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DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

BNDX

Vanguard Total International Bond Index Fund ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-08-29
Executive Summary
The quantitative backtest for BNDX (Vanguard Total International Bond Index Fund ETF) using the Excess Return MMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -5.9% (compared to the benchmark's drawdown of -16.2%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 2.2%, compared to a Buy-and-Hold benchmark return of 1.9%. The strategy executed 28 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

🛡️ BNDX Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-5.9% (vs -16.2% B&H)
+10.4% shallower drawdown
Downside Efficiency
0.93 Sortino
+0.28 vs 0.65 B&H
Capital Sheltered from Risk
38.0% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 BNDX Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-2.44%-2.93%-2.44%-15.60%-5.88%-16.23%-5.88%-16.23%
Sharpe Ratio0.670.321.29-0.010.820.350.930.48
Sortino Ratio0.890.491.47-0.020.780.470.930.65
CAGR1.42%1.15%2.44%-0.05%1.90%1.43%2.24%1.95%
% Time Invested59.5%100.0%39.4%100.0%58.8%100.0%62.0%100.0%
Trades / Year2.00.02.00.02.30.02.50.0

Cumulative Growth Performance

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Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of BNDX under the Excess Return MMA strategy (Investing) versus Buy & Hold. The strategy produced a 2.2% CAGR with a -5.9% Max Drawdown across 28 trade signals (compared to Buy & Hold's 1.9% CAGR and -16.2% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for BNDX under Excess Return MMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for BNDX under Excess Return MMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2024-08-05 2026-04-24 Completed 33.33% $45.75 $47.63 4.04% Signal
2025-11-12 2026-03-09 Completed 33.33% $47.84 $47.73 -0.28% Signal
2026-01-21 2026-02-13 Interest (CASH) 33.33% $1.00 $1.00 0.24% Interest Income
2025-11-06 2026-01-21 Completed 33.33% $47.79 $47.65 -0.34% Signal
2025-05-09 2025-11-12 Interest (CASH) 33.33% $1.00 $1.02 2.14% Interest Income
2025-09-30 2025-11-06 Interest (CASH) 33.33% $1.00 $1.00 0.42% Interest Income
2025-07-02 2025-09-30 Completed 33.33% $47.02 $47.40 0.76% Signal
2025-01-16 2025-07-02 Interest (CASH) 33.33% $1.00 $1.02 1.95% Interest Income
2024-03-18 2025-05-09 Completed 33.33% $44.27 $46.70 5.44% Signal
2024-08-05 2025-01-16 Completed 33.33% $45.75 $45.72 -0.12% Signal
2024-05-14 2024-08-05 Interest (CASH) 33.33% $1.00 $1.01 1.19% Interest Income
2022-01-14 2024-08-05 Interest (CASH) 33.33% $1.00 $1.11 10.83% Interest Income
2024-01-05 2024-05-14 Completed 33.33% $44.22 $44.26 0.05% Signal
2022-02-02 2024-03-18 Interest (CASH) 33.33% $1.00 $1.09 8.60% Interest Income
2023-07-06 2024-01-05 Interest (CASH) 33.33% $1.00 $1.03 2.75% Interest Income
2023-06-15 2023-07-06 Completed 33.33% $42.33 $42.16 -0.45% Signal
2023-04-28 2023-06-15 Interest (CASH) 33.33% $1.00 $1.01 0.68% Interest Income
2023-04-03 2023-04-28 Completed 33.33% $42.34 $42.43 0.16% Signal
2021-11-22 2023-04-03 Interest (CASH) 33.33% $1.00 $1.03 3.27% Interest Income
2021-11-19 2022-02-02 Completed 33.33% $47.31 $46.35 -2.09% Signal
2020-04-14 2022-01-14 Completed 33.33% $46.20 $46.75 1.15% Signal
2021-08-10 2021-11-22 Completed 33.33% $47.89 $47.31 -1.26% Signal
2021-05-18 2021-11-19 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2021-03-17 2021-08-10 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-04-14 2021-05-18 Completed 33.33% $46.20 $46.69 1.01% Signal
2020-06-30 2021-03-17 Completed 33.33% $47.17 $47.01 -0.40% Signal
2020-05-29 2020-06-30 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-04-14 2020-05-29 Completed 33.33% $46.20 $46.86 1.39% Signal
2020-03-20 2020-04-14 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-20 2020-04-14 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-20 2020-04-14 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-03-10 2020-03-20 Completed 33.33% $47.13 $44.81 -4.95% Stop
2019-02-15 2020-03-20 Completed 33.33% $43.19 $44.81 3.71% Stop
2018-06-28 2020-03-20 Completed 33.33% $41.91 $44.81 6.88% Stop
2019-12-30 2020-03-10 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2018-12-11 2019-12-30 Completed 33.33% $42.39 $46.00 8.46% Signal
2018-12-17 2019-02-15 Interest (CASH) 33.33% $1.00 $1.00 0.39% Interest Income
2018-11-30 2018-12-17 Completed 33.33% $42.18 $42.41 0.50% Signal
2018-10-11 2018-12-11 Interest (CASH) 33.33% $1.00 $1.00 0.38% Interest Income
2018-10-15 2018-11-30 Interest (CASH) 33.33% $1.00 $1.00 0.31% Interest Income
2017-08-18 2018-10-15 Completed 33.33% $41.09 $41.74 1.51% Signal
2018-05-14 2018-10-11 Completed 33.33% $41.72 $41.68 -0.13% Signal
2017-11-21 2018-06-28 Interest (CASH) 33.33% $1.00 $1.01 0.98% Interest Income
2018-03-22 2018-05-14 Interest (CASH) 33.33% $1.00 $1.00 0.26% Interest Income
2017-05-10 2018-03-22 Completed 33.33% $40.66 $41.67 2.44% Signal
2015-05-29 2017-11-21 Completed 33.33% $38.48 $41.44 7.64% Signal
2017-02-21 2017-08-18 Interest (CASH) 33.33% $1.00 $1.00 0.45% Interest Income
2016-12-01 2017-05-10 Interest (CASH) 33.33% $1.00 $1.00 0.28% Interest Income
2015-11-19 2017-02-21 Completed 33.33% $38.77 $40.26 3.81% Signal
2015-10-13 2016-12-01 Completed 33.33% $38.52 $40.27 4.50% Signal
2015-09-25 2015-11-19 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2015-06-23 2015-10-13 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2015-05-29 2015-09-25 Completed 33.33% $38.48 $38.41 -0.23% Signal
2015-05-29 2015-06-23 Completed 33.33% $38.48 $37.74 -1.97% Signal
2015-05-27 2015-05-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-05-27 2015-05-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-05-27 2015-05-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income