VOE
VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VOE Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 19.60% | 25.80% | 4.58% | 8.62% | 8.71% | 10.57% | 9.85% | 10.55% |
| Sharpe Ratio | 1.77 | 1.94 | 0.41 | 0.52 | 0.74 | 0.53 | 0.80 | 0.46 |
| Max Drawdown | -6.93% | -6.93% | -13.82% | -19.70% | -14.00% | -43.18% | -19.29% | -51.29% |
| % Time Invested | 99.6% | 100.0% | 88.6% | 100.0% | 92.9% | 100.0% | 90.1% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.0 | 0.0 | 2.8 | 0.0 | 2.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-10-06 | Open | Open | 34% | $173.84 | $191.81 | 10.34% | Mark-to-Market |
| 2025-07-18 | Open | Open | 33% | $164.91 | $191.81 | 16.31% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $151.32 | $191.81 | 26.76% | Mark-to-Market |
| 2025-05-23 | 2025-10-06 | Interest | 34% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2025-02-25 | 2025-07-18 | Interest | 33% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2025-04-30 | 2025-05-23 | Completed | 34% | $151.32 | $155.10 | 2.50% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-04-15 | 2025-04-07 | Completed | 33% | $144.10 | $139.71 | -3.04% | Stop |
| 2024-02-12 | 2025-04-07 | Completed | 34% | $137.30 | $139.71 | 1.76% | Stop |
| 2024-01-12 | 2025-02-25 | Completed | 33% | $137.50 | $161.03 | 17.11% | Signal |
| 2022-12-19 | 2024-04-15 | Interest | 33% | $1.00 | $1.05 | 5.28% | Interest Income |
| 2023-07-12 | 2024-02-12 | Interest | 34% | $1.00 | $1.02 | 2.49% | Interest Income |
| 2023-10-26 | 2024-01-12 | Interest | 33% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2023-08-02 | 2023-10-26 | Completed | 33% | $133.43 | $118.58 | -11.13% | Signal |
| 2023-04-27 | 2023-08-02 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2023-04-04 | 2023-07-12 | Completed | 34% | $125.37 | $133.76 | 6.70% | Signal |
| 2023-04-10 | 2023-04-27 | Completed | 33% | $123.52 | $123.30 | -0.17% | Signal |
| 2023-03-16 | 2023-04-10 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-06-14 | 2023-04-04 | Interest | 34% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2023-01-10 | 2023-03-16 | Completed | 33% | $129.40 | $119.08 | -7.97% | Stop |
| 2022-04-08 | 2023-01-10 | Interest | 33% | $1.00 | $1.02 | 2.48% | Interest Income |
| 2022-10-25 | 2022-12-19 | Completed | 33% | $117.86 | $125.03 | 6.09% | Signal |
| 2022-10-03 | 2022-10-25 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-07-13 | 2022-10-03 | Completed | 33% | $118.19 | $113.73 | -3.78% | Stop |
| 2022-06-17 | 2022-07-13 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2021-03-30 | 2022-06-17 | Completed | 33% | $120.88 | $115.47 | -4.48% | Stop |
| 2020-10-26 | 2022-06-14 | Completed | 34% | $94.47 | $120.31 | 27.35% | Stop |
| 2020-07-09 | 2022-04-08 | Completed | 33% | $83.97 | $135.83 | 61.76% | Signal |
| 2020-07-02 | 2021-03-30 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2020-04-22 | 2020-10-26 | Interest | 34% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2020-03-26 | 2020-07-09 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2020-03-24 | 2020-07-02 | Completed | 33% | $62.74 | $85.05 | 35.55% | Signal |
| 2020-03-24 | 2020-04-22 | Completed | 34% | $62.74 | $75.97 | 21.08% | Signal |
| 2020-03-24 | 2020-03-26 | Completed | 33% | $62.74 | $69.92 | 11.44% | Signal |
| 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 |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-23 | 2020-03-02 | Completed | 33% | $103.33 | $91.50 | -11.44% | Stop |
| 2019-07-01 | 2020-03-02 | Completed | 34% | $96.34 | $91.50 | -5.03% | Stop |
| 2019-03-29 | 2020-03-02 | Completed | 33% | $92.00 | $91.50 | -0.55% | Stop |
| 2019-09-19 | 2019-12-23 | Interest | 33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2019-09-13 | 2019-09-19 | Completed | 33% | $98.06 | $98.15 | 0.09% | Signal |
| 2019-06-11 | 2019-09-13 | Interest | 33% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2018-11-07 | 2019-07-01 | Interest | 34% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2019-01-15 | 2019-06-11 | Completed | 33% | $84.34 | $93.64 | 11.03% | Signal |
| 2018-11-05 | 2019-03-29 | Interest | 33% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-27 | 2018-12-20 | Completed | 33% | $79.75 | $81.17 | 1.77% | Stop |
| 2016-07-18 | 2018-11-07 | Completed | 34% | $73.57 | $91.66 | 24.58% | Signal |
| 2018-08-03 | 2018-11-05 | Completed | 33% | $94.59 | $89.68 | -5.19% | Signal |
| 2018-07-12 | 2018-08-03 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-07-10 | 2018-07-12 | Completed | 33% | $94.57 | $94.26 | -0.34% | Signal |
| 2018-06-14 | 2018-07-10 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-06-12 | 2018-06-14 | Completed | 33% | $93.83 | $93.66 | -0.19% | Signal |
| 2018-05-03 | 2018-06-12 | Interest | 33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2016-04-29 | 2018-05-03 | Completed | 33% | $70.36 | $90.25 | 28.26% | Signal |
| 2016-11-18 | 2016-12-27 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2016-11-16 | 2016-11-18 | Completed | 33% | $76.86 | $77.22 | 0.46% | Signal |
| 2016-04-20 | 2016-11-16 | Interest | 33% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2015-10-12 | 2016-07-18 | Interest | 34% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2016-01-11 | 2016-04-29 | Interest | 33% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2016-02-12 | 2016-04-20 | Completed | 33% | $60.41 | $70.81 | 17.22% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33% | $68.89 | $60.77 | -11.78% | Stop |
| 2016-01-05 | 2016-01-11 | Completed | 33% | $67.82 | $64.30 | -5.19% | Signal |
| 2015-07-30 | 2016-01-05 | Interest | 33% | $1.00 | $1.01 | 0.94% | Interest Income |
| 2015-09-17 | 2015-10-12 | Completed | 34% | $68.89 | $69.48 | 0.85% | Signal |
| 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 |
| 2012-08-15 | 2015-08-25 | Completed | 33% | $41.86 | $66.48 | 58.82% | Stop |
| 2012-03-22 | 2015-08-25 | Completed | 34% | $42.17 | $66.48 | 57.65% | Stop |
| 2014-12-23 | 2015-07-30 | Completed | 33% | $70.06 | $70.78 | 1.03% | Signal |
| 2014-11-19 | 2014-12-23 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2014-11-17 | 2014-11-19 | Completed | 33% | $67.64 | $68.39 | 1.11% | Signal |
| 2014-10-24 | 2014-11-17 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2012-09-12 | 2014-10-24 | Completed | 33% | $43.37 | $65.13 | 50.18% | Signal |
| 2012-06-26 | 2012-09-12 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2012-07-24 | 2012-08-15 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-08-30 | 2012-07-24 | Completed | 33% | $36.26 | $40.36 | 11.30% | Signal |
| 2011-12-29 | 2012-06-26 | Completed | 33% | $38.06 | $38.94 | 2.32% | Signal |
| 2011-10-05 | 2012-03-22 | Interest | 34% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2011-08-01 | 2011-12-29 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2011-08-29 | 2011-10-05 | Completed | 34% | $35.71 | $33.28 | -6.81% | Stop |
| 2011-08-08 | 2011-08-30 | 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 | 2011-08-08 | Completed | 33% | $32.80 | $34.28 | 4.51% | Stop |
| 2010-06-01 | 2011-08-05 | Completed | 34% | $32.80 | $36.30 | 10.67% | Stop |
| 2010-10-19 | 2011-08-01 | Completed | 33% | $35.35 | $39.92 | 12.93% | Signal |
| 2010-07-27 | 2010-10-19 | Interest | 33% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2010-06-01 | 2010-07-27 | Completed | 33% | $32.80 | $34.18 | 4.20% | 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% | $34.75 | $33.50 | -3.60% | Stop |
| 2009-08-12 | 2010-05-07 | Completed | 34% | $27.13 | $33.50 | 23.51% | Stop |
| 2009-05-26 | 2010-05-07 | Completed | 33% | $22.55 | $33.50 | 48.57% | Stop |
| 2010-02-24 | 2010-03-18 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-02-19 | 2010-02-24 | Completed | 33% | $32.18 | $32.01 | -0.53% | Signal |
| 2008-08-19 | 2010-02-19 | Interest | 33% | $1.00 | $1.05 | 5.03% | Interest Income |
| 2008-08-19 | 2009-08-12 | Interest | 34% | $1.00 | $1.03 | 3.16% | Interest Income |
| 2008-08-19 | 2009-05-26 | Interest | 33% | $1.00 | $1.02 | 2.36% | Interest Income |
Return Distribution Analysis
