VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VUG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.69% | 31.57% | 8.83% | 12.99% | 16.22% | 17.71% | 10.57% | 12.69% |
| Sharpe Ratio | 0.35 | 1.68 | 0.60 | 0.55 | 1.00 | 0.76 | 0.73 | 0.58 |
| Max Drawdown | -13.07% | -16.53% | -20.94% | -35.61% | -20.94% | -35.61% | -24.55% | -50.68% |
| % Time Invested | 76.2% | 100.0% | 70.5% | 100.0% | 80.4% | 100.0% | 75.9% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.2 | 0.0 | 1.1 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Interest | 100% | $1.00 | $1.00 | 0.10% | Mark-to-Market |
| 2026-04-20 | 2026-04-22 | Completed | 100% | $82.13 | $82.21 | 0.10% | Signal |
| 2026-03-26 | 2026-04-20 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-06-24 | 2026-03-26 | Completed | 100% | $70.77 | $73.27 | 3.54% | Signal |
| 2025-04-01 | 2025-06-24 | Interest | 100% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $62.20 | $61.29 | -1.46% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-03-14 | 2024-08-06 | Completed | 100% | $37.92 | $56.83 | 49.86% | Stop |
| 2023-01-20 | 2023-03-14 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $37.20 | $36.42 | -2.09% | Signal |
| 2022-02-28 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2022-02-16 | 2022-02-28 | Completed | 100% | $46.22 | $44.69 | -3.30% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-03 | 2022-01-25 | Completed | 100% | $31.68 | $45.01 | 42.10% | Stop |
| 2020-04-17 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-03-24 | 2020-04-17 | Completed | 100% | $23.27 | $28.42 | 22.13% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-28 | 2020-03-02 | Completed | 100% | $24.66 | $28.53 | 15.69% | Stop |
| 2019-02-22 | 2019-03-28 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2019-02-20 | 2019-02-22 | Completed | 100% | $24.05 | $24.02 | -0.14% | Signal |
| 2018-12-04 | 2019-02-20 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2016-04-29 | 2018-12-04 | Completed | 100% | $16.24 | $23.61 | 45.39% | Signal |
| 2016-01-19 | 2016-04-29 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2015-12-09 | 2016-01-19 | Completed | 100% | $16.52 | $15.05 | -8.91% | Signal |
| 2015-09-24 | 2015-12-09 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2015-09-17 | 2015-09-24 | Completed | 100% | $15.98 | $15.47 | -3.21% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-01-19 | 2015-08-25 | Completed | 100% | $9.39 | $15.18 | 61.63% | Stop |
| 2011-08-09 | 2012-01-19 | Interest | 100% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2010-10-14 | 2011-08-09 | Completed | 100% | $8.09 | $8.10 | 0.24% | Stop |
| 2010-09-22 | 2010-10-14 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-09-17 | 2010-09-22 | Completed | 100% | $7.69 | $7.74 | 0.72% | Signal |
| 2010-07-08 | 2010-09-17 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2010-06-01 | 2010-07-08 | Completed | 100% | $7.27 | $7.19 | -1.12% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-12 | 2010-05-07 | Completed | 100% | $6.17 | $7.55 | 22.34% | Stop |
| 2008-07-15 | 2009-06-12 | Interest | 100% | $1.00 | $1.03 | 2.96% | Interest Income |
| 2008-06-12 | 2008-07-15 | Completed | 100% | $8.52 | $7.83 | -8.14% | Signal |
| 2008-01-23 | 2008-06-12 | Interest | 100% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2006-10-17 | 2008-01-23 | Completed | 100% | $7.65 | $7.63 | -0.28% | Stop |
| 2006-06-30 | 2006-10-17 | Interest | 100% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2006-01-25 | 2006-06-30 | Completed | 100% | $7.37 | $7.23 | -1.83% | Signal |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
