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 | 31.76% | 32.22% | -0.01% | 3.14% | 8.76% | 11.25% | 7.21% | 9.32% |
| Sharpe Ratio | 1.43 | 1.45 | -0.00 | 0.13 | 0.49 | 0.47 | 0.41 | 0.37 |
| Max Drawdown | -11.44% | -11.44% | -32.70% | -38.39% | -32.70% | -38.70% | -32.70% | -58.69% |
| % Time Invested | 99.2% | 100.0% | 62.2% | 100.0% | 70.7% | 100.0% | 74.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.2 | 0.0 | 1.2 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $248.67 | $327.52 | 31.71% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-08 | Completed | 100% | $257.90 | $233.74 | -9.37% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-02-16 | 2025-03-05 | Completed | 100% | $246.69 | $261.24 | 5.90% | Stop |
| 2023-01-20 | 2024-02-16 | Interest | 100% | $1.00 | $1.04 | 4.29% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $213.65 | $208.17 | -2.56% | Signal |
| 2022-07-20 | 2023-01-18 | Interest | 100% | $1.00 | $1.02 | 1.73% | Interest Income |
| 2022-07-13 | 2022-07-20 | Completed | 100% | $192.78 | $203.84 | 5.74% | Signal |
| 2022-06-17 | 2022-07-13 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-05-31 | 2022-06-17 | Completed | 100% | $211.77 | $184.46 | -12.90% | Stop |
| 2022-05-06 | 2022-05-31 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-03 | 2022-05-06 | Completed | 100% | $236.11 | $212.13 | -10.15% | Stop |
| 2022-01-11 | 2022-02-03 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2021-03-30 | 2022-01-11 | Completed | 100% | $259.04 | $256.71 | -0.90% | Stop |
| 2021-03-08 | 2021-03-30 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-03-31 | 2021-03-08 | Completed | 100% | $146.67 | $262.78 | 79.16% | Stop |
| 2020-03-09 | 2020-03-31 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-01-16 | 2020-03-09 | Completed | 100% | $155.42 | $163.35 | 5.10% | Stop |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-20 | 2018-12-21 | Completed | 100% | $152.29 | $141.57 | -7.04% | Stop |
| 2018-10-29 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-02-14 | 2018-10-29 | Completed | 100% | $131.98 | $157.21 | 19.12% | Stop |
| 2016-11-17 | 2017-02-14 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $122.93 | $123.64 | 0.57% | Signal |
| 2016-03-24 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2016-02-09 | 2016-03-24 | Completed | 100% | $94.23 | $107.19 | 13.75% | Signal |
| 2016-01-15 | 2016-02-09 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-15 | Completed | 100% | $118.14 | $99.98 | -15.37% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-26 | 2015-08-25 | Completed | 100% | $68.05 | $114.05 | 67.60% | Stop |
| 2011-10-04 | 2011-10-26 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 100% | $65.03 | $56.16 | -13.64% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-05 | Completed | 100% | $55.86 | $67.82 | 21.40% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-17 | 2010-05-07 | Completed | 100% | $58.57 | $56.98 | -2.71% | Stop |
| 2010-02-23 | 2010-03-17 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-19 | 2010-02-23 | Completed | 100% | $53.88 | $53.99 | 0.20% | Signal |
| 2009-08-31 | 2010-02-19 | Interest | 100% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2009-08-27 | 2009-08-31 | Completed | 100% | $48.35 | $47.93 | -0.86% | Signal |
| 2008-07-28 | 2009-08-27 | Interest | 100% | $1.00 | $1.04 | 3.59% | Interest Income |
| 2008-02-01 | 2008-07-28 | Completed | 100% | $57.50 | $58.31 | 1.39% | Signal |
| 2008-01-09 | 2008-02-01 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-07-07 | 2008-01-09 | Completed | 100% | $52.83 | $57.49 | 8.81% | Stop |
| 2006-06-14 | 2006-07-07 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-01-25 | 2006-06-14 | Completed | 100% | $54.10 | $49.54 | -8.41% | Stop |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
