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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 Moving Average (50/200)* 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 2.3%, compared to a Buy-and-Hold benchmark return of 1.9%. The strategy executed 7 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

🛡️ BNDX Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-5.9% (vs -16.2% B&H)
+10.3% shallower drawdown
Downside Efficiency
0.82 Sortino
+0.17 vs 0.65 B&H
Capital Sheltered from Risk
26.6% 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-2.93%-2.93%-2.93%-15.60%-5.89%-16.23%-5.89%-16.23%
Sharpe Ratio0.130.320.57-0.010.650.350.750.48
Sortino Ratio0.190.490.80-0.020.710.470.820.65
CAGR0.41%1.15%1.84%-0.05%1.99%1.43%2.28%1.95%
% Time Invested91.7%100.0%66.5%100.0%73.7%100.0%73.4%100.0%
Trades / Year0.00.00.40.00.50.00.60.0

Cumulative Growth Performance

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Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of BNDX under the Moving Average (50/200) strategy (Investing) versus Buy & Hold. The strategy produced a 2.3% CAGR with a -5.9% Max Drawdown across 7 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 Moving Average (50/200) strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for BNDX under Moving Average (50/200) (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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2026-05-14 2026-06-15 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
2023-12-07 2026-05-14 Completed 100% $43.82 $47.65 8.69% Signal
2023-10-12 2023-12-07 Interest (CASH) 100% $1.00 $1.01 0.84% Interest Income
2023-04-12 2023-10-12 Completed 100% $42.43 $42.07 -0.90% Signal
2021-11-02 2023-04-12 Interest (CASH) 100% $1.00 $1.03 3.39% Interest Income
2021-08-18 2021-11-02 Completed 100% $47.90 $46.98 -1.99% Signal
2021-03-19 2021-08-18 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-06-05 2021-03-19 Completed 100% $46.64 $46.96 0.63% Signal
2020-05-05 2020-06-05 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2017-05-31 2020-05-05 Completed 100% $40.93 $46.63 13.85% Signal
2016-12-15 2017-05-31 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
2015-11-10 2016-12-15 Completed 100% $38.44 $40.16 4.43% Signal
2015-07-01 2015-11-10 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2015-05-29 2015-07-01 Completed 100% $38.48 $37.89 -1.57% Signal
2015-05-27 2015-05-29 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income