VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VYM Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 27.65% | 27.46% | 7.84% | 11.39% | 8.65% | 11.68% | 9.18% | 12.54% |
| Sharpe Ratio | 2.31 | 2.30 | 0.63 | 0.78 | 0.65 | 0.68 | 0.70 | 0.68 |
| Max Drawdown | -6.69% | -6.69% | -15.07% | -15.84% | -16.25% | -35.21% | -18.62% | -35.21% |
| % Time Invested | 99.2% | 100.0% | 76.8% | 100.0% | 81.3% | 100.0% | 80.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 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 |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $121.08 | $154.50 | 27.61% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-03-21 | 2025-04-08 | Completed | 100% | $112.79 | $116.89 | 3.64% | Stop |
| 2023-04-06 | 2024-03-21 | Interest | 100% | $1.00 | $1.04 | 3.90% | Interest Income |
| 2023-04-04 | 2023-04-06 | Completed | 100% | $97.71 | $97.32 | -0.40% | Signal |
| 2023-03-07 | 2023-04-04 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2022-10-20 | 2023-03-07 | Completed | 100% | $90.17 | $98.66 | 9.41% | Signal |
| 2022-09-28 | 2022-10-20 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2021-03-26 | 2022-09-28 | Completed | 100% | $86.86 | $87.09 | 0.26% | Stop |
| 2021-01-19 | 2021-03-26 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2021-01-14 | 2021-01-19 | Completed | 100% | $81.77 | $81.73 | -0.04% | Signal |
| 2020-11-04 | 2021-01-14 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2020-11-04 | Completed | 100% | $53.66 | $70.09 | 30.61% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-18 | 2020-03-02 | Completed | 100% | $65.49 | $68.76 | 4.98% | Stop |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-07-27 | 2018-12-26 | Completed | 100% | $54.55 | $59.38 | 8.86% | Stop |
| 2016-05-12 | 2016-07-27 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2015-09-17 | 2016-05-12 | Completed | 100% | $46.40 | $51.46 | 10.91% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-09-01 | 2015-08-25 | Completed | 100% | $27.11 | $45.72 | 68.63% | Stop |
| 2011-08-10 | 2011-09-01 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-10 | Completed | 100% | $22.54 | $25.48 | 13.06% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-04-14 | 2010-05-07 | Completed | 100% | $24.87 | $23.49 | -5.55% | Stop |
| 2010-03-22 | 2010-04-14 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-18 | 2010-03-22 | Completed | 100% | $24.23 | $23.99 | -1.01% | Signal |
| 2010-01-04 | 2010-03-18 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2009-12-30 | 2010-01-04 | Completed | 100% | $23.38 | $23.27 | -0.50% | Signal |
| 2009-03-23 | 2009-12-30 | Interest | 100% | $1.00 | $1.03 | 2.64% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 100% | $16.66 | $16.38 | -1.69% | Stop |
| 2008-11-10 | 2009-03-19 | Interest | 100% | $1.00 | $1.01 | 0.94% | Interest Income |
Return Distribution Analysis
