VOT
VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VOT Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 2.44% | 12.44% | -0.36% | 4.69% | 10.38% | 11.52% | 7.72% | 10.15% |
| Sharpe Ratio | 0.16 | 0.74 | -0.02 | 0.22 | 0.61 | 0.52 | 0.47 | 0.42 |
| Max Drawdown | -16.31% | -15.96% | -29.56% | -37.19% | -29.56% | -37.19% | -34.88% | -53.88% |
| % Time Invested | 93.3% | 100.0% | 68.5% | 100.0% | 75.4% | 100.0% | 75.7% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.2 | 0.0 | 0.9 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Open | 100% | $285.31 | $277.62 | -2.70% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-30 | 2026-03-30 | Completed | 100% | $242.66 | $254.79 | 5.00% | Stop |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-01-16 | 2025-04-07 | Completed | 100% | $211.13 | $212.61 | 0.70% | Stop |
| 2023-04-05 | 2024-01-16 | Interest | 100% | $1.00 | $1.03 | 3.14% | Interest Income |
| 2023-04-03 | 2023-04-05 | Completed | 100% | $190.79 | $187.94 | -1.50% | Signal |
| 2023-01-20 | 2023-04-03 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $187.08 | $181.67 | -2.89% | Signal |
| 2022-09-13 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2022-05-25 | 2022-09-13 | Completed | 100% | $174.18 | $187.39 | 7.58% | Signal |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-10 | 2022-05-03 | Completed | 100% | $219.19 | $193.29 | -11.82% | Stop |
| 2022-01-19 | 2022-02-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-19 | Completed | 100% | $110.45 | $218.91 | 98.20% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-11 | 2020-03-02 | Completed | 100% | $119.14 | $144.34 | 21.15% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-02-14 | 2018-12-18 | Completed | 100% | $104.96 | $116.05 | 10.56% | Stop |
| 2016-05-12 | 2017-02-14 | Interest | 100% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2016-02-12 | 2016-05-12 | Completed | 100% | $79.88 | $93.71 | 17.32% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 100% | $95.40 | $82.79 | -13.22% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-27 | 2015-08-25 | Completed | 100% | $56.55 | $90.93 | 60.80% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 100% | $53.79 | $48.39 | -10.03% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-16 | 2011-08-08 | Completed | 100% | $45.79 | $50.77 | 10.88% | Stop |
| 2010-05-24 | 2010-06-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-03-31 | 2010-05-24 | Completed | 100% | $46.60 | $43.49 | -6.69% | Stop |
| 2010-03-09 | 2010-03-31 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-03-05 | 2010-03-09 | Completed | 100% | $45.03 | $45.26 | 0.52% | Signal |
| 2009-11-13 | 2010-03-05 | Interest | 100% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $41.51 | $40.95 | -1.35% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $39.86 | $40.80 | 2.36% | Signal |
| 2008-09-16 | 2009-09-15 | Interest | 100% | $1.00 | $1.03 | 3.21% | Interest Income |
| 2008-08-21 | 2008-09-16 | Completed | 100% | $50.30 | $42.81 | -14.90% | Signal |
| 2008-08-19 | 2008-08-21 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
