Valley National Bancorp (VLY) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$11,244
Total Return
12.44%
CAGR
2.37%
Dividends
$1,718.65
Yield on Cost
17.19%

Rolling Returns

1-Month (21 Trading Days)
Average+0.60%
Median+0.11%
Best+35.17%
Worst-25.42%
% of Windows Positive50.1%
1-Year (252 Trading Days)
Average-0.20%
Median-7.07%
Best+69.62%
Worst-41.55%
% of Windows Positive41.2%
3-Year (756 Trading Days)
Average-11.65%
Median-18.40%
Best+77.01%
Worst-48.35%
% of Windows Positive30.8%

Risk Metrics

Maximum Drawdown -54.38%
Average Drawdown -24.58%
Drawdown Duration 1015 Trading Days
Sortino Ratio 0.36
Calmar Ratio 0.04
CVaR (5%) -5.34%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +13.00% (+53.58% ann.) +$1299.51 $94.18 $18.84 $0.15
2025 +33.61% +$3360.83 $492.83 $98.57 $0.79
2024 -12.91% $1290.54 $412.31 $82.46 $0.66
2023 -0.26% $26.26 $394.78 $78.96 $0.63
2022 -15.24% $1524.37 $323.50 $64.70 $0.52
2021 +44.81% +$4480.92 $455.69 $91.14 $0.73
2020 -11.04% $1103.99 $391.04 $78.21 $0.63
2019 +33.18% +$3317.57 $501.78 $100.36 $0.80
2018 -18.42% $1841.53 $396.26 $79.25 $0.63
2017 -0.67% $66.89 $382.20 $76.44 $0.61
2016 +22.45% +$2245.23 $452.99 $90.60 $0.72
2015 +5.16% +$516.17 $459.34 $91.87 $0.73
2014 -0.59% $58.90 $440.53 $88.11 $0.71
2013 +14.24% +$1423.93 $655.86 $131.17 $1.05
2012 -17.05% $1705.35 $564.67 $112.93 $0.90
2011 -4.96% $495.74 $515.30 $103.06 $0.83
2010 +10.79% +$1079.45 $544.22 $108.84 $0.87
2009 -22.74% $2273.54 $402.89 $80.58 $0.64
2008 +15.55% +$1554.91 $446.68 $89.34 $0.71
2007 -22.21% $2220.72 $334.16 $66.83 $0.53
2006 +18.73% +$1873.15 $376.30 $75.26 $0.60
2005 -5.81% $581.36 $335.61 $67.12 $0.54
2004 +2.12% +$212.21 $323.05 $64.61 $0.52
2003 +19.36% +$1936.32 $357.80 $71.56 $0.57
2002 +2.65% +$265.21 $339.74 $67.95 $0.54
2001 +6.93% +$693.10 $332.39 $66.48 $0.53
2000 +28.98% +$2898.00 $390.42 $78.09 $0.62
1999 +7.63% +$762.70 $383.74 $76.75 $0.62
1998 -7.99% $799.15 $311.47 $62.29 $0.50
1997 +65.83% +$6583.00 $440.81 $88.16 $0.70
1996 +10.87% +$1087.32 $419.72 $83.94 $0.67
1995 +0.43% +$43.22 $388.98 $77.80 $0.62
1994 +29.44% +$2944.40 $459.95 $91.99 $0.74
1993 +2.80% +$280.07 $367.96 $73.59 $0.59
1992 +82.80% +$8279.53 $581.68 $116.34 $0.94
1991 +47.55% +$4755.03 $780.87 $156.18 $1.26
1990 partial -19.57% (-24.50% ann.) $1957.15 $449.20 $89.85 $0.72

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +54.82% +10.00% +$5481.52 $2700.56 $540.11 $4.32
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +67.21% +22.11% +$6720.84 $1367.19 $273.44 $2.19
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +32.73% +5.83% +$3273.29 $2060.81 $412.16 $3.30
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -57.76% -45.67% $5776.12 $554.79 $110.96 $0.89
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +44.66% +11.56% +$4465.87 $2771.76 $554.35 $4.44
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +48.28% +5.34% +$4827.97 $4249.94 $849.99 $6.80
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -41.40% -99.78% $4139.61 $100.00 $20.00 $0.16
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +8.83% +14.58% +$882.73 $313.77 $62.75 $0.50
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +64.55% +60.40% +$6455.25 $515.18 $103.03 $0.83
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -6.66% -7.06% $666.09 $330.74 $66.15 $0.53
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -25.20% -14.50% $2519.79 $703.97 $140.79 $1.13
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +52.62% +30.93% +$5261.66 $747.09 $149.42 $1.19

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1990-06-11 $0.0483 1.53%
1990-08-31 $0.0483 1.77%
1990-12-10 $0.0483 1.99%
1991-03-19 $0.0483 1.79%
1991-06-10 $0.0483 1.42%
1991-09-09 $0.0483 1.32%
1991-12-09 $0.0483 1.33%
1992-03-09 $0.0483 1.17%
1992-06-08 $0.0512 1.00%
1992-09-04 $0.0512 1.00%
1992-12-07 $0.0533 0.85%
1993-03-25 $0.0533 0.71%
1993-06-07 $0.0586 0.84%
1993-09-03 $0.0586 0.89%
1993-12-06 $0.0586 0.87%
1994-03-07 $0.0666 0.84%
1994-06-06 $0.0733 0.90%
1994-09-02 $0.0733 0.92%
1994-12-05 $0.0733 0.98%
1995-03-06 $0.0733 0.96%
1995-06-08 $0.0770 1.04%
1995-09-06 $0.0770 1.06%
1995-12-06 $0.0770 1.01%
1996-03-06 $0.0770 0.97%
1996-06-05 $0.0808 0.86%
1996-09-04 $0.0808 0.96%
1996-12-04 $0.0808 0.92%
1997-03-05 $0.0808 0.92%
1997-06-04 $0.0933 1.00%
1997-09-03 $0.0933 0.95%
1997-12-03 $0.0933 0.77%
1998-03-04 $0.0933 0.73%
1998-06-03 $0.1061 0.82%
1998-09-02 $0.1061 0.90%
1998-12-09 $0.1061 0.85%
1999-03-03 $0.1061 0.96%
1999-06-02 $0.1158 0.94%
1999-09-01 $0.1158 1.00%
1999-12-01 $0.1158 1.03%
2000-03-01 $0.1158 1.12%
2000-05-31 $0.1216 1.00%
2000-09-06 $0.1216 0.99%
2000-12-06 $0.1216 0.87%
2001-03-07 $0.1216 0.90%
2001-06-06 $0.1301 0.98%
2001-09-05 $0.1301 0.93%
2001-12-05 $0.1301 0.84%
2002-03-06 $0.1301 0.75%
2002-06-05 $0.1381 0.85%
2002-09-04 $0.1381 0.80%
2002-12-04 $0.1381 0.83%
2003-03-06 $0.1381 0.89%
2003-06-04 $0.1450 0.84%
2003-09-03 $0.1450 0.79%
2003-12-03 $0.1450 0.75%
2004-03-04 $0.1450 0.80%
2004-06-02 $0.1523 0.89%
2004-09-01 $0.1523 0.87%
2004-12-01 $0.1523 0.80%
2005-03-03 $0.1523 0.85%
2005-05-26 $0.1563 0.92%
2005-08-31 $0.1563 0.94%
2005-11-30 $0.1563 0.89%
2006-03-03 $0.1563 0.91%
2006-06-07 $0.1604 0.87%
2006-09-06 $0.1604 0.83%
2006-12-06 $0.1604 0.83%
2007-03-07 $0.1604 0.86%
2007-06-06 $0.1645 0.86%
2007-09-05 $0.1645 0.92%
2007-12-05 $0.1645 1.10%
2008-03-05 $0.1645 1.15%
2008-06-04 $0.1645 1.15%
2008-09-03 $0.1645 0.99%
2008-12-03 $0.1645 1.17%
2009-03-04 $0.1645 1.91%
2009-06-03 $0.1641 1.54%
2009-09-02 $0.1641 1.65%
2009-11-25 $0.1641 1.41%
2010-03-03 $0.1641 1.31%
2010-06-02 $0.1633 1.27%
2010-09-13 $0.1633 1.37%
2010-12-13 $0.1633 1.30%
2011-03-11 $0.1633 1.31%
2011-06-13 $0.1648 1.33%
2011-09-13 $0.1648 1.58%
2011-12-13 $0.1648 1.45%
2012-03-13 $0.1648 1.38%
2012-06-13 $0.1630 1.50%
2012-09-12 $0.1630 1.58%
2012-12-12 $0.1630 1.72%
2013-03-13 $0.1630 1.56%
2013-06-12 $0.1630 1.78%
2013-09-11 $0.1630 1.56%
2013-12-11 $0.1100 1.10%
2014-03-12 $0.1100 1.07%
2014-06-11 $0.1100 1.08%
2014-09-11 $0.1100 1.09%
2014-12-11 $0.1100 1.15%
2015-03-11 $0.1100 1.15%
2015-06-11 $0.1100 1.08%
2015-09-11 $0.1100 1.15%
2015-12-11 $0.1100 1.09%
2016-03-11 $0.1100 1.16%
2016-06-13 $0.1100 1.18%
2016-09-13 $0.1100 1.14%
2016-12-13 $0.1100 0.96%
2017-03-13 $0.1100 0.89%
2017-06-13 $0.1100 0.91%
2017-09-14 $0.1100 0.99%
2017-12-21 $0.1100 0.96%
2018-03-14 $0.1100 0.83%
2018-06-14 $0.1100 0.86%
2018-09-13 $0.1100 0.93%
2018-12-13 $0.1100 1.12%
2019-03-14 $0.1100 1.07%
2019-06-13 $0.1100 1.05%
2019-09-12 $0.1100 0.98%
2019-12-12 $0.1100 0.96%
2020-03-12 $0.1100 1.45%
2020-06-12 $0.1100 1.40%
2020-09-14 $0.1100 1.51%
2020-12-14 $0.1100 1.13%
2021-03-12 $0.1100 0.80%
2021-06-14 $0.1100 0.78%
2021-09-14 $0.1100 0.89%
2021-12-14 $0.1100 0.81%
2022-03-14 $0.1100 0.81%
2022-06-14 $0.1100 1.03%
2022-09-14 $0.1100 0.94%
2022-12-14 $0.1100 0.95%
2023-03-14 $0.1100 1.09%
2023-06-14 $0.1100 1.28%
2023-09-13 $0.1100 1.21%
2023-12-13 $0.1100 1.12%
2024-03-13 $0.1100 1.38%
2024-06-13 $0.1100 1.60%
2024-09-13 $0.1100 1.35%
2024-12-13 $0.1100 1.08%
2025-03-14 $0.1100 1.29%
2025-06-13 $0.1100 1.23%
2025-09-15 $0.1100 1.02%
2025-12-15 $0.1100 0.92%
2026-03-13 $0.1100 0.93%
Total 144 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-14 $79.31 $15.86 $0.13 4.6050
2021-09-14 $79.81 $15.96 $0.13 5.3730
2021-12-14 $80.41 $16.08 $0.13 4.7694
2022-03-14 $80.93 $16.19 $0.13 4.8076
2022-06-14 $81.46 $16.29 $0.13 6.0782
2022-09-14 $82.13 $16.43 $0.13 5.6187
2022-12-14 $82.75 $16.55 $0.13 5.8724
2023-03-14 $83.39 $16.68 $0.13 6.9066
2023-06-14 $84.15 $16.83 $0.13 8.2135
2023-09-13 $85.05 $17.01 $0.14 7.6130
2023-12-13 $85.89 $17.18 $0.14 6.6066
2024-03-13 $86.62 $17.32 $0.14 8.7985
2024-06-13 $87.59 $17.52 $0.14 10.4528
2024-09-13 $88.74 $17.75 $0.14 8.3154
2024-12-13 $89.65 $17.93 $0.14 7.0659
2025-03-14 $90.43 $18.09 $0.14 8.2043
2025-06-13 $91.33 $18.27 $0.15 8.5485
2025-09-15 $92.27 $18.45 $0.15 6.9173
2025-12-15 $93.03 $18.61 $0.15 6.2365
2026-03-13 $93.72 $18.74 $0.15 6.3626
Total $1718.65 $343.73 $2.75 137.3660

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

XOM

CAGR 11.25% Total 94472.12% Final $9,457,212
1962-01-02 — 2026-04-14
ESPR

CAGR -14.17% Total -85.86% Final $1,414
2013-06-26 — 2026-04-14
O

CAGR 12.25% Total 3708.03% Final $380,803
1994-10-18 — 2026-04-14