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 | 21.77% | 20.29% | -1.30% | 6.96% | 9.10% | 11.28% | 7.80% | 9.31% |
| Sharpe Ratio | 1.56 | 1.47 | -0.09 | 0.38 | 0.60 | 0.56 | 0.52 | 0.42 |
| Max Drawdown | -8.17% | -8.17% | -32.18% | -27.57% | -32.18% | -39.37% | -33.31% | -58.88% |
| % Time Invested | 99.6% | 100.0% | 67.9% | 100.0% | 75.6% | 100.0% | 77.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $62.32 | $75.88 | 21.76% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-03-01 | 2025-04-07 | Completed | 100% | $58.15 | $55.96 | -3.77% | Stop |
| 2023-01-20 | 2024-03-01 | Interest | 100% | $1.00 | $1.04 | 4.44% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $51.26 | $49.85 | -2.73% | Signal |
| 2022-10-20 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2022-10-18 | 2022-10-20 | Completed | 100% | $46.21 | $45.31 | -1.95% | 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% | $50.61 | $45.20 | -10.69% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-10 | Completed | 100% | $55.12 | $49.41 | -10.35% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $26.97 | $53.45 | 98.19% | 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% | $32.27 | $37.05 | 14.80% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-01-24 | 2018-12-18 | Completed | 100% | $29.12 | $31.66 | 8.73% | Stop |
| 2016-11-17 | 2017-01-24 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $27.87 | $28.03 | 0.57% | Signal |
| 2016-06-07 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2016-06-03 | 2016-06-07 | Completed | 100% | $26.72 | $26.83 | 0.40% | Signal |
| 2016-05-04 | 2016-06-03 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-02-12 | 2016-05-04 | Completed | 100% | $22.41 | $25.83 | 15.25% | 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% | $26.10 | $22.83 | -12.51% | 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% | $14.97 | $25.13 | 67.81% | 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% | $14.17 | $12.88 | -9.10% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-08 | Completed | 100% | $12.20 | $13.39 | 9.79% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-05 | 2010-05-07 | Completed | 100% | $12.38 | $12.45 | 0.57% | Stop |
| 2009-09-18 | 2010-03-05 | Interest | 100% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $10.96 | $11.28 | 2.97% | Signal |
| 2008-07-01 | 2009-09-15 | Interest | 100% | $1.00 | $1.04 | 4.04% | Interest Income |
| 2008-02-04 | 2008-07-01 | Completed | 100% | $13.90 | $13.21 | -4.99% | Signal |
| 2008-01-10 | 2008-02-04 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-09-11 | 2008-01-10 | Completed | 100% | $14.31 | $13.40 | -6.37% | Stop |
| 2007-08-17 | 2007-09-11 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-01-25 | 2007-08-17 | Completed | 100% | $12.53 | $14.31 | 14.13% | Stop |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
