Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLYPO (Valley National Bancorp B Pref) | 1.06% | 9.25% | 13.32% | 7.09% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 10/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLYPO (Valley National Bancorp B Pref) | 10/12/2018 | 06/15/2026 |
| 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 (%) | 0.50 | 9.25 | 13.32 | 7.09 | NA | NA | NA | … | … | 1.06 | 8.62 | 17.90 | 2.73 | 4.97 | 2.44 | 4.30 | 23.48 | -6.21 |
| Sharpe Ratio | NA | 0.71 | 0.63 | 0.24 | NA | NA | NA | … | … | -0.30 | 0.55 | 0.75 | -0.03 | 0.25 | 0.26 | 0.08 | 2.08 | -1.81 |
| Standard Deviation(%) | NA | 7.49 | 14.66 | 19.70 | NA | NA | NA | … | … | 6.68 | 10.56 | 18.96 | 34.69 | 14.10 | 9.47 | 49.66 | 10.57 | 15.48 |
| Draw Down(%) | NA | 2.48 | 14.33 | 39.40 | NA | NA | NA | … | … | 2.01 | 7.39 | 14.33 | 39.40 | 12.34 | 5.29 | 42.21 | 4.95 | 10.16 |
| Yield(%) | 0.00 | 6.07 | 8.99 | 7.03 | 5.29 | 3.52 | 2.64 | … | … | 3.80 | 8.22 | 9.69 | 8.91 | 5.87 | 5.29 | 5.08 | 5.96 | 1.38 |
Data as of 06/15/2026, 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 |
|---|---|---|---|---|
| VLYPO (Valley National Bancorp B Pref) |
0.79%
Sep 2019 – Sep 2022 |
4.89%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLYPO (Valley National Bancorp B Pref) |
19.20%
Apr 2023 – Apr 2026 |
10.80%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart