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 | 1.65% | 6.91% | -0.70% | 3.74% | 5.79% | 9.31% | 6.69% | 9.75% |
| Sharpe Ratio | 0.16 | 0.43 | -0.06 | 0.25 | 0.41 | 0.53 | 0.49 | 0.54 |
| Max Drawdown | -6.66% | -10.40% | -22.02% | -17.71% | -22.02% | -28.85% | -23.12% | -39.12% |
| % Time Invested | 32.9% | 100.0% | 57.1% | 100.0% | 70.1% | 100.0% | 74.7% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.0 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-10-30 | Open | Interest | 100% | $1.00 | $1.00 | 2.04% | Mark-to-Market |
| 2025-10-28 | 2025-10-30 | Completed | 100% | $271.41 | $266.64 | -1.76% | Signal |
| 2025-08-27 | 2025-10-28 | Interest | 100% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2025-05-01 | 2025-08-27 | Completed | 100% | $249.18 | $250.88 | 0.68% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-04-02 | 2025-04-08 | Completed | 100% | $256.41 | $247.60 | -3.43% | Stop |
| 2023-11-10 | 2024-04-02 | Interest | 100% | $1.00 | $1.02 | 1.57% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $224.82 | $219.26 | -2.47% | Signal |
| 2022-11-17 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.76% | Interest Income |
| 2022-07-08 | 2022-11-17 | Completed | 100% | $227.02 | $229.18 | 0.95% | Signal |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2020-04-06 | 2022-06-14 | Completed | 100% | $153.71 | $209.53 | 36.31% | Stop |
| 2020-03-13 | 2020-04-06 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-01-17 | 2020-03-13 | Completed | 100% | $147.87 | $151.48 | 2.45% | Stop |
| 2018-12-24 | 2019-01-17 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-04-07 | 2018-12-24 | Completed | 100% | $119.96 | $135.85 | 13.24% | Stop |
| 2016-07-20 | 2017-04-07 | Interest | 100% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2016-03-03 | 2016-07-20 | Completed | 100% | $105.35 | $116.88 | 10.95% | Signal |
| 2016-02-09 | 2016-03-03 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-09-17 | 2016-02-09 | Completed | 100% | $114.43 | $97.28 | -14.99% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2015-08-25 | Completed | 100% | $47.65 | $113.75 | 138.71% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 100% | $40.27 | $44.82 | 11.28% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-17 | 2010-05-07 | Completed | 100% | $45.24 | $41.87 | -7.44% | Stop |
| 2009-11-13 | 2010-03-17 | Interest | 100% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $41.27 | $41.00 | -0.64% | Signal |
| 2009-04-22 | 2009-11-11 | Interest | 100% | $1.00 | $1.02 | 1.94% | Interest Income |
| 2009-04-20 | 2009-04-22 | Completed | 100% | $32.91 | $32.21 | -2.12% | Signal |
| 2008-06-11 | 2009-04-20 | Interest | 100% | $1.00 | $1.03 | 2.83% | Interest Income |
| 2008-02-14 | 2008-06-11 | Completed | 100% | $44.17 | $41.13 | -6.86% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-04-23 | 2008-01-23 | Completed | 100% | $46.42 | $43.41 | -6.49% | Stop |
| 2007-03-29 | 2007-04-23 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-01-25 | 2007-03-29 | Completed | 100% | $40.65 | $43.54 | 7.10% | Signal |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
