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% | 1.75% | 0.43% | 2.37% | 1.92% | 3.36% | 3.58% |
| Sharpe Ratio | 0.97 | 0.97 | 0.40 | 0.07 | 0.56 | 0.35 | 0.75 | 0.66 |
| Max Drawdown | -2.87% | -2.87% | -5.72% | -18.74% | -9.16% | -18.94% | -9.16% | -18.94% |
| % Time Invested | 100.0% | 100.0% | 62.2% | 100.0% | 67.4% | 100.0% | 74.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-17 | Open | Open | 100% | $72.72 | $76.87 | 5.70% | Mark-to-Market |
| 2025-02-21 | 2025-03-17 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-01-04 | 2025-02-21 | Completed | 100% | $69.35 | $71.85 | 3.60% | Signal |
| 2023-08-22 | 2024-01-04 | Interest | 100% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2023-02-06 | 2023-08-22 | Completed | 100% | $67.70 | $66.00 | -2.50% | Signal |
| 2021-11-24 | 2023-02-06 | Interest | 100% | $1.00 | $1.03 | 3.42% | Interest Income |
| 2021-08-03 | 2021-11-24 | Completed | 100% | $77.68 | $75.04 | -3.40% | Signal |
| 2021-03-08 | 2021-08-03 | Interest | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2019-01-04 | 2021-03-08 | Completed | 100% | $64.52 | $74.97 | 16.21% | Signal |
| 2018-12-11 | 2019-01-04 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-07 | 2018-12-11 | Completed | 100% | $63.43 | $63.53 | 0.16% | Signal |
| 2018-11-09 | 2018-12-07 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2018-09-07 | 2018-11-09 | Completed | 100% | $63.31 | $62.55 | -1.20% | Signal |
| 2018-06-01 | 2018-09-07 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2018-05-30 | 2018-06-01 | Completed | 100% | $63.03 | $62.73 | -0.47% | Signal |
| 2018-01-26 | 2018-05-30 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2017-06-02 | 2018-01-26 | Completed | 100% | $64.24 | $63.69 | -0.85% | Signal |
| 2016-12-07 | 2017-06-02 | Interest | 100% | $1.00 | $1.01 | 1.15% | Interest Income |
| 2015-10-07 | 2016-12-07 | Completed | 100% | $61.46 | $62.61 | 1.89% | Signal |
| 2015-07-13 | 2015-10-07 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2014-02-06 | 2015-07-13 | Completed | 100% | $57.31 | $60.09 | 4.85% | Signal |
| 2013-06-26 | 2014-02-06 | Interest | 100% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2011-06-03 | 2013-06-26 | Completed | 100% | $51.58 | $55.66 | 7.90% | Signal |
| 2011-05-11 | 2011-06-03 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2011-05-09 | 2011-05-11 | Completed | 100% | $50.83 | $50.61 | -0.42% | Signal |
| 2011-02-08 | 2011-05-09 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2009-04-02 | 2011-02-08 | Completed | 100% | $42.13 | $48.70 | 15.60% | Signal |
| 2009-03-31 | 2009-04-02 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
