VOO
VANGUARD 500 INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VOO Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 31.58% | 29.97% | 6.91% | 12.72% | 13.72% | 15.12% | 13.57% | 14.65% |
| Sharpe Ratio | 2.21 | 2.12 | 0.47 | 0.71 | 0.90 | 0.78 | 0.91 | 0.81 |
| Max Drawdown | -8.90% | -8.90% | -25.01% | -24.52% | -25.01% | -33.99% | -25.01% | -33.99% |
| % Time Invested | 99.6% | 100.0% | 75.6% | 100.0% | 83.7% | 100.0% | 88.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $497.30 | $654.24 | 31.56% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-05 | 2025-04-07 | Completed | 100% | $404.94 | $444.22 | 9.70% | 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% | $389.11 | $387.76 | -0.35% | Signal |
| 2022-11-21 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.73% | Interest Income |
| 2022-10-18 | 2022-11-21 | Completed | 100% | $328.14 | $345.36 | 5.25% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-02 | 2022-09-26 | Completed | 100% | $355.32 | $320.59 | -9.78% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-10 | Completed | 100% | $198.09 | $351.06 | 77.23% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-16 | 2020-03-02 | Completed | 100% | $214.01 | $249.65 | 16.65% | Stop |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-09 | 2018-12-21 | Completed | 100% | $169.25 | $202.42 | 19.60% | Stop |
| 2016-05-26 | 2016-09-09 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2012-08-31 | 2016-05-26 | Completed | 100% | $101.71 | $162.54 | 59.80% | Signal |
| 2012-08-29 | 2012-08-31 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
