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% | 3.09% | 1.65% | 2.86% | 1.96% | 2.54% | 2.07% |
| Sharpe Ratio | 1.77 | 1.77 | 1.45 | 0.61 | 1.42 | 0.82 | 1.35 | 0.97 |
| Max Drawdown | -1.29% | -1.29% | -2.14% | -8.54% | -4.65% | -8.54% | -4.65% | -8.54% |
| % Time Invested | 100.0% | 100.0% | 70.5% | 100.0% | 74.7% | 100.0% | 82.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.4 | 0.0 | 0.4 | 0.0 | 0.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-11-10 | Open | Open | 100% | $69.03 | $78.20 | 13.28% | Mark-to-Market |
| 2023-10-19 | 2023-11-10 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-02-02 | 2023-10-19 | Completed | 100% | $68.75 | $68.25 | -0.73% | Signal |
| 2021-10-25 | 2023-02-02 | Interest | 100% | $1.00 | $1.04 | 3.54% | Interest Income |
| 2021-06-17 | 2021-10-25 | Completed | 100% | $72.07 | $71.71 | -0.50% | Signal |
| 2021-04-07 | 2021-06-17 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2018-08-10 | 2021-04-07 | Completed | 100% | $64.86 | $71.97 | 10.96% | Signal |
| 2018-01-05 | 2018-08-10 | Interest | 100% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2017-05-10 | 2018-01-05 | Completed | 100% | $64.72 | $64.87 | 0.22% | Signal |
| 2016-12-13 | 2017-05-10 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2013-11-11 | 2016-12-13 | Completed | 100% | $62.04 | $64.16 | 3.42% | Signal |
| 2013-06-26 | 2013-11-11 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2013-04-10 | 2013-06-26 | Completed | 100% | $62.07 | $61.45 | -1.00% | Signal |
| 2013-03-18 | 2013-04-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2011-05-03 | 2013-03-18 | Completed | 100% | $59.73 | $61.92 | 3.65% | Signal |
| 2011-04-08 | 2011-05-03 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-04-02 | 2011-04-08 | Completed | 100% | $55.15 | $59.15 | 7.25% | Signal |
| 2009-03-31 | 2009-04-02 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
