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DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

VCSH

Vanguard Short-term Corporate Bond Index Fund ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-08-29
Executive Summary
The quantitative backtest for VCSH (Vanguard Short-term Corporate Bond Index Fund ETF) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -12.9% (compared to the benchmark's drawdown of -12.9%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 2.8%, compared to a Buy-and-Hold benchmark return of 2.7%. The strategy executed 5 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

🛡️ VCSH Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-12.9% (vs -12.9% B&H)
+0.0% shallower drawdown
Downside Efficiency
1.00 Sortino
+0.02 vs 0.98 B&H
Capital Sheltered from Risk
15.0% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 VCSH Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-1.40%-1.40%-2.15%-9.41%-12.86%-12.86%-12.86%-12.86%
Sharpe Ratio1.641.641.700.830.950.791.060.92
Sortino Ratio2.402.402.341.250.840.831.000.98
CAGR3.06%3.06%3.77%2.43%2.88%2.68%2.83%2.71%
% Time Invested100.0%100.0%76.6%100.0%79.6%100.0%85.0%100.0%
Trades / Year0.00.00.00.00.30.00.30.0

Cumulative Growth Performance

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Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of VCSH under the Moving Average (50/200) strategy (Investing) versus Buy & Hold. The strategy produced a 2.8% CAGR with a -12.9% Max Drawdown across 5 trade signals (compared to Buy & Hold's 2.7% CAGR and -12.9% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for VCSH under Moving Average (50/200) strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for VCSH under Moving Average (50/200) (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2021-11-18 2023-01-23 Interest (CASH) 100% $1.00 $1.02 2.33% Interest Income
2020-05-27 2021-11-18 Completed 100% $67.49 $69.18 2.46% Signal
2020-04-07 2020-05-27 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2018-08-08 2020-04-07 Completed 100% $61.34 $65.10 6.07% Signal
2018-02-09 2018-08-08 Interest (CASH) 100% $1.00 $1.01 0.91% Interest Income
2017-03-27 2018-02-09 Completed 100% $60.48 $61.00 0.81% Signal
2016-12-28 2017-03-27 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2013-09-17 2016-12-28 Completed 100% $56.05 $59.79 6.63% Signal
2013-07-17 2013-09-17 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2011-11-16 2013-07-17 Completed 100% $53.07 $56.08 5.61% Signal
2011-11-14 2011-11-16 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income