-08 | 2021-03-29 | Completed | 34% | $72.95 | $74.83 | 2.58% | Signal |
| 2020-04-08 | 2020-12-24 | Completed | 33% | $72.95 | $77.66 | 6.45% | Signal |
| 2020-03-17 | 2020-04-08 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-17 | 2020-04-08 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-17 | 2020-04-08 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-07-16 | 2020-03-17 | Completed | 33% | $68.92 | $72.35 | 4.98% | Stop |
| 2019-03-08 | 2020-03-17 | Completed | 34% | $65.65 | $72.35 | 10.22% | Stop |
| 2019-01-30 | 2020-03-17 | Completed | 33% | $64.82 | $72.35 | 11.63% | Stop |
| 2019-03-15 | 2019-07-16 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2019-03-13 | 2019-03-15 | Completed | 33% | $65.77 | $65.85 | 0.12% | Signal |
| 2018-12-11 | 2019-03-13 | Interest | 33% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2018-12-11 | 2019-03-08 | Interest | 34% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2018-12-11 | 2019-01-30 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2018-12-07 | 2018-12-11 | Completed | 33% | $63.43 | $63.53 | 0.16% | Signal |
| 2018-12-07 | 2018-12-11 | Completed | 34% | $63.43 | $63.53 | 0.16% | Signal |
| 2018-12-07 | 2018-12-11 | Completed | 33% | $63.43 | $63.53 | 0.16% | Signal |
| 2018-10-09 | 2018-12-07 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2018-06-01 | 2018-12-07 | Interest | 34% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2018-06-01 | 2018-12-07 | Interest | 33% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2018-09-24 | 2018-10-09 | Completed | 33% | $62.89 | $62.45 | -0.69% | Signal |
| 2018-06-01 | 2018-09-24 | Interest | 33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2018-05-30 | 2018-06-01 | Completed | 33% | $63.03 | $62.73 | -0.47% | Signal |
| 2018-05-30 | 2018-06-01 | Completed | 34% | $63.03 | $62.73 | -0.47% | Signal |
| 2018-05-30 | 2018-06-01 | Completed | 33% | $63.03 | $62.73 | -0.47% | Signal |
| 2018-02-09 | 2018-05-30 | Interest | 34% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2017-11-29 | 2018-05-30 | Interest | 33% | $1.00 | $1.01 | 1.34% | Interest Income |
| 2017-07-07 | 2018-05-30 | Interest | 33% | $1.00 | $1.02 | 2.27% | Interest Income |
| 2017-08-28 | 2018-02-09 | Completed | 34% | $64.77 | $62.85 | -2.96% | Signal |
| 2017-05-18 | 2017-11-29 | Completed | 33% | $63.99 | $64.41 | 0.66% | Signal |
| 2017-01-12 | 2017-08-28 | Interest | 34% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2014-12-02 | 2017-07-07 | Completed | 33% | $59.86 | $63.70 | 6.42% | Signal |
| 2016-11-18 | 2017-05-18 | Interest | 33% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2016-03-02 | 2017-01-12 | Completed | 34% | $62.20 | $62.58 | 0.61% | Signal |
| 2016-02-26 | 2016-11-18 | Completed | 33% | $62.54 | $62.82 | 0.44% | Signal |
| 2016-01-13 | 2016-03-02 | Interest | 34% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2016-01-19 | 2016-02-26 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2015-10-26 | 2016-01-19 | Completed | 33% | $61.71 | $61.46 | -0.41% | Signal |
| 2016-01-11 | 2016-01-13 | Completed | 34% | $61.22 | $61.43 | 0.33% | Signal |
| 2015-08-28 | 2016-01-11 | Interest | 34% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2015-06-22 | 2015-10-26 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2014-05-09 | 2015-08-28 | Completed | 34% | $58.35 | $60.87 | 4.31% | Signal |
| 2013-12-11 | 2015-06-22 | Completed | 33% | $56.59 | $60.39 | 6.72% | Signal |
| 2014-04-16 | 2014-12-02 | Interest | 33% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2014-04-16 | 2014-05-09 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2014-04-14 | 2014-04-16 | Completed | 34% | $57.97 | $57.97 | 0.01% | Signal |
| 2014-04-14 | 2014-04-16 | Completed | 33% | $57.97 | $57.97 | 0.01% | Signal |
| 2013-10-16 | 2014-04-14 | Interest | 33% | $1.00 | $1.01 | 1.34% | Interest Income |
| 2013-05-28 | 2014-04-14 | Interest | 34% | $1.00 | $1.02 | 2.36% | Interest Income |
| 2013-06-25 | 2013-12-11 | Interest | 33% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2013-07-18 | 2013-10-16 | Completed | 33% | $56.33 | $56.16 | -0.30% | Signal |
| 2013-06-25 | 2013-07-18 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2013-05-22 | 2013-06-25 | Completed | 33% | $58.48 | $55.52 | -5.06% | Signal |
| 2012-07-20 | 2013-06-25 | Completed | 33% | $57.66 | $55.52 | -3.71% | Stop |
| 2012-07-20 | 2013-05-28 | Completed | 34% | $57.66 | $57.96 | 0.52% | Signal |
| 2013-04-04 | 2013-05-22 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2013-04-02 | 2013-04-04 | Completed | 33% | $58.28 | $58.44 | 0.29% | Signal |
| 2013-02-20 | 2013-04-02 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2012-07-20 | 2013-02-20 | Completed | 33% | $57.66 | $57.55 | -0.20% | Signal |
| 2012-06-27 | 2012-07-20 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-06-27 | 2012-07-20 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-06-27 | 2012-07-20 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-08-08 | 2012-06-27 | Completed | 34% | $52.96 | $56.70 | 7.07% | Stop |
| 2011-06-03 | 2012-06-27 | Completed | 33% | $51.58 | $56.70 | 9.93% | Stop |
| 2009-09-24 | 2012-06-27 | Completed | 33% | $45.00 | $56.70 | 26.02% | Stop |
| 2011-05-11 | 2011-08-08 | Interest | 34% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2011-05-11 | 2011-06-03 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2011-05-09 | 2011-05-11 | Completed | 33% | $50.83 | $50.61 | -0.42% | Signal |
| 2011-05-09 | 2011-05-11 | Completed | 34% | $50.83 | $50.61 | -0.42% | Signal |
| 2011-04-07 | 2011-05-09 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2011-02-25 | 2011-05-09 | Interest | 33% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2009-04-03 | 2011-04-07 | Completed | 34% | $41.91 | $49.24 | 17.47% | Signal |
| 2011-02-23 | 2011-02-25 | Completed | 33% | $49.36 | $49.24 | -0.25% | Signal |
| 2011-01-14 | 2011-02-23 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2009-07-15 | 2011-01-14 | Completed | 33% | $43.15 | $49.54 | 14.81% | Signal |
| 2009-06-22 | 2009-09-24 | Interest | 33% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2009-05-28 | 2009-07-15 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2009-04-02 | 2009-06-22 | Completed | 33% | $42.13 | $42.33 | 0.48% | Signal |
| 2009-04-02 | 2009-05-28 | Completed | 33% | $42.13 | $42.10 | -0.07% | Signal |
| 2009-03-31 | 2009-04-03 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2009-03-31 | 2009-04-02 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-03-31 | 2009-04-02 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
