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 | 16.14% | 32.22% | 0.93% | 3.14% | 7.91% | 11.25% | 7.25% | 9.32% |
| Sharpe Ratio | 0.86 | 1.45 | 0.06 | 0.13 | 0.49 | 0.47 | 0.46 | 0.37 |
| Max Drawdown | -11.44% | -11.44% | -24.30% | -38.39% | -24.30% | -38.70% | -24.30% | -58.69% |
| % Time Invested | 76.6% | 100.0% | 67.2% | 100.0% | 75.3% | 100.0% | 71.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-24 | Open | Open | 100% | $284.85 | $327.52 | 14.98% | Mark-to-Market |
| 2025-04-08 | 2025-07-24 | Interest | 100% | $1.00 | $1.01 | 1.25% | 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 |
| 2024-01-05 | 2025-03-05 | Completed | 100% | $227.98 | $261.24 | 14.59% | Stop |
| 2023-10-20 | 2024-01-05 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2023-02-13 | 2023-10-20 | Completed | 100% | $218.28 | $203.06 | -6.97% | Signal |
| 2023-01-20 | 2023-02-13 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $213.65 | $208.17 | -2.56% | Signal |
| 2022-01-11 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 3.05% | 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 |
| 2020-06-26 | 2021-03-08 | Completed | 100% | $190.76 | $262.78 | 37.75% | Stop |
| 2020-03-09 | 2020-06-26 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2019-03-26 | 2020-03-09 | Completed | 100% | $171.00 | $163.35 | -4.48% | Stop |
| 2018-11-26 | 2019-03-26 | Interest | 100% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2018-11-20 | 2018-11-26 | Completed | 100% | $152.29 | $156.21 | 2.57% | Signal |
| 2018-10-29 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-05-25 | 2018-10-29 | Completed | 100% | $114.16 | $157.21 | 37.71% | Stop |
| 2015-08-25 | 2016-05-25 | Interest | 100% | $1.00 | $1.02 | 1.51% | Interest Income |
| 2014-12-22 | 2015-08-25 | Completed | 100% | $116.37 | $114.05 | -1.99% | Stop |
| 2014-10-14 | 2014-12-22 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2012-02-09 | 2014-10-14 | Completed | 100% | $77.33 | $103.54 | 33.89% | Signal |
| 2011-08-05 | 2012-02-09 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2010-10-08 | 2011-08-05 | Completed | 100% | $60.21 | $67.82 | 12.64% | Stop |
| 2010-08-17 | 2010-10-08 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2010-06-01 | 2010-08-17 | Completed | 100% | $55.86 | $54.21 | -2.95% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-11 | 2010-05-07 | Completed | 100% | $43.77 | $56.98 | 30.19% | Stop |
| 2008-08-05 | 2009-06-11 | Interest | 100% | $1.00 | $1.03 | 2.71% | Interest Income |
| 2008-06-25 | 2008-08-05 | Completed | 100% | $60.03 | $57.58 | -4.09% | Signal |
| 2007-12-31 | 2008-06-25 | Interest | 100% | $1.00 | $1.02 | 1.81% | Interest Income |
| 2006-11-16 | 2007-12-31 | Completed | 100% | $57.64 | $63.11 | 9.50% | Signal |
| 2006-07-20 | 2006-11-16 | Interest | 100% | $1.00 | $1.02 | 1.57% | Interest Income |
| 2006-07-07 | 2006-07-20 | Completed | 100% | $52.83 | $51.42 | -2.67% | Signal |
| 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
