VB
VANGUARD SMALL-CAP INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 22.25% | 30.63% | 2.51% | 5.93% | 8.01% | 11.05% | 7.91% | 9.22% |
| Sharpe Ratio | 1.43 | 1.60 | 0.19 | 0.28 | 0.59 | 0.49 | 0.58 | 0.38 |
| Max Drawdown | -8.98% | -8.98% | -21.37% | -28.15% | -21.37% | -42.05% | -21.37% | -59.57% |
| % Time Invested | 100.0% | 100.0% | 89.6% | 100.0% | 92.1% | 100.0% | 89.8% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 3.0 | 0.0 | 3.6 | 0.0 | 3.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-10-31 | Open | Open | 34% | $251.75 | $279.23 | 10.92% | Mark-to-Market |
| 2025-07-18 | Open | Open | 33% | $242.25 | $279.23 | 15.26% | Mark-to-Market |
| 2025-04-07 | Open | Open | 33% | $190.52 | $279.23 | 46.57% | Mark-to-Market |
| 2025-10-09 | 2025-10-31 | Interest | 34% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-10-07 | 2025-10-09 | Completed | 34% | $257.19 | $256.14 | -0.41% | Signal |
| 2025-05-30 | 2025-10-07 | Interest | 34% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2025-03-05 | 2025-07-18 | Interest | 33% | $1.00 | $1.02 | 1.58% | Interest Income |
| 2025-04-30 | 2025-05-30 | Completed | 34% | $210.83 | $224.58 | 6.52% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-07 | Completed | 34% | $223.79 | $190.52 | -14.87% | Stop |
| 2025-03-14 | 2025-04-07 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-03-05 | 2025-03-27 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-03-06 | 2025-03-14 | Completed | 33% | $215.28 | $216.73 | 0.67% | Stop |
| 2024-01-12 | 2025-03-05 | Completed | 33% | $203.20 | $224.48 | 10.48% | Stop |
| 2023-11-14 | 2025-03-05 | Completed | 34% | $180.76 | $224.48 | 24.19% | Stop |
| 2022-09-23 | 2024-03-06 | Interest | 33% | $1.00 | $1.06 | 5.75% | Interest Income |
| 2023-10-23 | 2024-01-12 | Interest | 33% | $1.00 | $1.01 | 0.94% | Interest Income |
| 2023-10-23 | 2023-11-14 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-07-25 | 2023-10-23 | Completed | 33% | $197.42 | $172.77 | -12.49% | Stop |
| 2023-04-03 | 2023-10-23 | Completed | 34% | $181.55 | $172.77 | -4.84% | Stop |
| 2023-05-09 | 2023-07-25 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-04-05 | 2023-05-09 | Completed | 33% | $177.39 | $176.07 | -0.74% | Signal |
| 2023-03-14 | 2023-04-05 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-03-04 | 2023-04-03 | Interest | 34% | $1.00 | $1.04 | 3.54% | Interest Income |
| 2023-01-20 | 2023-03-14 | Completed | 33% | $183.18 | $178.32 | -2.65% | Stop |
| 2022-11-10 | 2023-01-20 | Interest | 33% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2022-10-12 | 2022-11-10 | Completed | 33% | $165.32 | $178.19 | 7.79% | Signal |
| 2022-01-24 | 2022-10-12 | Interest | 33% | $1.00 | $1.02 | 1.99% | Interest Income |
| 2022-06-02 | 2022-09-23 | Completed | 33% | $182.29 | $165.63 | -9.14% | Signal |
| 2022-05-10 | 2022-06-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-10 | Completed | 33% | $198.86 | $176.06 | -11.46% | Stop |
| 2022-02-15 | 2022-03-04 | Completed | 34% | $196.92 | $194.09 | -1.43% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-24 | 2022-02-15 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-01-25 | 2022-01-25 | Completed | 33% | $193.24 | $192.28 | -0.50% | Stop |
| 2021-10-28 | 2022-01-24 | Completed | 33% | $211.85 | $188.66 | -10.94% | Stop |
| 2020-09-30 | 2022-01-24 | Completed | 34% | $141.69 | $188.66 | 33.15% | Stop |
| 2021-10-06 | 2021-10-28 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-06-29 | 2021-10-06 | Completed | 33% | $130.37 | $204.32 | 56.73% | Signal |
| 2020-12-23 | 2021-01-25 | Interest | 33% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-09-03 | 2020-12-23 | Completed | 33% | $148.19 | $181.16 | 22.25% | Signal |
| 2020-04-14 | 2020-09-30 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2020-04-29 | 2020-09-03 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2020-03-30 | 2020-06-29 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-03-31 | 2020-04-29 | Completed | 33% | $106.74 | $123.34 | 15.55% | Signal |
| 2020-03-24 | 2020-04-14 | Completed | 34% | $95.55 | $114.84 | 20.19% | Signal |
| 2020-03-09 | 2020-03-31 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-24 | 2020-03-30 | Completed | 33% | $95.55 | $105.45 | 10.37% | Signal |
| 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 |
| 2019-12-17 | 2020-03-09 | Completed | 33% | $149.66 | $124.20 | -17.01% | Stop |
| 2019-11-13 | 2020-03-02 | Completed | 33% | $144.66 | $136.14 | -5.89% | Stop |
| 2019-06-27 | 2020-03-02 | Completed | 34% | $138.47 | $136.14 | -1.68% | Stop |
| 2019-09-10 | 2019-12-17 | Interest | 33% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2019-10-04 | 2019-11-13 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2019-09-03 | 2019-10-04 | Completed | 33% | $136.93 | $136.92 | -0.01% | Signal |
| 2019-01-10 | 2019-09-10 | Completed | 33% | $125.13 | $139.93 | 11.83% | Signal |
| 2019-08-07 | 2019-09-03 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-03-26 | 2019-08-07 | Completed | 33% | $136.25 | $136.17 | -0.06% | Signal |
| 2019-02-22 | 2019-06-27 | Interest | 34% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2019-02-22 | 2019-03-26 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2019-02-20 | 2019-02-22 | Completed | 33% | $139.10 | $139.46 | 0.25% | Signal |
| 2019-02-20 | 2019-02-22 | Completed | 34% | $139.10 | $139.46 | 0.25% | Signal |
| 2018-12-21 | 2019-02-20 | Interest | 34% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2018-10-25 | 2019-02-20 | Interest | 33% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2018-12-17 | 2019-01-10 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-21 | Completed | 34% | $131.31 | $117.24 | -10.71% | Stop |
| 2017-01-19 | 2018-12-17 | Completed | 33% | $114.10 | $123.52 | 8.26% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-05-29 | 2018-10-25 | Completed | 33% | $136.72 | $128.05 | -6.34% | Stop |
| 2016-07-22 | 2018-10-25 | Completed | 34% | $103.82 | $128.05 | 23.34% | Stop |
| 2018-05-04 | 2018-05-29 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-05-04 | 2018-05-04 | Completed | 33% | $96.69 | $130.85 | 35.34% | Signal |
| 2016-11-17 | 2017-01-19 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 33% | $108.08 | $108.89 | 0.76% | Signal |
| 2016-03-21 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2015-10-20 | 2016-07-22 | Interest | 34% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2015-08-14 | 2016-05-04 | Interest | 33% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2016-02-10 | 2016-03-21 | Completed | 33% | $83.12 | $95.06 | 14.38% | 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% | $98.16 | $86.19 | -12.20% | Stop |
| 2015-09-17 | 2015-10-20 | Completed | 34% | $98.16 | $97.47 | -0.70% | 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 |
| 2012-08-20 | 2015-08-25 | Completed | 33% | $63.46 | $93.84 | 47.88% | Stop |
| 2012-03-26 | 2015-08-25 | Completed | 34% | $64.24 | $93.84 | 46.07% | Stop |
| 2015-01-26 | 2015-08-14 | Completed | 33% | $98.16 | $100.92 | 2.81% | Signal |
| 2014-12-31 | 2015-01-26 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2014-12-29 | 2014-12-31 | Completed | 33% | $99.91 | $100.08 | 0.17% | Signal |
| 2014-10-17 | 2014-12-29 | Interest | 33% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2012-09-10 | 2014-10-17 | Completed | 33% | $65.48 | $90.64 | 38.43% | Signal |
| 2012-06-05 | 2012-09-10 | Interest | 33% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2012-07-27 | 2012-08-20 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-10-27 | 2012-07-27 | Completed | 33% | $57.49 | $60.58 | 5.37% | Signal |
| 2011-12-30 | 2012-06-05 | Completed | 33% | $56.63 | $56.55 | -0.13% | Stop |
| 2011-10-04 | 2012-03-26 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2011-08-01 | 2011-12-30 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2011-10-05 | 2011-10-27 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 33% | $54.42 | $49.08 | -9.81% | Stop |
| 2011-08-26 | 2011-10-04 | Completed | 34% | $50.86 | $46.05 | -9.46% | Stop |
| 2011-08-08 | 2011-08-30 | 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 | 2011-08-08 | Completed | 33% | $47.88 | $51.89 | 8.38% | Stop |
| 2010-06-01 | 2011-08-04 | Completed | 34% | $47.88 | $57.36 | 19.81% | Stop |
| 2010-10-19 | 2011-08-01 | Completed | 33% | $51.67 | $60.84 | 17.76% | Signal |
| 2010-07-29 | 2010-10-19 | Interest | 33% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2010-06-01 | 2010-07-29 | Completed | 33% | $47.88 | $48.51 | 1.32% | 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 |
| 2010-03-18 | 2010-05-07 | Completed | 33% | $50.04 | $48.74 | -2.61% | Stop |
| 2009-08-10 | 2010-05-07 | Completed | 34% | $40.45 | $48.74 | 20.48% | Stop |
| 2009-05-21 | 2010-05-07 | Completed | 33% | $34.02 | $48.74 | 43.24% | Stop |
| 2010-02-24 | 2010-03-18 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 33% | $45.84 | $45.80 | -0.09% | Signal |
| 2009-09-18 | 2010-02-19 | Interest | 33% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 33% | $43.12 | $44.62 | 3.48% | Signal |
| 2008-06-05 | 2009-09-15 | Interest | 33% | $1.00 | $1.04 | 4.34% | Interest Income |
| 2007-11-29 | 2009-08-10 | Interest | 34% | $1.00 | $1.06 | 5.98% | Interest Income |
| 2008-08-29 | 2009-05-21 | Interest | 33% | $1.00 | $1.02 | 2.22% | Interest Income |
| 2008-07-29 | 2008-08-29 | Completed | 33% | $47.47 | $50.34 | 6.05% | Signal |
| 2008-07-07 | 2008-07-29 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-06-06 | 2008-07-07 | Completed | 33% | $52.93 | $46.23 | -12.66% | Stop |
| 2007-08-17 | 2008-06-06 | Interest | 33% | $1.00 | $1.03 | 3.21% | Interest Income |
| 2008-02-01 | 2008-06-05 | Completed | 33% | $48.94 | $52.16 | 6.58% | Signal |
| 2008-01-09 | 2008-02-01 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-01-25 | 2008-01-09 | Completed | 33% | $46.88 | $47.99 | 2.36% | Stop |
| 2007-09-11 | 2007-11-29 | Completed | 34% | $52.51 | $52.42 | -0.17% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-12 | 2007-08-17 | Completed | 34% | $51.59 | $52.60 | 1.96% | Stop |
| 2006-10-26 | 2007-08-17 | Completed | 33% | $50.10 | $52.60 | 4.99% | Stop |
| 2006-10-06 | 2007-01-12 | Interest | 34% | $1.00 | $1.01 | 1.19% | Interest Income |
| 2006-09-07 | 2006-10-26 | Interest | 33% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2006-07-10 | 2006-10-06 | Completed | 34% | $46.68 | $48.21 | 3.28% | Signal |
| 2006-09-05 | 2006-09-07 | Completed | 33% | $47.06 | $46.21 | -1.80% | Signal |
| 2006-06-15 | 2006-09-05 | Interest | 33% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2006-06-15 | 2006-07-10 | Interest | 34% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-01-25 | 2006-06-15 | Completed | 33% | $46.88 | $44.84 | -4.36% | Stop |
| 2006-01-25 | 2006-06-15 | Completed | 34% | $46.88 | $44.84 | -4.36% | 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
