Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLY (Valley National Bancorp) | 7.66% | 26.68% | 1.45% | 11.18% | 3.57% | 3.49% | 1.49% | 6.85% |
Data as of 07/18/2025, AR inception is 03/23/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLY (Valley National Bancorp) | 03/23/1990 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.68 | 1.45 | 11.18 | 3.57 | 3.49 | 1.49 | 6.85 | 7.66 | -11.91 | 0.67 | -14.61 | 45.74 | -10.06 | 34.26 | -17.79 | 0.08 | 23.55 | 6.12 | 0.30 | 15.64 | -11.82 | 0.94 | 6.63 | -25.43 | 22.40 | -25.35 | 13.86 | -0.39 | -2.08 | 14.43 | 29.15 | 2.59 | 36.52 | 4.30 | -10.37 | 61.09 | 7.62 | -2.78 | 25.71 | 0.11 | 77.00 | 40.85 | -22.83 |
| Sharpe Ratio | NA | 0.82 | -0.04 | 0.22 | 0.06 | NA | NA | 0.15 | 0.34 | -0.36 | -0.06 | -0.50 | 1.44 | -0.17 | 1.37 | -0.82 | -0.03 | 0.95 | 0.32 | 0.02 | 0.80 | -0.51 | 0.03 | 0.24 | -0.41 | 0.32 | -1.09 | 0.65 | -0.16 | -0.19 | 0.80 | 0.91 | 0.01 | 1.14 | 0.04 | -0.41 | 3.43 | 0.17 | -0.39 | 1.12 | -0.08 | 1.81 | 0.69 | -0.57 |
| Standard Deviation(%) | NA | 37.23 | 42.15 | 39.85 | 36.29 | NA | NA | 33.59 | 35.63 | 42.90 | 48.55 | 32.33 | 31.79 | 62.10 | 23.86 | 23.55 | 21.86 | 24.52 | 19.22 | 18.00 | 19.58 | 23.68 | 35.37 | 27.07 | 61.78 | 66.71 | 26.28 | 16.17 | 16.68 | 16.04 | 17.04 | 30.75 | 20.72 | 28.34 | 22.67 | 33.50 | 16.64 | 23.50 | 17.23 | 20.15 | 25.66 | 40.70 | 53.45 | 59.26 |
| Draw Down(%) | NA | 25.24 | 47.94 | 53.95 | 53.95 | NA | NA | 62.18 | 23.49 | 38.13 | 47.08 | 31.23 | 17.97 | 44.29 | 11.83 | 34.36 | 14.54 | 15.63 | 13.65 | 12.84 | 15.15 | 24.99 | 28.70 | 23.90 | 55.68 | 35.79 | 30.61 | 10.12 | 11.50 | 15.89 | 11.97 | 13.82 | 22.34 | 21.88 | 17.70 | 29.23 | 7.14 | 17.72 | 16.72 | 21.37 | 15.62 | 10.00 | 18.42 | 41.84 |
| Yield(%) | 0.00 | 5.58 | 4.17 | 6.29 | 4.25 | 3.82 | 3.07 | 11.85 | 2.46 | 4.08 | 3.90 | 3.16 | 4.52 | 3.87 | 4.86 | 3.91 | 3.77 | 4.60 | 4.57 | 4.41 | 6.19 | 5.45 | 5.00 | 5.35 | 4.02 | 4.42 | 3.31 | 3.68 | 3.30 | 3.25 | 3.45 | 3.37 | 3.37 | 4.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 03/23/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLY (Valley National Bancorp) |
-17.41%
May 2021 - May 2024 |
-9.91%
Feb 2004 - Feb 2009 |
-2.53%
Jul 2002 - Jul 2012 |
-1.31%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLY (Valley National Bancorp) |
46.36%
Oct 1990 - Oct 1993 |
28.19%
Oct 1990 - Oct 1995 |
21.04%
Dec 1990 - Dec 2000 |
17.74%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart