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 | 11.37% | 20.29% | -0.49% | 6.96% | 7.13% | 11.28% | 7.44% | 9.31% |
| Sharpe Ratio | 0.94 | 1.47 | -0.04 | 0.38 | 0.56 | 0.56 | 0.56 | 0.42 |
| Max Drawdown | -8.17% | -8.17% | -24.13% | -27.57% | -24.13% | -39.37% | -25.67% | -58.88% |
| % Time Invested | 83.7% | 100.0% | 71.9% | 100.0% | 78.6% | 100.0% | 73.8% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-06-27 | Open | Open | 100% | $68.60 | $75.88 | 10.61% | Mark-to-Market |
| 2025-04-07 | 2025-06-27 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2023-12-20 | 2025-04-07 | Completed | 100% | $55.75 | $55.96 | 0.38% | Stop |
| 2023-10-24 | 2023-12-20 | Interest | 100% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2023-06-05 | 2023-10-24 | Completed | 100% | $50.10 | $48.24 | -3.70% | Signal |
| 2023-05-11 | 2023-06-05 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2023-01-18 | 2023-05-11 | Completed | 100% | $51.26 | $49.04 | -4.33% | Signal |
| 2022-02-24 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.82% | Interest Income |
| 2022-02-16 | 2022-02-24 | Completed | 100% | $55.12 | $50.85 | -7.75% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-07-23 | 2022-01-25 | Completed | 100% | $39.71 | $53.45 | 34.60% | Stop |
| 2020-03-26 | 2020-07-23 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2020-03-24 | 2020-03-26 | Completed | 100% | $26.97 | $29.46 | 9.25% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-26 | 2020-03-02 | Completed | 100% | $35.67 | $37.05 | 3.87% | Stop |
| 2018-11-19 | 2019-03-26 | Interest | 100% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2016-05-03 | 2018-11-19 | Completed | 100% | $26.08 | $33.93 | 30.08% | Signal |
| 2015-08-25 | 2016-05-03 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2012-08-16 | 2015-08-25 | Completed | 100% | $16.06 | $25.13 | 56.46% | Stop |
| 2012-07-25 | 2012-08-16 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-02-09 | 2012-07-25 | Completed | 100% | $16.18 | $15.20 | -6.10% | Signal |
| 2011-08-08 | 2012-02-09 | Interest | 100% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2010-09-20 | 2011-08-08 | Completed | 100% | $12.82 | $13.39 | 4.43% | Stop |
| 2010-08-26 | 2010-09-20 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-06-01 | 2010-08-26 | Completed | 100% | $12.20 | $11.90 | -2.44% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-11 | 2010-05-07 | Completed | 100% | $9.46 | $12.45 | 31.60% | Stop |
| 2008-07-10 | 2009-06-11 | Interest | 100% | $1.00 | $1.03 | 3.00% | Interest Income |
| 2008-06-20 | 2008-07-10 | Completed | 100% | $13.94 | $12.71 | -8.82% | Signal |
| 2007-12-12 | 2008-06-20 | Interest | 100% | $1.00 | $1.02 | 1.96% | Interest Income |
| 2007-10-23 | 2007-12-12 | Completed | 100% | $14.96 | $14.93 | -0.19% | Signal |
| 2007-10-01 | 2007-10-23 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2007-09-11 | 2007-10-01 | Completed | 100% | $14.31 | $15.08 | 5.33% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-10-18 | 2007-08-17 | Completed | 100% | $13.18 | $14.31 | 8.57% | Stop |
| 2006-09-08 | 2006-10-18 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2006-09-06 | 2006-09-08 | Completed | 100% | $12.53 | $12.30 | -1.85% | Signal |
| 2006-07-27 | 2006-09-06 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2006-01-25 | 2006-07-27 | Completed | 100% | $12.53 | $12.20 | -2.69% | Signal |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
