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 | 16.57% | 29.97% | 9.43% | 12.72% | 12.66% | 15.12% | 11.45% | 14.65% |
| Sharpe Ratio | 1.37 | 2.12 | 0.73 | 0.71 | 0.95 | 0.78 | 0.88 | 0.81 |
| Max Drawdown | -8.90% | -8.90% | -20.08% | -24.52% | -20.08% | -33.99% | -20.08% | -33.99% |
| % Time Invested | 84.5% | 100.0% | 78.4% | 100.0% | 83.2% | 100.0% | 83.8% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.4 | 0.0 | 0.5 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | Open | Open | 100% | $562.51 | $654.24 | 16.31% | Mark-to-Market |
| 2025-05-06 | 2025-06-30 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 100% | $509.03 | $506.81 | -0.43% | Signal |
| 2025-04-07 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-01-27 | 2025-04-07 | Completed | 100% | $354.78 | $444.22 | 25.21% | Stop |
| 2022-03-17 | 2023-01-27 | Interest | 100% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2020-07-07 | 2022-03-17 | Completed | 100% | $266.55 | $375.04 | 40.70% | Signal |
| 2020-04-01 | 2020-07-07 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2020-04-01 | Completed | 100% | $198.09 | $208.64 | 5.33% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-27 | 2020-03-02 | Completed | 100% | $231.76 | $249.65 | 7.72% | Stop |
| 2018-12-13 | 2019-03-27 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2016-04-21 | 2018-12-13 | Completed | 100% | $163.01 | $217.42 | 33.38% | Signal |
| 2016-01-19 | 2016-04-21 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2015-12-10 | 2016-01-19 | Completed | 100% | $157.67 | $146.57 | -7.04% | Signal |
| 2015-09-04 | 2015-12-10 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2012-08-31 | 2015-09-04 | Completed | 100% | $101.71 | $147.16 | 44.69% | Signal |
| 2012-08-29 | 2012-08-31 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
