BSV
VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
BSV Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 3.95% | 3.37% | 3.42% | 1.65% | 3.01% | 1.96% | 2.81% | 2.07% |
| Sharpe Ratio | 2.52 | 1.77 | 2.95 | 0.61 | 2.05 | 0.82 | 2.04 | 0.97 |
| Max Drawdown | -0.76% | -1.29% | -1.53% | -8.54% | -4.65% | -8.54% | -4.65% | -8.54% |
| % Time Invested | 100.0% | 100.0% | 67.0% | 100.0% | 66.9% | 100.0% | 63.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.4 | 0.0 | 1.4 | 0.0 | 2.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-16 | Open | Open | 34% | $75.88 | $78.20 | 3.05% | Mark-to-Market |
| 2024-09-24 | Open | Open | 33% | $74.16 | $78.20 | 5.44% | Mark-to-Market |
| 2026-02-09 | Open | Interest | 33% | $1.00 | $1.00 | 0.92% | Mark-to-Market |
| 2025-04-15 | 2026-02-09 | Completed | 33% | $75.06 | $78.33 | 4.36% | Signal |
| 2025-04-07 | 2025-07-16 | Interest | 34% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2024-12-27 | 2025-04-15 | Interest | 33% | $1.00 | $1.01 | 1.26% | Interest Income |
| 2024-03-25 | 2025-04-07 | Completed | 34% | $70.98 | $75.46 | 6.32% | Signal |
| 2024-08-01 | 2024-12-27 | Completed | 33% | $72.70 | $73.46 | 1.05% | Signal |
| 2024-08-06 | 2024-09-24 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2024-08-01 | 2024-08-06 | Completed | 33% | $72.70 | $73.24 | 0.75% | Signal |
| 2024-05-07 | 2024-08-01 | Interest | 33% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2021-11-17 | 2024-08-01 | Interest | 33% | $1.00 | $1.10 | 9.83% | Interest Income |
| 2024-01-04 | 2024-05-07 | Completed | 33% | $70.70 | $70.96 | 0.37% | Signal |
| 2023-09-13 | 2024-03-25 | Interest | 34% | $1.00 | $1.02 | 2.26% | Interest Income |
| 2023-07-17 | 2024-01-04 | Interest | 33% | $1.00 | $1.02 | 2.02% | Interest Income |
| 2023-08-10 | 2023-09-13 | Completed | 34% | $68.88 | $68.61 | -0.38% | Signal |
| 2021-03-24 | 2023-08-10 | Interest | 34% | $1.00 | $1.06 | 6.42% | Interest Income |
| 2023-02-24 | 2023-07-17 | Completed | 33% | $67.59 | $68.66 | 1.58% | Signal |
| 2020-12-17 | 2023-02-24 | Interest | 33% | $1.00 | $1.05 | 5.00% | Interest Income |
| 2019-08-06 | 2021-11-17 | Completed | 33% | $68.59 | $71.60 | 4.38% | Signal |
| 2019-03-21 | 2021-03-24 | Completed | 34% | $66.69 | $71.93 | 7.85% | Signal |
| 2019-01-30 | 2020-12-17 | Completed | 33% | $65.99 | $72.29 | 9.55% | Signal |
| 2016-12-23 | 2019-08-06 | Interest | 33% | $1.00 | $1.07 | 6.84% | Interest Income |
| 2017-11-13 | 2019-03-21 | Interest | 34% | $1.00 | $1.04 | 3.81% | Interest Income |
| 2017-09-27 | 2019-01-30 | Interest | 33% | $1.00 | $1.04 | 3.74% | Interest Income |
| 2017-10-03 | 2017-11-13 | Completed | 34% | $65.15 | $65.04 | -0.17% | Signal |
| 2016-12-16 | 2017-10-03 | Interest | 34% | $1.00 | $1.02 | 1.83% | Interest Income |
| 2017-06-07 | 2017-09-27 | Completed | 33% | $65.01 | $65.18 | 0.27% | Signal |
| 2016-11-01 | 2017-06-07 | Interest | 33% | $1.00 | $1.01 | 1.39% | Interest Income |
| 2016-09-22 | 2016-12-23 | Completed | 33% | $64.90 | $64.06 | -1.30% | Signal |
| 2016-06-09 | 2016-12-16 | Completed | 34% | $64.59 | $63.95 | -0.99% | Signal |
| 2016-04-06 | 2016-11-01 | Completed | 33% | $64.38 | $64.78 | 0.62% | Signal |
| 2015-01-20 | 2016-09-22 | Interest | 33% | $1.00 | $1.03 | 3.34% | Interest Income |
| 2015-01-20 | 2016-06-09 | Interest | 34% | $1.00 | $1.03 | 2.87% | Interest Income |
| 2015-04-24 | 2016-04-06 | Interest | 33% | $1.00 | $1.02 | 2.02% | Interest Income |
| 2015-04-17 | 2015-04-24 | Completed | 33% | $63.45 | $63.44 | -0.02% | Signal |
| 2015-01-20 | 2015-04-17 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2015-01-14 | 2015-01-20 | Completed | 33% | $63.18 | $63.24 | 0.10% | Signal |
| 2015-01-14 | 2015-01-20 | Completed | 34% | $63.18 | $63.24 | 0.10% | Signal |
| 2015-01-14 | 2015-01-20 | Completed | 33% | $63.18 | $63.24 | 0.10% | Signal |
