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 | 21.54% | 30.09% | 9.15% | 10.01% | 10.22% | 12.23% | 7.77% | 10.82% |
| Sharpe Ratio | 1.65 | 2.09 | 0.74 | 0.60 | 0.80 | 0.67 | 0.62 | 0.60 |
| Max Drawdown | -9.67% | -9.67% | -15.49% | -26.38% | -18.60% | -34.24% | -24.30% | -34.24% |
| % Time Invested | 86.5% | 100.0% | 78.3% | 100.0% | 81.4% | 100.0% | 76.7% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.5 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-06-17 | Open | Open | 100% | $123.26 | $148.94 | 20.83% | Mark-to-Market |
| 2025-04-08 | 2025-06-17 | Interest | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2023-01-19 | 2025-04-08 | Completed | 100% | $84.14 | $106.05 | 26.05% | Stop |
| 2022-02-28 | 2023-01-19 | Interest | 100% | $1.00 | $1.03 | 2.82% | Interest Income |
| 2020-07-21 | 2022-02-28 | Completed | 100% | $70.84 | $90.74 | 28.09% | Signal |
| 2020-06-08 | 2020-07-21 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-06-04 | 2020-06-08 | Completed | 100% | $67.07 | $68.91 | 2.74% | Signal |
| 2020-03-10 | 2020-06-04 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2019-03-29 | 2020-03-10 | Completed | 100% | $63.28 | $62.14 | -1.79% | Stop |
| 2018-10-29 | 2019-03-29 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2016-05-04 | 2018-10-29 | Completed | 100% | $46.41 | $59.34 | 27.85% | Signal |
| 2015-08-25 | 2016-05-04 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2015-03-03 | 2015-08-25 | Completed | 100% | $49.25 | $46.27 | -6.06% | Stop |
| 2015-01-20 | 2015-03-03 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2014-12-30 | 2015-01-20 | Completed | 100% | $47.64 | $46.86 | -1.65% | Signal |
| 2014-11-19 | 2014-12-30 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2012-08-17 | 2014-11-19 | Completed | 100% | $34.87 | $47.82 | 37.13% | Signal |
| 2012-07-11 | 2012-08-17 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2012-02-27 | 2012-07-11 | Completed | 100% | $34.69 | $32.89 | -5.19% | Signal |
| 2011-08-08 | 2012-02-27 | Interest | 100% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2010-09-28 | 2011-08-08 | Completed | 100% | $31.35 | $31.09 | -0.84% | Stop |
| 2010-06-18 | 2010-09-28 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
Return Distribution Analysis
