Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLYPP (Valley National Bancorp A Pref) | 1.09% | 8.63% | 19.47% | 3.51% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLYPP (Valley National Bancorp A Pref) | 10/12/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 8.63 | 19.47 | 3.51 | NA | NA | NA | … | … | 1.09 | 5.21 | 40.00 | -12.66 | -14.17 | 12.27 | 6.96 | 24.09 | -4.74 |
| Sharpe Ratio | NA | 0.78 | 1.01 | 0.05 | NA | NA | NA | … | … | 0.05 | 0.21 | 1.81 | -0.44 | -0.67 | 0.57 | 0.12 | 1.36 | -1.19 |
| Standard Deviation(%) | NA | 7.37 | 16.38 | 23.80 | NA | NA | NA | … | … | 7.66 | 11.58 | 20.07 | 37.40 | 23.29 | 21.31 | 56.47 | 16.57 | 18.82 |
| Draw Down(%) | NA | 2.37 | 18.58 | 49.81 | NA | NA | NA | … | … | 2.37 | 11.39 | 14.17 | 43.55 | 24.58 | 8.33 | 44.86 | 11.50 | 11.95 |
| Yield(%) | 0.00 | 7.74 | 9.19 | 5.51 | 4.72 | 3.15 | 2.36 | … | … | 1.92 | 7.30 | 7.88 | 6.41 | 5.26 | 5.49 | 5.47 | 6.47 | 1.52 |
Data as of 06/10/2026, Common starting date is 10/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLYPP (Valley National Bancorp A Pref) |
-6.52%
Oct 2020 – Oct 2023 |
1.01%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLYPP (Valley National Bancorp A Pref) |
22.28%
May 2023 – May 2026 |
6.94%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart