Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFC-PO (Truist Financial Corporation) | 0.00% | 5.36% | 2.99% | -0.07% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC-PO (Truist Financial Corporation) | 05/20/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 5.36 | 2.99 | -0.07 | NA | NA | NA | … | … | 0.00 | 8.63 | 0.31 | 10.71 | -18.78 | 4.71 | 14.32 |
| Sharpe Ratio | NA | 0.29 | -0.02 | -0.18 | NA | NA | NA | … | … | -0.29 | 0.48 | -0.26 | 0.33 | -1.22 | 0.56 | 2.54 |
| Standard Deviation(%) | NA | 9.21 | 12.76 | 14.84 | NA | NA | NA | … | … | 8.64 | 11.92 | 12.95 | 21.60 | 16.69 | 8.31 | 9.47 |
| Draw Down(%) | NA | 9.52 | 15.33 | 23.71 | NA | NA | NA | … | … | 7.17 | 9.92 | 14.83 | 16.88 | 22.73 | 6.63 | 4.30 |
| Yield(%) | 0.00 | 6.23 | 5.74 | 4.69 | 3.16 | 2.11 | 1.58 | … | … | 3.01 | 6.01 | 5.86 | 6.14 | 4.73 | 4.73 | 2.69 |
Data as of 06/05/2026, Common starting date 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 |
-0.05%
Mar 2021 – Mar 2026 |
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) |
8.52%
Oct 2022 – Oct 2025 |
2.12%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart