VHT
VANGUARD HEALTH CARE INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VHT Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 1.53% | 6.91% | 1.14% | 3.74% | 6.94% | 9.31% | 7.81% | 9.75% |
| Sharpe Ratio | 0.20 | 0.43 | 0.14 | 0.25 | 0.59 | 0.53 | 0.67 | 0.54 |
| Max Drawdown | -6.77% | -10.40% | -12.15% | -17.71% | -16.91% | -28.85% | -17.68% | -39.12% |
| % Time Invested | 92.1% | 100.0% | 86.9% | 100.0% | 92.4% | 100.0% | 90.3% | 100.0% |
| Trades / Year | 6.0 | 0.0 | 3.8 | 0.0 | 3.6 | 0.0 | 3.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-12-01 | Open | Open | 34% | $290.61 | $266.80 | -8.19% | Mark-to-Market |
| 2026-04-20 | Open | Interest | 33% | $1.00 | $1.00 | 0.13% | Mark-to-Market |
| 2025-10-30 | Open | Interest | 33% | $1.00 | $1.00 | 2.04% | Mark-to-Market |
| 2025-09-22 | 2026-04-20 | Completed | 33% | $251.83 | $277.84 | 10.33% | Signal |
| 2025-10-30 | 2025-12-01 | Interest | 34% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2025-10-28 | 2025-10-30 | Completed | 34% | $271.41 | $266.64 | -1.76% | Signal |
| 2025-10-28 | 2025-10-30 | Completed | 33% | $271.41 | $266.64 | -1.76% | Signal |
| 2025-08-26 | 2025-10-28 | Interest | 33% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2025-05-05 | 2025-10-28 | Interest | 34% | $1.00 | $1.02 | 2.05% | Interest Income |
| 2025-05-05 | 2025-09-22 | Interest | 33% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2025-05-01 | 2025-08-26 | Completed | 33% | $249.18 | $249.79 | 0.25% | Signal |
| 2025-05-01 | 2025-05-05 | Completed | 33% | $249.18 | $248.25 | -0.37% | Signal |
| 2025-05-01 | 2025-05-05 | Completed | 34% | $249.18 | $248.25 | -0.37% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-03 | 2025-05-01 | Interest | 34% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2024-12-12 | 2025-05-01 | Interest | 33% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2024-04-05 | 2025-04-08 | Completed | 33% | $251.67 | $247.60 | -1.62% | Stop |
| 2024-03-11 | 2025-03-03 | Completed | 34% | $258.59 | $266.31 | 2.98% | Signal |
| 2024-07-24 | 2024-12-12 | Completed | 33% | $265.24 | $256.61 | -3.25% | Signal |
| 2024-06-24 | 2024-07-24 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2024-01-24 | 2024-06-24 | Completed | 33% | $248.25 | $260.27 | 4.84% | Signal |
| 2023-11-10 | 2024-04-05 | Interest | 33% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2023-11-10 | 2024-03-11 | Interest | 34% | $1.00 | $1.01 | 1.32% | Interest Income |
| 2023-11-10 | 2024-01-24 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $224.82 | $219.26 | -2.47% | Signal |
| 2023-11-08 | 2023-11-10 | Completed | 34% | $224.82 | $219.26 | -2.47% | Signal |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $224.82 | $219.26 | -2.47% | Signal |
| 2023-09-28 | 2023-11-08 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2023-06-16 | 2023-11-08 | Interest | 34% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2022-11-09 | 2023-11-08 | Interest | 33% | $1.00 | $1.04 | 3.86% | Interest Income |
| 2023-06-28 | 2023-09-28 | Completed | 33% | $231.44 | $226.93 | -1.95% | Signal |
| 2023-03-31 | 2023-06-28 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2023-03-22 | 2023-06-16 | Completed | 34% | $224.70 | $234.77 | 4.48% | Signal |
| 2022-12-22 | 2023-03-31 | Completed | 33% | $235.69 | $225.59 | -4.29% | Signal |
| 2022-05-02 | 2023-03-22 | Interest | 34% | $1.00 | $1.03 | 3.03% | Interest Income |
| 2022-02-01 | 2022-12-22 | Interest | 33% | $1.00 | $1.03 | 2.71% | Interest Income |
| 2022-07-08 | 2022-11-09 | Completed | 33% | $227.02 | $229.25 | 0.98% | Signal |
| 2022-06-14 | 2022-07-08 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2020-04-06 | 2022-06-14 | Completed | 33% | $153.71 | $209.53 | 36.31% | Stop |
| 2022-02-16 | 2022-05-02 | Completed | 34% | $228.40 | $225.19 | -1.41% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-06 | 2022-02-01 | Completed | 33% | $240.24 | $230.76 | -3.95% | Signal |
| 2020-03-24 | 2022-01-25 | Completed | 34% | $134.91 | $223.80 | 65.88% | Stop |
| 2021-12-09 | 2022-01-06 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-06-19 | 2021-12-09 | Completed | 33% | $177.28 | $238.39 | 34.47% | Signal |
| 2020-04-20 | 2020-06-19 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-04-20 | Completed | 33% | $134.91 | $171.89 | 27.41% | Signal |
| 2020-03-13 | 2020-04-06 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 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 |
| 2019-01-18 | 2020-03-13 | Completed | 33% | $150.65 | $151.48 | 0.55% | Stop |
| 2019-11-19 | 2020-03-02 | Completed | 33% | $165.38 | $160.91 | -2.70% | Stop |
| 2019-07-22 | 2020-03-02 | Completed | 34% | $156.55 | $160.91 | 2.78% | Stop |
| 2019-10-22 | 2019-11-19 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-07-26 | 2019-10-22 | Completed | 33% | $156.71 | $156.44 | -0.17% | Signal |
| 2019-07-02 | 2019-07-26 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-04-23 | 2019-07-22 | Interest | 34% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2019-04-02 | 2019-07-02 | Completed | 33% | $155.74 | $158.68 | 1.88% | Signal |
| 2019-01-15 | 2019-04-23 | Completed | 34% | $146.06 | $145.69 | -0.25% | Signal |
| 2018-12-20 | 2019-04-02 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2018-12-26 | 2019-01-18 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-04-19 | 2018-12-26 | Completed | 33% | $119.43 | $134.34 | 12.49% | Stop |
| 2018-08-03 | 2018-12-20 | Completed | 33% | $151.14 | $140.76 | -6.86% | Stop |
| 2017-04-26 | 2018-12-20 | Completed | 34% | $121.52 | $140.76 | 15.83% | Stop |
| 2018-07-12 | 2018-08-03 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-07-10 | 2018-07-12 | Completed | 33% | $147.45 | $147.35 | -0.07% | Signal |
| 2018-05-04 | 2018-07-10 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2017-02-27 | 2018-05-04 | Completed | 33% | $120.35 | $134.20 | 11.51% | Signal |
| 2017-02-15 | 2017-04-26 | Interest | 34% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2016-07-22 | 2017-04-19 | Interest | 33% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2016-11-11 | 2017-02-27 | Interest | 33% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2016-08-04 | 2017-02-15 | Completed | 34% | $119.24 | $117.30 | -1.63% | Signal |
| 2016-05-23 | 2016-11-11 | Completed | 33% | $109.06 | $113.62 | 4.18% | Signal |
| 2015-12-10 | 2016-08-04 | Interest | 34% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2016-03-03 | 2016-07-22 | Completed | 33% | $105.35 | $118.16 | 12.16% | Signal |
| 2015-09-28 | 2016-05-23 | Interest | 33% | $1.00 | $1.01 | 1.30% | Interest Income |
| 2016-02-09 | 2016-03-03 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-09-17 | 2016-02-09 | Completed | 33% | $114.43 | $97.28 | -14.99% | Stop |
| 2015-09-17 | 2015-12-10 | Completed | 34% | $114.43 | $112.06 | -2.07% | Signal |
| 2015-09-17 | 2015-09-28 | Completed | 33% | $114.43 | $105.80 | -7.54% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 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 |
| 2012-03-14 | 2015-08-25 | Completed | 34% | $54.40 | $113.75 | 109.09% | Stop |
| 2011-12-29 | 2015-08-25 | Completed | 33% | $50.32 | $113.75 | 126.04% | Stop |
| 2011-08-31 | 2015-08-25 | Completed | 33% | $48.32 | $113.75 | 135.43% | Stop |
| 2011-11-22 | 2012-03-14 | Interest | 34% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2011-08-31 | 2011-12-29 | Interest | 33% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2011-08-29 | 2011-11-22 | Completed | 34% | $47.11 | $46.65 | -0.98% | Signal |
| 2011-08-29 | 2011-08-31 | Completed | 33% | $47.11 | $48.32 | 2.55% | Signal |
| 2011-08-09 | 2011-08-31 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 33% | $40.27 | $43.86 | 8.90% | Stop |
| 2011-01-11 | 2011-08-05 | Completed | 34% | $46.52 | $46.22 | -0.65% | Stop |
| 2010-10-18 | 2011-08-05 | Completed | 33% | $44.65 | $46.22 | 3.53% | Stop |
| 2010-08-30 | 2011-01-11 | Interest | 34% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2010-06-07 | 2010-10-18 | Interest | 33% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2010-06-01 | 2010-08-30 | Completed | 34% | $40.27 | $40.36 | 0.22% | Signal |
| 2010-06-01 | 2010-06-07 | Completed | 33% | $40.27 | $40.51 | 0.57% | 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% | $45.10 | $41.87 | -7.16% | Stop |
| 2009-08-28 | 2010-05-07 | Completed | 34% | $39.75 | $41.87 | 5.32% | Stop |
| 2009-06-19 | 2010-05-07 | Completed | 33% | $35.86 | $41.87 | 16.77% | Stop |
| 2009-11-13 | 2010-03-18 | Interest | 33% | $1.00 | $1.01 | 1.19% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 33% | $41.27 | $41.00 | -0.64% | Signal |
| 2009-04-22 | 2009-11-11 | Interest | 33% | $1.00 | $1.02 | 1.94% | Interest Income |
| 2009-04-22 | 2009-08-28 | Interest | 34% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2009-04-22 | 2009-06-19 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2009-04-20 | 2009-04-22 | Completed | 33% | $32.91 | $32.21 | -2.12% | Signal |
| 2009-04-20 | 2009-04-22 | Completed | 34% | $32.91 | $32.21 | -2.12% | Signal |
| 2009-04-20 | 2009-04-22 | Completed | 33% | $32.91 | $32.21 | -2.12% | Signal |
| 2008-10-07 | 2009-04-20 | Interest | 33% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2008-06-16 | 2009-04-20 | Interest | 33% | $1.00 | $1.03 | 2.78% | Interest Income |
| 2007-12-10 | 2009-04-20 | Interest | 34% | $1.00 | $1.05 | 4.75% | Interest Income |
| 2008-08-21 | 2008-10-07 | Completed | 33% | $43.70 | $38.03 | -12.97% | Stop |
| 2008-01-23 | 2008-08-21 | Interest | 33% | $1.00 | $1.02 | 2.21% | Interest Income |
| 2008-02-14 | 2008-06-16 | Completed | 33% | $44.17 | $41.15 | -6.83% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-11-19 | 2008-01-23 | Completed | 33% | $46.47 | $43.41 | -6.58% | Stop |
| 2006-01-25 | 2008-01-23 | Completed | 33% | $40.65 | $43.41 | 6.78% | Stop |
| 2006-12-06 | 2007-12-10 | Completed | 34% | $42.75 | $48.16 | 12.66% | Signal |
| 2007-08-29 | 2007-11-19 | Interest | 33% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2006-09-14 | 2007-08-29 | Completed | 33% | $42.03 | $44.28 | 5.37% | Signal |
| 2006-06-21 | 2006-12-06 | Interest | 34% | $1.00 | $1.02 | 2.21% | Interest Income |
| 2006-05-15 | 2006-09-14 | Interest | 33% | $1.00 | $1.02 | 1.66% | Interest Income |
| 2006-01-25 | 2006-06-21 | Completed | 34% | $40.65 | $38.30 | -5.79% | Signal |
| 2006-01-26 | 2006-05-15 | Completed | 33% | $40.61 | $38.99 | -3.98% | Signal |
| 2006-01-23 | 2006-01-26 | Interest | 33% | $1.00 | $1.00 | 0.03% | 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
