VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VBK Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 24.03% | 32.22% | 1.67% | 3.14% | 9.79% | 11.25% | 8.31% | 9.32% |
| Sharpe Ratio | 1.24 | 1.45 | 0.12 | 0.13 | 0.65 | 0.47 | 0.56 | 0.37 |
| Max Drawdown | -11.44% | -11.44% | -23.32% | -38.39% | -23.32% | -38.70% | -23.32% | -58.69% |
| % Time Invested | 99.6% | 100.0% | 85.0% | 100.0% | 90.7% | 100.0% | 89.6% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 4.6 | 0.0 | 4.1 | 0.0 | 3.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-10-09 | Open | Open | 34% | $304.89 | $327.52 | 7.42% | Mark-to-Market |
| 2025-07-17 | Open | Open | 33% | $279.33 | $327.52 | 17.25% | Mark-to-Market |
| 2025-05-01 | Open | Open | 33% | $248.67 | $327.52 | 31.71% | Mark-to-Market |
| 2025-06-10 | 2025-10-09 | Interest | 34% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2025-03-05 | 2025-07-17 | Interest | 33% | $1.00 | $1.02 | 1.57% | Interest Income |
| 2025-04-30 | 2025-06-10 | Completed | 34% | $243.36 | $272.38 | 11.93% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-01 | 2025-04-08 | Completed | 33% | $249.92 | $233.74 | -6.48% | Stop |
| 2025-03-27 | 2025-04-07 | Completed | 34% | $257.90 | $216.98 | -15.87% | Stop |
| 2025-03-10 | 2025-04-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-05 | 2025-03-27 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-02-23 | 2025-03-10 | Completed | 33% | $245.09 | $255.26 | 4.15% | Stop |
| 2024-09-05 | 2025-03-05 | Completed | 33% | $250.77 | $261.24 | 4.17% | Stop |
| 2024-08-28 | 2025-03-05 | Completed | 34% | $257.50 | $261.24 | 1.45% | Stop |
| 2024-08-13 | 2024-09-05 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-06 | 2024-08-28 | Interest | 34% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-02 | 2024-08-13 | Completed | 33% | $246.07 | $244.73 | -0.55% | Signal |
| 2024-03-20 | 2024-08-06 | Completed | 34% | $249.80 | $239.62 | -4.08% | Stop |
| 2024-07-11 | 2024-08-02 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-01-19 | 2024-07-11 | Completed | 33% | $231.04 | $250.90 | 8.60% | Signal |
| 2024-02-27 | 2024-03-20 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-02-21 | 2024-02-27 | Completed | 34% | $240.40 | $248.22 | 3.25% | Signal |
| 2023-01-20 | 2024-02-23 | Interest | 33% | $1.00 | $1.04 | 4.36% | Interest Income |
| 2024-01-03 | 2024-02-21 | Interest | 34% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2023-10-04 | 2024-01-19 | Interest | 33% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2023-10-26 | 2024-01-03 | Completed | 34% | $196.14 | $233.15 | 18.87% | Signal |
| 2023-10-04 | 2023-10-26 | Interest | 34% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-06-20 | 2023-10-04 | Completed | 33% | $222.01 | $205.07 | -7.63% | Stop |
| 2023-04-19 | 2023-10-04 | Completed | 34% | $211.61 | $205.07 | -3.09% | Stop |
| 2023-05-25 | 2023-06-20 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2023-02-13 | 2023-05-25 | Completed | 33% | $218.28 | $210.43 | -3.60% | Signal |
| 2023-01-20 | 2023-04-19 | Interest | 34% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2023-01-20 | 2023-02-13 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $213.65 | $208.17 | -2.56% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $213.65 | $208.17 | -2.56% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $213.65 | $208.17 | -2.56% | Signal |
| 2022-11-14 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2022-07-18 | 2023-01-18 | Interest | 33% | $1.00 | $1.02 | 1.75% | Interest Income |
| 2022-01-25 | 2023-01-18 | Interest | 34% | $1.00 | $1.03 | 2.98% | Interest Income |
| 2022-09-27 | 2022-11-14 | Completed | 33% | $191.20 | $208.93 | 9.27% | Signal |
| 2022-01-14 | 2022-09-27 | Interest | 33% | $1.00 | $1.02 | 1.86% | Interest Income |
| 2022-06-01 | 2022-07-18 | Completed | 33% | $210.08 | $200.37 | -4.62% | Signal |
| 2022-05-09 | 2022-06-01 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-03 | 2022-05-09 | Completed | 33% | $236.11 | $204.82 | -13.25% | Stop |
| 2022-01-11 | 2022-02-03 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2022-01-12 | 2022-01-25 | Completed | 34% | $262.44 | $235.75 | -10.17% | Stop |
