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VEA

Vanguard FTSE Developed Markets ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-14
Executive Summary
The quantitative backtest for VEA (Vanguard FTSE Developed Markets ETF) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -27.1% (compared to the benchmark's drawdown of -35.7%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 5.3%, compared to a Buy-and-Hold benchmark return of 8.4%. The strategy executed 12 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.

🛡️ VEA Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-27.1% (vs -35.7% B&H)
+8.6% shallower drawdown
Drawdown Shield
8.6% Cut
Protected capital vs -35.7% B&H
Capital Sheltered from Risk
27.1% 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.

📊 VEA Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-11.63%-11.63%-18.86%-29.34%-21.95%-35.74%-27.11%-35.74%
Sharpe Ratio1.171.170.680.550.670.560.390.44
Sortino Ratio1.681.680.820.810.740.680.410.54
CAGR22.46%22.46%9.30%9.64%8.59%10.17%5.27%8.45%
% Time Invested100.0%100.0%73.5%100.0%76.0%100.0%72.9%100.0%
Trades / Year0.00.00.40.00.50.00.70.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of VEA under the Moving Average (50/200) strategy (Investing) versus Buy & Hold. The strategy produced a 5.3% CAGR with a -27.1% Max Drawdown across 12 trade signals (compared to Buy & Hold's 8.4% CAGR and -35.7% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for VEA 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 VEA 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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2024-12-27 2025-03-07 Interest (CASH) 100% $1.00 $1.01 0.78% Interest Income
2023-12-15 2024-12-27 Completed 100% $43.46 $46.17 6.17% Signal
2023-10-13 2023-12-15 Interest (CASH) 100% $1.00 $1.01 0.94% Interest Income
2023-01-09 2023-10-13 Completed 100% $39.46 $39.94 1.18% Signal
2022-01-20 2023-01-09 Interest (CASH) 100% $1.00 $1.02 2.15% Interest Income
2020-08-05 2022-01-20 Completed 100% $34.28 $44.20 28.86% Signal
2020-03-10 2020-08-05 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2019-04-09 2020-03-10 Completed 100% $33.45 $30.88 -7.73% Stop
2018-10-12 2019-04-09 Interest (CASH) 100% $1.00 $1.01 1.15% Interest Income
2018-09-19 2018-10-12 Completed 100% $34.09 $32.24 -5.49% Stop
2018-07-16 2018-09-19 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2016-05-23 2018-07-16 Completed 100% $26.34 $34.11 29.47% Signal
2016-01-07 2016-05-23 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2015-10-09 2016-01-07 Completed 100% $27.57 $25.49 -7.59% Stop
2015-08-25 2015-10-09 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2015-04-07 2015-08-25 Completed 100% $29.24 $27.12 -7.32% Stop
2014-10-09 2015-04-07 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2012-09-05 2014-10-09 Completed 100% $21.03 $27.32 29.84% Signal
2012-05-31 2012-09-05 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2012-03-12 2012-05-31 Completed 100% $21.71 $19.12 -11.97% Stop
2011-08-05 2012-03-12 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2010-09-29 2011-08-05 Completed 100% $21.27 $21.37 0.40% Stop
2010-05-07 2010-09-29 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2009-07-21 2010-05-07 Completed 100% $18.06 $18.84 4.27% Stop
2009-07-17 2009-07-21 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where VEA ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with VEA → ⚖️ Compare VEA vs Non-Correlated Assets →