Trend-Following Backtester · Guide · backtest 한국어

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Vanguard Industrials ETF backtest

10 trend-following strategies were compared on the full daily history of Vanguard Industrials ETF. 1 beat buy-and-hold CAGR; ROC 모멘텀 ranks first by Sharpe, matching the main backtester. Its 98% market exposure makes it hold-like. The return/drawdown alternative is Donchian 채널 돌파 (CAGR 7.5%, MDD -30.2%).

Data 2004-09-29 ~ 2026-07-31daily bars 5,494 (21.8 years)Costs 0.5%Venue XASEMonthly snapshot 2026-07-31

Results by strategy

1 of 10 beat buy and hold (CAGR 9.3%, drawdown -64.9%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 9.7%, MDD -54.7%, Sharpe 0.57, 98% exposure. With at least 95% exposure, it should be treated as hold-like, not strong evidence of timing skill.

Return/drawdown alternative: Donchian 채널 돌파 — CAGR is 0.4%p higher than buy and hold, while drawdown improves by 10.2%p (CAGR 7.5%, MDD -30.2%, exposure 80%).

The alternative must retain 75% of buy-and-hold CAGR, improve drawdown by at least 20% and 5 percentage points, and stay below 95% exposure; the ranking weights return retention 60% and drawdown improvement 40%.

Strategy · parametersCAGRMDDSharpeCalmarTotalTradesExposure
ROC 모멘텀
Hold-like · Exposure 98%
n=8, threshold=-0.09
9.7%-54.7%0.570.187.5x4798%
Donchian 채널 돌파
entryN=50, exitN=78
7.5%-30.2%0.570.254.9x3380%
EMA 크로스오버
fast=39, slow=162
6.5%-26.2%0.520.253.9x2975%
SMA 크로스오버
fast=48, slow=91
6.4%-28.0%0.520.233.8x5969%
Supertrend
period=25, mult=5
5.3%-26.9%0.450.203.1x8366%
볼린저 밴드 돌파
n=19, k=3.3
0.2%-2.8%0.300.081.0x20%
Parabolic SAR
step=0.005, maxStep=0.2
1.0%-34.6%0.140.031.2x20463%
Keltner 채널 돌파
emaPeriod=46, atrPeriod=18, mult=1.2
0.1%-44.1%0.060.001.0x21056%
ADX / DI 방향성
period=29, threshold=13
-1.1%-42.1%-0.08-0.030.8x17233%
MACD
fast=17, slow=37, signal=13
-2.5%-57.9%-0.12-0.040.6x30650%
Buy and hold9.3%-64.9%0.520.147.0x1100%
1x 2005 2008 2011 2014 2017 2020 2023 2026 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -16% -32% -49% -65% 2005 2008 2011 2014 2017 2020 2023 2026 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -54.7% (2007-10-09 → 2009-02-20), recovered after 1,217 days.

Rules of the top strategy

Rides the trend when recent return (momentum) over a window is above a threshold.

Method and caveats

Past performance does not guarantee future returns. Parameters were selected on the same full-history sample using sharpe over 40 trials per strategy, so results contain in-sample bias. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-run the same setupAll asset reports

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