| 2022-01-12 | 2022-01-14 | Completed | 33% | $262.44 | $251.53 | -4.16% | Signal |
| 2021-12-20 | 2022-01-12 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-12-20 | 2022-01-12 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-04-01 | 2022-01-11 | Completed | 33% | $140.14 | $256.71 | 83.18% | Stop |
| 2021-08-11 | 2021-12-20 | Completed | 33% | $277.60 | $261.22 | -5.90% | Stop |
| 2021-03-29 | 2021-12-20 | Completed | 34% | $263.40 | $261.22 | -0.83% | Stop |
| 2021-06-11 | 2021-08-11 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2021-03-29 | 2021-06-11 | Completed | 33% | $263.40 | $275.30 | 4.52% | Signal |
| 2021-03-05 | 2021-03-29 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-03-05 | 2021-03-29 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-09-08 | 2021-03-05 | Completed | 34% | $200.39 | $261.71 | 30.60% | Stop |
| 2020-06-22 | 2021-03-05 | Completed | 33% | $191.87 | $261.71 | 36.40% | Stop |
| 2020-05-07 | 2020-09-08 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2020-04-07 | 2020-06-22 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-03-24 | 2020-05-07 | Completed | 34% | $131.47 | $171.88 | 30.74% | Signal |
| 2020-03-24 | 2020-04-07 | Completed | 33% | $131.47 | $150.99 | 14.84% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-17 | 2020-03-10 | Completed | 33% | $155.37 | $164.89 | 6.13% | Stop |
| 2019-11-21 | 2020-03-02 | Completed | 33% | $185.57 | $179.04 | -3.52% | Stop |
| 2019-06-18 | 2020-03-02 | Completed | 34% | $177.25 | $179.04 | 1.01% | Stop |
| 2019-10-30 | 2019-11-21 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-03-21 | 2019-10-30 | Completed | 33% | $171.59 | $179.36 | 4.53% | Signal |
| 2019-01-28 | 2019-06-18 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2018-10-24 | 2019-03-21 | Interest | 33% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2019-01-16 | 2019-01-28 | Completed | 34% | $155.42 | $158.57 | 2.03% | Signal |
| 2018-12-24 | 2019-01-17 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-21 | 2019-01-16 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-21 | 2018-12-24 | Completed | 33% | $153.45 | $136.20 | -11.24% | Stop |
| 2018-11-15 | 2018-12-21 | Completed | 34% | $155.50 | $141.57 | -8.96% | Stop |
| 2018-10-30 | 2018-11-21 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-24 | 2018-11-15 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-02-15 | 2018-10-30 | Completed | 33% | $132.33 | $153.54 | 16.03% | Stop |
| 2016-08-02 | 2018-10-24 | Completed | 34% | $122.78 | $160.52 | 30.74% | Stop |
| 2016-05-11 | 2018-10-24 | Completed | 33% | $112.85 | $160.52 | 42.25% | Stop |
| 2016-11-17 | 2017-02-15 | Interest | 33% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 33% | $122.93 | $123.64 | 0.57% | Signal |
| 2016-03-28 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2015-11-03 | 2016-08-02 | Interest | 34% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2015-08-25 | 2016-05-11 | Interest | 33% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2016-02-10 | 2016-03-28 | Completed | 33% | $95.29 | $108.13 | 13.47% | Signal |
| 2016-01-19 | 2016-02-10 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-19 | Completed | 33% | $118.14 | $101.78 | -13.85% | Stop |
| 2015-09-17 | 2015-11-03 | Completed | 34% | $118.14 | $116.70 | -1.22% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-02-06 | 2015-08-25 | Completed | 34% | $119.42 | $114.05 | -4.50% | Stop |
| 2015-01-09 | 2015-08-25 | Completed | 33% | $116.84 | $114.05 | -2.39% | Stop |
| 2011-10-26 | 2015-08-25 | Completed | 33% | $68.05 | $114.05 | 67.60% | Stop |
| 2014-12-01 | 2015-02-06 | Interest | 34% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2014-10-17 | 2015-01-09 | Interest | 33% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2014-11-18 | 2014-12-01 | Completed | 34% | $114.52 | $115.44 | 0.80% | Signal |
| 2014-10-01 | 2014-11-18 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2014-08-20 | 2014-10-17 | Completed | 33% | $114.14 | $107.32 | -5.97% | Signal |
| 2012-06-27 | 2014-10-01 | Completed | 34% | $72.50 | $110.21 | 52.00% | Signal |
