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 | 12.47% | 20.60% | 8.97% | 9.98% | 10.01% | 12.92% | 9.56% | 10.44% |
| Sharpe Ratio | 1.26 | 1.77 | 0.80 | 0.67 | 0.83 | 0.76 | 0.83 | 0.57 |
| Max Drawdown | -7.91% | -7.91% | -13.99% | -20.39% | -15.85% | -31.72% | -16.29% | -43.76% |
| % Time Invested | 83.3% | 100.0% | 80.4% | 100.0% | 84.4% | 100.0% | 77.8% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.4 | 0.0 | 0.5 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-02 | Open | Open | 100% | $203.41 | $225.63 | 10.92% | Mark-to-Market |
| 2025-05-05 | 2025-07-02 | Interest | 100% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2025-05-01 | 2025-05-05 | Completed | 100% | $187.86 | $189.14 | 0.68% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2022-12-22 | 2025-04-08 | Completed | 100% | $142.87 | $178.39 | 24.86% | Stop |
| 2022-03-23 | 2022-12-22 | Interest | 100% | $1.00 | $1.02 | 2.43% | Interest Income |
| 2020-07-23 | 2022-03-23 | Completed | 100% | $111.69 | $149.42 | 33.78% | Signal |
| 2020-06-05 | 2020-07-23 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 100% | $107.09 | $109.22 | 1.99% | Signal |
| 2020-03-10 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2019-03-15 | 2020-03-10 | Completed | 100% | $95.20 | $101.08 | 6.17% | Stop |
| 2018-12-24 | 2019-03-15 | Interest | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2016-04-01 | 2018-12-24 | Completed | 100% | $66.88 | $82.49 | 23.34% | Stop |
| 2016-01-07 | 2016-04-01 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2016-01-04 | 2016-01-07 | Completed | 100% | $62.94 | $61.57 | -2.18% | Signal |
| 2015-12-01 | 2016-01-04 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2015-11-25 | 2015-12-01 | Completed | 100% | $64.75 | $64.72 | -0.05% | Signal |
| 2015-08-12 | 2015-11-25 | Interest | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2011-12-27 | 2015-08-12 | Completed | 100% | $41.34 | $64.43 | 55.87% | Signal |
| 2011-08-09 | 2011-12-27 | Interest | 100% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2010-09-29 | 2011-08-09 | Completed | 100% | $35.74 | $36.32 | 1.65% | Stop |
| 2010-07-12 | 2010-09-29 | Interest | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2010-06-01 | 2010-07-12 | Completed | 100% | $33.41 | $33.34 | -0.22% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-22 | 2010-05-07 | Completed | 100% | $28.13 | $34.65 | 23.16% | Stop |
| 2009-03-23 | 2009-06-22 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 100% | $25.01 | $24.49 | -2.06% | Signal |
| 2008-04-24 | 2009-03-19 | Interest | 100% | $1.00 | $1.03 | 3.09% | Interest Income |
Return Distribution Analysis
