Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFC-PO (Truist Financial Corporation) | 5.06% | -0.22% | 2.79% | 1.48% | NA | NA | NA | 2.55% |
Data as of 07/18/2025, AR inception is 05/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC-PO (Truist Financial Corporation) | 05/20/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | -0.22 | 2.79 | 1.48 | NA | NA | NA | 2.55 | 5.06 | 0.31 | 10.71 | -18.78 | 4.71 | 14.32 |
| Sharpe Ratio | NA | -0.25 | -0.03 | -0.04 | NA | NA | NA | 0.03 | 0.47 | -0.48 | 0.30 | -1.21 | 0.56 | 2.54 |
| Standard Deviation(%) | NA | 13.75 | 17.02 | 14.99 | NA | NA | NA | 14.86 | 13.90 | 12.95 | 21.60 | 16.69 | 8.31 | 9.47 |
| Draw Down(%) | NA | 15.33 | 17.75 | 23.71 | NA | NA | NA | 23.71 | 9.92 | 14.83 | 16.88 | 22.73 | 6.63 | 4.30 |
| Yield(%) | 0.00 | 5.75 | 5.57 | 5.01 | 2.64 | 1.76 | 1.32 | 5.28 | 3.00 | 5.86 | 6.14 | 4.73 | 4.73 | 2.69 |
Data as of 07/18/2025, AR inception is 05/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PO (Truist Financial Corporation) |
-4.32%
Oct 2020 - Oct 2023 |
1.14%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PO (Truist Financial Corporation) |
3.06%
Jun 2022 - Jun 2025 |
1.14%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart