Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBT (Truist Financial Corporation) | NA | 25.49% | 8.75% | 11.61% | 10.83% | 5.39% | 6.73% | … | … |
Data as of 12/13/2019, Common starting date is 03/23/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBT (Truist Financial Corporation) | 03/23/1990 | 12/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 3.28 | 25.49 | 8.75 | 11.61 | 10.83 | 5.39 | 6.73 | … | … | 33.31 | -10.24 | 7.57 | 28.45 | -0.11 | 6.89 | 32.76 | 18.59 | -1.85 | 5.95 | -2.04 | -4.48 | -27.14 | 8.91 | 3.39 | 12.84 | 8.10 | 5.65 | -0.45 | 40.68 | -30.65 | 28.52 | 81.56 | 42.96 | 42.64 | 0.45 | 3.62 | 46.02 | 40.01 | -26.61 |
| Sharpe Ratio | NA | 1.11 | 0.38 | 0.51 | 0.45 | NA | NA | … | … | 1.59 | -0.53 | 0.40 | 1.21 | -0.01 | 0.44 | 1.95 | 0.85 | -0.05 | 0.18 | -0.03 | -0.07 | -1.09 | 0.40 | 0.07 | 0.80 | 0.38 | 0.18 | -0.13 | 0.92 | -1.08 | 0.87 | 3.13 | 2.04 | 1.87 | -0.12 | 0.06 | 1.56 | 1.00 | -0.88 |
| Standard Deviation(%) | NA | 21.57 | 20.11 | 21.05 | 23.65 | NA | NA | … | … | 21.15 | 22.02 | 17.21 | 23.29 | 21.29 | 15.71 | 16.81 | 22.05 | 36.93 | 31.76 | 71.90 | 79.14 | 27.96 | 13.68 | 16.26 | 14.80 | 19.48 | 25.12 | 22.40 | 39.58 | 31.55 | 28.66 | 24.73 | 19.10 | 20.67 | 21.18 | 25.43 | 27.67 | 35.97 | 43.82 |
| Draw Down(%) | NA | 13.43 | 24.65 | 25.57 | 44.54 | NA | NA | … | … | 13.43 | 24.65 | 16.46 | 19.23 | 15.83 | 12.54 | 9.77 | 19.81 | 33.48 | 38.24 | 50.59 | 45.05 | 28.21 | 9.20 | 11.68 | 12.17 | 18.75 | 19.70 | 16.50 | 24.80 | 31.34 | 24.20 | 11.66 | 10.57 | 11.17 | 20.93 | 18.00 | 15.28 | 16.67 | 41.57 |
| Yield(%) | 0.00 | 3.24 | 3.05 | 3.51 | 4.03 | 2.91 | 4.03 | … | … | 3.36 | 3.13 | 2.68 | 3.14 | 2.72 | 2.58 | 3.72 | 2.94 | 2.38 | 2.32 | 4.64 | 6.29 | 4.00 | 3.78 | 3.50 | 3.50 | 3.21 | 3.07 | 2.71 | 3.33 | 1.90 | 1.81 | 3.27 | 3.76 | 4.47 | 3.72 | 3.12 | 3.60 | 1.17 | 0.80 |
Data as of 12/13/2019, Common starting date is 03/23/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBT (Truist Financial Corporation) |
-21.89%
Feb 2006 – Feb 2009 |
-11.41%
Feb 2004 – Feb 2009 |
-4.64%
Feb 1999 – Feb 2009 |
2.76%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBT (Truist Financial Corporation) |
55.29%
Mar 1995 – Mar 1998 |
36.74%
Dec 1993 – Dec 1998 |
26.40%
Jan 1991 – Jan 2001 |
19.89%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart