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 | 4.46% | 32.97% | 8.56% | 13.91% | 15.24% | 18.56% | 11.77% | 16.38% |
| Sharpe Ratio | 0.33 | 1.70 | 0.57 | 0.58 | 0.92 | 0.78 | 0.77 | 0.77 |
| Max Drawdown | -13.42% | -16.85% | -20.80% | -36.01% | -20.80% | -36.01% | -23.62% | -36.01% |
| % Time Invested | 75.8% | 100.0% | 70.4% | 100.0% | 80.1% | 100.0% | 80.1% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.2 | 0.0 | 1.0 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Interest | 100% | $1.00 | $1.00 | 0.10% | Mark-to-Market |
| 2026-04-20 | 2026-04-22 | Completed | 100% | $83.03 | $83.10 | 0.08% | Signal |
| 2026-03-26 | 2026-04-20 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-06-25 | 2026-03-26 | Completed | 100% | $71.63 | $74.00 | 3.31% | Signal |
| 2025-04-01 | 2025-06-25 | Interest | 100% | $1.00 | $1.01 | 0.99% | 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 |
| 2023-03-17 | 2024-08-06 | Completed | 100% | $38.56 | $57.14 | 48.19% | Stop |
| 2023-01-20 | 2023-03-17 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $36.10 | $35.42 | -1.87% | Signal |
| 2022-03-02 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.79% | Interest Income |
| 2022-02-16 | 2022-03-02 | Completed | 100% | $45.35 | $43.71 | -3.60% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-02 | 2022-01-25 | Completed | 100% | $30.42 | $44.13 | 45.06% | Stop |
| 2020-04-22 | 2020-06-02 | Interest | 100% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-03-24 | 2020-04-22 | Completed | 100% | $22.83 | $26.93 | 17.96% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-04-16 | 2020-03-02 | Completed | 100% | $24.63 | $27.61 | 12.08% | Stop |
| 2019-03-25 | 2019-04-16 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-03-20 | 2019-03-25 | Completed | 100% | $23.62 | $23.48 | -0.58% | Signal |
| 2018-12-07 | 2019-03-20 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2016-04-28 | 2018-12-07 | Completed | 100% | $15.40 | $21.95 | 42.59% | Signal |
| 2016-01-22 | 2016-04-28 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2015-12-07 | 2016-01-22 | Completed | 100% | $15.74 | $14.26 | -9.44% | Signal |
| 2015-09-23 | 2015-12-07 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2015-09-17 | 2015-09-23 | Completed | 100% | $14.91 | $14.58 | -2.23% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-12-21 | 2015-08-25 | Completed | 100% | $8.33 | $14.12 | 69.61% | Stop |
| 2011-08-09 | 2011-12-21 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2010-10-20 | 2011-08-09 | Completed | 100% | $7.57 | $7.59 | 0.25% | Stop |
| 2010-09-22 | 2010-10-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-09-17 | 2010-09-22 | Completed | 100% | $7.18 | $7.24 | 0.74% | Signal |
| 2010-07-06 | 2010-09-17 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2010-06-01 | 2010-07-06 | Completed | 100% | $6.82 | $6.54 | -4.12% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-12-21 | 2010-05-07 | Completed | 100% | $7.03 | $7.09 | 0.94% | Stop |
| 2009-12-17 | 2009-12-21 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
