Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFC-PH (Truist Financial Corporation) | NA | 3.59% | 4.25% | 4.96% | NA | NA | NA | 6.01% |
Data as of 05/28/2021, AR inception is 03/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC-PH (Truist Financial Corporation) | 03/04/2016 | 05/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.59 | 4.25 | 4.96 | NA | NA | NA | 6.01 | -1.07 | -3.31 | 14.33 | -12.93 | 11.16 | -2.06 |
| Sharpe Ratio | NA | 0.59 | 0.22 | 0.31 | NA | NA | NA | 0.37 | -0.70 | -0.14 | 1.24 | -1.45 | 1.80 | -0.25 |
| Standard Deviation(%) | NA | 6.04 | 16.05 | 13.64 | NA | NA | NA | 13.37 | 3.77 | 25.03 | 10.43 | 9.84 | 5.89 | 10.63 |
| Draw Down(%) | NA | 2.73 | 27.59 | 27.59 | NA | NA | NA | 27.59 | 2.08 | 27.63 | 6.42 | 15.56 | 3.23 | 14.98 |
| Yield(%) | 0.00 | 5.49 | 5.39 | 5.44 | 2.96 | 1.98 | 1.48 | 5.93 | 2.71 | 5.19 | 5.85 | 5.32 | 5.68 | 4.23 |
Data as of 05/28/2021, AR inception is 03/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PH (Truist Financial Corporation) |
3.37%
Jun 2017 - Jun 2020 |
5.26%
Apr 2016 - Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PH (Truist Financial Corporation) |
9.18%
Dec 2016 - Dec 2019 |
5.26%
Apr 2016 - Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart