Performance Comparison
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