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 | 2.80% | 12.44% | -1.01% | 4.69% | 7.62% | 11.52% | 8.02% | 10.15% |
| Sharpe Ratio | 0.23 | 0.74 | -0.07 | 0.22 | 0.52 | 0.52 | 0.55 | 0.42 |
| Max Drawdown | -10.53% | -15.96% | -22.80% | -37.19% | -22.80% | -37.19% | -24.75% | -53.88% |
| % Time Invested | 68.3% | 100.0% | 68.6% | 100.0% | 78.0% | 100.0% | 74.7% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.0 | 0.0 | 1.1 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-02-17 | Open | Interest | 100% | $1.00 | $1.00 | 0.84% | Mark-to-Market |
| 2025-06-16 | 2026-02-17 | Completed | 100% | $270.36 | $272.39 | 0.75% | Signal |
| 2025-05-07 | 2025-06-16 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2025-05-01 | 2025-05-07 | Completed | 100% | $249.20 | $250.92 | 0.69% | Signal |
| 2025-04-07 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-12-18 | 2025-04-07 | Completed | 100% | $213.14 | $212.61 | -0.25% | Stop |
| 2023-10-30 | 2023-12-18 | Interest | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2023-02-13 | 2023-10-30 | Completed | 100% | $192.80 | $178.28 | -7.53% | Stop |
| 2023-01-20 | 2023-02-13 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $187.08 | $181.67 | -2.89% | Signal |
| 2022-01-19 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 3.01% | Interest Income |
| 2020-06-29 | 2022-01-19 | Completed | 100% | $155.85 | $218.91 | 40.46% | Stop |
| 2020-06-05 | 2020-06-29 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 100% | $158.85 | $161.79 | 1.85% | Signal |
| 2020-03-30 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-03-30 | Completed | 100% | $110.45 | $121.36 | 9.88% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-19 | 2020-03-02 | Completed | 100% | $135.02 | $144.34 | 6.90% | Stop |
| 2019-02-22 | 2019-03-19 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2019-02-20 | 2019-02-22 | Completed | 100% | $132.24 | $131.93 | -0.24% | Signal |
| 2018-11-23 | 2019-02-20 | Interest | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2016-05-09 | 2018-11-23 | Completed | 100% | $92.84 | $119.13 | 28.31% | Signal |
| 2015-12-01 | 2016-05-09 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2015-11-25 | 2015-12-01 | Completed | 100% | $95.04 | $95.54 | 0.53% | Signal |
| 2015-08-25 | 2015-11-25 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2012-08-28 | 2015-08-25 | Completed | 100% | $59.78 | $90.93 | 52.11% | Stop |
| 2012-07-23 | 2012-08-28 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2012-03-07 | 2012-07-23 | Completed | 100% | $59.84 | $56.68 | -5.28% | Signal |
| 2012-02-13 | 2012-03-07 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-02-09 | 2012-02-13 | Completed | 100% | $60.64 | $60.76 | 0.19% | Signal |
| 2011-08-08 | 2012-02-09 | Interest | 100% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2010-09-21 | 2011-08-08 | Completed | 100% | $47.88 | $50.77 | 6.04% | Stop |
| 2010-08-27 | 2010-09-21 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-06-16 | 2010-08-27 | Completed | 100% | $45.79 | $43.49 | -5.03% | Signal |
| 2010-05-24 | 2010-06-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2009-06-10 | 2010-05-24 | Completed | 100% | $35.74 | $43.49 | 21.67% | Stop |
| 2008-08-19 | 2009-06-10 | Interest | 100% | $1.00 | $1.03 | 2.52% | Interest Income |
Return Distribution Analysis
