Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFC-PI (Truist Financial Corporation) | -4.89% | -3.46% | 9.10% | 0.21% | NA | NA | NA | 1.92% |
Data as of 07/18/2025, AR inception is 12/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC-PI (Truist Financial Corporation) | 12/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | -3.46 | 9.10 | 0.21 | NA | NA | NA | 1.92 | -4.89 | 13.28 | 26.31 | -26.58 | 13.87 | -3.15 | -0.20 |
| Sharpe Ratio | NA | -0.56 | 0.29 | 0.04 | NA | NA | NA | 0.00 | -0.78 | 0.62 | 0.78 | -1.41 | 0.49 | -0.13 | -0.23 |
| Standard Deviation(%) | NA | 12.61 | 20.08 | 19.68 | NA | NA | NA | 24.40 | 13.66 | 10.72 | 28.61 | 19.92 | 17.20 | 59.67 | 21.49 |
| Draw Down(%) | NA | 15.62 | 23.38 | 31.06 | NA | NA | NA | 31.06 | 15.62 | 7.22 | 23.38 | 29.19 | 4.95 | 26.92 | 3.23 |
| Yield(%) | 0.00 | 6.12 | 7.14 | 4.13 | 2.41 | 1.60 | 1.20 | 4.81 | 2.84 | 7.12 | 8.08 | 3.96 | 2.91 | 2.06 | 0.00 |
Data as of 07/18/2025, AR inception is 12/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PI (Truist Financial Corporation) |
-0.40%
Apr 2021 - Apr 2024 |
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 |
|---|---|---|---|---|
| TFC-PI (Truist Financial Corporation) |
10.09%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart