VO
VANGUARD MID-CAP INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VO Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 16.45% | 20.29% | 1.03% | 6.96% | 8.00% | 11.28% | 8.64% | 9.31% |
| Sharpe Ratio | 1.32 | 1.47 | 0.09 | 0.38 | 0.65 | 0.56 | 0.68 | 0.42 |
| Max Drawdown | -8.17% | -8.17% | -24.56% | -27.57% | -24.56% | -39.37% | -24.56% | -58.88% |
| % Time Invested | 99.6% | 100.0% | 90.0% | 100.0% | 94.0% | 100.0% | 91.5% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.4 | 0.0 | 2.9 | 0.0 | 2.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-16 | Open | Open | 34% | $72.05 | $75.88 | 5.32% | Mark-to-Market |
| 2025-07-11 | Open | Open | 33% | $69.86 | $75.88 | 8.62% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $62.32 | $75.88 | 21.76% | Mark-to-Market |
| 2025-07-16 | 2025-09-16 | Interest | 34% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2025-04-30 | 2025-07-16 | Completed | 34% | $62.32 | $69.40 | 11.36% | Signal |
| 2025-03-17 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 1.36% | Interest Income |
| 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 |
| 2024-03-08 | 2025-04-07 | Completed | 33% | $59.31 | $55.96 | -5.66% | Stop |
| 2023-11-17 | 2025-04-07 | Completed | 34% | $51.37 | $55.96 | 8.92% | Stop |
| 2024-01-11 | 2025-03-17 | Completed | 33% | $55.58 | $62.99 | 13.33% | Signal |
| 2023-01-20 | 2024-03-08 | Interest | 33% | $1.00 | $1.05 | 4.53% | Interest Income |
| 2023-10-27 | 2024-01-11 | Interest | 33% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2023-10-26 | 2023-11-17 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-07-21 | 2023-10-27 | Completed | 33% | $54.55 | $47.60 | -12.74% | Stop |
| 2023-04-11 | 2023-10-26 | Completed | 34% | $49.87 | $47.59 | -4.57% | Stop |
| 2023-05-09 | 2023-07-21 | Interest | 33% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2023-01-18 | 2023-05-09 | Completed | 33% | $51.26 | $49.00 | -4.39% | Signal |
| 2023-01-20 | 2023-04-11 | Interest | 34% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $51.26 | $49.85 | -2.73% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $51.26 | $49.85 | -2.73% | Signal |
| 2022-09-26 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2022-04-28 | 2023-01-18 | Interest | 34% | $1.00 | $1.02 | 2.40% | Interest Income |
| 2022-01-25 | 2023-01-18 | Interest | 33% | $1.00 | $1.03 | 2.98% | Interest Income |
| 2022-06-03 | 2022-09-26 | Completed | 33% | $51.31 | $45.20 | -11.91% | Stop |
| 2022-05-11 | 2022-06-03 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-11 | Completed | 33% | $55.06 | $48.57 | -11.79% | Stop |
| 2022-02-16 | 2022-04-28 | Completed | 34% | $55.12 | $52.46 | -4.83% | Signal |
| 2022-02-25 | 2022-03-21 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-04-01 | 2022-02-25 | Completed | 33% | $29.05 | $53.29 | 83.48% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-09-22 | 2022-01-25 | Completed | 34% | $39.63 | $53.45 | 34.87% | Stop |
| 2020-06-26 | 2022-01-25 | Completed | 33% | $36.92 | $53.45 | 44.78% | Stop |
| 2020-05-01 | 2020-09-22 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2020-04-02 | 2020-06-26 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2020-03-24 | 2020-05-01 | Completed | 34% | $26.97 | $33.70 | 24.96% | Signal |
| 2020-03-24 | 2020-04-02 | Completed | 33% | $26.97 | $28.41 | 5.36% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 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 |
| 2019-01-15 | 2020-03-10 | Completed | 33% | $32.28 | $34.67 | 7.42% | Stop |
| 2019-06-18 | 2020-03-02 | Completed | 34% | $37.05 | $37.05 | -0.01% | Stop |
| 2019-03-26 | 2020-03-02 | Completed | 33% | $35.67 | $37.05 | 3.87% | Stop |
| 2019-04-10 | 2019-06-18 | Interest | 34% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2019-04-08 | 2019-04-10 | Completed | 34% | $36.85 | $36.71 | -0.36% | Signal |
| 2018-12-20 | 2019-04-08 | Interest | 34% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2018-10-29 | 2019-03-26 | Interest | 33% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-20 | 2018-12-20 | Completed | 34% | $32.96 | $30.79 | -6.59% | Signal |
| 2017-01-24 | 2018-12-20 | Completed | 33% | $29.12 | $30.79 | 5.72% | Stop |
| 2018-10-29 | 2018-11-20 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-07-09 | 2018-10-29 | Completed | 33% | $35.63 | $32.93 | -7.57% | Stop |
| 2016-07-21 | 2018-10-29 | Completed | 34% | $27.54 | $32.93 | 19.59% | Stop |
| 2018-05-09 | 2018-07-09 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2016-05-03 | 2018-05-09 | Completed | 33% | $26.08 | $34.36 | 31.72% | Signal |
| 2016-11-17 | 2017-01-24 | Interest | 33% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 33% | $27.87 | $28.03 | 0.57% | Signal |
| 2016-06-07 | 2016-11-15 | Interest | 33% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2016-06-07 | 2016-07-21 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-06-03 | 2016-06-07 | Completed | 34% | $26.72 | $26.83 | 0.40% | Signal |
| 2016-06-03 | 2016-06-07 | Completed | 33% | $26.72 | $26.83 | 0.40% | Signal |
| 2016-05-05 | 2016-06-03 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-10-21 | 2016-06-03 | Interest | 34% | $1.00 | $1.01 | 1.22% | Interest Income |
| 2016-02-12 | 2016-05-05 | Completed | 33% | $22.41 | $25.87 | 15.44% | Signal |
| 2015-08-05 | 2016-05-03 | Interest | 33% | $1.00 | $1.02 | 1.52% | Interest Income |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33% | $26.10 | $22.83 | -12.51% | Stop |
| 2015-09-17 | 2015-10-21 | Completed | 34% | $26.10 | $26.09 | -0.03% | 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 |
| 2012-03-27 | 2015-08-25 | Completed | 34% | $16.68 | $25.13 | 50.69% | Stop |
| 2011-08-30 | 2015-08-25 | Completed | 33% | $14.17 | $25.13 | 77.29% | Stop |
| 2012-09-18 | 2015-08-05 | Completed | 33% | $16.79 | $27.12 | 61.50% | Signal |
| 2012-06-28 | 2012-09-18 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2012-01-04 | 2012-06-28 | Completed | 33% | $14.68 | $15.09 | 2.78% | Signal |
| 2011-10-04 | 2012-03-27 | Interest | 34% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2011-08-03 | 2012-01-04 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 34% | $13.95 | $12.36 | -11.43% | 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% | $12.20 | $13.39 | 9.79% | Stop |
| 2010-06-01 | 2011-08-05 | Completed | 34% | $12.20 | $14.25 | 16.81% | Stop |
| 2010-10-12 | 2011-08-03 | Completed | 33% | $13.32 | $14.95 | 12.24% | Signal |
| 2010-07-27 | 2010-10-12 | Interest | 33% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2010-06-01 | 2010-07-27 | Completed | 33% | $12.20 | $12.75 | 4.53% | 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 |
| 2010-03-05 | 2010-05-07 | Completed | 33% | $12.38 | $12.45 | 0.57% | Stop |
| 2009-08-07 | 2010-05-07 | Completed | 34% | $10.28 | $12.45 | 21.17% | Stop |
| 2009-05-13 | 2010-05-07 | Completed | 33% | $8.89 | $12.45 | 40.15% | Stop |
| 2009-09-18 | 2010-03-05 | Interest | 33% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 33% | $10.96 | $11.28 | 2.97% | Signal |
| 2008-07-07 | 2009-09-15 | Interest | 33% | $1.00 | $1.04 | 3.99% | Interest Income |
| 2007-12-12 | 2009-08-07 | Interest | 34% | $1.00 | $1.06 | 5.82% | Interest Income |
| 2008-08-18 | 2009-05-13 | Interest | 33% | $1.00 | $1.02 | 2.28% | Interest Income |
| 2008-07-30 | 2008-08-18 | Completed | 33% | $12.85 | $13.15 | 2.30% | Signal |
| 2008-07-08 | 2008-07-30 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-06-06 | 2008-07-08 | Completed | 33% | $14.48 | $12.69 | -12.41% | Stop |
| 2008-02-04 | 2008-07-07 | Completed | 33% | $13.90 | $12.88 | -7.32% | Signal |
| 2007-08-17 | 2008-06-06 | Interest | 33% | $1.00 | $1.03 | 3.21% | Interest Income |
| 2008-01-10 | 2008-02-04 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-01-25 | 2008-01-10 | Completed | 33% | $12.53 | $13.40 | 6.91% | Stop |
| 2007-09-11 | 2007-12-12 | Completed | 34% | $14.31 | $14.93 | 4.29% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-03 | 2007-08-17 | Completed | 34% | $13.70 | $14.31 | 4.46% | Stop |
| 2006-10-25 | 2007-08-17 | Completed | 33% | $13.12 | $14.31 | 9.03% | Stop |
| 2006-10-05 | 2007-01-03 | Interest | 34% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2006-09-08 | 2006-10-25 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2006-01-25 | 2006-10-05 | Completed | 34% | $12.53 | $12.80 | 2.09% | Signal |
| 2006-09-06 | 2006-09-08 | Completed | 33% | $12.53 | $12.30 | -1.85% | Signal |
| 2006-07-03 | 2006-09-06 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2006-01-25 | 2006-07-03 | Completed | 33% | $12.53 | $12.54 | 0.01% | Signal |
| 2006-01-23 | 2006-01-25 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2006-01-23 | 2006-01-25 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2006-01-23 | 2006-01-25 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
