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 | 4.07% | 4.07% | 3.41% | 0.43% | 3.15% | 1.92% | 3.87% | 3.58% |
| Sharpe Ratio | 0.97 | 0.97 | 1.13 | 0.07 | 0.88 | 0.35 | 0.94 | 0.66 |
| Max Drawdown | -2.87% | -2.87% | -3.36% | -18.74% | -9.16% | -18.94% | -9.16% | -18.94% |
| % Time Invested | 100.0% | 100.0% | 43.0% | 100.0% | 51.7% | 100.0% | 63.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.5 | 0.0 | 0.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-10-23 | Open | Open | 100% | $71.71 | $76.87 | 7.19% | Mark-to-Market |
| 2024-08-07 | 2024-10-23 | Interest | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 100% | $72.89 | $71.93 | -1.32% | Signal |
| 2021-12-14 | 2024-08-05 | Interest | 100% | $1.00 | $1.10 | 9.75% | Interest Income |
| 2019-07-31 | 2021-12-14 | Completed | 100% | $69.33 | $76.05 | 9.70% | Signal |
| 2019-03-15 | 2019-07-31 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2019-03-13 | 2019-03-15 | Completed | 100% | $65.77 | $65.85 | 0.12% | Signal |
| 2018-12-11 | 2019-03-13 | Interest | 100% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2018-12-07 | 2018-12-11 | Completed | 100% | $63.43 | $63.53 | 0.16% | Signal |
| 2018-06-01 | 2018-12-07 | Interest | 100% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2018-05-30 | 2018-06-01 | Completed | 100% | $63.03 | $62.73 | -0.47% | Signal |
| 2017-07-28 | 2018-05-30 | Interest | 100% | $1.00 | $1.02 | 2.13% | Interest Income |
| 2014-12-19 | 2017-07-28 | Completed | 100% | $59.98 | $64.24 | 7.10% | Signal |
| 2014-04-16 | 2014-12-19 | Interest | 100% | $1.00 | $1.02 | 1.67% | Interest Income |
| 2014-04-14 | 2014-04-16 | Completed | 100% | $57.97 | $57.97 | 0.01% | Signal |
| 2013-11-06 | 2014-04-14 | Interest | 100% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2009-09-17 | 2013-11-06 | Completed | 100% | $44.74 | $56.82 | 26.99% | Signal |
| 2009-06-22 | 2009-09-17 | Interest | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2009-04-02 | 2009-06-22 | Completed | 100% | $42.13 | $42.33 | 0.48% | Signal |
| 2009-03-31 | 2009-04-02 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
