VT
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VT Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 28.99% | 30.09% | 5.30% | 10.01% | 8.78% | 12.23% | 5.91% | 10.82% |
| Sharpe Ratio | 2.02 | 2.09 | 0.40 | 0.60 | 0.64 | 0.67 | 0.42 | 0.60 |
| Max Drawdown | -9.67% | -9.67% | -21.71% | -26.38% | -23.57% | -34.24% | -33.32% | -34.24% |
| % Time Invested | 99.2% | 100.0% | 73.6% | 100.0% | 72.3% | 100.0% | 76.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $115.51 | $148.94 | 28.95% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-08 | 2025-04-08 | Completed | 100% | $94.07 | $106.05 | 12.74% | Stop |
| 2023-04-05 | 2023-12-08 | Interest | 100% | $1.00 | $1.03 | 2.75% | Interest Income |
| 2023-04-03 | 2023-04-05 | Completed | 100% | $86.69 | $86.49 | -0.23% | Signal |
| 2022-09-27 | 2023-04-03 | Interest | 100% | $1.00 | $1.02 | 1.90% | Interest Income |
| 2022-05-25 | 2022-09-27 | Completed | 100% | $82.42 | $75.03 | -8.96% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-04-01 | 2022-05-03 | Completed | 100% | $53.82 | $86.19 | 60.15% | Stop |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-12-17 | 2020-03-10 | Completed | 100% | $70.83 | $62.14 | -12.27% | Stop |
| 2019-09-17 | 2019-12-17 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 100% | $66.45 | $65.99 | -0.69% | Signal |
| 2019-06-03 | 2019-09-13 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2019-01-11 | 2019-06-03 | Completed | 100% | $58.46 | $61.70 | 5.55% | Signal |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-02-08 | 2018-12-18 | Completed | 100% | $51.89 | $57.31 | 10.45% | Stop |
| 2016-01-21 | 2017-02-08 | Interest | 100% | $1.00 | $1.02 | 1.98% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 100% | $46.17 | $41.49 | -10.13% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-12-13 | 2015-08-25 | Completed | 100% | $36.50 | $46.27 | 26.77% | Stop |
| 2012-05-23 | 2012-12-13 | Interest | 100% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2011-10-27 | 2012-05-23 | Completed | 100% | $33.25 | $31.95 | -3.88% | Signal |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 100% | $32.01 | $28.87 | -9.80% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-22 | 2011-08-08 | Completed | 100% | $29.21 | $31.09 | 6.44% | Stop |
| 2010-06-18 | 2010-06-22 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
