MGK
VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
MGK Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 15.00% | 32.97% | 4.56% | 13.91% | 15.59% | 18.56% | 13.16% | 16.38% |
| Sharpe Ratio | 0.89 | 1.70 | 0.26 | 0.58 | 0.85 | 0.78 | 0.77 | 0.77 |
| Max Drawdown | -16.41% | -16.85% | -27.72% | -36.01% | -27.72% | -36.01% | -27.72% | -36.01% |
| % Time Invested | 93.7% | 100.0% | 70.2% | 100.0% | 82.9% | 100.0% | 86.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.6 | 0.0 | 1.1 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Open | 100% | $83.10 | $83.65 | 0.66% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-24 | 2026-03-30 | Completed | 100% | $59.98 | $71.68 | 19.51% | Stop |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $62.65 | $61.24 | -2.25% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-12-05 | 2024-08-06 | Completed | 100% | $48.90 | $57.14 | 16.85% | Stop |
| 2023-11-10 | 2023-12-05 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-07 | 2023-11-10 | Completed | 100% | $46.89 | $47.20 | 0.66% | Signal |
| 2023-09-08 | 2023-11-07 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 100% | $47.68 | $46.99 | -1.45% | Signal |
| 2023-01-20 | 2023-09-06 | Interest | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $36.10 | $35.42 | -1.87% | Signal |
| 2022-09-23 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2022-05-20 | 2022-09-23 | Completed | 100% | $36.99 | $35.59 | -3.79% | Stop |
| 2022-04-28 | 2022-05-20 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-28 | Completed | 100% | $45.35 | $41.17 | -9.20% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $22.83 | $44.13 | 93.31% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-11 | 2020-03-02 | Completed | 100% | $21.22 | $27.61 | 30.08% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-08-30 | 2018-12-18 | Completed | 100% | $16.24 | $20.95 | 29.03% | Stop |
| 2016-07-28 | 2016-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2016-03-03 | 2016-07-28 | Completed | 100% | $14.71 | $16.14 | 9.74% | Signal |
| 2016-02-09 | 2016-03-03 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-09-17 | 2016-02-09 | Completed | 100% | $14.91 | $13.45 | -9.81% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $8.13 | $14.12 | 73.60% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $6.82 | $7.59 | 11.17% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-04-08 | 2010-05-07 | Completed | 100% | $7.46 | $7.09 | -4.97% | Stop |
| 2010-03-16 | 2010-04-08 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-09 | 2010-03-16 | Completed | 100% | $7.21 | $7.35 | 1.88% | Signal |
| 2009-12-17 | 2010-03-09 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
Return Distribution Analysis