| 2014-06-04 | 2014-08-20 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2012-09-11 | 2014-06-04 | Completed | 33% | $80.02 | $109.58 | 36.95% | Signal |
| 2012-06-05 | 2012-09-11 | Interest | 33% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2012-06-05 | 2012-06-27 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-03-26 | 2012-06-05 | Completed | 34% | $78.90 | $69.04 | -12.50% | Stop |
| 2011-12-30 | 2012-06-05 | Completed | 33% | $69.13 | $69.04 | -0.14% | Stop |
| 2011-10-04 | 2012-03-26 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2011-08-04 | 2011-12-30 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2011-10-04 | 2011-10-26 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 33% | $65.03 | $56.16 | -13.64% | Stop |
| 2011-08-26 | 2011-10-04 | Completed | 34% | $62.27 | $56.16 | -9.81% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-04 | 2011-08-26 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-05 | Completed | 33% | $55.86 | $67.82 | 21.40% | Stop |
| 2010-10-15 | 2011-08-04 | Completed | 33% | $62.55 | $70.65 | 12.94% | Stop |
| 2010-06-01 | 2011-08-04 | Completed | 34% | $55.86 | $70.65 | 26.47% | Stop |
| 2010-07-28 | 2010-10-15 | Interest | 33% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2010-06-01 | 2010-07-28 | Completed | 33% | $55.86 | $57.18 | 2.36% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-17 | 2010-05-07 | Completed | 33% | $58.57 | $56.98 | -2.71% | Stop |
| 2009-08-03 | 2010-05-07 | Completed | 34% | $46.71 | $56.98 | 21.99% | Stop |
| 2009-05-11 | 2010-05-07 | Completed | 33% | $40.94 | $56.98 | 39.18% | Stop |
| 2010-02-23 | 2010-03-17 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-19 | 2010-02-23 | Completed | 33% | $53.88 | $53.99 | 0.20% | Signal |
| 2009-08-31 | 2010-02-19 | Interest | 33% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2009-08-27 | 2009-08-31 | Completed | 33% | $48.35 | $47.93 | -0.86% | Signal |
| 2008-07-30 | 2009-08-27 | Interest | 33% | $1.00 | $1.04 | 3.55% | Interest Income |
| 2008-01-07 | 2009-08-03 | Interest | 34% | $1.00 | $1.05 | 5.49% | Interest Income |
| 2008-09-11 | 2009-05-11 | Interest | 33% | $1.00 | $1.02 | 2.00% | Interest Income |
| 2008-06-09 | 2008-09-11 | Completed | 33% | $62.27 | $55.69 | -10.57% | Signal |
| 2008-02-04 | 2008-07-30 | Completed | 33% | $58.79 | $58.39 | -0.67% | Signal |
| 2008-01-07 | 2008-06-09 | Interest | 33% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2008-01-10 | 2008-02-04 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-07-10 | 2008-01-10 | Completed | 33% | $52.56 | $57.52 | 9.43% | Stop |
| 2007-11-30 | 2008-01-07 | Completed | 33% | $63.45 | $59.31 | -6.53% | Signal |
| 2007-09-11 | 2008-01-07 | Completed | 34% | $61.96 | $59.31 | -4.29% | Stop |
| 2007-09-21 | 2007-11-30 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2007-09-11 | 2007-09-21 | Completed | 33% | $61.96 | $64.57 | 4.22% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-02-02 | 2007-08-17 | Completed | 34% | $59.06 | $61.43 | 4.01% | Stop |
| 2006-11-03 | 2007-08-17 | Completed | 33% | $54.57 | $61.43 | 12.58% | Stop |
| 2006-09-27 | 2007-02-02 | Interest | 34% | $1.00 | $1.02 | 1.59% | Interest Income |
| 2006-07-06 | 2006-11-03 | Interest | 33% | $1.00 | $1.02 | 1.61% | Interest Income |
| 2006-07-03 | 2006-09-27 | Completed | 34% | $53.57 | $52.67 | -1.69% | Signal |
| 2006-06-15 | 2006-07-10 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-07-03 | 2006-07-06 | Completed | 33% | $53.57 | $53.64 | 0.13% | Signal |
| 2006-06-09 | 2006-07-03 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-06-09 | 2006-07-03 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-01-25 | 2006-06-15 | Completed | 33% | $54.10 | $50.53 | -6.60% | Stop |
| 2006-01-25 | 2006-06-09 | Completed | 33% | $54.10 | $52.72 | -2.54% | Stop |
| 2006-01-25 | 2006-06-09 | Completed | 34% | $54.10 | $52.72 | -2.54% | Stop |
| 2006-01-23 | 2006-01-25 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2006-01-23 | 2006-01-25 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2006-01-23 | 2006-01-25 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
