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 | 15.33% | 30.63% | -0.95% | 5.93% | 6.38% | 11.05% | 7.28% | 9.22% |
| Sharpe Ratio | 0.97 | 1.60 | -0.06 | 0.28 | 0.43 | 0.49 | 0.49 | 0.38 |
| Max Drawdown | -8.98% | -8.98% | -25.60% | -28.15% | -25.60% | -42.05% | -25.60% | -59.57% |
| % Time Invested | 75.8% | 100.0% | 67.5% | 100.0% | 75.8% | 100.0% | 71.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-28 | Open | Open | 100% | $244.63 | $279.23 | 14.14% | Mark-to-Market |
| 2025-04-08 | 2025-07-28 | Interest | 100% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2025-04-02 | 2025-04-08 | Completed | 100% | $216.97 | $203.07 | -6.41% | Signal |
| 2025-03-11 | 2025-04-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-22 | 2025-03-11 | Completed | 100% | $206.58 | $218.78 | 5.90% | Stop |
| 2023-10-23 | 2023-12-22 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2023-06-15 | 2023-10-23 | Completed | 100% | $186.96 | $172.77 | -7.59% | Signal |
| 2023-05-04 | 2023-06-15 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2023-01-17 | 2023-05-04 | Completed | 100% | $186.53 | $175.06 | -6.15% | Signal |
| 2022-01-25 | 2023-01-17 | Interest | 100% | $1.00 | $1.03 | 2.97% | Interest Income |
| 2020-08-04 | 2022-01-25 | Completed | 100% | $141.59 | $192.28 | 35.80% | Stop |
| 2020-03-02 | 2020-08-04 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2019-04-04 | 2020-03-02 | Completed | 100% | $140.23 | $136.14 | -2.92% | Stop |
| 2019-02-22 | 2019-04-04 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2019-02-20 | 2019-02-22 | Completed | 100% | $139.10 | $139.46 | 0.25% | Signal |
| 2018-11-21 | 2019-02-20 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2016-05-06 | 2018-11-21 | Completed | 100% | $96.06 | $128.26 | 33.53% | Signal |
| 2015-08-25 | 2016-05-06 | Interest | 100% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2014-12-12 | 2015-08-25 | Completed | 100% | $95.27 | $93.84 | -1.50% | Stop |
| 2014-11-12 | 2014-12-12 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2012-02-08 | 2014-11-12 | Completed | 100% | $63.02 | $96.89 | 53.74% | Signal |
| 2011-08-05 | 2012-02-08 | Interest | 100% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2010-10-14 | 2011-08-05 | Completed | 100% | $52.25 | $55.24 | 5.73% | Stop |
| 2010-08-16 | 2010-10-14 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2010-06-01 | 2010-08-16 | Completed | 100% | $47.88 | $45.07 | -5.86% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-12 | 2010-05-07 | Completed | 100% | $36.60 | $48.74 | 33.15% | Stop |
| 2007-11-29 | 2009-06-12 | Interest | 100% | $1.00 | $1.05 | 5.39% | Interest Income |
| 2007-10-25 | 2007-11-29 | Completed | 100% | $54.98 | $52.42 | -4.65% | Signal |
| 2007-09-19 | 2007-10-25 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2006-10-25 | 2007-09-19 | Completed | 100% | $49.52 | $55.17 | 11.42% | Signal |
| 2006-09-07 | 2006-10-25 | Interest | 100% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2006-09-05 | 2006-09-07 | Completed | 100% | $47.06 | $46.21 | -1.80% | Signal |
| 2006-07-26 | 2006-09-05 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2006-01-25 | 2006-07-26 | Completed | 100% | $46.88 | $45.27 | -3.44% | Signal |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
