Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Valley National Bank Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 30.52% | 1.82% | 4.05% | 4.11% | 5.59% | 6.49% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Valley National Bank Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 30.52 | 1.82 | 4.05 | 4.11 | 5.59 | 6.49 | … | … | 0.84 | 10.20 | 21.09 | -23.49 | 7.25 | 5.13 | 6.81 | 1.66 | 10.28 | 3.21 | -0.46 | 3.40 | 15.97 | 8.43 | 3.68 | 8.33 | 17.17 | 1.28 | 9.67 | 11.64 | 5.37 | 9.97 | 17.73 | 3.92 | 6.70 |
| Sharpe Ratio | NA | 0.44 | -0.15 | 0.04 | 0.21 | NA | NA | … | … | 0.07 | 0.30 | 1.71 | -1.44 | 0.73 | 0.54 | 1.32 | 0.04 | 1.96 | 0.76 | -0.10 | 0.55 | 2.43 | 1.33 | 0.47 | 0.78 | 2.00 | 0.08 | 0.73 | 1.16 | 0.56 | 1.36 | 2.99 | 0.63 | 0.96 |
| Standard Deviation(%) | NA | 12.09 | 13.45 | 12.04 | 9.33 | NA | NA | … | … | 11.96 | 12.12 | 9.82 | 17.24 | 9.92 | 9.09 | 4.10 | 8.04 | 4.91 | 3.97 | 4.99 | 6.19 | 6.55 | 6.30 | 7.73 | 10.63 | 8.55 | 4.50 | 9.15 | 7.21 | 5.69 | 6.65 | 5.70 | 4.48 | 4.58 |
| Draw Down(%) | NA | 9.48 | 26.19 | 29.74 | 29.74 | NA | NA | … | … | 1.03 | 9.48 | 9.60 | 27.97 | 6.29 | 10.45 | 2.35 | 5.91 | 3.58 | 3.18 | 4.28 | 6.04 | 4.97 | 5.92 | 5.40 | 9.72 | 4.54 | 5.03 | 6.21 | 8.34 | 4.87 | 6.16 | 3.41 | 4.36 | 3.37 |
| Yield(%) | NA | 4.25 | 5.25 | 5.20 | 3.59 | NA | NA | … | … | NA | 0.47 | 4.54 | 3.24 | 7.32 | 5.80 | 4.95 | 1.79 | 0.14 | 2.58 | 0.99 | 4.13 | 4.99 | 3.84 | 2.78 | 3.85 | 3.83 | 2.75 | 6.02 | 5.71 | 3.38 | 2.99 | 3.54 | 5.41 | 7.70 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Valley National Bank Savings and Investment Plan Tactical Asset Allocation Moderate |
-5.68%
Sep 2019 – Sep 2022 |
-2.26%
Sep 2017 – Sep 2022 |
1.90%
Oct 2013 – Oct 2023 |
3.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Valley National Bank Savings and Investment Plan Tactical Asset Allocation Moderate |
12.24%
Apr 2003 – Apr 2006 |
11.82%
Oct 2002 – Oct 2007 |
9.72%
Apr 2003 – Apr 2013 |
8.59%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart