Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFC (Truist Financial Corporation) | 4.53% | 9.42% | 3.36% | 9.31% | 4.75% | 7.25% | 4.07% | 9.52% |
Data as of 07/18/2025, AR inception is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC (Truist Financial Corporation) | 03/18/1980 | 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | 9.42 | 3.36 | 9.31 | 4.75 | 7.25 | 4.07 | 9.52 | 4.53 | 23.72 | -8.59 | -23.53 | 26.08 | -11.16 | 34.55 | -10.17 | 8.67 | 28.44 | -0.11 | 6.90 | 32.75 | 18.60 | -1.85 | 5.96 | -2.04 | -4.46 | -27.14 | 8.89 | 3.39 | 12.85 | 8.11 | 5.65 | -0.44 | 40.56 | -32.09 | 25.85 | 76.72 | 38.10 | 37.25 | -3.16 | 0.64 | 41.44 | 38.75 | -25.93 | 5.19 | 14.93 | 12.92 | 1.14 | 23.94 | 8.40 | 68.81 | 11.49 | 3.57 | -1.18 |
| Sharpe Ratio | NA | 0.48 | 0.02 | 0.24 | 0.11 | NA | NA | 0.21 | 0.33 | 0.66 | -0.30 | -0.77 | 0.92 | -0.17 | 1.61 | -0.53 | 0.47 | 1.21 | -0.01 | 0.44 | 1.95 | 0.85 | -0.05 | 0.18 | -0.03 | -0.07 | -1.08 | 0.41 | 0.08 | 0.80 | 0.38 | 0.18 | -0.13 | 0.92 | -1.12 | 0.79 | 2.95 | 1.78 | 1.60 | -0.29 | -0.06 | 1.40 | 0.97 | -0.74 | -0.02 | 0.49 | 0.27 | -0.11 | 0.80 | 0.17 | 4.18 | 0.43 | -0.57 | -0.83 |
| Standard Deviation(%) | NA | 31.13 | 35.06 | 33.93 | 33.87 | NA | NA | 30.90 | 34.38 | 26.12 | 43.38 | 32.36 | 28.20 | 66.72 | 20.64 | 21.80 | 17.21 | 23.31 | 21.31 | 15.72 | 16.81 | 22.02 | 36.96 | 31.77 | 72.07 | 79.17 | 27.97 | 13.65 | 16.25 | 14.80 | 19.49 | 25.14 | 22.40 | 39.57 | 31.56 | 28.57 | 24.67 | 19.27 | 20.88 | 21.12 | 25.34 | 27.56 | 35.94 | 42.11 | 27.64 | 21.02 | 32.32 | 26.45 | 23.40 | 10.00 | 14.93 | 9.25 | 11.38 | 11.14 |
| Draw Down(%) | NA | 26.93 | 48.47 | 59.11 | 59.11 | NA | NA | 66.54 | 26.93 | 11.87 | 47.43 | 38.34 | 16.03 | 54.29 | 13.43 | 24.65 | 15.61 | 19.24 | 15.84 | 12.55 | 9.78 | 19.80 | 33.50 | 38.24 | 50.55 | 45.06 | 28.21 | 9.19 | 11.66 | 12.18 | 18.76 | 19.71 | 16.51 | 24.78 | 32.46 | 24.20 | 12.27 | 11.34 | 11.17 | 21.71 | 19.25 | 15.28 | 16.67 | 43.10 | 20.97 | 13.33 | 29.07 | 17.92 | 23.36 | 16.20 | 10.00 | 6.12 | 14.29 | 12.94 |
| Yield(%) | 0.00 | 4.90 | 4.42 | 5.58 | 4.15 | 5.42 | 3.38 | 41.27 | 2.40 | 5.55 | 4.77 | 3.31 | 3.94 | 3.18 | 3.85 | 3.13 | 2.68 | 3.14 | 2.72 | 2.59 | 3.73 | 2.94 | 2.38 | 2.33 | 4.64 | 6.30 | 4.00 | 3.79 | 3.50 | 3.50 | 3.21 | 3.07 | 2.71 | 3.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC (Truist Financial Corporation) |
-21.87%
Feb 2006 - Feb 2009 |
-11.40%
Feb 2004 - Feb 2009 |
-4.79%
Feb 1999 - Feb 2009 |
1.60%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC (Truist Financial Corporation) |
50.45%
Mar 1995 - Mar 1998 |
32.58%
Apr 1994 - Apr 1999 |
23.28%
Jan 1991 - Jan 2001 |
19.71%
Dec 1982 - Dec 1997 |
Annualized Rolling Returns Comparison Chart