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 | 3.37% | 3.37% | 3.10% | 1.65% | 2.79% | 1.96% | 2.75% | 2.07% |
| Sharpe Ratio | 1.77 | 1.77 | 2.45 | 0.61 | 1.90 | 0.82 | 1.89 | 0.97 |
| Max Drawdown | -1.29% | -1.29% | -1.42% | -8.54% | -4.65% | -8.54% | -4.65% | -8.54% |
| % Time Invested | 100.0% | 100.0% | 43.7% | 100.0% | 38.5% | 100.0% | 45.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.2 | 0.0 | 0.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-10-02 | Open | Open | 100% | $74.12 | $78.20 | 5.51% | Mark-to-Market |
| 2024-08-06 | 2024-10-02 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2024-08-01 | 2024-08-06 | Completed | 100% | $72.70 | $73.24 | 0.75% | Signal |
| 2021-12-03 | 2024-08-01 | Interest | 100% | $1.00 | $1.10 | 9.76% | Interest Income |
| 2019-08-28 | 2021-12-03 | Completed | 100% | $68.92 | $71.50 | 3.74% | Signal |
| 2015-01-20 | 2019-08-28 | Interest | 100% | $1.00 | $1.11 | 11.10% | Interest Income |
| 2015-01-14 | 2015-01-20 | Completed | 100% | $63.18 | $63.24 | 0.10% | Signal |
| 2014-12-04 | 2015-01-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2014-12-02 | 2014-12-04 | Completed | 100% | $62.89 | $62.83 | -0.09% | Signal |
| 2014-04-16 | 2014-12-02 | Interest | 100% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2014-04-14 | 2014-04-16 | Completed | 100% | $62.33 | $62.31 | -0.04% | Signal |
| 2013-05-09 | 2014-04-14 | Interest | 100% | $1.00 | $1.02 | 2.46% | Interest Income |
| 2011-12-29 | 2013-05-09 | Completed | 100% | $60.85 | $62.12 | 2.08% | Signal |
| 2011-10-31 | 2011-12-29 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2009-04-02 | 2011-10-31 | Completed | 100% | $55.15 | $60.72 | 10.11% | Signal |
| 2009-03-31 | 2009-04-02 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
