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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VLYPN (Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C) 4.65% NA NA NA NA NA NA 12.37%
Data as of 07/25/2025, AR inception is 08/15/2024
More Performance Analytics Comparison
Name Start Date End Date
VLYPN (Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C) 08/15/2024 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024
Annualized Return (%) 0.12 NA NA NA NA NA NA 12.37 4.65 7.38
Sharpe Ratio NA NA NA NA NA NA NA 0.87 0.44 1.56
Standard Deviation(%) NA NA NA NA NA NA NA 11.87 12.36 11.18
Draw Down(%) NA NA NA NA NA NA NA 7.89 7.01 3.82
Yield(%) 0.00 7.64 2.55 1.53 0.76 0.51 0.38 7.64 4.02 3.42
Data as of 07/25/2025, AR inception is 08/15/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VLYPN (Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VLYPN (Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart