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 | 30.63% | 30.63% | 0.17% | 5.93% | 6.55% | 11.05% | 6.83% | 9.22% |
| Sharpe Ratio | 1.60 | 1.60 | 0.01 | 0.28 | 0.41 | 0.49 | 0.42 | 0.38 |
| Max Drawdown | -8.98% | -8.98% | -35.32% | -28.15% | -35.32% | -42.05% | -35.32% | -59.57% |
| % Time Invested | 100.0% | 100.0% | 66.5% | 100.0% | 66.3% | 100.0% | 71.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 1.1 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-02 | Open | Open | 100% | $216.97 | $279.23 | 28.70% | Mark-to-Market |
| 2025-03-11 | 2025-04-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-02-28 | 2025-03-11 | Completed | 100% | $210.88 | $218.78 | 3.74% | Stop |
| 2022-09-26 | 2024-02-28 | Interest | 100% | $1.00 | $1.06 | 5.65% | Interest Income |
| 2022-07-13 | 2022-09-26 | Completed | 100% | $165.71 | $163.41 | -1.39% | Stop |
| 2022-06-17 | 2022-07-13 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-06-02 | 2022-06-17 | Completed | 100% | $182.29 | $161.34 | -11.49% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-10 | Completed | 100% | $198.86 | $176.06 | -11.46% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-01-26 | 2022-01-25 | Completed | 100% | $193.78 | $192.28 | -0.77% | Stop |
| 2020-12-17 | 2021-01-26 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-10-07 | 2020-12-17 | Completed | 100% | $149.02 | $178.21 | 19.59% | Signal |
| 2020-04-24 | 2020-10-07 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2020-03-24 | 2020-04-24 | Completed | 100% | $95.55 | $113.20 | 18.47% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-19 | 2020-03-02 | Completed | 100% | $150.29 | $136.14 | -9.42% | Stop |
| 2019-09-04 | 2019-12-19 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2019-01-04 | 2019-09-04 | Completed | 100% | $118.20 | $137.49 | 16.31% | Signal |
| 2018-12-11 | 2019-01-04 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-01-19 | 2018-12-11 | Completed | 100% | $114.10 | $128.08 | 12.26% | Stop |
| 2016-11-17 | 2017-01-19 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $108.08 | $108.89 | 0.76% | Signal |
| 2016-03-18 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2016-02-09 | 2016-03-18 | Completed | 100% | $81.83 | $94.70 | 15.74% | 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% | $98.16 | $84.72 | -13.69% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-20 | 2015-08-25 | Completed | 100% | $63.46 | $93.84 | 47.88% | Stop |
| 2012-07-26 | 2012-08-20 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2011-10-26 | 2012-07-26 | Completed | 100% | $55.46 | $60.61 | 9.28% | Signal |
| 2011-10-04 | 2011-10-26 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 100% | $53.03 | $46.05 | -13.17% | 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% | $47.88 | $55.24 | 15.39% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-18 | 2010-05-07 | Completed | 100% | $50.04 | $48.74 | -2.61% | Stop |
| 2010-02-24 | 2010-03-18 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 100% | $45.84 | $45.80 | -0.09% | Signal |
| 2009-09-18 | 2010-02-19 | Interest | 100% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $43.12 | $44.62 | 3.48% | Signal |
| 2008-05-30 | 2009-09-15 | Interest | 100% | $1.00 | $1.04 | 4.41% | Interest Income |
| 2008-01-30 | 2008-05-30 | Completed | 100% | $47.66 | $52.14 | 9.39% | Signal |
| 2008-01-07 | 2008-01-30 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-01-25 | 2008-01-07 | Completed | 100% | $46.88 | $49.46 | 5.50% | Stop |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
