Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFC-PR (Truist Financial Corporation) | 3.42% | -0.37% | 3.90% | NA | NA | NA | NA | 0.07% |
Data as of 07/18/2025, AR inception is 07/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC-PR (Truist Financial Corporation) | 07/31/2020 | 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 (%) | -0.31 | -0.37 | 3.90 | NA | NA | NA | NA | 0.07 | 3.42 | 1.55 | 12.01 | -23.94 | 0.60 | 11.43 |
| Sharpe Ratio | NA | -0.24 | 0.03 | NA | NA | NA | NA | -0.13 | 0.24 | -0.34 | 0.33 | -1.41 | 0.08 | 3.01 |
| Standard Deviation(%) | NA | 14.62 | 18.38 | NA | NA | NA | NA | 16.10 | 13.97 | 14.70 | 23.49 | 17.98 | 7.21 | 9.71 |
| Draw Down(%) | NA | 16.13 | 20.02 | NA | NA | NA | NA | 28.17 | 11.08 | 15.77 | 20.02 | 28.14 | 8.09 | 3.32 |
| Yield(%) | 0.00 | 5.76 | 5.76 | 4.55 | 2.28 | 1.52 | 1.14 | 5.69 | 2.95 | 5.85 | 6.15 | 4.48 | 4.33 | 1.54 |
Data as of 07/18/2025, AR inception is 07/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PR (Truist Financial Corporation) |
-6.98%
Oct 2020 - Oct 2023 |
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-PR (Truist Financial Corporation) |
4.19%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart