VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VIG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 20.14% | 20.60% | 7.89% | 9.98% | 12.05% | 12.92% | 9.75% | 10.44% |
| Sharpe Ratio | 1.73 | 1.77 | 0.63 | 0.67 | 0.88 | 0.76 | 0.74 | 0.57 |
| Max Drawdown | -7.91% | -7.91% | -18.14% | -20.39% | -18.14% | -31.72% | -22.59% | -43.76% |
| % Time Invested | 99.2% | 100.0% | 76.9% | 100.0% | 83.7% | 100.0% | 79.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 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 |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $187.86 | $225.63 | 20.11% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-05 | 2025-04-08 | Completed | 100% | $157.97 | $178.39 | 12.93% | Stop |
| 2023-11-10 | 2023-12-05 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $151.28 | $150.81 | -0.32% | Signal |
| 2023-07-27 | 2023-11-08 | Interest | 100% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2023-07-19 | 2023-07-27 | Completed | 100% | $156.59 | $159.22 | 1.68% | Signal |
| 2022-12-06 | 2023-07-19 | Interest | 100% | $1.00 | $1.02 | 2.20% | Interest Income |
| 2022-11-07 | 2022-12-06 | Completed | 100% | $137.88 | $146.29 | 6.10% | Signal |
| 2022-10-14 | 2022-11-07 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2022-06-14 | 2022-10-14 | Completed | 100% | $132.30 | $131.02 | -0.96% | Stop |
| 2022-05-20 | 2022-06-14 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-04-01 | 2022-05-20 | Completed | 100% | $89.06 | $135.78 | 52.47% | Stop |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-01-17 | 2020-03-10 | Completed | 100% | $87.68 | $101.08 | 15.28% | Stop |
| 2018-12-24 | 2019-01-17 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-01 | 2018-12-24 | Completed | 100% | $70.73 | $82.49 | 16.63% | Stop |
| 2016-03-28 | 2016-09-01 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2015-09-17 | 2016-03-28 | Completed | 100% | $61.82 | $66.43 | 7.47% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $39.03 | $61.34 | 57.18% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $33.41 | $36.32 | 8.72% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-30 | 2010-05-07 | Completed | 100% | $35.48 | $34.65 | -2.33% | Stop |
| 2009-03-23 | 2010-03-30 | Interest | 100% | $1.00 | $1.04 | 3.55% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 100% | $25.01 | $24.49 | -2.06% | Signal |
| 2008-07-11 | 2009-03-19 | Interest | 100% | $1.00 | $1.02 | 2.25% | Interest Income |
| 2008-04-28 | 2008-07-11 | Completed | 100% | $37.85 | $34.63 | -8.50% | Signal |
| 2008-04-24 | 2008-04-28 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