| 2014-12-04 | 2015-01-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2014-12-04 | 2015-01-14 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2014-12-04 | 2015-01-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2014-12-02 | 2014-12-04 | Completed | 33% | $62.89 | $62.83 | -0.09% | Signal |
| 2014-12-02 | 2014-12-04 | Completed | 34% | $62.89 | $62.83 | -0.09% | Signal |
| 2014-12-02 | 2014-12-04 | Completed | 33% | $62.89 | $62.83 | -0.09% | Signal |
| 2014-04-16 | 2014-12-02 | Interest | 33% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2014-04-16 | 2014-12-02 | Interest | 34% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2014-04-16 | 2014-12-02 | Interest | 33% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2014-04-14 | 2014-04-16 | Completed | 33% | $62.33 | $62.31 | -0.04% | Signal |
| 2014-04-14 | 2014-04-16 | Completed | 34% | $62.33 | $62.31 | -0.04% | Signal |
| 2014-04-14 | 2014-04-16 | Completed | 33% | $62.33 | $62.31 | -0.04% | Signal |
| 2013-04-08 | 2014-04-14 | Interest | 33% | $1.00 | $1.03 | 2.62% | Interest Income |
| 2013-03-05 | 2014-04-14 | Interest | 33% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2013-03-05 | 2014-04-14 | Interest | 34% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2009-04-02 | 2013-04-08 | Completed | 33% | $55.15 | $62.07 | 12.56% | Signal |
| 2013-03-01 | 2013-03-05 | Completed | 33% | $61.93 | $61.95 | 0.04% | Signal |
| 2013-03-01 | 2013-03-05 | Completed | 34% | $61.93 | $61.95 | 0.04% | Signal |
| 2013-01-31 | 2013-03-01 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2012-12-27 | 2013-03-01 | Interest | 33% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2012-07-16 | 2013-01-31 | Completed | 34% | $61.73 | $61.74 | 0.00% | Signal |
| 2012-07-11 | 2012-12-27 | Completed | 33% | $61.69 | $61.76 | 0.11% | Signal |
| 2012-04-05 | 2012-07-16 | Interest | 34% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2012-05-14 | 2012-07-11 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2012-03-12 | 2012-05-14 | Completed | 33% | $61.23 | $61.49 | 0.42% | Signal |
| 2011-09-09 | 2012-04-05 | Completed | 34% | $60.90 | $61.14 | 0.39% | Signal |
| 2011-12-01 | 2012-03-12 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2011-06-24 | 2011-12-01 | Completed | 33% | $60.33 | $60.79 | 0.76% | Signal |
| 2011-06-02 | 2011-09-09 | Interest | 34% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2011-06-02 | 2011-06-24 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2011-05-31 | 2011-06-02 | Completed | 33% | $60.00 | $60.18 | 0.30% | Signal |
| 2011-05-31 | 2011-06-02 | Completed | 34% | $60.00 | $60.18 | 0.30% | Signal |
| 2011-05-05 | 2011-05-31 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2011-05-05 | 2011-05-31 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2011-05-03 | 2011-05-05 | Completed | 33% | $59.73 | $59.73 | -0.01% | Signal |
| 2011-05-03 | 2011-05-05 | Completed | 34% | $59.73 | $59.73 | -0.01% | Signal |
| 2011-03-14 | 2011-05-03 | Interest | 34% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2011-01-03 | 2011-05-03 | Interest | 33% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2010-08-05 | 2011-03-14 | Completed | 34% | $59.01 | $59.43 | 0.71% | Signal |
| 2010-07-07 | 2011-01-03 | Completed | 33% | $58.64 | $59.05 | 0.71% | Signal |
| 2010-07-14 | 2010-08-05 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-07-12 | 2010-07-14 | Completed | 34% | $58.63 | $58.57 | -0.10% | Signal |
| 2010-06-01 | 2010-07-12 | Interest | 34% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2010-03-09 | 2010-07-07 | Interest | 33% | $1.00 | $1.01 | 1.15% | Interest Income |
| 2009-04-02 | 2010-06-01 | Completed | 34% | $55.15 | $58.09 | 5.34% | Signal |
| 2009-07-17 | 2010-03-09 | Completed | 33% | $55.86 | $57.62 | 3.15% | Signal |
| 2009-05-20 | 2009-07-17 | Interest | 33% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2009-04-02 | 2009-05-20 | Completed | 33% | $55.15 | $55.67 | 0.95% | Signal |
| 2009-03-31 | 2009-04-02 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-03-31 | 2009-04-02 | Interest | 34% | $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
